Strategic planning
Stef Garvin
Financial Expert
Arden,NC
Summary
Enthusiastic and knowledgeable problem-solver in the financial services industry. Trusted by a diverse range of clients to provide empathetic and effective solutions to a variety of financial needs. Adapts quickly to changing business and technical environments.
Overview
21
21
years of professional experience
Work History
Financial Coach
GIFTS INTO GOLD
Tacoma, Asheville, Washington, North Carolina
06.2016 - Current
- Built a business serving coaches, authors, and speakers focused on using story in business, including in finances
- Had phone and Zoom conversations with hundreds of coaches, authors, and speakers
- Interviewed dozens of guests for the Heroes of the Heart podcast
- Hosted six profitable summits with dozens of speakers at each summit that were well received and in budget
- Published the best-selling Heart Notes anthology including writing, editing, and page layout
- Founded the Word of Difference Toastmasters club including recruiting and training members and club officers
Accountant
ACCOUNTEMPS
Seattle, Washington
09.2015 - 05.2016
- Helped small- and mid-sized businesses track expenses and improve accounting systems
- Overhauled a client’s chart of accounts for improved recordkeeping
Graphic Designer
SPILLING INK STUDIO
Tacoma, Washington
09.2013 - 10.2015
- Started and promoted a business as a freelance graphic designer
- Created freehand and digital illustrations for small-business and non-profit clients using Adobe’s Creative Suite (PhotoShop, Illustrator, InDesign)
- Provided photography services for schools and non-profits
Business Analyst
THERMO FISHER SCIENTIFIC
Asheville, North Carolina
01.2008 - 03.2013
- Developed tools in Cognos Report Studio to provide senior level managers and executives insight on performance measurement within a multi-channel, multi-billion dollar corporation
- Gathered user requirement specifications from senior-level managers
- Performed user acceptance testing (UAT) to ensure reports operated effectively and accurately
- Utilized principles of Agile development to provide timely, robust and scalable solutions
- Drove continuous improvement for business processes resulting in $10,000+ annual savings
- Provided analysis: Business Process, Variance, Cost benefit, Financial Ratio, Key Performance Indicators
Senior Accountant
NYPRO
Asheville, North Carolina
04.2004 - 01.2008
- Developed complex Excel models in the finance division
- Worked with large amounts of data in a complex ERP system
- Utilized Microsoft Access as the front-end for data stored on a remote SQL server
- Supported the Vice President of Finance at a primary location of a $1 billion corporation
- Managed multi-million dollar receivables, payables for 100+ vendors
- Managed the cash budget and forecasting for the location.
OREGON CUTTING SYSTEMS
Portland, Oregon
09.2003 - 03.2004
- Temporary position while recovering from major surgery
- Joined company's Toastmaster International club and developed communications skills.
Database
PUGET SOUND ENERGY
Seattle, Washington
05.2000 - 01.2003
- Administration, Quality Systems and Control
- Administered, troubleshot, and optimized the performance of distributed databases
- Built reports, queries, forms, and assisted with back-end server connectivity
- Investigated and troubleshot discrepancy reports and other database related system problems
Education
Master of Accountancy -
WESTERN CAROLINA UNIVERSITY
Bachelor of Science - Business
BRIGHAM YOUNG UNIVERSITY
Skills
Excellent Communication
Coaching and mentoring
Financial statements expertise
Innovative
Timeline
Financial Coach
GIFTS INTO GOLD
06.2016 - Current
Accountant
ACCOUNTEMPS
09.2015 - 05.2016
Graphic Designer
SPILLING INK STUDIO
09.2013 - 10.2015
Business Analyst
THERMO FISHER SCIENTIFIC
01.2008 - 03.2013
Senior Accountant
NYPRO
04.2004 - 01.2008
OREGON CUTTING SYSTEMS
09.2003 - 03.2004
Database
PUGET SOUND ENERGY
05.2000 - 01.2003
Master of Accountancy -
WESTERN CAROLINA UNIVERSITY
Bachelor of Science - Business
BRIGHAM YOUNG UNIVERSITY
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