Summary
Overview
Work History
Education
Skills
Timeline
Generic

STEFANIE SAPPINGTON

Columbia,MO

Summary

My experience in the architecture, engineering, construction, and real estate industry combined with my accounting background has allowed me to serve clients during their transition from their legacy software to Sage Intacct.

My passion is to understand client's current software issues, advise on what Sage Intacct can offer to streamline workflows and efficiency, offer potential third party solutions to achieve all goals, and transition them to the next generation of accounting software.

As a client-oriented professional, I truly enjoy engaging with clients and bringing a personal level that I believe is important during an implementation.

Overview

22
22
years of professional experience

Work History

Sage Intacct Implementation Lead

Accordant Company LLC
07.2022 - 05.2024
  • Lead and/or participated in 30+ implementations of Sage Intacct
  • Involved in the implementation process after sales handoff which included the discovery process, reporting needs, workflow diagrams, database configuration, subject matter expert sessions, end user training, data extraction and data imports, and data validation.
  • Successfully worked with third party integrations including Procore, BuildOps, Sage Field Operations, Sage Construction Management, Bill.com, and other custom integrations. This involved configuring Sage Intacct to allow third parties to integrate and test in either the implementation environment or the production environment depending on the integrations.
  • Implemented Inventory, Projects, Project Contracts as well as the Core applications.
  • Focus on client's need and offering best practice solutions

Sage Intacct Implementation Specialist

Aktion Associates, Inc.
07.2021 - 06.2022
  • Worked in a team environment to implement Sage Intacct CRE
  • Successfully implemented Sage Intacct CRE for clients while staying on schedule and within budget
  • Utilized applications including Core, Purchasing, Order Entry, Projects, and Construction to deliver results to clients


Controller

Boone Construction Co.
01.2019 - 06.2021
  • Analyzed previous bids and overhead calculations to understand lack of profitability on jobs
  • Created and implemented a bidding template in order to prepare bids that will cover overhead as well as have a desired level of profitability
  • Developed a budget to begin tracking variances
  • Liaison to bank, bonding company, accounting firm, brokers, and insurance company
  • Refined processes and eliminated redundancies for a more efficient workflow
  • Changed work environment from everyone working in a silo to working as a team to achieve company goals
  • This was achieved by daily meetings with the owner as well as weekly meetings with all staff
  • Created weekly cash flow sheet to forecast cash needs
  • This is used to determine what vendors will be paid and when
  • This is also used to determine when we need to draw on the line of credit as well as when we can pay the line of credit down
  • Supervise and support the Staff Accountant and Administrative Assistant
  • Review accounts payable and accounts receivable entries for accuracy
  • Prepare weekly payroll and remit associated payroll taxes
  • Prepare and submit certified payroll reports
  • Responsible for all month-end close duties including general ledger review, monthly journal entries, bank reconciliations, and preparation of financial statement package.

Accountant

EquipmentShare.com Inc
01.2017 - 01.2019
  • Responsible for month end close out including reviewing the general ledger, journal entries, market allocations and bank reconciliations
  • Managed and trained staff who recorded 6,000 credit card transactions per month, this included verifying proper account coding and market coding
  • Assisted in monthly contractor payout which involved verifying data and accurately entering it for payment
  • Prepared daily report for third party accounts receivable factoring company to ensure we received funding for daily invoices
  • Managed parts inventory for 28 locations
  • Prepared and timely filed monthly heavy equipment tax filings for markets in Texas
  • Assisted with accounts payable entry when needed
  • Lead for company transition to new accounting software and how it interfaces with our internal software.

Assistant Women's Soccer Coach

Central Methodist University
01.2015 - 01.2017
  • Responsible for recruiting, retaining, and coaching athletes for both our Varsity and Reserve soccer teams
  • Tracked our budget for athletic scholarship dollars available versus scholarship dollars used
  • Monitored the annual women's soccer budget and compared budget to actual
  • Coordinated and managed schedule for Varsity team, Reserve team, and Davis Field facility
  • Organized and ordered athletic gear issued to athletes and tracked what was issued
  • Planned and coordinated officiating schedule to ensure we had officials for every Reserve game.

NAIA Champions of Character Liaison

Central Methodist University
01.2015 - 01.2017
  • Planned and lead monthly meeting with Champions of Character representatives to discuss the Five Core Values of the NAIA which include Respect, Responsibility, Integrity, Sportsmanship, and Servant Leadership
  • Coordinated activities for the group to serve the community and CMU by creating interaction between local organizations including the Fayette Public Schools and the local food bank
  • Awarded Champions of Character Coach Award for the 2016-2017 academic year.

Business Manager

Malicoat-Winslow Engineers, PC
01.2012 - 01.2014
  • Responsible for all financial aspects of the business including preparation of financial reports, benefit administration, and human resources functions
  • Day to day responsibilities included accounts payable and receivable, bank reconciliation, billing, and project budgeting
  • Responsible for being knowledgeable for an average of 30 projects at any given time, tracking, and billing for all clients
  • This resulted in revenue increasing by 150%
  • Made recommendations to sole owner on cash expenses and backlog
  • Decreased unnecessary monthly expenses to reduce overhead.

Business Manager

Media Convergence Group
01.2010 - 01.2011
  • Independently managed the preparation of financial projections and monthly financial statements, benefit administration, human resource management and planning, as well as all legal work
  • Financial duties included processing accounts payable and receivable, monthly bank reconciliations, monthly invoicing, maintaining 12 month rolling forecast, monthly cash flow reporting, monthly analysis of cost variances, and fixed asset tracking
  • Made recommendations to President on cash outlays based on revenue projections and cash position
  • Reduced cash expenditures in the amount of $76,800 by eliminating unnecessary vendors, renegotiating existing contracts and preparing legal documents to support a third round of investor funding
  • Liaison between company and third-party accounting firm, insurance brokers, and other vendors.

Business Manager

Simon Oswald Architecture Inc.
01.2005 - 01.2010
  • Solely responsible for timely and accurate financial planning and reporting, benefit administration, and human resource planning
  • Primary resource for project resource planning, professional services fee calculation, and project budgeting
  • Financial duties included accounts payable and receivable, bank reconciliation, monthly billing, annual budget preparation and monthly monitoring of budget to actual, monthly project profitability analysis, financial ratio analysis, weekly cash flow reporting, and quarterly profit-sharing calculation
  • Integral part of strategic planning team and project management initiative team
  • Re-evaluated project reporting protocol and revised to fit current industry standards
  • Made recommendations to owners on cash outlays based on backlog, workload, and cash position
  • Analyzed and implemented cost savings for company by reducing monthly costs for the multi-function copier.

Cash Manager

Affordable Equity Partners
01.2004 - 01.2005
  • Developed extensive spreadsheet to project cash position for next twelve months
  • This 30-page report projects upcoming cash needs for lines of credit, shows upcoming sources and uses of cash, and projects monthly expenses including a calculation of monthly interest expense
  • The spreadsheet was utilized by the President/CEO of the company to make business decisions
  • Solely responsible for determining how cash needs would be met
  • Liaison to various banks to establish lines of credit needed to fund equity payments to partnerships and to make necessary monthly construction draws
  • Responsible for the maintenance of more than 50 bank accounts and numerous certificates of deposit
  • Utilized my ability to take initiative when I analyzed various bank accounts to determine income of nearly $1,000,000 that was due to the company from various partnerships.

Staff Accountant

Affordable Equity Partners
01.2002 - 01.2004
  • Lead accountant in department for financial statement preparation, tax return preparation, tax return review and audit review
  • Responsible for reviewing 107 lower-tier tax returns to ensure proper accounting for low-income housing tax credits
  • This entailed sending out year-end letters to confirm capital accounts, tracking the status of the returns and communicating with CPA's regarding the returns
  • Responsible for maintaining monthly financials for 28 upper-tier entities, preparing tax packages for these entities, and handling the audit of the entities
  • Other responsibilities included ensuring necessary documents were accurate and in-house in a timely manner to request equity payments from our upper-tier investors so that we could in turn make equity payments into the lower-tier of our various partnerships
  • Utilized attention to detail skills when preparing projections for potential investments and when updating projections for investors
  • Responsible for the training of other accountants and asset managers and for supervising the student interns and part-time employees in the department to ensure financial reporting deadlines were met and accounts payable were processed.

Education

Bachelor of Science in Accountancy - Accounting

Northern Illinois University
DeKalb, Illinois

Skills

  • Planning and implementing
  • ERP implementation
  • Customer relations
  • Workflow optimization
  • Sage Intacct certified
  • Third party integrations
  • Sage Intacct
  • Sage 300CRE
  • Deltek Vision
  • QuickBooks (desktop and online)
  • TimberScan
  • Microsoft Office Suite
  • Google Suite
  • Xero
  • ReceiptBank
  • Slack
  • Trello

Timeline

Sage Intacct Implementation Lead

Accordant Company LLC
07.2022 - 05.2024

Sage Intacct Implementation Specialist

Aktion Associates, Inc.
07.2021 - 06.2022

Controller

Boone Construction Co.
01.2019 - 06.2021

Accountant

EquipmentShare.com Inc
01.2017 - 01.2019

Assistant Women's Soccer Coach

Central Methodist University
01.2015 - 01.2017

NAIA Champions of Character Liaison

Central Methodist University
01.2015 - 01.2017

Business Manager

Malicoat-Winslow Engineers, PC
01.2012 - 01.2014

Business Manager

Media Convergence Group
01.2010 - 01.2011

Business Manager

Simon Oswald Architecture Inc.
01.2005 - 01.2010

Cash Manager

Affordable Equity Partners
01.2004 - 01.2005

Staff Accountant

Affordable Equity Partners
01.2002 - 01.2004

Bachelor of Science in Accountancy - Accounting

Northern Illinois University

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STEFANIE SAPPINGTON