Stefanie Williams
Cartersville,GA
Summary
Experienced Finance Professional: Offering a BS in Finance complemented by 10+ years of work experience that encompasses expertise ranging from hands-on leadership to accounting and operations. Well-Rounded & Motivating Leader: Adept at recruiting, hiring, and developing dynamic teams to build a well-qualified workforce; able to understand and improve key processes to improve revenue and cash flow. Effective Communicator: Highly skilled at interfacing with customers and team members while simultaneously utilizing hard skills, such as QuickBooks, Microsoft Excel, statistical analysis, and data handling. Innovative & Analytical Thinker: In current role, led the implementation of numerous processes and systems, such as new training manuals, payment methods, Change Order systems, order contracts, and other systems; kept an eye open for problems to solve while always working with others to identify key solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Office Manager
Cold Temp Refrigeration Services
01.2015 - Current
- Earn a reputation for problem solving and leadership while mentoring junior staff and overseeing office duties
- Balance a wide range of functions, such as A/R, A/P, dispatching, payroll, notarizing, and recordkeeping
- Maximize customer satisfaction and accuracy by creating a new customer form outlining rates, warranties, and procedures
- Significantly decrease lost revenue while boosting A/R efficiency through a new online quoting/approval process
- Spearhead the implementation of new payment acceptance methods, such as cash, card, ACH, and check
- Drive increases to installation efficiency by implementing manuals/training materials for installation techs
- Increase accountability and customer referrals by implementing internal controls and systems to track jobs
- Provide hands-on oversight and leadership while training staff on tasks, company objectives, and specifications
- Develop a well-qualified workforce by actively hiring and onboarding new employees in a timely/efficient manner
- Create incentives that boost employee loyalty, fulfillment, and productivity
- Conduct research to evaluate and implement benefits packages that support employee well-being while meeting company objectives.
- Work with accountants to maintain accurate records, taxes, and reconciliations
- Perform daily updates in QuickBooks Desktop to keep records accurate and current.
CPA Assistant
Chad Boyle
01.2022 - 01.2023
- Combine exceptional organization and attention to detail to balance all aspects of invoicing and payroll
- Gain valuable accounting experience while assisting with account reconciliations and bank account oversight
- Accurately and attentively categorize transactions for tax preparation according to strict requirements
Education
BS - Finance
Kennesaw State University
Kennesaw, Ga01.2020
Skills
- Finance & Investments
- Establishing Objectives
- Process Improvement
- Attention to Detail
- Time Management
- Customer service
- Office management
- Data entry
- Customer relations
- Clear oral/written communication
- Billing
- Scheduling and calendar management
- Document management
- QuickBooks Desktop/online
- Analyzing performance
- Compiling data
Certification
- Bachelor’s Degree in Business Administration, Finance
- Life Insurance License
- Notary Public
Timeline
CPA Assistant
Chad Boyle
01.2022 - 01.2023
Office Manager
Cold Temp Refrigeration Services
01.2015 - Current
BS - Finance
Kennesaw State University
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