Summary
Overview
Work History
Education
Skills
Certification
Technology Proficiency
Personal Information
Timeline
Generic

Stephanie Bergstrom

Myrtle Beach,SC

Summary


Senior executive leader with track record of driving strategic initiatives and delivering impactful results. Adept at fostering team collaboration and navigating complex organizational challenges. Skilled in strategic planning, financial management, raising capital and operations oversight. Valued for adaptability, and results-oriented approach.

Overview

16
16
years of professional experience
1
1
Certification

Work History

SVP of Finance & Accounting / Corporate Treasure

Care Solace, Inc.
12.2020 - 03.2025
  • Grew Company ARR from $2 million to $20 million and employees from 65 to 300+ over a 4-year period.
  • Closed Series A round in February 2025 - $20 million ($18 million primary & $2 million secondary)
  • Closed multiple debt refinancing rounds in total $16 million, including (1) revenue-based finance Oct 2021 -$4 million (2) Refinancing December 2022 - $4 Million - of which $1.8 Million fresh capital (3) Line of Credit facility March 2023 -$10 million.
  • Responsible for all aspects of Finance and Accounting, Legal and Human Resources
  • Create robust 5 Yr Strategic Plan 5-year three statement modeling.
  • Prepare BOD and Investor Presentations, including quarterly board decks and quarterly investor letters.
  • Strategize with C-Suite on critical hiring, and business decisions.
  • Successfully navigated the company to EBITDA positive over a 2-year period.
  • Coordinate opening balance sheet audit and subsequent 3 years of audited financial statements.
  • Responsible for Corporate tax return filings partnered with Tax Firm.
  • Identify and implement new software to scale effectively in high growth environment. Software’s included, Paylocity, Carta, Maxio, Ramp, Data Rails and Sage Intact.
  • Grew Finance Team - (2) Financial Planning and Analysis (3) Accounting and Operational accountants.

Sr. Director of Accounting

Welk Resort Group
12.2016 - 06.2020
  • Promoted to Sr. Director after two years in prior role as Director.
  • Prepared monthly management financials, quarterly lender financials and annual audited financials.
  • Presented and led monthly review meetings with VP+ leaders on Sales & Marketing results and KPI's.
  • Primary contact for corporate tax provision and audited financial statements.
  • Responsible for all technical accounting, including Cost of Sales Estimates, Backup and Disaster Recovery (BDR), multi-element arrangements and securitized debt.
  • Re-implemented Epicor ERP and reporting tool which shortened consolidation by 2-3 days.

Director of Accounting

Mitek Systems
02.2016 - 10.2016
  • Directed and prepared forms 4, 8-K 10-Q, and 10-K using Active Disclosure.
  • Reviewed and prepared monthly financial statements, including translating results for foreign subsidiaries.
  • Reviewed Software and SaaS contracts for proper revenue recognition criteria including ASC 605.

Interim Controller - Contractor

Fairbanks Ranch Country Club, Bay Clubs
01.2015 - 12.2015
  • Hire to assist with Due Diligence for Acquisition and preparing accurate Company information.
  • Due Diligence data gathering.
  • Expense modeling and projections.
  • Prepared monthly and annual financial statements and weekly cash flow forecast and presented to general manager and board of directors.
  • Completed various tax and compliance filings with external auditor including 401K and 501(c)(3)plan associated annual audit.

Assistant Vice President - Accounting

LPL Financial
08.2010 - 10.2014
  • All accounting for the General & Administrative group including technical accounting, with team of 8-10 accountants.
  • Remediated significant deficiency within the Internally Developed Software internal control process through a system implementation and creation of new controls.
  • Provided SEC Reporting and Earnings Release support by preparing various footnote details including, Restructuring, Intangibles, Fixed Assets, and Commitment and Contingencies.
  • Performed beginning balance audit of a new Acquisition and identified an unrecorded entries.
  • Integrated financial records and internal controls for two Acquisitions.

Manager of Accounting

Solera Holdings
10.2008 - 07.2010
  • Managed technical corporate accounting of Interest Rate Swaps, Currency Hedges, Share Based Compensation and publicly held debt.
  • Prepared 8-K with Proforma Financials for material international acquisition.
  • Prepared 10-Qs and 10-Ks, including non-GAAP metrics such as EBITDA and Cash EPS.
  • Consolidation of roughly 50+ foreign subsidiaries.
  • Prepared all Accounting, Budgeting and (monthly) re-forecast for Corporate Division.
  • Prepared Board of Directors slides and other Ad Hoc analysis for CFO and SVP of Finance.

Education

Bachelor of Science - Accounting

Central Washington University
Ellensburg, WA
06.1993

Skills

  • Raising Capital
  • Technical Accounting
  • Due Diligence and Company readiness
  • Software Implementation
  • Investor Presentations
  • Board Presentations
  • Financial Modeling / Business Insights
  • SEC filings

Certification

Certified Public Accountant (CPA),

State of California inactive

Technology Proficiency

  • Ariba Procurement System
  • Carta
  • Clarity
  • Concur
  • Crystal Reports
  • Cognos TM1
  • Equity Edge
  • E
  • TRADE
  • FAS – Fixed Asset Software
  • JD Edwards
  • Microsoft Dynamics
  • Microsoft Access
  • Microsoft Excel
  • OFA – Oracle Financial Analytics
  • Oracle R 12
  • Oracle 11i
  • Sage Intact
  • QuickBooks
  • HubSpot
  • Maxio

Personal Information

Title: Sr. Director of Accounting

Timeline

SVP of Finance & Accounting / Corporate Treasure

Care Solace, Inc.
12.2020 - 03.2025

Sr. Director of Accounting

Welk Resort Group
12.2016 - 06.2020

Director of Accounting

Mitek Systems
02.2016 - 10.2016

Interim Controller - Contractor

Fairbanks Ranch Country Club, Bay Clubs
01.2015 - 12.2015

Assistant Vice President - Accounting

LPL Financial
08.2010 - 10.2014

Manager of Accounting

Solera Holdings
10.2008 - 07.2010

Bachelor of Science - Accounting

Central Washington University

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