Stephanie Cervantes

Serve as Assistant Controller with end-to-end ownership of core accounting operations, including accounts payable, accounts receivable, payroll, and full month-end close. Act as a key operational and financial leader, ensuring accuracy, compliance, and scalability across all accounting functions.

Lead and manage AR and AP workflows, payroll processing, and financial controls, while overseeing incoming accounting communications and documentation, including management of the accounting inbox, incoming mail, and vendor correspondence. Maintain W-9 compliance and file annual 1099s to ensure regulatory accuracy and audit readiness.

Drive process improvement and systems enhancement across the accounting function, implementing new rules, controls, and workflows to strengthen reporting accuracy and operational efficiency. Partner closely with leadership to support financial visibility, decision-making, and growth initiatives.

Designed and built internal software solutions to automate commission calculations and improve job pipeline visibility for sales representatives, bridging accounting, operations, and technology to eliminate manual processes and increase transparency.

Built and led the finance function from inception for an early-stage marketing company, establishing the full accounting and financial infrastructure from the ground up. Designed and implemented the general ledger, accounting workflows, and internal controls to support scalable operations.

Owned full month-end close, financial reporting, and job costing, providing leadership with accurate and timely financial insight. Developed processes for accounts payable, accounts receivable, vendor management, and procurement to ensure compliance, cost control, and operational visibility.

Partnered with leadership to support budgeting, cash-flow management, and ongoing financial decision-making, serving as the primary owner of financial systems and reporting.

Role structured as a fractional executive position, supporting monthly close, reporting, and financial oversight.

Served as Financial Controller overseeing end-to-end accounting operations, including full month-end close, financial reporting, and general ledger management. Led accounts payable, accounts receivable, and payroll processes while ensuring accuracy, timeliness, and strong internal controls.

Managed budgeting, cash-flow planning, and forecasting activities, providing financial insight to leadership to support operational and strategic decision-making. Partnered cross-functionally with operations and executive leadership to improve reporting visibility, streamline processes, and support business growth.

Managed day-to-day accounting operations, including payroll processing, oversight of accounts payable and accounts receivable activities, and support of month-end close and financial reporting. Partnered with leadership to ensure accurate, timely financial data and effective operational reporting.

Played a key role in coordinating monthly reporting processes, reconciling financial data, and improving internal reporting workflows to strengthen data accuracy, consistency, and communication across teams.

Supported financial operations by maintaining organized records, monitoring transactional accuracy, and contributing to process improvements that enhanced reporting efficiency and visibility.

Supported multiple legal practices across litigation, criminal defense, and immigration by managing complex workflows, sensitive documentation, and compliance-driven processes. Coordinated case files, conducted legal research, drafted and organized documentation, and prepared materials to support efficient case management and trial readiness.

Served as a key operational support partner by maintaining detailed records, tracking case activity, and coordinating communications with clients, attorneys, and external parties to ensure accuracy, confidentiality, and timeliness.

Provided payroll and financial administrative support for multiple clients, including processing payroll, preparing invoices, tracking expenses, and maintaining accurate employee and financial records. Ensured compliance with payroll regulations while supporting documentation integrity and operational reporting needs.

This role required a high level of organization, discretion, attention to detail, and cross-functional coordination skills that later translated directly into accounting operations, financial oversight, and controller-level responsibilities.