Stephanie Fortman
Fairfield
Summary
Dynamic and resilient Accounting Manager with an MBA and over 10 years of comprehensive accounting experience. Proven expertise in GAAP policies and procedures, complemented by strong analytical skills and meticulous attention to detail. Adept at thriving in both independent and collaborative settings, ready to leverage a robust background to drive financial accuracy and operational efficiency. Committed to contributing to a forward-thinking organization that values strategic financial management.
Overview
13
13
years of professional experience
Work History
ACCOUNTING MANAGER
Bon Secours Mercy Health
07.2022 - Current
- Manage and lead a team of four people through a five-day month-end close process.
- Review month-end, quarter-end, and year-end journal entries in Blackline, including prepaids, expense accruals, cash adjustments, and intercompany transactions.
- Review balance sheet reconciliations in Blackline including accounts payable, accounts receivable, prepaids, and cash.
- Utilize Workday reporting for variance analysis and working with CFOs on discrepancies in financial statements.
- Host and present monthly financials for month-end close meetings with hospital CFOs and members of Upper Management.
- Assist in the training and development of new staff members.
- Assist in developing and implementing accounting policies and procedures to improve efficiency and maintain compliance.
- Provide detail for internal and external audit requests.
- Ensure compliance with internal controls and end-to-end processes.
SENIOR STAFF ACCOUNTANT
Bon Secours Mercy Health
07.2019 - 07.2022
- Prepare journal entries for monthly close process.
- Prepare complex expense accruals for Greenville Market.
- Review general ledger accounts and prepare adjusting journal entries.
- Prepare monthly balance sheet reconciliations in Blackline.
- Prepare monthly Cash Reconciliation and research discrepancies.
- Streamlined processes during Atlantic Transition for multiple entities.
- Closed the monthly books for the Greenville Market.
- Monthly variance review and account analysis.
- Assist in training new staff members during the onboarding process.
ACCOUNTANT II
Veritiv Corporation
02.2018 - 06.2019
- Prepare journal entries for monthly, quarterly, and year end close process.
- Reviews general ledger accounts and prepares adjusting journal entries.
- Prepare and process customer rebate checks/credit memos monthly, quarterly, and annually.
- Monthly Profit & Loss Review and Analysis.
- Balance Sheet Quarterly Flux analysis.
- Prepare journal entries and reconciliations for International Entities.
- Assist in Deferred Compensation payments and reconciliation of various plans.
- Assists with obtaining supporting documentation for external audit requests.
STAFF ACCOUNTANT
Guardian Savings Bank
11.2016 - 02.2018
- Prepare and review assigned monthly, quarterly, and annual general ledger reconciliations.
- Prepare month-end close entries.
- Prepare Troubled Asset Report for monthly Board of Director’s meetings.
- Works closely with Chief Financial Officer on special projects, process improvements, and system improvements.
- Perform internal bank reconciliations.
- Monthly posting of multi-million-dollar wire transfer involving hundreds of accounts.
- Backup for other accounting roles as needed.
STAFF ACCOUNTANT
Kirsch CPA Group
10.2014 - 11.2016
- Perform assigned monthly, quarterly, and annual client work.
- Prepare financial statements and reports, both for internal and external use.
- Perform bank and credit card account reconciliations and analysis.
- Prepare and enter journal entries involving in month or year-end work.
- Maintain business relationships with internal and external customers.
- Prepare individual and business tax returns.
ACCOUNTING ASSISTANT
Medpace
05.2012 - 10.2014
- Ensure all budget management reports for assigned studies are completed within deadlines.
- Ensure all executed contracts are entered into expense reporting system in a timely manner.
- Investigate and review variances involving study invoice summary reports.
- Verify budgets of multimillion-dollar studies prior to entering project coding matrix.
- Audit employee expenses reports and vendor invoices.
- Effectively communicate with account managers regarding contract budgets and categories.
- Assist in developing more efficient reporting processes for Business Development Team.
Education
MASTER OF BUSINESS ADMINISTRATION -
Indiana Wesleyan University
West Chester, OH01.2017
BACHELOR’S DEGREE IN ACCOUNTING - undefined
Indiana Wesleyan University
West Chester, OH01.2014
Skills
- Journal entries
- Financial reporting
- Bank reconciliation
- General ledger accounting
- GAAP understanding
- Month-end reporting
- Interpersonal relations
- Staff training and development
- Process improvement
- Variance analysis
Timeline
ACCOUNTING MANAGER
Bon Secours Mercy Health
07.2022 - Current
SENIOR STAFF ACCOUNTANT
Bon Secours Mercy Health
07.2019 - 07.2022
ACCOUNTANT II
Veritiv Corporation
02.2018 - 06.2019
STAFF ACCOUNTANT
Guardian Savings Bank
11.2016 - 02.2018
STAFF ACCOUNTANT
Kirsch CPA Group
10.2014 - 11.2016
ACCOUNTING ASSISTANT
Medpace
05.2012 - 10.2014
BACHELOR’S DEGREE IN ACCOUNTING - undefined
Indiana Wesleyan University
MASTER OF BUSINESS ADMINISTRATION -
Indiana Wesleyan University
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