Stephanie Simontacchi
San Francisco,CA
Summary
Self motivated and reliable professional seeking a new opportunity to bring current skills from a vast array of businesses spanning from StartUp’s, Manufacturing, Hospitality, Health, Tax and Banking Industries. Desiring to change momentum with a career change while completing my CLA Certificate; therefore, looking to apply current skills in a growing organization in the interim in a temporary, permanent, full-time and/or contractual manner.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Package Loader
United Parcel Service, UPS
08.2021 - 08.2022
- Loaded 3-5 trucks by unloading conveyor belt to assigned trucks by placing in assigned delivering locations.
- Accompanied drivers during busy holiday season to help assist with delivery based on increased volumes of packages and help reduce OT.
- Sorted packages from UPS freight trucks to various assigned belts ran throughout warehouse for package loaders.
Customer Service Representative
Block Advisors
01.2022 - 05.2022
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Assisted Tax Advisors in organization of client tax return info for efficiency
- Conducted Bank Reconciliation for various clients to assist internal bookkeeper
- Attended to front office cleanliness and overall presentation
- Called and processed payments, scheduling future appointments.
Financial Accountant
BWX Brands USA
05.2019 - 06.2022
- Reported financial data and updated financial records in ledgers and journals.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Reported sales taxes on various states using 3rd party processor’s-Avalara, and maintain various licenses
- Asset management
- Consolidated financial statements
- Implemented Daily Cash flow forecasting
- Budgeting and forecasting
- Assisted warehouse pulling and packing orders as well as inventory management during busy seasons
- Consolidated from 2 different software systems into one.
Accounting Manager
Redwood Credit Union
04.2016 - 04.2019
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Completed bi-weekly payroll for company employees.
- Compiled quarterly Call Report
- Processed employee commissions by using Access Database to present to upper management
- Assisted with transition of payroll processing from ADP to Workday
- Managed banking reconciliations and monthly balance sheet statements.
Financial Controller
Cavallo Point Lodge
12.2009 - 04.2016
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Led organizational cash flow and cash flow forecasting initiatives.
- Managed payroll data entry and processing for 250+ employees to comply with predetermined company guidelines.
- Prepared accurate financial reports and monthly statements for accounts receivables.
- Assisted with reporting for audits such as workers comp and 401k reporting along with external audits.
- Prepared sales tax returns
Education
CLA - Paralegal
Blackstone Career Institute
Allentown, PABachelor Of Accountancy - Accounting And Business Management
Sonoma State University
Rohnert Park, CA05.2005
Associate Of Applied Business - Business Administration And Management
Sacramento City College
Sacramento, CA05.1997
Associate Of Arts And Sciences - Liberal Arts And General Studies
American River College
Sacramento, CA05.1997
Skills
- Warehouse Operations
- Safety Monitoring
- Packaging and Picking
- Team Meetings
- Conveyor Systems
- Truck Loading
- Product Picking
- Critical Thinking
- Data Accuracy
- Cargo Sorting
- Vendor Relationships
- ERP and SAP
- Labeling and Boxing
- Customer Order Fulfillment
- Bank Deposits
- Vendor Contracts
Certification
- ServSafe -Food Handler and Preparation -passed Nov 2022 -good through 2027
Timeline
Customer Service Representative
Block Advisors
01.2022 - 05.2022
Package Loader
United Parcel Service, UPS
08.2021 - 08.2022
Financial Accountant
BWX Brands USA
05.2019 - 06.2022
Accounting Manager
Redwood Credit Union
04.2016 - 04.2019
Financial Controller
Cavallo Point Lodge
12.2009 - 04.2016
CLA - Paralegal
Blackstone Career Institute
Bachelor Of Accountancy - Accounting And Business Management
Sonoma State University
Associate Of Applied Business - Business Administration And Management
Sacramento City College
Associate Of Arts And Sciences - Liberal Arts And General Studies
American River College
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