Stephanie VanTassell

• ERP Implementation & Optimization: Lead the successful implementation and continuous optimization of the IFS ERP system, ensuring alignment with organizational goals.
• Cross-Functional Leadership: Serve as the primary financial liaison between business units and the ERP implementation team. Provide guidance and support to department heads on financial reporting, process improvement, and data integration.
• Process Improvement: Drive the identification and execution of process improvement initiatives across finance and operational departments, resulting in increased efficiency, reduced costs, and enhanced data accuracy.
• Training & Development: Design and deliver training programs for finance and operational teams on IFS system functionalities and best practices.
• Financial Reporting & Analysis: Oversee the development of financial reports providing comprehensive analysis and insights to support strategic decision-making at the executive level.
• Stakeholder Management: Work closely with senior leadership to ensure financial processes and reports meet the needs of the business.
• Project Management: Manage multiple projects simultaneously, including system upgrades, process overhauls, and data migration efforts.
• Data Accuracy & Integrity: Implement and monitor controls to ensure the accuracy and integrity of financial data within the IFS system. Conduct regular audits and reconciliations to maintain compliance with internal and external standards.

Key Achievements

• Successfully led the rollout of the IFS ERP system across multiple business units, totaling 40 locations nationwide.
• Developed and implemented a comprehensive training program for over 1,000 finance and operational staff members.
• Spearheaded the integration of financial reporting tools within IFS, enabling real-time financial analysis and improved decision-making capabilities for senior leadership.
• Collaborated with IT to automate key financial processes, reducing the month-end close process and enhancing reporting accuracy.

• Corporate Accounting & Finance Management: Directly managed the corporate accounting and finance function, overseeing a team of 9 direct reports. Ensured accurate and timely financial reporting, budgeting, and forecasting for an $85M revenue organization with 31 business units.
• Mergers & Acquisitions Integration: Successfully integrated 22 M&A locations into the corporate financial structure, standardizing accounting practices and ensuring seamless financial reporting across all new entities.
• External, Internal & Regulatory Reporting: Led the management of corporate external, internal, and regulatory reporting functions, ensuring compliance with all relevant standards and regulations.
• Strategic Planning & Project Management: Planned, coordinated, and implemented organizational projects, including strategic development initiatives, technological updates, and procedural changes.
• Financial Technology Implementation: Led the implementation of financial technology systems that enhanced reporting capabilities and streamlined financial operations.
• Revenue Growth & Cost Reduction: Developed and executed strategic plans focused on revenue growth and cost reduction, resulting in a 5% increase in profitability.
• Market & Profitability Analysis: Conducted comprehensive market and profitability analysis to identify opportunities for growth and operational improvements.
• Budget & Forecast Coordination: Coordinated, reviewed, and endorsed budget and forecast proposals, facilitating discussions on proposed changes and significant financial impacts.
• Process Improvement: Reviewed department procedures and implemented methods for improvement, leading to increased efficiency and reduced operational costs.

• Department Management: Managed all aspects of the Accounting department, overseeing the coordination of monthly closing responsibilities and the preparation of monthly, quarterly, and annual financial statements for a credit union with $4 billion in assets and 36 branches.
• Team Leadership & Supervision: Led and supervised the Accounting department, which included financial reporting, general ledger accounting, and accounts payable and receivable, managing a team of 8 associates to ensure accurate and timely financial operations.
• Month-End Close Process: Monitored and optimized the month-end close processes, ensuring efficiency and accuracy in financial reporting.
• Financial Reporting: Completed monthly and annual financial reporting for management and the Board of Directors, providing clear and actionable insights to support strategic decision-making.
• Audit & Tax Coordination: Coordinated and provided appropriate supporting documentation for external fiscal year-end audits, annual tax preparation, sales and use tax reporting, and personal property tax filings, ensuring compliance with all regulatory requirements.
• System Implementation & Process Improvement: Led the implementation of new accounting systems and processes, enhancing the efficiency and accuracy of financial operations.
• Forecasting & Projections: Prepared monthly forecast projections, enabling the organization to make informed financial decisions based on accurate and up-to-date financial data.
• Staff Development & Management: Hired, trained, and developed staff to meet the evolving needs of the company. Planned, assigned, and directed work to align with company objectives, fostering a culture of continuous improvement and high performance.

• Financial Reporting & Communication: Ensured accurate and timely financial reporting to the CEO, CFO, and Senior Leadership team. Effectively communicated financial results, providing clear insights and analysis to support executive decision-making.
• Accounting Principles & Procedures: Developed and maintained accounting principles, practices, and procedures within the department to ensure compliance with GAAP and company policies.
• Internal Controls & Auditing: Established and monitored the implementation and maintenance of internal financial controls and procedures through rigorous internal audits, safeguarding the organization against financial discrepancies.
• Financial Analysis: Analyzed monthly financial results, identified key variance drivers, and recognized trends. Provided recommendations for improvements to enhance financial performance and operational efficiency.
• Prepaid & Capital Asset Audits: Conducted thorough audits of prepaid expenses and capital asset systems, ensuring accurate financial representation and compliance with accounting standards.
• Annual Audit & Compliance: Compiled necessary information and documentation for the annual audit and credit union exam, ensuring full compliance with external audit requirements and regulatory standards.
• Systems Infrastructure Coordination: Coordinated systems infrastructure upgrades, implementations, and resources between IT and accounting department end users. Ensured seamless integration and functionality of financial systems.
• System Integrity & Troubleshooting: Maintained system integrity through testing and dual operations when necessary. Troubleshot and resolved system issues for multiple Fiserv products, ensuring minimal disruption to financial operations.

• Reporting & Analysis: Managed the reporting, analysis, planning, and forecasting functions for the Jansport brand, ensuring alignment with corporate objectives and compliance with regulatory standards.
• Financial Concepts & Implementation: Interpreted and implemented complex financial and accounting concepts, providing insights and guidance to ensure accurate financial reporting and decision-making.
• Month-End Close: Completed month-end journal entries and reconciliations, ensuring the accuracy and integrity of financial data within tight deadlines.
• Financial Reporting: Developed and delivered comprehensive monthly, quarterly, and annual financial reports, providing key stakeholders with clear, actionable insights into the brand's financial performance.
• Variance Analysis: Analyzed actual financial results against forecasts, identifying variances and discrepancies. Leveraged data to uncover key variance drivers and provide recommendations for improvement.
• Trend Identification: Conducted in-depth analysis of monthly financial results, identifying trends and patterns that informed strategic planning and operational adjustments.

• Guides financial decisions by establishing, monitoring, and enforcing financial policies
• Prepares special reports by collecting, analyzing, and consolidating financial data
• Responsible for all A/P functions for approximately 45 invoices per week
• Responsible for all A/R functions including: processing and posting check/ACH payments
• Generates monthly billing statements and resolves client complaints
• Completes month-end journal entries and account reconciliation
• Processes weekly payroll for 23 hourly & salaried staff, pays taxes, & 401K disbursements.

• Accomplished financial objectives through rent collection, managing bills/invoices, analyzing statements, forecasting expenditures, and analyzing budget
• Responsible for all accounts receivable, payable, and cash receipts transactions
• Prepared, examined and analyzed accounting records, to assess accuracy, completeness and conformance to reporting and procedural standards
• Prepared bank and credit card reconciliations.