Stephanie Zwolan
Highland Park,IL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Finance Manager
rEvolution Marketing
03.2021 - Current
- Involved in implementation of new project management system agency wide (OpenAir and Workbook), including developing a training plan for all employees
- Responsible for month end revenue recognition for all clients, both in the US and UK
- Work with business development team to ensure forecast is updated with current opportunities and assist with commission calculation
- Prepare monthly financial reporting for rEvolution executive team, including YTD P&L reports and full year forecasting
- Provide analytical reporting to account management teams, to help them better understand project profitability
- Ensure all clients are billed in accordance with the agreement terms and follow up on overdue payments to assist with cash flow
- Approve and review expenses on projects to ensure expenses are within budget and company policy
- Hold monthly client P&L and re-forecast meetings with Account Directors to ensure client projects are maintaining the targeted profitability and ensure the forecast is accurate
- Assist VP of Finance with reviewing pricing for potential client projects
- Assisted with integration of two new company acquisitions, one in Detroit and another in the UK
- Oversee and mentor financial analyst.
Finance Manager
Starcom Worldwide
12.2016 - 03.2021
- Responsible for ensuring accuracy of revenue forecasting for the current year on a bi-weekly basis for each client on my roster
- Work with several client media teams to ensure accuracy of media and fee billings
- Assist the new business team for any new client pitches
- Analyze and compile client P&Ls throughout the year
- Work with the corporate finance team to assist with audit inquiries, both internal and external
- Responsible for month end closing and journal entries relating to each assigned client
- Brainstorm and implement improvements to the client billing process to ensure accuracy and efficiency.
Accounting Associate
Citadel LLC
12.2015 - 11.2016
- Helped implement the paperless accounts payable system improving efficiency in accounting for expenses and timeliness of payments to vendors
- Trained individuals within the company on how to use the system to ensure vendors were paid and they have visibility of expenses for their departments
- Assisted the corporate accounting department with month end closing and creating journal entries
- Accounted for incoming receipts from Citadel LLC as well as Citadel Securities and Citadel Technologies.
Revenue Analyst & Management Accountant
National Futures Association
01.2013 - 12.2015
- Developed an audit program to conduct audits of NFA assessment fees, the main source of revenue for the company, to ensure all related liabilities and assets are correctly reported
- The program is designed to accomplish ten audits within each calendar year
- Refined the cost accounting program to ensure consistency and transparency for others within the organization, reports are updated and presented to the organization on a quarterly and annual basis
- Responsible for internal financial and accounting analysis including preparing daily cash reports, month end reconciliations, compiling departmental reports, assisting with the fiscal year budget, and helping prepare the 990 tax filing
- Communicate with the public regarding questions on the NFA assessment fee application to ensure consistency and handle any refunds or underpayments of the fee
- When necessary, escalate issues to the CFO and COO to ensure they are aware of any potential additional revenue or unexpected liabilities
- Staff Auditor I & Staff Auditor II (June 2011 to December 2012): Worked effectively in a team environment and performed various areas of testing during audits of member firms to ensure they were in compliance with NFA and CFTC rules
- Performed for financial analysis of NFA members to ensure compliance with rules and regulations
- Helped plan, announce, and reviewed work on audits.
Education
Masters of Science in Accounting -
Michigan State University, The Eli Broad Graduate School of Management
East Lansing, MI05.2011
Bachelor of Arts in Finance, Specialization in International Business -
Michigan State University, The Eli Broad College of Business
East Lansing, MI05.2010
Skills
- Experienced in Microsoft Excel, NetSuite & OpenAir (Oracle)
- Proficient in Microsoft Word, Microsoft PowerPoint, Adaptive (Workday), Hubspot, and Salesforce
Certification
- CPA - Certified Public Accountant (inactive)
Timeline
Senior Finance Manager
rEvolution Marketing
03.2021 - Current
Finance Manager
Starcom Worldwide
12.2016 - 03.2021
Accounting Associate
Citadel LLC
12.2015 - 11.2016
Revenue Analyst & Management Accountant
National Futures Association
01.2013 - 12.2015
Masters of Science in Accounting -
Michigan State University, The Eli Broad Graduate School of Management
Bachelor of Arts in Finance, Specialization in International Business -
Michigan State University, The Eli Broad College of Business
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