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Português
$
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Stephanie M
@srconsultgroup
Ecommerce Systems Architect
Estados Unidos
Inglês
Sobre mim
High-growth brands do not have standard bookkeeping problems. They have broken data setups. As an E-Commerce Systems Architect with a STEM MBA and a decade of corporate finance experience at Gartner and NBT Bancorp, I bridge the gap between store sales and clean reporting. I fix Shopify and Amazon payout mismatches, normalize fees, and track warehouse COGS without data bloat. I hold master credentials as an Advanced QBO ProAdvisor, Xero L3 Specialist, and A2X Partner. I deliver clean trial balances asynchronously to your CPA with zero meeting overhead.
Habilidades
Stephanie M
offline •
Conheça meus serviços
Eficiência e Automação do Negócio
I will fix your shopify or etsy accounting integration
Eficiência e Automação do Negócio
I will setup your ecommerce xero or quickbooks ledger
Portfólio
Experiência profissional
Consultant
Gartner • Período integral
Aug 2024 - Jan 2026 • 1 yr 5 mos
Market Intelligence: Conducted a comprehensive market analysis of 10 regional states regarding new legislative regulations, providing the client with an actionable strategic roadmap for implementation. Stakeholder Synthesis: Executed 15+ stakeholder and peer-state interviews to create baseline assessments. Synthesized findings and made executive presentations to leadership teams. Strategic Planning: Project manager of four critical workstreams (Data Governance, Architecture, Implementation, and End Users) for a pilot business case to establish robust data and analytics programs. Cost Analysis: Developed detailed quantitative analysis cost-benefit models to determine optimal implementation strategies for new enterprise systems. Operational Strategy: Delivered a scalable implementation toolkit (Playbook) that enabled the client to self-sustain and expand Agile practices.
NBT Bank
Período integral • 5 yrs 1 mo
Accountant
Apr 2019 - Apr 2022 • 3 yrs
Reconciled the General Ledger and Production at Month End and ensured variance less than 5%. • Analyzed variances in reconciliations for Payroll Deduction Program offering to ensuring variance less than 5%. • Managed remitting net premiums to 20+ carriers on over $5 million in business. • Improved daily process flow by 20% resulting in an increase in number of projects managed each month.
Wealth Management Financial Analyst
Mar 2017 - Apr 2019 • 2 yrs 1 mo
• Delivered five key reports each month to Executive Management for financial assessment. • Developed efficiencies in workflows for commission reconciliation by 50% over previous year. • Paid commissions to 15 Financial Consultants on business booked worth over $5 million. • Documented procedures and workflows for five critical processes for business continuity and streamline onboarding.
