This document is a resume for Stephanie D. Robinson. It summarizes her education, including a Master's in Accounting from The College of Saint Rose and a Bachelor's in Economics from University at Albany. It also outlines her professional experience in accounting, financial analysis, customer service, and administrative roles. Her most recent role is as an Account Analyst at Kelly Services/GE Power & Water Renewable Energy. She is seeking a position that allows her to utilize her education and experience in accounting.
I am a senior finance student at the University of South Carolina. Currently, I am pursuing a a full-time investment banking analyst position. Geographically, I am open to any positions in the United States.
I am a senior finance student at the University of South Carolina. Currently, I am pursuing a a full-time investment banking analyst position. Geographically, I am open to any positions in the United States.
Development finance & operation basics for nonprofits_Fresh Arts 2014Fresh Arts
Development Finance and Operation Basics
for the Jack-of-All Arts Administrator
(Gift Acceptance, Disclosure Rules & Basic Financial Reporting)
For arts administrators of small to mid-sized nonprofits
Wednesday, June 4th, from 4-6 p.m.
@ Fresh Arts, 2101 Winter Street, #B11, Houston, TX 77007
PRESENTERS:
Amy Lampi, Senior Director of Development Support Systems, Memorial Hermann Foundation
Joanna Torok, Director of Advancement Operations, Houston Grand Opera
Are you in charge of fundraising AND finance within a small organization? Do you struggle with creating a regular routine for acknowledging donations? Do you know how to present your financial position effectively to your board? Are you certain you’re in total compliance with the IRS when accepting gifts? Administrators can expect to walk away from this workshop better equipped to manage broad financial concerns along with a simple check-list of things to do each day to ensure you are staying in compliance.
Topics will include:
- Creating simple systems for fund development management and operations
- Timing, rules, and language for donor receipts
- Common mistakes in communicating the tax benefits of donations
- How to determine Fair Market Value for special events, etc.
- Basic financial reports
- Forecasting revenues
- Reconciling fundraising activities with greater financial goals
1. Stephanie D. Robinson, 160 Jefferson Street Albany, NY 12210 Robinsons618@strose.edu (518)253-9187
Profile/Objective: As a hard-working, dedicated professional, focused on obtaining a position in accounting and financial analysis, I excel in
experiences that demand making thorough decisions in a fast paced environment. Having solid interpersonal skills, analytical skills and
strong business acuity helps me to effectively resolve professional challenges that arise for the team. I am always eager to resolve short and
long term issues, seeing them as opportunities to grow and contribute value to the group or organization. My work ethic expresses diligence,
organization and keen attention to detail due to my experience in research, data collection, and critical thinking. I am looking for the
opportunity that will allow me to use my education and professional experience simultaneously. *Certified Public Accountant (CPA) exam eligible.*
Education
The College of Saint Rose December 2015
Masters of Science, Accounting; Minor: Business
Capstone Project: Chipotle: Current Performance-The Rise of a Franchise
Relevant Coursework: Advanced Computer Auditing; Budget Cost and Analysis; Project and Organizational Management
University at Albany, State University of New York December 2003
Bachelors of Science, Economics; Minor: Business
Professional Experience
Kelly Services/GE Power & Water Renewable Energy 05/16 - present
Account Analyst
• Perform weekly updates to tracker
• Provide copies of invoices upon request
• Process Purchase Order requests where required
• Submit approved billing information to Billing Team for invoicing
• Confirm quote is in WON status and update quote status in tracker
• Run FSA Cost Modeling report and summarize billing information
• Upload all supporting documentation to quote folder in Billing Archive
• Create Service Requests, Order Parts, Receive Parts upon confirmation from Lead
• Submit summarized billing information to Sales Person (Trans Leader or Site Manager) for approval
• Perform Purchase Order receipts in SSP5 upon receipt of approved invoices from Lead, ensure vendor payments are processed
The SAGE Colleges: Course Developer/H.E.O.P Tutor (Albany, NY) 05/16 – present
• Course Developer of Advanced Accounting courses
• Tutor in following subjects: Business Math; Algebra; Geometry; Trigonometry; Calculus; Statistics; Accounting; Economics;
Finance
Accustaff/Maximus (Albany, NY) 09/13 – 05/16
Customer Service Specialist 1/Customer Service Specialist 111
• Perform process analysis and communicate recommendations to management and Department of Health
• Evaluate financial need to apply appropriate government assistance, tax credits and subsides for health insurance
• Record and calculate 3-month Income statements for self employed individuals and families
• Identify, estimate and reconcile all relative sources of annual income; determine monthly income
• Determine proof of income need to satisfy eligibility requirements
• Audit and verify proof of income for further processing
Robert Half International: Burst Marketing (Albany, NY) 05/13 – 09/13
Office Manager/Assistant Bookkeeper
• Responsible for all purchases and expense of office inventory and supplies
• Managed all general accounting functions including, accounts receivable, accounts payable, billing and collections
• Developed and supported productive and profitable associations with vested vendors and new clientele via acute customer service
skills, database management and organizational management
• Consumer lead with creative implementation process for new slogan and customer friendly advertisements for the Capital District
Transportation Association
2. Stephanie D. Robinson, 160 Jefferson Street Albany, NY 12210 Robinsons618@strose.edu (518)253-9187
Aerotek: WellPoint-Empire Blue Cross Blue Shield (Albany, NY) 12/11 – 01/13
Customer Service Representative: Provider Services
• Researched and monitored healthcare policies and current medical coding
• Data Analysis and Reporting of coinsurances, deductibles, copayments and additional fees
• Serviced Providers’ questions regarding insurance benefits, provider contracts, eligibility, and claims
• Addressed operational challenges and customer service issues; directed reports to appropriate management teams
Robert Half International: Office Team GSS-RegUSA (Albany, NY) 07/11 – 09/11
Customer Service Representative/Cash Out Clerk
• Data entry--Process estimate fees and company registration fees for license plates
• Checks and balance of all reports before shipment: License plates and relative documents to car dealerships
Westaff (Albany, NY) 10/10 – 06/11
Administrative Assistant/Assistant Recruiter
• Recruit, match and facilitate registration process for eligible candidates for potential employment
• Maintained current files and archives for reference and audit purposes
Too Deep Entertainment: Educational Theatre Arts (Albany, NY) 07/10 – 08/10
Youth Counselor
• Supervised 20 youth between the ages of 13 – 19
• Facilitated daily workshops, tutorials, group exercises and community service projects geared towards teaching life skills, team
building, professional development and social/cultural awareness, through:
o “Dress for Success”/Resume writing
o Create activities that other youth can partake in to engage the community positively
o “The Hip-Hop Effect”: Analysis of socio-cultural diversity and how it plays out in the media
o Assessment and discussion on issues that effect the community; develop resolution for change
o Perform improvisational skits: teaches youth how to resolve matters of conflict through theatre arts
Arbor Hill Community Center, Inc: 01/08 – 05/10
Youth Empowerment and Mentoring Program (Albany, NY)
Assistant Program Coordinator/Administrative Assistant
• Established current and archived filing system-paper and electronic
• Placed work orders, purchase orders and purchased office supplies
• Developed press releases, project spreadsheets and references/links to FAQs
• Created flowcharts and presentations, Drafted correspondence: memos, manuals, brochures, directories
• Generated and distributed monthly reports to senior managers: Health Research, Inc. - regarding the At-Risk youth in Y.E.M.P
• Prepared expense reports and processed invoices; Coordinated collection of expense reports for Managers’ direct reports
• Distributed incoming mail, Scheduled appointments in internal Outlook calendar, Organized/Budgeted for local and national travel
• Bookkeeping/Budget and Cost Analysis: purchasing; employee payroll; youth stipends; program inventory-food and supplies
• Supervised and facilitated programs for 20-70 at risk youth, ages 13-19-advocating productive and healthy lifestyles and guidance
on obtaining future aspirations, by way of workshops, tutorials, outreaches and community service/events
• Researched and organized external opportunities for program outreach and workshops to increase social/cultural awareness and
professional opportunities for youth
• Acting point of contact –Co-facilitated operations, team communications and activities internally and with outside organizations
• Management and Troubleshooting office and building issues, Ensured building space was up to code: able to operate and service
customers within city/state guidelines
• Created and maintained appropriate systems and statistics for tracking office supply inventory; third party vendor services and
working closely with the Procurement Office to ensure adequate office supplies are available consistently
LaGuardia Community College: Tutor- Math/ESL (Long Island City, NY) 07/99 –2003
C.O.P.E Program: Tutor
• Assisted students in C.O.P.E program with ESL homework and projects
• Tutor in following subjects: Business Math; Algebra; Geometry; Trigonometry; Calculus I and II, Statistics
Computer Skills: Microsoft Office Suite (Excel, Word, And PowerPoint); Knowledge of Oracle; ACL: Audit Management Software