Stephanie Heredia

Chief Executive Officer @Taxes Tampa, Llc

Tampa, FL, US
EMAILS
s••••••••@taxestampa.com
MOBILE NUMBERS
+18•••••••29

Signup · Get unlimited contacts

WORK HISTORY

Jul 2017 — Present

Chief Executive Officer @Taxes Tampa, Llc

View department →

Tampa/St. Petersburg, FL, US

Consultancy Firm that focused on assisting start-ups and mid-sized companies with Outsourced CFO, Controller, Accounting, Tax, and Operations Services. Sample Operations / Business Analyst Projects Included-Interim CFO/COO and/or Controller Services-Inventory Management, Review and Optimization for E-Comm Clients-Business and Individual Tax Preparation & Mult-State/Multi-Entity Level Tax Planning-Multi-State Level Payroll and Sales Tax Due Diligence (All 50 states)-Mergers and Acquisitions Planning / Audits (up to $15 M)-Met with CEO\'s to assess which of their internal accounting processes could be digitalized-Designed custom Financial Accounting Dashboard(s)(Tableau)-Designed custom process diagrams and workflows (LucidChart) for departments such as HR (Payroll, Hiring, Onboarding), Tax, Client Accounting, Billing (A/P), Receivables (A/R), and Client Onboarding (Creation of Client Deliverables as well)-Met regularly with CEO\'s/Key Team Members to develop and deploy internal best practices-Constantly researched and trained on new software such as Intapp, Zapier, PowerAutomate, UiPath, and/or other Enterprise-grade automation platforms and tools to develop custom workflow automation solutions for different industries/clients

EDUCATION

2015 — 2018

University of Tampa

Bachelor’s Degree, Accounting and Finance

2019 — 2020

University of South Florida

Master of Science - MS, Accounting

SKILLS

Microsoft OfficeTaxCustomer ServiceBudgetsFinancial StatementsManagementProject ManagementStrategic PlanningBookkeepingLeadershipTax PreparationAccountingPowerpointMicrosoft ExcelFinancial AccountingInvestment StrategiesStatistical Data AnalysisMicrosoft WordCorporate Tax

ABOUT STEPHANIE HEREDIA

Highly creative performance-orientated leader offering exceptional track record of achievement over 10-year career in Accounting, Tax and Operations. Employee centric management style with a strategic and analytical approach to problem solving, collaboration, innovation, and change management. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Stephanie Heredia — Email, Phone Number & Contact Info | Unifers