Stephanie Heredia
Chief Executive Officer @Taxes Tampa, Llc
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WORK HISTORY
Chief Executive Officer @Taxes Tampa, Llc
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
University of Tampa
Bachelor’s Degree, Accounting and Finance
University of South Florida
Master of Science - MS, Accounting
SKILLS
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.
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