Kate Stephens

Senior Director, Revenue Controller at General Atlantic
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Experience

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Senior Director, Revenue Controller
      • Jun 2022 - Present

      Generate and reconcile consolidated quarterly corporate financial statements Manage service fee tracking and billing across all products Generate and reconcile consolidated quarterly corporate financial statements Manage service fee tracking and billing across all products

    • United States
    • Internet Marketplace Platforms
    • 1 - 100 Employee
    • Director of Finance Operations
      • Aug 2021 - Jun 2022

      Set up and managed process to track finances related to operational revenue Completed month-end reconciliations Set up and executed brand and creator payments Worked with technology team to test and automate new system releases and implementation of third-party software Set up and managed process to track finances related to operational revenue Completed month-end reconciliations Set up and executed brand and creator payments Worked with technology team to test and automate new system releases and implementation of third-party software

    • United States
    • Financial Services
    • 400 - 500 Employee
    • Director, Audit & Compliance
      • Jan 2020 - Jul 2021

      Coordinated various audits for investment partnershipsSet up and managed service fee tracking and billingReconciled and generated statements for investor unfunded commitmentsCollaborated with legal team to draft service fee terms within commitment agreements

    • Senior Associate, Audit and Compliance
      • Jan 2018 - Dec 2019

    • Associate, Audit & Compliance
      • Jan 2016 - Dec 2017

    • Analyst, Audit & Compliance
      • Jan 2013 - Dec 2015

    • Business Tutor
      • Jan 2012 - Jul 2012

      Prepare and deliver business core classes in statistics, calculus, accounting, business math for management, operations inventory and optimization. One-on-one delivery to freshman, sophomores, and graduate students. Prepare and deliver business core classes in statistics, calculus, accounting, business math for management, operations inventory and optimization. One-on-one delivery to freshman, sophomores, and graduate students.

    • Inventory & Sales Analysis Intern
      • Jul 2011 - Aug 2011

      Created macro spreadsheets to analyze sales trends per customer, product, warehouse, and month for this steel industry company. Designed 2012 budget for 3 plants, using historical data and future predictions. Created macro spreadsheets to analyze sales trends per customer, product, warehouse, and month for this steel industry company. Designed 2012 budget for 3 plants, using historical data and future predictions.

    • Invoicing Specialist Intern
      • May 2010 - Aug 2010

      Researched and analyzed pricing discrepancies between Rich Products' and their customers' invoices. Contacted the assigned broker to match the pricing; issued credits/debits to clear valid discrepancies. Trained newest member of the invoicing team and created a procedural book for the department. Researched and analyzed pricing discrepancies between Rich Products' and their customers' invoices. Contacted the assigned broker to match the pricing; issued credits/debits to clear valid discrepancies. Trained newest member of the invoicing team and created a procedural book for the department.

    • Hockey Statistician
      • Oct 2009 - Mar 2010

      Carefully observed and analyzed the BC Men's Hockey games and recorded Grade A scoring changes and other statistics, including shot count and players on ice; distributed final summaries and reports to coaches. Carefully observed and analyzed the BC Men's Hockey games and recorded Grade A scoring changes and other statistics, including shot count and players on ice; distributed final summaries and reports to coaches.

Education

  • Boston College - Carroll School of Management
    Bachelor of Science (B.S.), Business Management, concentration in Accounting and minor in Mathematics
    2008 - 2012
  • Universidad Carlos III

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