Stephanie Sadler-Drake
Director of Finance at Open Book Extracts- Claim this Profile
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Spanish Professional working proficiency
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English Native or bilingual proficiency
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Italian Elementary proficiency
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Bio
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Credentials
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Holding Your Team Accountable
LinkedInJul, 2020- Sep, 2024
Experience
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Open Book Extracts
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Director of Finance
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Sep 2021 - Present
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The Pattie Group
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United States
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Environmental Services
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1 - 100 Employee
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Financial Controller
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Dec 2019 - Aug 2021
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Rustic Pathways
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United States
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Education Management
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1 - 100 Employee
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Controller
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Nov 2018 - Dec 2019
The Controller supervises all financial tasks related to monthly closes, budgeting, cash flow, and auditing for all divisions within Rustic Pathways as well as the countries where we work. This person also supports the finance department as needed in various projects and administrative functions. ● Manage all accounting operations including Billing, A/R, A/P, GL, Expense Recognition, Revenue Recognition, & Cash ● Forecast cash flow and collaborate on cash management plans ●… Show more The Controller supervises all financial tasks related to monthly closes, budgeting, cash flow, and auditing for all divisions within Rustic Pathways as well as the countries where we work. This person also supports the finance department as needed in various projects and administrative functions. ● Manage all accounting operations including Billing, A/R, A/P, GL, Expense Recognition, Revenue Recognition, & Cash ● Forecast cash flow and collaborate on cash management plans ● Review & support month-end and year-end financial close process ● Ensure quality control over financial transactions and financial reporting ● Assess and suggest process improvement both departmentally as well as company-wide ● Implement new processes, procedures, and systems ● Collaborate cross-functionally with various departments and country directors ● Coordinate and direct the preparation of the budget, budget forecasts, and report variances ● Supervise, maintain, and update ST country budget margins, gap year and group travel program budget margins ● Develop and document business processes and accounting policies to maintain and strengthen internal controls ● Assist in the management of subsidiary accounting & provide support for in-country staff ● Audit and process employee reimbursements, outgoing domestic and international money wires, vendor payments, company credit card payments, etc. ● Functions as a backup to financial team in regards to AP & AR processes and administrative tasks. ● Other duties as assigned and required.
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Accounting Manager
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Oct 2017 - Dec 2019
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Financial Operations Manager
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Nov 2016 - Dec 2019
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Manager - Finance Administration
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Dec 2012 - Oct 2016
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Customer Service Administrator
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Mar 2012 - Nov 2012
Rustic Pathways is a pioneer in providing superior quality travel and service programs for students and families in some of the world's most welcoming countries. Rustic Pathways demands professionalism and integrity across all of its operations, insists on quality in all aspects of its programs, and places the safety of its students above all other considerations. We enrich the lives of our students and our staff, benefit the parts of the world we serve, and build cultural bridges that lead to… Show more Rustic Pathways is a pioneer in providing superior quality travel and service programs for students and families in some of the world's most welcoming countries. Rustic Pathways demands professionalism and integrity across all of its operations, insists on quality in all aspects of its programs, and places the safety of its students above all other considerations. We enrich the lives of our students and our staff, benefit the parts of the world we serve, and build cultural bridges that lead to greater global understanding and cooperation. We are a well established and fast growing International company located in Historic Downtown Willoughby. Responsibilities: • Determine customer needs and provide information about our products and services. • Assist with the resolution of administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions. • Ensuring an environment of complete confidentiality and a high level of professionalism. • Organize a recovery system and initiate collection efforts on past due accounts • Monitor customer accounts for non payments, delayed payments, and other irregularities • Schedule appointments for clients in person and over the phone. • Data Entry, Filing, Billing, Shipping, and Receiving. • Manage and update customer service files, new accounts, daily reports, etc. • Respond to inquiries from customers and internal staff. Investigate and resolve as required. • Recognize and takes steps to resolve operating problems in order to minimize the impact on the operation. • Cooperate with all departments to assure a coordinated work relationship exists at all times. • Assist with the resolution of administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions. • Ensuring an environment of complete confidentiality and a high level of professionalism.
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Cleveland Clinic
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United States
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Hospitals and Health Care
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700 & Above Employee
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PAS Financial Counselor
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Apr 2008 - Mar 2012
Job duties: Determine eligibility for financial aid Manage financial documents and cases through financial tracking system Communicate effectively with all populations including low income demographics Train and provide support for incoming staff Provide leadership and support coworkers as a software “Super User” Offer excellent customer service to a diverse patient population and provide conflict resolution tactics when necessary Translate Spanish… Show more Job duties: Determine eligibility for financial aid Manage financial documents and cases through financial tracking system Communicate effectively with all populations including low income demographics Train and provide support for incoming staff Provide leadership and support coworkers as a software “Super User” Offer excellent customer service to a diverse patient population and provide conflict resolution tactics when necessary Translate Spanish for Hispanic patients allowing medical staff to provide care Assist in the implementation of new policies and procedures Apply quality assurance tools to accounts and verification of demographic information Provide a stress-free environment for staff in a high pressure environment Show less Job duties: Determine eligibility for financial aid Manage financial documents and cases through financial tracking system Communicate effectively with all populations including low income demographics Train and provide support for incoming staff Provide leadership and support coworkers as a software “Super User” Offer excellent customer service to a diverse patient population and provide conflict resolution tactics when necessary Translate Spanish… Show more Job duties: Determine eligibility for financial aid Manage financial documents and cases through financial tracking system Communicate effectively with all populations including low income demographics Train and provide support for incoming staff Provide leadership and support coworkers as a software “Super User” Offer excellent customer service to a diverse patient population and provide conflict resolution tactics when necessary Translate Spanish for Hispanic patients allowing medical staff to provide care Assist in the implementation of new policies and procedures Apply quality assurance tools to accounts and verification of demographic information Provide a stress-free environment for staff in a high pressure environment Show less
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Corporate Administrative Assistant
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Aug 2005 - Jun 2007
Provide administrative support for the CEO and Manager Communicate with international suppliers to provide quotes Create marketing materials using a variety of media Develop travel arrangements Prepare spreadsheets Cold calling and telemarketing to various buyers Provide administrative support for the CEO and Manager Communicate with international suppliers to provide quotes Create marketing materials using a variety of media Develop travel arrangements Prepare spreadsheets Cold calling and telemarketing to various buyers
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Lake Erie College
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Education Administration Programs
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200 - 300 Employee
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Study Abroad Office Assistant
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Sep 2005 - Oct 2006
Provide support for incoming international students Organize documentation for students studying abroad Provide tutoring in Spanish and Italian Assist faculty with classroom preparation Promote participation in foreign language clubs Provide support for incoming international students Organize documentation for students studying abroad Provide tutoring in Spanish and Italian Assist faculty with classroom preparation Promote participation in foreign language clubs
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Education
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Franklin University
Master of Arts, Business Administration -
Salve Regina University
Master of Arts, International Relations -
Lake Erie College
Bachelor of Arts, International Studies; Spanish