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5.0

/5.0
/ Based on 1 ratings
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Julie Norton Stewart, MBA

Will is my right hand person here at Propel. He is intuitive, proactive and very accurate with the fiscal management of the books. Will has a great mix of professionalism and humor which makes working with him very enjoyable.

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Experience

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Accounting Manager
      • Mar 2023 - Present
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Contract Accounting Manager
      • Jun 2022 - Jan 2023

      • Trained entire finance team on best practices for QuickBooks Online • Served as the bridge between daily accounting operations team and the monthly reporting team • Implemented automated processes to speed up time to close • Partnered with operations team to streamline COD payment process • Learned two new ERP systems on the fly and with no training • Trained entire finance team on best practices for QuickBooks Online • Served as the bridge between daily accounting operations team and the monthly reporting team • Implemented automated processes to speed up time to close • Partnered with operations team to streamline COD payment process • Learned two new ERP systems on the fly and with no training

    • United States
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Accounting Manager
      • Apr 2021 - May 2022

      • Worked across departments to create and finalize an accurate quarterly inventory process that brought our inventory variance down from 10% to under 1% of total inventory • Streamlined cash application process by working with AP manager and AR specialist and diagnosing root cause, decreased errors made by team from 30 a month to 5. • Part of an interdepartmental team responsible for testing and implementing a new ERP system and sales tax system • Supervised a staff accountant and AR specialist, provided technical accounting guidance to the rest of the team • Worked with staff accountant to streamline month end close tasks, reduced her time to close from over a month to two weeks • Managed the quarterly external audit, delegating inquiry tasks, and working with auditors to research and resolve flux variances

    • United States
    • Staffing and Recruiting
    • 100 - 200 Employee
    • Consultant - Accounting
      • Feb 2019 - Dec 2020
    • United States
    • Education Administration Programs
    • 200 - 300 Employee
    • Senior Accountant
      • Aug 2020 - Nov 2020

      2+ Month Contract Through VanderHouwen Responsible for lease testing, revenue recognition for KinderCare Champions, and fixed asset reclass. Using Oracle, Oracle Discoverer, Lucernex, Microsoft Access, Excel, and Salesforce on a daily basis. 2+ Month Contract Through VanderHouwen Responsible for lease testing, revenue recognition for KinderCare Champions, and fixed asset reclass. Using Oracle, Oracle Discoverer, Lucernex, Microsoft Access, Excel, and Salesforce on a daily basis.

    • United States
    • Fundraising
    • 1 - 100 Employee
    • Senior Accountant
      • Feb 2019 - Jan 2020

      • Contract position through VanderHouwen - Crowdfunding platform for open source IT projects • First accountant hired at the company, came in cleaned up their books, and standardized reporting going forward • Established standardized accounting procedures and controls which allowed the COO to focus on new projects that brought in $70K per month • Worked with parent company to create intercompany processes and close books monthly • Created monthly metrics dashboard for leadership to track growth • Oversaw inventory transfer from Portland to our parent company’s warehouse in Texas • Created budget for FY 2020 • Trained company on best accounting practices

    • Advertising Services
    • Financial Analyst and Accountant
      • May 2018 - Jan 2019

      In charge of creating and maintaining a five year financial model, creating board reporting slides, informing leadership of metrics We help develop the world's most productive and admired workforces. With the most comprehensive catalog of elearning courses from the world’s top publishers, we are here to help you every step of the way, from finding courses, mapping them to your core competencies, syncing them with your LMS to increasing utilization and improving your L&D programs. Not only will you have the flexibility of multiple purchasing options from OpenSesame, you’ll find it simple to use and administer your elearning courses.

    • Hospitals and Health Care
    • 1 - 100 Employee
    • Senior Accountant
      • Jan 2017 - Apr 2018

      Responsible for all accounting and benefits administration duties of a population health management company. Reduced month end close time from two weeks to two days. Implemented a zero-based budget, created vendor schedules and cash forecasts. Created and Implemented standardized procedures to reduce workforce. Responsible for all accounting and benefits administration duties of a population health management company. Reduced month end close time from two weeks to two days. Implemented a zero-based budget, created vendor schedules and cash forecasts. Created and Implemented standardized procedures to reduce workforce.

    • United States
    • Entertainment Providers
    • 1 - 100 Employee
    • Senior Accountant
      • Jan 2014 - Jun 2016

      Managed accounting and HR functions for a publicly traded music promotion company, updated policies and procedures for handling cash during concerts and music festivals. Created forecasts and presentations to secure $700,000 from local banks and private equity groups. Edited, reviewed and submitted SEC filings and press releases. I created and implemented budgets and settlements for events to minimize waste. Streamlined payroll to reduce the time it took to run payroll for 100 employees and contractors by 75%, and reduced state tax liability by $30k

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Accountant and Office Administrator
      • Mar 2013 - Sep 2013

      Generated biweekly commission and bonus reports, managed 3 different payroll schedules (employees, consultants, commission and bonus). Generated biweekly commission and bonus reports, managed 3 different payroll schedules (employees, consultants, commission and bonus).

    • Accountant
      • May 2012 - Mar 2013

      Utilized Microsoft Dynamics GP and FRX to manage 25 subsidiaries of a portfolio management firm. Created a forecast and a statistical risk mode for the president and CEO, Participated in a no change IRS audit. Utilized Microsoft Dynamics GP and FRX to manage 25 subsidiaries of a portfolio management firm. Created a forecast and a statistical risk mode for the president and CEO, Participated in a no change IRS audit.

    • Accounting
    • 700 & Above Employee
    • Accountant
      • Aug 2008 - May 2012

      Worked for several clients on a part-time and full-time basis. Primary duties include bookkeeping, HR and payroll. I specialized in the creative industries, interior and graphic designers. Also implemented accounting and inventory systems, standardizing accounting practices and procedures. Worked for several clients on a part-time and full-time basis. Primary duties include bookkeeping, HR and payroll. I specialized in the creative industries, interior and graphic designers. Also implemented accounting and inventory systems, standardizing accounting practices and procedures.

Education

  • Willamette University
    Master of Business Administration - MBA
    2018 - 2020
  • University of Houston-Downtown
    BBA, Accounting
    2007 - 2009
  • Trinity University
    2003 - 2005

Community

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