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Jessica Stone

Jessica stone

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location of Jessica StoneWashington DC-Baltimore Area
Phone number of Jessica StoneView Mobile No.
Followers of Jessica Stone625 followers

  • Timeline

  • About me

    Empowering service-based businesses with efficient bookkeeping and strategic advisory services for growth and financial clarity.

  • Education

    • University of lynchburg

      2003 - 2006
      Bachelor of science (bs) finaicial economics, business administration

      Double major in Business Admin and Financial Economics. Was a Member and Executive Member of Delta Sigma Pi, a professional fraternity who focuses on business education. I was Freshman Class Treasurer, Sophmore Class VP and Junior Class VP in the Student Government Association. I also founded the Investments Club at Lynchburg College to learn more about the trading market outside of the classroom.I also held part-time positions on campus: Office of Student Activities and Financial Aid… Show more Double major in Business Admin and Financial Economics. Was a Member and Executive Member of Delta Sigma Pi, a professional fraternity who focuses on business education. I was Freshman Class Treasurer, Sophmore Class VP and Junior Class VP in the Student Government Association. I also founded the Investments Club at Lynchburg College to learn more about the trading market outside of the classroom.I also held part-time positions on campus: Office of Student Activities and Financial Aid Office. Both positions were administrative work.All of this was accomplished in 3.5 years! Show less

  • Experience

    • Grand hyatt washington

      Mar 2008 - Oct 2008
      Staff accountant

      • Balanced daily income audit for the hotel• Compiled cash receipts, credit card journals, payroll journals daily/monthly • Posted and reconciled general ledger accounts daily/monthly • Assisted with month-end journal entries and reconciling• Assisted cashier with daily counting of vault/front office drawers

    • Danac corporation

      Oct 2008 - Oct 2010
      Staff accountant

      • Record tenant rent/payments in Timberline Accounting system• Post and pay outstanding invoices for each property• Produce financial statements for 15 DANAC owned properties monthly• Prepare bank reconciliations for 10 bank accounts• Compile weekly cash report of GL cash accounts for Controller to analyze

    • Screwtop wine bar

      Jun 2010 - Oct 2012
      Retail associate

      Sold wine to retail customers, kept the company's bookkeeping records

    • Young winos of dc

      Aug 2010 - Dec 2017
      Founder

      The Young Winos of DC is a group for Capital Region Winos who want to meet fellow wine lovers and expand our knowledge of wine through fun, social events around town. Where being social and sippin' wine collide.www.youngwinosofdc.com

    • Market cellars

      Oct 2010 - Feb 2011
      Store operations manager

      Marketing/Sales, event planning, purchasing/inventory, customer relations, manage distributor relationships

    • Height analytics

      Feb 2011 - Nov 2012
      Operations manager

      • Perform daily accounting functions such as AP/AR and solely manage month-end close• Perform all HR duties for new hires, terminations and benefits• Manage everyday operations of the office from supplies, information tech to problem solving

    • Jmh business solutions

      Nov 2012 - Nov 2016
      Principal

      • Lead daily accounting functions such as AP/AR, cash management for a number of clients• Process all payroll and tax payments• Prepare quarterly financial reports for all clients

    • Boxwood winery

      Nov 2012 - May 2013
      Marketing/pr

      Lead all marketing/social media efforts for both Boxwood Winery and the Tasting Room Wine Bar locations. Plan events at both the wine bars and winery. Work with the media on distributing Press Releases.

    • Global wines distribution - virginia

      Aug 2013 - Jul 2014
      Wine consultant

      Consult with restaurants and retail wine shops in improving their wine selection

    • Orchestro

      Jul 2014 - Sept 2015
      Senior accountant

      • Lead daily accounting functions such as AP/AR, cash management • Solely manage month-end close and financial reporting• Perform revenue recognition for all contracts and other project accounting tasks• Facilitate financial operations at an off-shore location of company• Calculate and track commissions as well as all payroll functions

    • Accelera solutions

      Oct 2015 - Dec 2016
      Senior accountant

      • Solely manage month-end close and financial reporting• Perform revenue recognition for all contracts and other project accounting tasks• Project set-up and direct contact with Project Managers• Develop and enforce accounting policies and procedures• Direct contact for year-end audit tasks

    • Bdo usa, llp

      Dec 2016 - Mar 2020

      Manages day-to-day accounting functions and month-end close process for a number of clients, ranging from small businesses to non-profits to international corporations that require complex and specialized procedures.Some duties include inventory management for an international retail corporation, cash receipt reconciliations for a national non-profit, federal grant reporting, and monthly financial reporting for a private equity firm. In addition, I manage the monthly, quarterly and annual close process which includes reconciliations of bank and credit card accounts, general ledger accounts and preparing financial statements. I handle payroll processing and also interacts with external auditors and tax preparers as needed. I am well-versed in many accounting technology platforms including Quickbooks Online, Microsoft NAV, Intacct, Bill.com, Anybill, Expensify, ADP, Paylocity and more. I have successfully onboarded a number of clients on these technologies to increase efficiency and streamline the accounting functions. Show less

      • Manager

        Aug 2019 - Mar 2020

      • Senior Associate

        Dec 2016 - Jul 2019

    • Efficienxy

      Apr 2020 - now
      Principal

      www.efficienxy.com Optimizing solutions for your small business. By using the most up-to-date technology platforms available, I will keep your small business running smoothly and effectively. My virtual approach helps to streamline the day-to-day bookkeeping operations so you can focus on your company's mission.

    • Westat - improving lives through research

      Aug 2020 - Jun 2021
      Sr accounting systems analyst

      Lead implementation of enhancement modules to Deltek Costpoint Accounting system and provide consultative assistance, coordination and training for various stakeholders.

    • The cloth option

      May 2022 - now
      Board treasurer

      Member of the Board of Directors. As Treasurer, I implemented Quickbooks Online accounting system to better report and record bookkeeping. Responsible for financial reporting to the Board quarterly and liaison between CPA and company for 990 tax prep.

  • Licenses & Certifications

    • Wine & spirit education trust

      Wset — wine & spirit education trust
      Sept 2010

    • Quickbooks certification

      Quickbooks online professional
      Jun 2020

  • Volunteer Experience

    • Cloth Diaper Advocate

      Issued by The Cloth Option on Feb 2022
      The Cloth OptionAssociated with Jessica Stone

    • Committee Member, Heart's Delight Wine Auction

      Issued by American Heart Association | American Stroke Association on Aug 2015
      American Heart Association | American Stroke AssociationAssociated with Jessica Stone