Summary
Overview
Work History
Education
Skills
Timeline
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Cassandra Stephens

Denver

Summary

Results-driven financial controller with a strong record of shaping financial strategy, driving profitability, and delivering measurable outcomes. Adept at leveraging advanced tools (Power BI, Power Query, and SQL) to convert complex financial data into actionable insights. Experienced across multiple industries in financial reporting, budgeting, and margin optimization. Recognized for an unwavering work ethic, resilience, and the ability to consistently elevate financial performance.

Overview

6
6
years of professional experience

Work History

Controller

Acme Manufacturing Company
Denver
01.2024 - 09.2025
  • Directed preparation of financial statements and divisional budgets, enhancing forecasting accuracy and accountability.
  • Executed contribution margin and erosion analyses for specific brands, pinpointing profit leakage.
  • Optimized pricing strategy during transition from Amazon Vendor Central to Seller Central, elevating margins by double digits.
  • Negotiated raw product pricing with foreign suppliers to improve cost efficiencies.
  • Partnered with leadership to implement the Entrepreneurial Operating System (EOS), improving operational efficiency.
  • Designed and created interactive financial dashboards using Power BI, Power Query, and SQL for executive decision support.

Controller

Elite Surface Infrastructure
Englewood
06.2022 - 01.2024
  • Managed a team of five accountants to ensure accuracy of all financial transactions.
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
  • Streamlined audit preparation and execution as well as quality of earnings.

Assistant Controller

Industrial Cooling Solutions
Lakewood
09.2021 - 06.2022
  • Maintained full accounting responsibility for assigned departments and funds to ensure financial transactions, records, statements, and reports comply with generally accepted accounting principles.
  • Worked with management to design and implement solutions to resolve accounting and internal control issues and problems.
  • Developed procedures to maintain the integrity of the general ledger and subsidiary accounting systems.
  • Facilitated informed management decisions by designing and preparing financial analyses, projections, reports, policies and procedures, and any other records necessary.

Dynamics and Inventory Specialist

Target Corporation
Woodbury
07.2019 - 09.2021
  • Ensured the accuracy of inventory records, compiled balances, price and cost reports, and monitored stock levels to ensure availability of products.
  • Analyzed sales trends to anticipate future needs and adjust inventory accordingly.
  • Organized regular cycle counts to identify any potential issues early on.
  • Created reports on inventory activity, shortages, and overages.

Education

Bachelor of Science - Accounting

Purdue University - North Central
Westville, IN
05.2022

Skills

  • Strategic planning
  • Financial reporting
  • Staff management
  • Inventory optimization (demand forecasting)
  • Financial audits and policy renewals
  • Job costing and analysis
  • Budget management
  • Effective communication
  • Negotiation skills
  • Power BI reporting (PowerQuery & SQL)
  • Bilingual in Spanish

Timeline

Controller

Acme Manufacturing Company
01.2024 - 09.2025

Controller

Elite Surface Infrastructure
06.2022 - 01.2024

Assistant Controller

Industrial Cooling Solutions
09.2021 - 06.2022

Dynamics and Inventory Specialist

Target Corporation
07.2019 - 09.2021

Bachelor of Science - Accounting

Purdue University - North Central

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Cassandra Stephens