Stephanie M.

Experience

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  Alliance Resource Group

  Sr. Project Consultant

  Mar 2026 - Present

  Alliance Resource Group delivers premium executive recruiting and flexible interim solutions across diverse industries for organizations of all sizes—from emerging startups to Fortune 100 companies. Every engagement, whether for C-level retained searches or temporary accounting support, benefits from our high-touch methodology, sophisticated screening process, and deep industry expertise. By balancing urgent response with precise talent matching, we’ve achieved one of the industry’s highest retention rates, ensuring lasting success for both clients and candidates.

  • Partnered with executives and cross-functional teams to lead finance transformation initiatives.
  • Coordinated financial planning, forecasting, and reporting to improve executive decision-making.
  • Led P&L modeling and scenario planning to support strategic planning during growth and transition.
  • Mentored finance teams and transferred knowledge to strengthen FP&A capabilities.
  • Modernized planning systems and automated reporting to enhance financial visibility.
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  Snorkel AI

  AI Expert Contributor: International Finance

  Jan 2025 - Present

  Snorkel AI powers specialized AI with expert data—accelerate evaluation, training, and deployment with our full AI data development platform.

  • Constructed field-specific multiple-choice questions to probe model limitations.
  • Analyzed question responses to responsibly illuminate weaknesses in next-generation AI models.
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  Business Talent Group

  Treasury Manager

  May 2025 - Nov 2025

  Need independent consultants, on-demand experts, consulting teams, or project leaders for project-based work? Access Business Talent Group’s marketplace of high-end management consultants, subject matter experts, boutiques, and executives today!

  • Led day-to-day treasury and cash management across North American and European entities.
  • Coordinated cash positioning, liquidity forecasting, banking activities, and reconciliations in PeopleSoft.
  • Partnered across finance and business functions to identify reporting and process gaps and strengthen controls.
  • Improved treasury workflows to increase cash visibility and operational accuracy.
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  Activision Blizzard

  Corporate Finance FP&A

  Mar 2022 - Aug 2022

  We create the most epic interactive gaming and entertainment experiences. Our platforms immerse players in new, unimagined worlds and offer countless ways to play within them.

  • Supported financial planning and analysis to inform product and investment decisions.
  • Built executive dashboards and P&L analytics to track business and franchise performance.
  • Performed scenario planning and variance analysis to guide strategic initiatives and resource allocation.
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  Addison Group

  Senior Finance FP&A SME

  Jan 2021 - Sep 2025

  Addison Group (Addison) is an award-winning professional services firm specializing in talent solutions and consulting services, growing exponentially over the past decade, with 36 physical offices and teams nationally. Over the last two decades, Addison has firmly positioned itself as the place to secure expert-level consultancy while maintaining a local consultative business approach dedicated to its people-first culture, even during significant national expansion.

  • Led coordination of planning inputs and budget deliverables supporting a $500M annual revenue budget.
  • Built complex Excel- and macro-based financial models integrating multiple data sources.
  • Delivered daily and periodic KPIs across sales, labor, forecasting, international, and franchise operations.
  • Mentored junior finance staff and strengthened executive financial visibility.
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  California Pizza Kitchen

  Finance

  Jan 2021 - Mar 2022

  In 1985, California Pizza Kitchen (CPK) opened its first restaurant in Beverly Hills and introduced our guests to innovative California-style pizza. Since then, CPK has become a global brand known for creative California cuisine. Today, CPK is approaching 300 restaurants in 14 countries and U.S. territories. Dedicated to a unique dining experience, CPK is now introducing its Next Chapter featuring reimagined menus, open kitchens, and unique renovations in all restaurants across the country. For more information on California Pizza Kitchen, visit www.cpk.com.

  • Improved enterprise-wide performance visibility across 230+ restaurants and $60M in revenue.
  • Built and maintained complex Excel- and macro-based financial models integrating multiple data sources.
  • Delivered daily and periodic KPIs across sales, labor, forecasting, international, and franchise operations.
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  Experian

  Corporate Finance FP&A

  May 2019 - Dec 2019

  • Remotely developed and trained new team members resulting in a smooth migration of the USA FP&A labor operations to Costa Rica.
  • Remotely reported high volume (1,000+ employees) monthly labor forecast analytics (salary, bonus, head count changes, severance, variances, etc.)
  • for the Decision Analytics and Targeting business units ($60M+ in revenue).
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  HCP

  BPC Consultant - Financial Data Analyst

  Jun 2018 - Apr 2019

  HCP, an S&P 500 company, invests primarily in real estate serving the healthcare industry in the United States. We are a Maryland corporation organized in 1985 and qualify as a self-administered real estate investment trust. We are headquartered in Irvine, California, with offices in Nashville, Los Angeles and San Francisco. Our diverse portfolio is comprised of investments in the following healthcare segments: (i) senior housing, (ii) life science, (iii) medical office and (iv) hospital. HCP has one of the largest and most diversified portfolios of any healthcare REIT. Our revenues are derived from and are spread among the principal healthcare sectors, including senior housing, life science, medical office, and hospitals. High barrier to entry markets, favorable demographic trends, and solid real-estate fundamentals characterize our portfolio. For more information, go to www.hcpi.com.

  • Partnered with finance, accounting, and technology stakeholders during SAP BPC implementation.
  • Coordinated validation, reconciliation, and migration of 100+ property-level P&Ls into the new BPC environment.
  • Identified and resolved legacy-to-target system data discrepancies to strengthen financial data integrity and reporting.

• CKE Restaurants, Inc.

  Senior Financial Analyst, Corporate Finance FP&A

  Jan 2016 - Apr 2018

  • Owner, operator, and franchisor of Carl’s Jr. and Hardee’s restaurant brands. The CKE system includes more than 3,300 restaurant locations in 42 states and 28 countries.
  • Corporate Finance: Supports deal team analysis/valuation modeling of over 100+ restaurant P&Ls to determine store value/sales price ($40M+) as well as fitness for divestiture.
  • Analyzes personal financials of potential franchisees to ensure that they meet corporate net worth and liquidity requirements for relevant transactions.
  • Corporate FP&A: Maintains/analyzes monthly budget/forecast information for P&L items such as food cost, sales, royalties, CapEx, etc. Collaborates with accounting/construction/supply chain to explain variances.
  • Operations Finance: Reports sales, same store sales, average unit volume (AUV), commodity inflation, etc. for 3,000+ franchise restaurants in order to support strategic chief executive decision-making.
  • ERP Implementation: Analyzes financial information and reconciles data from multiple systems to ensure consistency.
  • Works closely with a third party ERP implementation partners to support the system implementation project.
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  OCG

  Senior Financial/Data Analyst Consultant

  Dec 2014 - Sep 2015

  • Analyzed & compiled large financial and human resource data sets (180K+ rows) in MS Excel to highlight key insights into the current state of Auckland University’s research support operations.
  • Communicated with third party IT developers to implement an Excel based business intelligence tool that allows for the efficient cost calculation for 14 recycling plants nationwide.
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  Vaco

  Senior Financial Analyst

  Feb 2014 - Jul 2014

  • La Jolla Group:
  • Drove the creation of a profitability & revenue analysis dashboard that assess the performance of individual product items.
  • Prepared potential brand pitch books and existing brand annual board presentations for year-end reporting and upcoming investor conferences.
  • Communicated financial results and company/brand objectives in PowerPoint, which the CFO and CEO presented to internal stakeholders and potential investors.
  • The Irvine Company:
  • Assisted with the preparation of internal financial planning reporting for 10 year, 5 year, and 1 year budgets.
  • Managed data of large office building real estate capital and related depreciation to accurately present data for the year-end closing presentation.
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  The Capital Group

  Financial Analyst/Fund Accountant Consultant

  Oct 2012 - Aug 2013

  • The Capital Group’s private equity team has invested $4 billion in 80 investments across 25 countries and 35 industries for individuals and large institutions.
  • Financial Analyst/Fund Accountant – Irvine, California
  • month contract; Industry – Private Equity/Investment Management
  • Analyzed, prepared, reviewed, and compiled month-end and quarter-end close, financial reporting, valuations, portfolio performance, unfunded commitments, and other schedules as required for financial statements,
  • disclosures, capital calls, and distributions.
  • Created and managed excel financial models, forecasts, and budgets with Excel using advanced techniques including: vlookups, pivot tables, macros/VBA, and other formulas.
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  Morgan Stanley

  Global Operations Analyst, Position Control

  Nov 2011 - Jun 2012

  • Morgan Stanley is a multinational financial services corporation that provides securities products and services to customers, including corporations, governments, financial institutions, and individuals.
  • Global Operations Analyst, Dividends – Singapore
  • month project; Industry – Global Banking
  • Assisted with the migration of department functions to offshore operations in Mumbai, India. I trained the new team members resulting in a smooth transition of the department’s functions to the new Indian office.
  • Processed complex daily dividend P&L analysis/substantiation, journal entries, adjustments, weekly and monthly production variance and metrics reporting, exchange rate validation, and required reconciliations for
  • multiple international markets.

• Pathway Capital Management

  Private Equity Partnership Tax Accounting

  Mar 2009 - Oct 2011

  • A leading private equity fund-of-funds manager for institutional investors worldwide. Pathway’s team of over 100 employees across four offices manages over $25 billion USD.
  • With an average of more than 20 years of private equity experience among its investment principals, Pathway is one of the most experienced and stable firms in the industry.
  • Partnership Tax Accountant – Irvine, California
  • Industry – Private Equity
  • Assisted in managing domestic and international tax reporting for 38+ private equity fund-of-funds.
  • Worked with fund accountants to verify financial statement accuracy.
  • Compiled/reviewed financial statements for tax reporting, withholding, and distribution purposes.
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  Morgan Stanley

  Operations/Corporate Actions Analyst

  Aug 2007 - May 2008

  • Morgan Stanley is a multinational financial services corporation that provides securities products and services to customers, including corporations, governments, financial institutions, and individuals.
  • Corporate Actions Analyst – Sydney, Australia
  • month contract; Industry – Global Banking
  • Assisted with processing all corporate action events to ensure accurate and timely updates to the portfolio accounting system and other downstream applications.
  • Ensured voluntary decisions are consistent with objectives of the account and communicated on a timely basis to all internal and external parties.
  • Heavily interacted with custodian banks to obtain and provide information related to corporate action events.