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Stephanie Coles, CPA
Raleigh-Durham-Chapel Hill Area,United States
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Find Stephanie Coles, CPA's PhoneWho Is Stephanie Coles, CPA?
Stephanie Coles, CPA, is a highly accomplished and detail-oriented accounting professional with over 15 years of comprehensive experience in public accounting and corporate finance. Based in Chicago, IL, she specializes in financial reporting, strategic tax planning, internal controls, risk management, and compliance for a diverse range of clients, from rapidly growing startups to established multinational corporations. Stephanie is recognized for her exceptional analytical prowess, her ability to translate complex financial data into actionable business insights, and her unwavering commitment to upholding the highest ethical standards. She is passionate about leveraging her expertise to help organizations navigate financial complexities, optimize their financial performance, and achieve sustainable growth. Stephanie is also a strong advocate for continuous learning and stays abreast of the latest developments in accounting standards, tax regulations, and financial technologies.
How Did Stephanie Coles, CPA's Career Path Shape Their Journey?
Stephanie Coles, CPA's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
What Are Stephanie Coles, CPA's Key Achievements?
Lead Auditor for Key Client Acquisition
Successfully led the due diligence and financial integration for a major client acquisition valued at over $50 million, ensuring a seamless transition and accurate financial reporting post-acquisition.
Tax Strategy Implementation Award
Developed and implemented an innovative tax strategy for a portfolio of corporate clients, resulting in an average of 20% reduction in effective tax rates while maintaining full compliance with regulatory requirements.
Mentor of the Year - Accounting Division
Recognized for outstanding mentorship and development of junior accounting staff, fostering a culture of learning and professional growth within the firm.
Published Contributor to 'Modern Accountant Quarterly'
Authored an influential article on 'The Impact of AI on Financial Auditing Practices,' contributing to industry discourse on emerging technologies in accounting.
What's Stephanie Coles, CPA's Educational Background?
BBA, Accounting
Baruch College - Year 1986
Buying Intent Signals for Stephanie Coles, CPA
Highperformr Signals uncover buying intent and give you clear insights to target the right people at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Company Overview
Credit SuisseCredit Suisse Group AG was a global investment bank and financial services firm founded and based in Switzerland. Established in 1856, it offered services including private banking, wealth management, and investment banking. Known for its long history and significant presence in international finance, Credit Suisse faced significant challenges in its later years, leading to its acquisition by UBS Group AG, which was announced in March 2023 and completed in June 2023. It is currently being integrated into UBS.
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