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Stacey Allbritton

@staceyallbritton

Fiduciary trust accountant and data analyst with 15+ years driving accurate reporting, reconciliation, and process optimization.

United States

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What I'm looking for

I’m looking for a role where I can own accurate fiduciary and financial reporting, use data analysis to spot issues early, and continuously optimize processes—collaborating cross-functionally while supporting compliance and measurable outcomes.

I’m a Fiduciary Trust Accountant and Data Analyst with 15+ years of experience spanning trust accounting, financial analysis, research management, and administrative leadership. I manage complex multi-entity trust structures for ultra-high-net-worth clients, processing and reconciling hundreds of millions of dollars in daily transactions across equities, fixed income, and private equity.

I’m meticulous with daily custodial and brokerage reconciliations, prepare annual trust accountings with fiduciary compliance, and maintain detailed records of inter-trust transfers and investment activity in proprietary systems. I also bring strong data-to-decision skills from multi-unit P&L, cash flow, and inventory analysis, plus process optimization experience that improves accuracy, productivity, and cross-functional collaboration; I’m currently a CPA candidate.

Experience

Work history, roles, and key accomplishments

Current

Finance Analyst

Current

Dragon's Lair

Jun 2023 - Present (3 years)

Prepared Profit & Loss, cash flow, and inventory statements for seven Dragon's Lair franchise locations. Analyzed multi-unit financial performance and provided insights to support franchise business decisions.

Cash Flow Management Multi Unit Financial Analysis Financial Statement Preparation Process Optimization Data Analysis

Current

Bookkeeper

Current

Sage Landscapes, LLC

Jan 2021 - Present (5 years 5 months)

Maintained full-cycle bookkeeping, including accounts payable, accounts receivable, cash receipts, and bank reconciliations. Supported accurate financial recordkeeping to ensure reliable reporting and cash tracking.

Full Cycle Bookkeeping Accounts Payable Accounts Receivable Cash Receipts Bank Reconciliation Financial Statement Preparation Process Optimization

Trust Staff Accountant

Apercen Partners LLC

Aug 2025 - May 2026 (9 months)

Performed daily fiduciary accounting for ultra-high-net-worth clients with 30+ trust entities, recording hundreds of millions of dollars in daily transactions across equities, fixed income, and private equity. Reconciled custodial bank and brokerage statements to internal trust ledgers daily and prepared annual trust accountings compliant with fiduciary standards.

Fiduciary Accounting Trust Administration Account Reconciliation Annual Trust Reporting Multi Asset Portfolio Tracking Equities Accounting Private Equity Accounting

Tax Assistant

Robnett CPAs

Dec 2023 - Aug 2025 (1 year 8 months)

Processed and prepared tax documents via DocuSign and submitted returns through electronic and manual IRS filing systems. Managed daily cash deposits and performed client account reconciliation for a high-volume client base.

Tax Preparation IRS Filing Systems Docusign Account Reconciliation Cash Management Financial Statement Preparation Administrative Support Compliance

Center Coordinator

Texas State University

Feb 2013 - Jul 2023 (10 years 5 months)

Managed university research projects for a center over a 10-year tenure, monitoring budgets and maintaining financial records. Optimized procurement processes, managed large equipment contracts, and implemented project management strategies that improved departmental productivity and collaboration.

Research Project Management Budget Management Records Management Contract Management Project Management Cross functional Coordination Administrative Leadership

Data Analyst

AT&T

Jun 2010 - Feb 2013 (2 years 8 months)

Analyzed telco tariff payment plans for regulatory compliance and built data validation processes to improve financial data accuracy. Led cross-functional teams to resolve billing discrepancies and produced billing metrics reports for management.

Data Analysis Regulatory Compliance Data Validation Tariff Payment Plan Analysis Cross Functional Collaboration

Contract Administrator

Xerox

Jun 2009 - Feb 2010 (8 months)

Conducted billing audits and optimized billing processes while serving as a liaison between billing entities and clients. Supported improved billing accuracy through detailed review and administrative coordination.

Client Liaison Administrative Coordination Process Improvement