Anna Zepaltas
Windsor
Summary
Detail-oriented and adaptable professional with a strong background in regulatory compliance, payroll administration, accounts payable, and customer service. Proven success in coordinating cross-functional projects, managing confidential data, and supporting organizational operations with efficiency and accuracy. Experienced in direct-to-consumer coordination and process improvement, with a focus on maintaining compliance, optimizing workflows, and fostering positive team and client relationships. Adept at balancing multiple priorities, anticipating needs, and delivering high-quality administrative and operational support. Seeking to leverage this diverse experience into a Human Resources Coordinator, Project Coordinator, or Executive Assistant role that values precision, initiative, and collaboration.
Overview
22
22
years of professional experience
Work History
Compliance Manager & Accounts ReceivableSpecialist
Overshine Cellars, LLC
02.2025 - Current
- Maintained full regulatory compliance across all Direct-to-Consumer (DTC) and wholesale operations by managing state license renewals, federal label approvals, and brand registrations in accordance with industry and legal requirements.
- Processed and managed accounts receivable activities, including generating invoices, tracking payments, reconciling accounts, and following up with customers to ensure timely collections, and accurate financial reporting.
- Monitored customer accounts to identify and resolve billing discrepancies, strengthening client relationships, and improving cash flow.
- Filed monthly, quarterly, and annual sales and tax reports across multiple states and channels, ensuring compliance with federal and state regulations.
- Conducted regular compliance audits to verify adherence to internal policies, licensing requirements, and reporting accuracy.
- Maintained comprehensive and organized documentation systems, ensuring records were audit-ready and easily accessible.
- Collaborated cross-functionally with internal departments, external vendors, and regulatory authorities to ensure operational efficiency and alignment on compliance procedures.
- Facilitated communication and reporting between departments to streamline workflows, reduce delays, and enhance organizational transparency.
- Utilized digital platforms such as ShipCompliant, Google Workspace, Bloom, Slack, and Monday.com to manage workflows, reporting, and documentation efficiently.
- Strengthened team productivity by coordinating updates, tracking project milestones, and supporting collaboration across teams.
- Fostered and maintained effective relationships with regulatory agencies, suppliers, and customers, ensuring smooth communication and issue resolution.
- Supported cross-functional project coordination, helping teams stay aligned on goals, timelines, and deliverables.
Direct-to-Consumer Coordinator & Regulatory Compliance Manager
Martha Stoumen Wines
09.2020 - 02.2025
- Provided high-level operational and administrative support to the e-commerce and wine club divisions, managing customer communications, order fulfillment, and shipment logistics to ensure exceptional service and on-time delivery.
- Led biannual wine club releases, coordinating cross-functional efforts between production, marketing, and fulfillment teams, to execute seamless end-to-end launches.
- Maintained regulatory compliance across all direct-to-consumer and wholesale operations, overseeing state licensing renewals, federal label approvals, and brand registrations.
- Filed monthly, quarterly, and annual sales and tax reports, ensuring complete accuracy and adherence to deadlines across multiple sales channels.
- Collaborated with internal teams and external vendors to ensure data integrity, resolve discrepancies, and uphold compliance standards.
- Oversaw daily auditing and maintenance of compliance records, strengthening organizational accountability and readiness for inspections.
- Optimized operational workflows by managing documentation systems, updating records, and standardizing procedures for improved efficiency.
- Enhanced team productivity by facilitating cross-departmental communication, organizing progress meetings, and tracking milestones to ensure timely project completion.
- Utilized digital platforms such as Shopify, ShipCompliant, Google Workspace, Bloom, Slack, and Monday.com to manage workflows, reporting, and documentation.
- Improved customer satisfaction through prompt, professional responses to inquiries, and proactive problem-solving.
- Coordinated cross-functional projects, ensuring alignment between departments, efficient resource use, and successful delivery of business objectives.
Accounts Payable Clerk/Payroll Specialist
SAY
01.2018 - 10.2019
- Developed and implemented internal controls and desktop procedures to improve accuracy, consistency, and audit readiness across financial operations.
- Processed and verified vendor invoices, purchase orders, and employee expense reports with precision, ensuring compliance with company policies, and seamless payment cycles.
- Managed accounts payable aging reports, prioritizing and executing timely vendor payments to maintain strong vendor relationships, and positive cash flow.
- Resolved invoice discrepancies through proactive communication with vendors and cross-departmental collaboration, ensuring swift resolution, and maintaining financial accuracy.
- Maintained detailed records of all accounts payable transactions within the accounting system, supporting data integrity, and transparency.
- Reviewed employee reimbursements and payroll-related entries for compliance and accuracy, reinforcing adherence to internal and regulatory standards.
- Supported month-end and year-end closing processes, preparing accruals, reconciling balances, and providing documentation for external audits.
- Partnered with auditors to provide complete, well-organized records, contributing to smooth and timely audit completion.
- Collaborated with finance and operations teams to streamline workflows, enhance cross-department communication, and ensure consistent compliance with corporate policies.
Accounting Assistant
Guayaki
02.2009 - 01.2011
- Developed and implemented a streamlined expense reporting process that supported the company’s growth from 17 to 34 employees, improving efficiency and accuracy.
- Investigated and resolved payment discrepancies (CRVs), enhancing financial tracking and reporting accuracy.
- Processed invoices and employee expense reports with precision, ensuring timely payments and compliance with internal policies.
- Performed monthly bank reconciliations and verified transaction accuracy to maintain up-to-date financial records.
- Assisted with month-end close activities, reconciling accounts, and preparing reports that supported strategic decision-making.
- Maintained organized digital and physical filing systems for financial documentation, enabling rapid retrieval for audits and internal reviews.
- Collaborated cross-functionally with multiple departments to resolve accounting inquiries, clarify procedures, and ensure smooth communication between teams.
Personal/Executive Assistant
Rimrock Capital Management
03.2004 - 12.2008
- Prepared and reconciled expense reports and bank statements, ensuring accuracy and adherence to company policies.
- Managed accounts payable and receivable processes, maintaining up-to-date financial records, and supporting timely vendor payments.
- Organized and maintained secure filing systems, both digital and physical, improving record accessibility and compliance.
- Oversaw office inventory management, coordinating supply orders, and cost controls to support smooth daily operations.
- Handled confidential correspondence, opening, sorting, and distributing mail with discretion and efficiency.
- Coordinated complex travel arrangements for executives, including multi-leg flights, hotel accommodations, and ground transportation logistics.
- Designed and implemented a meal program that enhanced executive and trader productivity during peak market hours.
- Led the transition and setup of an organized filing system during a major office relocation, improving efficiency and document retrieval.
- Provided high-touch, personal support to executives and family members, anticipating needs, and ensuring exceptional service.
- Supervised the maintenance and operations of multiple residential properties, coordinating vendors, repairs, and upkeep schedules.
- Managed household budgeting and bookkeeping, reconciling accounts, and maintaining financial transparency.
- Oversaw menu planning, grocery procurement, and meal preparation, optimizing family budgets and preferences.
- Evaluated, selected, and onboarded household vendors, ensuring quality standards and cost-effective service delivery.
- Executed personal errands and ad hoc projects, consistently demonstrating flexibility, confidentiality, and reliability.
Education
BA - Human Development
Cal State Fullerton
01.2005
Skills
- Direct-to-Consumer Operations
- Regulatory Compliance
- Accounts Receivable & Financial Reconciliation
- Accounts Payable
- Payroll Processing
- Administrative & Operational Support
- Project Management & Cross-Functional Collaboration
- Cloud-Based Platforms (Shopify, ShipCompliant, Mondaycom, Google Workspace, etc)
- Customer Service & CRM Management
- Quickbooks
- Cross-functional collaboration
- Process improvement
- Sales tax filings
- Project coordination
- Inventory management
- SOP writing
Languages
Spanish
Native or Bilingual
Volunteer
Rohnert Park Gymnastics Boosters 2022-2025
Treasurer Board of Directors
- A results driven volunteer leader overseeing all financial operations for a competitive gymnastics booster club, a non profit organization supporting 50+ families.
- Managed end to end process for annual budgeting, financial reporting, and tax filings, ensuring all deadlines were met and regulatory compliance achieved.
- Collaborated with the board and general members to establish and monitor financial policies, manage expense reimbursements and ensure transparency in fund allocation, demonstrating strong communication and relationship building skills.
- Provided high level administrative and organizational support to the board of directors, including preparing detailed financial reports for monthly meetings, managing records and coordinating fiscal activities.
- Developed and implemented streamlined systems for tracking income and expenses, enhancing overall financial accuracy and efficiency.
- Ensured the organization adhered to all non profit financial regulations and reporting standards.
Santa Rosa Mother's Club 2011-2014
Outings Coordinator
- A versatile and dependable volunteer leader responsible for planning and executing a diverse calendar of events and activities for a dynamic community group of 100+ members.
- Managed the end to end planning and execution of monthly activities, including venue selection, scheduling, budget tracking and vendor communication.
- Acted as a central point of contact for members, managing inquiries, coordinating communication, and facilitating positive group dynamics.
- Provided essential administrative support, including maintaining calendars, creating detailed itineraries, developing promotional materials and managing attendee list/RSVPs
- Quickly adapted plans to changing circumstances (e.g., weather, venue issues) demonstrating resourcefulness and problem solving skills.
Timeline
Compliance Manager & Accounts ReceivableSpecialist
Overshine Cellars, LLC
02.2025 - Current
Direct-to-Consumer Coordinator & Regulatory Compliance Manager
Martha Stoumen Wines
09.2020 - 02.2025
Accounts Payable Clerk/Payroll Specialist
SAY
01.2018 - 10.2019
Accounting Assistant
Guayaki
02.2009 - 01.2011
Personal/Executive Assistant
Rimrock Capital Management
03.2004 - 12.2008
BA - Human Development
Cal State Fullerton