Biography

Drawing from over thirty years of CFO experience, Steve uses a supportive team-management approach to financial leadership. He helps CFO’s go beyond their basic responsibilities of providing accurate and timely financial reports; he helps discern management’s unspoken needs and customizes information systems and internal reporting to ease management decisions. He combines his MBA and CPA background with a creative and fun approach to helping management teams pursue their organizational missions.

Areas of Expertise

• Accounting Information Systems
• Not-for-Profit Management
• Financial and Operational Analysis
• Family Business Transitions
• Managerial Accounting

Key Accomplishments

• As CFO of a dual-family-owned publisher, Steve took the management team through their first multi-department budget planning process, leading them in subsequent years to face competitive pressures and to regenerate after the financial hit caused by a natural disaster.
• Crossing into an in-house consulting role for a creative convention planning nonprofit, Steve sensitively challenged management to adapt its mission from producing educational-training events to educator-inspiring events, tripling attendance.
• As non-family chief executive of a real-estate based family business, Steve managed all operations, led the company through succession and estate planning, sold off non-core businesses and investments, and mediated family differences on corporate direction.
• As financial advisor, Steve helped launch a grant-giving non-profit, leading the board through setting up internal controls, while modifying internal financial statements to creatively address management needs.
• As COO, Steve oversaw a publisher’s customer database and its order fulfillment operations, smoothly converting them from two in-house centers to an outside agency.

Professional Experience

• Sacks, Inc. – Business Manager
• Breeze Business Services – Family and Trust Accounting
• Youth Specialties, Inc. – Senior VP Finance
• Christian Management Association – Director of Finance and Administration
• Ernst & Whinney, CPAs – Audit
• Emerald Cove Camp, Inc. – Operations and Event Planning