Experienced CFO
WHAT I DO: I help companies achieve financial improvement and transparency by working with business owners to ink operations and finance.
WHO I WORK WITH: Moving beyond the numbers, developing trust with and among company leadership is the key to driving performance and understanding the economics of the business.
WHAT MAKES ME DIFFERENT: From debits and credits to financial forecasting to working with startups, my experience has not just been confined to accounting and finance, but both sides of the desk. My business management background at several banking institutions has improved my ability to translate accounting records into improved financial understanding and foresight. My unique understanding of personalities allowed me to create trust and optimize organizational performance. I am dedicated to understanding each client’s unique goals and challenges, building long-term relationships based on trust and results. My mission is to eliminate financial uncertainty, giving business owners the insights and support they need to thrive.
Steve’s Brief:
Steve is the CEO of a private consulting firm providing CFO services in the southeast. Steve has more than 20 years’ experience in banking, finance and sales at a multi-billion-dollar financial institution in the U.S, as well as regional SMBs. Before founding his current firm, Steve was the AVP branch leader for Truist bank; is the seventh-largest bank in the united states, with $527.5 billion in assets. Truist operates over 2,100 financial centers in 17 states and Washington, DC – A leading provider of financial service, business solutions and is a top 10 commercial bank in the United States Truist, Steve was a corporate trainer at Wells Fargo: a global financial services and banking institution.
