STEVEN CPA/CFO
SUMMARY : Extensive business management experience in a wide range of areas. Development and implementation of strategies, policies, and procedures Extensive Engineering, O&G, and Operational Management experience Strong Banking and Accounting/Finance relationships and management Creative problemsolving Strategic partner to senior management team & Board of Directors EXPERIENCE : Current: Business Consultant and CFO 2002 - Current Various CFO clients especially Engineering, O&G, and Private Equity - and general business consulting including financial/management reporting, banking, M&A, and financial analysis for consulting clients both private and public companies, and development of appropriate business financial and operating structure/infrastructure. Partner: Tatum CFO Partners, LLP Houston, Texas 1999 to 2002 Various CFO clients. Provided financial leadership, management, and operational analysis to organize and manage accounting/finance, financial/management reporting, and other projects as a strategic partner to senior management. Firms included O&G, engineering, and various service industries. Vice President of Finance/CFO: Co-Counsel Inc Houston, Texas 1998 to 1999 Prior to coordinating move of support functions to Olsten Staffing (new owner/corporate parent in New York), responsible for all financial areas including: financial reporting, banking, and general operational accounting as well as providing financial perspectives to operational management, and designing and implementing cost controls and risk management for this expanding legal staffing firm with multiple locations. Managed operational & accounting staff and facilitated integration of functions with new parent company Managed resources and personnel in multiple locations Identified ways to reduce expenses and improve effectiveness throughout the organization Business Consultant: Price Waterhouse, LLP Texas/California 1997 to1998 Focus on profit enhancement and compliance consulting engineering/EPC firms primarily for Fluor Corp. (NYSE FLR) a multi-billion dollar public engineering & construction firm.
Chief Financial Officer: Environmental Resource Management-SW, Inc Houston, Texas (ERM-Southwest) 1993 to 1996 Responsible for operations, accounting, and administrative areas for an environmental engineering firm and related construction management, health and safety, and laboratory operations. Also managed information systems, HR, and support staff in a multi-location environment. Corporate office CFO/ CIO functions and special projects multiple locations Government operations and compliance Banking, audit, treasury, and insurance management Policy and procedure development and implementation Proposal and contract review Chief Financial Officer/ President: Inchcape Environmental, Inc Houston, Texas 1990 to 1993 Responsible for all financial and accounting areas for an international network of environmental and mineral laboratories performing both commercial and government work with a UK parent company. Also functioned as interim President and corporate controller and managed subsidiary controllers and corporate staff multiple locations. Also, functioned as treasurer/banking officer and as part of acquisition team. Group was sold. Inchcape PLC multi-billion dollar group on the London stock exchange. Reviewed opportunities for operational enhancements US & international Domestic & International taxation and financial/management reporting Domestic & International banking and treasury functions Acquisition analysis, strategy, negotiation, and coordination Attended Executive Development Program (Cornell University) Finance Manager: Fluor Daniel, Inc Houston, Texas 1988 to 1990 Responsible for financial reporting and compliance for EPC projects & Government Sector (Operational Division). Management reporting, analysis, and special projects for division Development of billing/overhead rates for Federal Government projects Compliance with government regulations and coordination/resolution of government audits Review of supplier/subcontractor procedures and purchasing activities Fluor Daniel (now Fluor Corp) is a multi-billion dollar engineering and construction firm with multiple locations.
Accounting Manager/Financial Reporting Supervisor: Turner Collie & Braden, Inc Houston, Texas 1981 to 1988 Managed the corporate reporting for Turner Collie & Braden, Inc.(large engineering firm), TCB, Inc. ( parent company) and related affiliated and subsidiary operations with multiple locations. Consolidated financial reports, and financial and operational analysis Supervision of general accounting functions including cash, banking, payroll, tax, and general ledger Government compliance functions Staff/Senior Account: Gibson, Johnson & Company Austin, Texas 1979 to 1981 Progressed from staff accountant to semi-senior for this large Austin local public accounting firm.
Certifications: Certified Public Accountant - 1982
Education: Southwestern University - Georgetown, Texas B.B.A. Accounting- 1979 Graduated Magna Cum Laude Cornell University Executive Development Program
Affiliations: American Institute of CPAs
Personal: Married
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