Years of experience: 34

AdvisorCFOFinancial AnalystAssociateStartup FounderInvestor & VC

Trust Score

Highly reliable; strong professional involvement.

70%
Steven's Career Path
Private Equity Senior Manager, Treasury ServicesJul. 2020 -
Dec. 2024
365 Retail MarketsPrivate Equity Senior Manager, Treasury Services
Troy, Michigan, United States* Technology company with required operating and merchant account cash management. * Implemented TMS cash flow forecasting process in conjunction with daily bank activities tracking inclusive of acquisition integration. * Investing excess cash, supporting interest hedge, coordination of FP&A data for lender compliance, audit support and special projects.
Senior Treasury ManagerJan. 2020 -
Dec. 2024
365 Retail MarketsSenior Treasury Manager
Leading treasury function with oversite of capital deployment, M&A integrations, cash management reporting of all entity operating and merchant accounts (USD & Fx), real estate assets, debt management, and cash investing. Implemented Treasury Management System (TMS) to drive analytics and liquidity from daily bank account activities. Team with CFO & Controllers for initiatives, annual audit, ...
Private Equity Sr. Manager Financial Planning & AnalysisJun. 2017 -
Mar. 2020
Guardian AlarmPrivate Equity Sr. Manager Financial Planning & Analysis
Greater Detroit Area* Acquisition analyses, annual operating planning, reporting, lender compliance, capital initiative projects, audit and accounting support.