Chad Stephens Email & Phone Number

Edmond, Ok, Us

Oklahoma City, Oklahoma Area

• Lead diligence and research efforts for potential investment opportunities• Source investment opportunities for members of the Victorum Capital Club• Assist in execution and transaction of Victorum Capital investments • Monitor existing investments

Oklahoma City, Oklahoma Area

• Prepare Investors and Board of Directors quarterly financial reports.• Provide detailed market analysis and preferred market segments for multiple portfolio companies.• Analyze competitive trends and external use cases for NextStream technologies.• Evaluate new technologies and conduct due diligence for potential investment opportunities.• Lead annual budgeting process.• Create forecasts and go-to-market strategies for portfolio companies.

Oklahoma City, Oklahoma Area

• Prepare Board of Directors quarterly financial reports and executive summaries.• Provide detailed schedule of Bank’s on-going strategic initiatives.• Analyze variances and trends for monthly and quarterly line of business financial reports.• Evaluate existing expense allocation methodologies within Operations.• Assist with annual budget process for multiple areas of the Bank.• Create ad-hoc reports using both internal and external information sources.

Oklahoma City, Oklahoma Area

• Manage day-to-day financial operations for the Executive Transport Sustainment & Support ESS contracts; valued at a combined $1.6B. • Maximize profit through creation, implementation, and execution of financial strategies.• Analyze variances and trends across multiple programs, identify issues, and monitor corrective action plans.• Develop and maintain forecast projections and Estimate at Completions.• Define, quantify and communicate cost and schedule trends to management.• Calculate budget and baseline cost for period of performance of contract.• Ensure all cost incurred is compliant to the contract, federal regulations, and Boeing policies.• Assist with funds management to guarantee proper funding is maintained for contract execution.

Oklahoma City, Oklahoma Area

• Develop labor and cost estimates using statistical and market analysis.• Provide pricing analysis in conjuncture with FP&A’s long-range business plan.• Provide financial models to cross-functional teams, management, and customers.• Leverage resources to satisfy customer requirements through the proposal process.• Boeing Capture Team: Serve as the lead labor estimating and pricing analyst for the VC-25 Air Force One Rapid Response Capture Team. • Develop standard, site-wide finance review process using LEAN+ techniques to improve efficiency among cross-functional teams.• Utilize Cognos Queries to analyze historical-incurred costs versus current estimates. • Cost Reduction Initiative – OKC Site Focal: Maintain strategic plan to meet cost savings goal of $140 million for calendar year 2016.• Boeing Business Skills Rotation Program – Treasurer: Development program geared towards gaining leadership and technical skills through a broad range of assignments and various program activities. Develop and maintain budget for 2017-2018.• Boeing OKC Finance Intern Team: Create Finance-wide curriculum and intern-led projects for the Boeing Finance Intern Program.• Boeing Business Intern Program - Oklahoma State University: Serve on four person team to foster relationship with the university, further Boeing’s influence on campus, and recruit future Boeing interns.• LEAN+ Finance On-Boarding Team: Developing new resources to help assimilate new employees to the Boeing Finance department.

Oklahoma City, Oklahoma Area

Participate in the development of basic estimates from technical requirements. Assists in the evaluation of requests for proposal. Assists with the development and maintenance of estimating and pricing methods and tools. Collects and analyzes cost and non-cost data in structured systems. Inputs historical data for use by estimators.

Tulsa, Oklahoma

Provided analysis and created financial, cost benefit analysis, and return of equity reports with a focus on Accord Capital's Aviation portfolio.

Master Of Business Administration (M.B.A.), Finance, General, 3.8

Activities and Societies: Graduate Assistant - Riata Center for Entrepreneurship Masters in Business Administration AssociationStudent.

Bachelor Of Science (B.S.), Finance, General

Received Ed and Norma Leslie Scholarship, 2014. Received OSU Academic Scholar Award, 2010. Received Oklahoma State Regents for Higher.