Gregory Stephan Email & Phone Number

Albany, NY, US

Saratoga Springs, New York, US

• Lead the day to day operations of virtual first behavorial healthcare company serving higher acuity, complex members. Responsibility for Operations, Product, Technology, HR, Legal & Finance and the captive aptihealth.
• Lead the scaling of the enterprise from 10 employees to 175+ in first 24 months – building 150+ person medical group of behavioral therapist, psychiatric prescribers, care managers & peers. Built out revenue cycle team.
• Co-Lead all financing / equity raise acivities with CEO. From Series A financing round, through multiple convertible debt rounds, to Series B extension. Total fund raising of $56M. Visit www.aptihealth.com to learn more.

*Business Unit CFO, responsible for all divisional accounting operations, financial planning and analysis, annual budget development, client contracts, proposal & services pricing & project financials. Lead the preparation of monthly financial package including P&L analysis, Balance Sheet, Statement of Cash Flows and associated KPIs/Metrics and MD&A.

Austin, Texas, US

*Serving as business unit CFO for $850M business - responsible for the strategy, financial planning and analysis, budgeting and accounting functions within the Hospitality business unit*Lead international finance team responsible for accounting, revenue & expense forecasting, planning and budgeting for North America, EMEA, LAD & JAPAC*Led KPI framework and.

New York, NY, US

Responsible for FP&A, contracts, pricing, new product development finance support, contract negotiations, customer billing, fulfillment, accounts receivable, credit and collections, revenue recognition, revenue budgeting & planning and analysis, commissions for $500M media/technology business.

Serving as the Chief Financial Officer (CFO) for the Information Technology organization within the Department. Responsible for the day to day management of the budget & accounting staff responsible for accounting functions related to the Department’s IT functions. Responsible for AP, payroll, purchasing, budget, planning and variance analysis activities.

Developed SG&A and Capital budget for a Finance organization consisting of 1,300 employees and expenses in excess of $250M. Performed monthly variance analysis and lead teams in change efforts to improve performance. Responsible for performing business cases and pro-forma financial analysis related to the organization’s Finance and IT investments, merger.

Responsible for the day-to-day operation and P&L of the corporation’s Maryland subsidiary (80 employees), which performs environmental consulting and contracting services. Responsible for all sales and marketing activities, human resources, project oversight, proposals & estimating, customer relations, finance and accounting, business planning and analysis.

Responsible for accounting functions of AP, purchasing, payroll, AR, credit & collections and monthly close. Directed the preparation of the region’s operating budget from all aspects including revenue projections, staffing, and capital expenditures along with all other operating and SG&A costs.Provide monthly profit and loss analysis to evaluate.

Ba Mathematics

Certified Public Accountant

Education record