Stephen Newman Email & Phone Number

Granby, Ct, Us

Work with business owners on challenges facing their business. Using interpersonal and listening skills to uncover what is in the way of success and then formulating a plan to bring successful outcomes. Uncovering how the personalities influence the numbers, and looking at the story the numbers tell.

New York, New York, Us

Agent licensed to sell insurance through New York Life Insurance Company

New York, Ny, Us

SME of the engagement team reducing the financial close cycle time of a large life insurance and financial services firm. Built rapport with stakeholders through meetings to describe and map their work flows and created recommendations for reducing cycle times, dependencies, and single points of failure.

New York, Ny, Us

• Implemented changes to shorten reporting timeline and improve accuracy and internal controls• Responsible for Management Discussion and Analysis portion of 10-k and 10-q’s• Reviewed other investor documents such as Earnings Press Release and Investor Presentations• Update and review issuance documents, S-1 and accounting memos, of special purpose acquisition company (SPAC), and created new 11-k as part of spin off

Served as Chief of Staff, Oversaw multi location professional accounting firm's IT, HR, Finance and Operations. Identified skills gaps and devised training. Increased communication within the firm. Integrated an acquisition: realigned workforce, reporting lines, and responsibilities. Conducted industry benchmarking analysis to identify trends and root causes of variants and implemented changes which included: training, and staff reduction/realignment.Provided Fractional CFO services for client companies.

Windsor, Ct, Us

Implementation of ASU 2014-09 Revenue from Contracts with Customers (Topic 606). Interacted with controllers of all global locations and external auditors to be able to update financial reporting.

Windsor, Ct, Us

Prospected for software and BPO clients, performed needs analysis and presented solutions. Replied to RFP's, organized and delivered sales presentations to prospects and negotiated terms of sales contracts. Accompanied client service professionals to determine if additional services would benefit clients. Developed relationships with prospective and current clients to help them with operational based needs. Listened to needs, evaluating options and presenting solutions to prospects and clients.

Windsor, Ct, Us

Decreased cycle time by 50% for client deliverables with the use of Lean Six Sigma methods. Solved complex problems for clients including correcting process gaps and making operations more efficient. Provided analysis of client operations to aid implementations and optimizations in using SS&C software and solutions. Presented solutions to Chief Information Officer large P&C insurance client.

New York, Ny, Us

Increase revenue on client engagement by 40% over two years. Performed audits of large complex publicly traded and mutual insurance companies (Statutory, GAAP, SOC 1, Employee Benefit Plans). Managed staff on multiple engagements simultaneously. Maintained communications between clients, partners, staff and specialists. Built rapport with clients as a way of improving overall client experience with KPMG. Coached staff on interactions with clients.

Performed sell side activities including, business development pipeline and marketing client companies in a confidential manner. Negotiated terms of deals, purchase / sale agreements, binding letters of intent. Conducted analysis, including modeling of clients financial statements to determine most likely selling price and evaluated bids for clients. Performed controlled auctions to get multiple bids for clients simultaneously. Researched different industries to determine macro economic trends. Worked with multiple stakeholders to bring transactions to a close.

Researched and wrote industry specific reports. Marketed client companies for sale, determining buyer lists, contacting buyers and getting them to a decision point. Attended various trade shows to grow client base. Prepared pitch books, blind profiles and other marketing materials.

Hartford, Ct, Us

Risk analysis and audits to protect company reputation and financial assets.

Worldwide, Oo

Performed audits of biotech, manufactures, wholesale distributors, and retail companies. Audits included to support mergers and acquisitions including carve out audits, due diligence engagements, and interim controller functions at a global manufacturing and services firm.

New York, Ny, Us

Worked on a team managing over $3 billion in discretionary equity funds for pension funds and foundations. Met with CEO's of publicly traded Fortune 100 companies to understand why we should invest in them. Researched markets, companies, and economic trends to make profitable investment decisions. Created client presentations and interacted with client.

Online Certificate, The Materiality Of Esg

Education record

Ms, Accounting And Taxation

Bachelor Of Science (Bs), Biology, General