Rob Stephens

Rob Stephens Email and Phone Number

Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff. @ CFO Perspective
Rob Stephens's Location
Spokane, Washington, United States, United States
Rob Stephens's Contact Details

Rob Stephens personal email

n/a

Rob Stephens phone numbers

About Rob Stephens

CFO Perspective provides continuing education (CPE) courses for CPAs and financial management courses for business advisors and staff. To see a list of sites that host my CPE courses, visit https://cfoperspective.com/cpe/. Want the courses and don't need CPE credit? Check out cfoperspective.com.Here are some sample reviews:"Loved the course! I've been doing FP&A for 25 years. This is an excellent overview and thought-provoking. Well done!""This was the best CPE class I've taken in a decade... The knowledge received from this class is something I truly believe will provide me with a competitive advantage.""I was able to apply the topics to my business... Our next management meeting is going to be meaningful and productive.""I thoroughly enjoyed this course and would recommend it to any business professional.""Outstanding course and a terrific instructor. He went through all of what you need to focus on.""Rob was clear, concise, funny, and used real world applications."Learn more at https://cfoperspective.com/

Rob Stephens's Current Company Details
CFO Perspective

Cfo Perspective

View
Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff.
Rob Stephens Work Experience Details
  • Cfo Perspective
    Founder
    Cfo Perspective May 2019 - Present
    Spokane Valley, Wa
    Continuing professional education (CPE) courses for CPAs as well as financial management courses for business advisors and staff. These courses cover topics like:• Cash flow management• Business performance management (e.g. KPIs, OKRs)• Strategic planning, business planning, and budgeting• Business growth• Decision analysis• Behavioral finance
    View
  • Gonzaga University - School Of Business Administration
    Adjunct Instructor
    Gonzaga University - School Of Business Administration Nov 2019 - Present
    I teach Entrepreneurial Finance and Behavioral Finance to MBA students.
    View
  • Numerica Credit Union
    Svp Of Finance
    Numerica Credit Union Nov 2016 - May 2019
    • Managed accountants and financial analysts for a $2B credit union to produce financial reporting, annual budgets, key performance metrics, and ad hoc analysis• Served as Program Manager for the Investment Advisory Department with $170MM AUM• Supervised the AVP of the Accounts Control Department (Collections)• Chaired the Pricing Committee and developed pricing and product strategies• Analyzed product and member profitability• Managed liquidity (cash flow), capital, and interest rate risks• Developed an asset/liability program that was described by an NCUA Capital Market Specialist as “impressive”
    View
  • Numerica Credit Union
    Vp Of Finance
    Numerica Credit Union Nov 2012 - Oct 2016
    View
  • Washington Trust Bank
    Director Of Operations
    Washington Trust Bank Oct 2011 - Nov 2012
    • Managed 80 employees in payment services, loan processing, and deposit support• Streamlined procedures to reduce waste and improve customer service• Developed strategies to manage interest rate risk and liquidity risk for a $4B bank• Managed wholesale funding and serviced large public entity customers• Member of ALCO committee and deposit product pricing committee
    View
  • Washington Trust Bank
    Senior Financial Analyst
    Washington Trust Bank Mar 2010 - Oct 2011
    View
  • Bankcda
    Cfo
    Bankcda 2008 - 2010
    • Serviced the deposit needs of commercial customers• Served on new loan committee and special asset committee• Supervised the IT Manager and the Operations Department• Prepared analyses and presented recommendations for strategic decisions of the bank
    View
  • Bank Of Fairfield
    Cfo
    Bank Of Fairfield 2004 - 2008
  • Chas Health
    Cfo
    Chas Health May 2001 - May 2002
    • Responsible for all financial aspects of an organization of 140 employees. Managed the development of policies and procedures, business plans, annual budgets, and financial statements.• Supervised billing, accounting, and information systems departments• Developed business strategies and systems for a quickly growing company• Served as Acting Director in Executive Director’s absenceCommon misspellings of my name: Rob Stevens, Rod Stephens, Rod Stevens, CFO Perspectives,
    View
  • Community Health Association Of Spokane
    Controller
    Community Health Association Of Spokane May 2000 - May 2001
  • Ey
    Staff Accountant
    Ey Oct 1995 - May 1997
    Seattle
    View

Rob Stephens Skills

Financial Analysis Banking Loans Credit Finance Cash Management Commercial Lending Credit Analysis Small Business Lending Strategic Planning Consumer Lending Risk Management Retail Banking Asset Management Credit Unions Financial Institutions Microsoft Excel Process Improvement Commercial Banking Mortgage Lending Financial Modeling Accounting Small Business Portfolio Management Lines Of Credit Treasury Management Underwriting Loan Origination Financial Risk Credit Risk Refinance Strategic Financial Planning Commercial Mortgages Cash Flow Residential Mortgages Wealth Management Home Equity Loans Due Diligence Financial Reporting Real Estate Economics Mortgage Banking Managerial Finance Investments Auditing Relationship Management Payments Branch Management Enterprise Risk Management Insurance Internal Controls

Rob Stephens Education Details

Frequently Asked Questions about Rob Stephens

What company does Rob Stephens work for?

Rob Stephens works for Cfo Perspective

What is Rob Stephens's role at the current company?

Rob Stephens's current role is Founder – CFO Perspective | CPE for CPAs and Financial Management Courses for Business Advisors and Staff..

What is Rob Stephens's email address?

Rob Stephens's email address is rs****@****ust.com

What is Rob Stephens's direct phone number?

Rob Stephens's direct phone number is +150953*****

What schools did Rob Stephens attend?

Rob Stephens attended Kansas State University, University Of Washington, Michael G. Foster School Of Business.

What skills is Rob Stephens known for?

Rob Stephens has skills like Financial Analysis, Banking, Loans, Credit, Finance, Cash Management, Commercial Lending, Credit Analysis, Small Business Lending, Strategic Planning, Consumer Lending, Risk Management.

Not the Rob Stephens you were looking for?

  • Rob Stephens

    Rob Stephens
    Louisville, Ky
    3
    gmail.com, mcdonaldtransit.com, ez-rider.org
  • Rob Stephens

    Rob Stephens
    Greater Phoenix Area
    2
    metromile.com, hotmail.com

    3 +160288XXXXX

  • Rob Stephens

    Rob Stephens
    Product Management Director | Devops Engineering | Leading Teams In Solving Formidable Business & Technology Challenges
    Powell Butte, Or
    2
    gmail.com, sas.com
  • Rob Stephens

    Rob Stephens
    Santa Clara, Ca
    1
    oracle.com
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.