Steven Cleveland Ii Email & Phone Number

Honolulu, Hi, Us

Honolulu, Hawaii, United States

Oahu

• Provided weekly updates on self-built portfolio of 20-30 active projects ($100,000 in value)directly to the President/COO, while emphasizing effective budget and time management.• Led the initiation, planning, execution, and closure of residential and commercial glazing projects, prioritizing stakeholder interests to ensure customer satisfaction.• Refined financial acumen by preparing and presenting precise project estimates and budgets, resulting in 98.6% of projects staying within budget.

Oahu

• Utilized historical data to create financial forecasts (e.g. 1-yr and 5-yr), providing a robust foundation for strategic decision-making and long-term financial planning.• Conducted detailed analysis of the income statement, delivering feedback, and offering essentialrecommendations to enhance overall financial stability.• Contributed key observations towards net income optimization, resulting in a notable 5.2% increase for the fiscal year 2023.

Honolulu, Hawaii, United States

• Conducted in-depth analysis of personal and business tax returns, comparing key ratios to industry benchmarks to provide accurate assessments of financial health and risk.• Created detailed cash flow models for personal, business, and commercial real estate loans ($0.1mm to $3.0mm), accurately assessing lending capacities and financial viability.• Produced key business documents, including term sheets and transaction summaries, to facilitate thorough deal screening and decision-making processes.

Honolulu, Hawaii, United States

• Coordinated, executed, and reviewed effectiveness of fundraisers while budgeting club expenses.• Successfully provided over $1,500 of additional funding to the organization.• Worked alongside fellow directors to create a cohesive and educational experience for all members.

Honolulu, Hawaii, United States

• Used resourcefulness to scout potential startup companies for application into the fund based on estimated financial viability and marketability of product.• Evaluated startups to determine profitability, business fundamentals, and quality of investment.• Collaborated with other directors and created an investment pitch to select a startup for investment based on financial reports and scalability of startup.