Steve Kelley

Steve Kelley Email and Phone Number

Chief Financial Officer at Brault @ Brault
Steve Kelley's Location
Orange County, California, United States, United States
Steve Kelley's Contact Details

Steve Kelley personal email

n/a
About Steve Kelley

Financial and strategic leader, successful in both public (Fortune 500) and private business management as well as private consulting. Skilled in strategic planning & development, operations and shareholder value improvement and all aspects of mergers & acquisitions on both the buy-side and sell-side. Experience spans various industries including healthcare, cable television, multi-unit restaurant operations, and publishing.My primary background is in Financial Planning and Analysis, and helping companies drive strategy and success through the development of well thought out, aggressive, and achievable budgets and forecasts. I have also managed and held responsibility for both the finance and accounting functions of companies in the past.Demonstrated areas of expertise include:Finance Management and Operations Strategic Planning and AnalysisForecasting and Financial ModelsCapital Expenditure BudgetingBusiness Evaluations and KPIsMergers and Acquisitions Debt Structuring and NegotiationsInvestor CommunicationsRestructuring and DivestituresProject Management

Steve Kelley's Current Company Details
Brault

Brault

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Chief Financial Officer at Brault
Steve Kelley Work Experience Details
  • Brault
    Chief Financial Officer
    Brault Dec 2018 - Present
    San Dimas, California, Us
  • St. Joseph Heritage Healthcare
    Vice President, Financial Planning & Analysis And Financial Operations (Interim)
    St. Joseph Heritage Healthcare Nov 2017 - Aug 2018
  • Healthessentials, Llc
    Vice President, Financial Planning & Analysis
    Healthessentials, Llc Nov 2012 - Oct 2017
    Irvine, California, Us
    Established FP&A department, responsible for 5-year strategic plan, annual budget, monthly forecasts, and cash forecasting, coordinating with senior executives and business line leadership. Member of the senior leadership team, delivering presentations to leadership, financial sponsors, and the Board.Develop and manage the company’s strategic 5-year plan used to guide budgets, project future financing needs, and determine underlying value of stock options through 409(a) valuations. Developed sophisticated pricing models for all new healthcare products and lines of business. Models resulted in the company signing contracts with four major state and national health plans.Designed incentive compensation plan which resulted in a 20% increase in clinician productivity.Co-led efforts to obtain a $10M debt facility to support growth and infrastructure investment.
  • Resources Global Professionals
    Corporate Finance Consultant
    Resources Global Professionals Feb 2012 - Nov 2012
    Irvine, Ca, Us
    Advised and supported on the development of a new global reporting program including reporting processes, report packages, and planning targets for a multi-location $1B subsidiary of publicly traded company.Developed new LRP model to support a capital raise for a publicly-traded diagnostics company.
  • Independent Consultant
    Senior Finance Consultant
    Independent Consultant Jul 2010 - Jan 2012
    Created an integrated financial model for an online home maintenance subscription business.Developed rights offering document and investor presentation for a publicly-traded company
  • Freedom Communications Inc.
    Director, Enterprise Financial Planning And Analysis
    Freedom Communications Inc. 2008 - Jun 2010
    Santa Ana, California, Us
    Managed all aspects of enterprise-wide financial planning and analysis, including administration of the annual strategic planning process, monthly/quarterly forecasts, evaluation and review of capital expenditures, public company peer benchmarking, development of key performance metrics, board of director presentations, and ad-hoc analyses for the CEO and CFO. Great Plains financial platform.Implemented a capital expenditure tracking and review system that resulted in a $27M reduction in capital expenditures over a three-year period.Performed product margin and common-size P&L analyses to drive operational efficienciesDeveloped the process for consolidating and monitoring enterprise-wide accounts receivable which allowed the Company to close its asset backed lending facility required for exit financing.
  • Transworld Media
    Director Of Finance
    Transworld Media Mar 2003 - Dec 2007
    Carlsbad, Ca, Us
    Established and managed the finance and accounting department with eight professionals, responsible for financial operations of seven consumer magazines. Department managed business plans for new initiatives, the annual strategic plan and forecast, the monthly close and financial reporting process, and Big 4 audit procedures and SOX compliance. PeopleSoft Financials platform.
  • Taco Bell Corp.
    Finance Consultant
    Taco Bell Corp. Jan 2001 - Mar 2003
    Irvine, Ca, Us
    Managed an FP&A project team, comprised of seven internal employees and external consultants, that developed financial models and budgets to support workout solutions for troubled franchisees. Over 1,200 stores restructured through debt restructurings, equipment leases, and asset optimizations
  • The Times Mirror Company
    Director Of New Business Dev/Strategic Planning
    The Times Mirror Company Jan 1997 - Jun 2000
    Responsibilities included financial/strategic planning, acquisition analysis, business development analysis, corporate reporting, and support of investor relations on earnings calls and press releasesPlayed key role in the execution of long-term growth plans, with a specific focus on identifying external development opportunities for Times Mirror operating companies. Coordinated due diligence, financial analysis and internal communications on acquisitions, divestitures, and other special projects. Provided financial modeling and financial analysis to the treasury, accounting/planning, and corporate development departments on mergers and acquisitions, capital structure proposals, and company-wide growth initiatives.
  • Times Mirror Cable Television
    Project Manager - Fp&A
    Times Mirror Cable Television Aug 1988 - Apr 1996
    Responsibilities included financial/strategic planning, acquisition analysis, business development analysis, and corporate reporting. Completed seven budget and long-range plan cycles; managed quarterly forecast system.

Steve Kelley Skills

Financial Modeling Business Planning Strategy Strategic Planning Financial Analysis Business Strategy Mergers And Acquisitions Forecasting Strategic Financial Planning Due Diligence Management Cash Flow Forecasting Corporate Development Finance Leadership Budgets P&l Management Financial Planning Analysis Revenue Forecasting M&a Experience Corporate Finance Financial Reporting Start Up Consulting Financial Planning And Analysis Budgeting And Forecasting Consolidation M&a Due Diligence Mergers

Steve Kelley Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance/Marketing
  • Santa Clara University
    Santa Clara University
    Finance

Frequently Asked Questions about Steve Kelley

What company does Steve Kelley work for?

Steve Kelley works for Brault

What is Steve Kelley's role at the current company?

Steve Kelley's current role is Chief Financial Officer at Brault.

What is Steve Kelley's email address?

Steve Kelley's email address is st****@****ner.com

What schools did Steve Kelley attend?

Steve Kelley attended Ucla Anderson School Of Management, Santa Clara University.

What are some of Steve Kelley's interests?

Steve Kelley has interest in Social Services, Education, Economic Empowerment, Health.

What skills is Steve Kelley known for?

Steve Kelley has skills like Financial Modeling, Business Planning, Strategy, Strategic Planning, Financial Analysis, Business Strategy, Mergers And Acquisitions, Forecasting, Strategic Financial Planning, Due Diligence, Management, Cash Flow Forecasting.

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