Stephen Caviness, Mba Email & Phone Number

Cleveland, Ohio, United States

• Effectively liaise between business and community partners/resources to inform JobsOhio strategies and programs.• Successfully serve as regional lead for new JobsOhio programs, such as its inclusion-based business incentive and venture capital fund.• Deepen relationships with key stakeholders through reoccurring engagements to generate deal flow, maintain strong coordination with business partners, and gain additional insights of activities in the community.• Lead or actively participate on cross-functional teams to successfully complete projects.• Lead or facilitate project scope and/or agreement terms negotiations that have led to over 3000 quality jobs created.• Consistently successful at structuring customized incentive packages based on program qualifications for existing, out-of-state, or international traded-sector businesses.

Cleveland/Akron, Ohio Area

• Met with prospective grantees and prepare monthly detail-oriented formal evaluations of and recommendations for the Board for funding requests to ensure grants are in alignment with the Foundation’s Economic Transformation and Workforce strategy and addresses high priority community needs• Served as lead with Vice President of Strategic Grantmaking and Arts/Urban Design Initiatives of a cross-functional team to achieve goals and objectives of social investment committee• Worked with program directors and officers to develop pipeline of social investment opportunities by identifying projects across all strategic grantmaking areas• Worked cross-departmentally to underwrite transactions for risk and impact, ensure outstanding loans are current, and monitor active projects under the Foundations Program Related Investment portfolio• Captured and disseminated factual information and prepare thoughtful analyses of workforce and social investment topics and organizations to promote a deeper sense of awareness amongst Foundation stakeholders• Monitored various sectors to remain abreast of best practices, sector trends, and policy implications as they relate to workforce, social investment, and other relevant topic areas• Effectively managed and collaborated on grantmaking program(s) or special project(s) with a concentration in workforce, social investments, and regional collaboration/alignment• Served as technical resource for committee-advised funds and/or supporting organizations to ensure that donor intent best aligns with community needs• Monitored and evaluated funded grant implementation and arrange for consultation and technical assistance as appropriate• Developed collaborative relationships with a diverse cross-section of multi-sector agencies and leaders.• Actively participated in affinity groups to confirm standing as a thought leader and serve as a knowledgeable resource on workforce, social investment, and other topics of importance to the community

Cleveland/Akron, Ohio Area

• Applied problem resolution skills to effectively manage and solve formal complaints involving constituents and Federal Agencies.• Leveraged relational skills to serve as liaison to elected officials, community leaders, and other stakeholders, informing parties of relevant legislative policies and acting as the conduit to communicate constituent concerns to Congress.• Assumed increased responsibility and influence throughout five-year period by expanding role from oversight of faith-based outreach to include support of the housing/foreclosure and economic development functions. • Participate in the OH-11 district strategic planning process to provide input on areas of expertise and held accountable for execution of key strategic initiatives impacting areas of responsibility.• Effective at conducting federal policy research on assigned issues to inform leadership of policy implications and to provide recommended solutions for managing foreseeable concerns.• Led teams of 3-4 interns and supported professional development by issuing performance objectives, providing regular training, and feedback.• Applied continuous improvement principles to streamline casework management software reporting capabilities by collaborating with cross-functional teams to implement new features.• Assumed system administrator support role to guide district staff in troubleshooting Microsoft Office and other software applications.

Cleveland/Akron, Ohio Area

• Researched investment vehicles and projected market returns using future value analysis to develop investment strategy aligned with defined financial performance goals and metrics.• Assisted with weekly deposit and withdrawal reconciliation.• Streamlined process for monthly reporting to measure investment performance. • Developed strategies to achieve annual growth and improved return on investment for the credit union’s book of business.

Columbus, Ohio Area

• Managed new business development – reaching out to 150-200 potential clients and educating them on wealth management products/services that are relevant to life circumstances (ability to tailor sales pitch)

Cleveland/Akron, Ohio Area

• Applied financial management skills to order textbooks and supplies for the elementary, middle, and high schools within budget constraints.

Master Of Business Administration, Systems Management

B.S. In Human Ecology, Family Resource Management Financial Planner Track

Activities and Societies: Financial Planning Association

Education record