Steve Winick Email & Phone Number

With over a decade of experience in corporate finance and management consulting, I thrive in high-growth, venture-backed environments. My expertise in startup fundraising spans multiple debt and equity offerings, navigating complex due diligence processes and successfully raising significant capital. I have built and led FP&A, Pricing, and Strategy functions from the ground up, driving robust planning and forecasting, providing actionable insights to executive leaders, and achieving key growth and profitability outcomes. My career also includes extensive experience in Deloitte’s M&A practice, where I advised private equity investors and strategic corporate clients on acquisitions, divestitures, joint ventures, and IPO readiness.Currently, I serve as Vice President of FP&A at Beam Benefits, a late-stage growth company focused on modernizing employee benefits with smarter underwriting and digital tools that simplify the customer experience.I hold a Master’s in Accounting from The Ohio State University.

Listed skills include Research, Accounting, Entrepreneurship, Microsoft Excel, and 11 others.