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Steve B. Email & Phone Number
FP and A Manager
at
Expel
1 work email found
@catalysthealthventures.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
FP and A Manager
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Steve B.? Overview
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Quick answer
Steve B. is listed as FP and A Manager at Expel, a with 504 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at catalysthealthventures.com and a matched LinkedIn profile for Steve B..
Steve B. previously worked as FP&A Manager at Expel and Sr. FP&A Analyst - Go to market at Mx. Steve B. holds Master'S Of Accountancy, Accounting from University Of Utah - David Eccles School Of Business.
Company email context
Email format at Expel
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*@catalysthealthventures.com
68% confidence
AeroLeads found 1 current-domain work email signal for Steve B.. Compare company email patterns before reaching out.
Profile bio
About Steve B.
I am a highly motivated and results-oriented professional with a proven track record of success in the enterprise SaaS industry. I have a strong understanding of financial statements and accounting principles (CPA), as well as the ability to analyze and interpret data. I am also experienced in developing and implementing financial models and forecasting techniques.I've spent the past 7 years developing and executing companies annual budget and forecasting processes. I spend time working closely with the sales and RevOps teams to develop revenue projections, disaggregating metrics to identify areas of opportunity and other GTM strategies.
Listed skills include Accounting, Gaap, Financial Accounting, Cpa, and 17 others.
Current workplace
Steve B.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Expel
11 roles
Steve B. work experience
A career timeline built from the work history available for this profile.
Fp&A Manager
Current
Oct 2022 - Present
Sr. Fp&A Analyst - Go To Market
- Produce SaaS metrics, Sales quota capacity analytics, GAAP revenue forecasts for all business units through financial models and data pipelines- Report results to executive level leadership and Board of Directors-Variance Analysis for revenue and expenses. Including trend analysis for operational insight and recommendations- Create consumable and shareable tools/dashboards for team to answer relevant business questions.- $300M Series C raise - $1.9B valuation- Use SQL, Domo, and Salesforce to analyze financial data by creating models and reports that improve accuracy and processes- Understanding of ASC 605 & 606 accounting- Algorithms, reporting, exploratory data analysis, advanced operational and financial modeling- Ad-hoc analysis on customers, market segments, company segments etc.
Aug 2020 - Oct 2022
Sr. Fp&A Analyst
Budget creation and maintenance for several business unitsAd hoc analysis and reports realted to business units and board presentationProfessional services resource analysis and reporting
Nov 2019 - Jul 2020
Fp&A Analyst
Manage budgets and projections related to Headcount Variance analysis between actual and forecasted numbers for departments
Dec 2017 - Nov 2019
Controller
• Performed monthly bank reconciliations• Prepared monthly Journal Entries for month-end close• Prepared ad hoc reports and analyzed financial data• Budget and forecast cash and revenue positions• Oversaw financial due diligence and transition for to 2 acquisitions• Prepared monthly financial statements for management and external investors• Supervised accounting team and all accounting functions• Prepared financial data and reports in order to provide input and analysis for managerial decisions• Built internal management reports for KPI’s• Prepared annual budget and forecasting for management and external investors
Jun 2015 - Dec 2017
Staff Auditor
Performing audit related tasks, managing client requests and ensuring on-time deliverables to upper management.
Aug 2013 - Jun 2015
Intern
Performed testwork and conducted interviews as part of the comprehensive annual financial reports (CAFRs) for the State of Utah.
May 2012 - Oct 2012
Tax Intern
Dec 2011 - May 2012
Intern
May 2011 - Aug 2011
Sales Rep
• Sold home security solutions door-to-door• Sold 55 alarms in 97 days• Developed ability to tailor product to needs of individual customer
May 2010 - Aug 2010
Team & coworkers
Colleagues at Expel
Other employees you can reach at expel.io. View company contacts for 504 employees →
RD
Richard Dooley Jr.
Colleague at ExpelRoanoke, Virginia, United States
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CK
Carter King
Colleague at ExpelChicago, Illinois, United States
View →
MP
Mark Porter
Colleague at ExpelWashington, District Of Columbia, United States
View →
BM
Brooke Mcclary
Colleague at ExpelCharleston County, South Carolina, United States
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RP
Ray Pugh Iii
Colleague at ExpelHaymarket, Virginia, United States
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TN
Tony Napoleon
Colleague at ExpelVienna, Virginia, United States
View →
SI
Sakinah Ishaq
Colleague at ExpelLeesburg, Virginia, United States
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CH
Carisa Henry
Colleague at ExpelSacramento, California, United States
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AG
Alicia Gordon (Crichton)
Colleague at ExpelReston, Virginia, United States
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BS
Bjorn Stange
Colleague at ExpelGainesville, Florida, United States
View →
Richard Dooley Jr.
Colleague at ExpelRoanoke, Virginia, United States
View →
CK
Carter King
Colleague at ExpelChicago, Illinois, United States
View →
MP
Mark Porter
Colleague at ExpelWashington, District Of Columbia, United States
View →
BM
Brooke Mcclary
Colleague at ExpelCharleston County, South Carolina, United States
View →
RP
Ray Pugh Iii
Colleague at ExpelHaymarket, Virginia, United States
View →
TN
Tony Napoleon
Colleague at ExpelVienna, Virginia, United States
View →
SI
Sakinah Ishaq
Colleague at ExpelLeesburg, Virginia, United States
View →
CH
Carisa Henry
Colleague at ExpelSacramento, California, United States
View →
AG
Alicia Gordon (Crichton)
Colleague at ExpelReston, Virginia, United States
View →
BS
Bjorn Stange
Colleague at ExpelGainesville, Florida, United States
View →
2 education records
Steve B. education
Master'S Of Accountancy, Accounting
Bachelor Of Science (Bs), Accounting
FAQ
Frequently asked questions about Steve B.
Quick answers generated from the profile data available on this page.
What company does Steve B. work for?
Steve B. works for Expel.
What is Steve B.'s role at Expel?
Steve B. is listed as FP and A Manager at Expel.
What is Steve B.'s email address?
AeroLeads has found 1 work email signal at @catalysthealthventures.com for Steve B. at Expel.
Where is Steve B. based?
Steve B. is based in Dallas-Fort Worth Metroplex, United States while working with Expel.
What companies has Steve B. worked for?
Steve B. has worked for Expel, Mx, Health Catalyst, Advice Media, and Tanner Llc.
Who are Steve B.'s colleagues at Expel?
Steve B.'s colleagues at Expel include Richard Dooley Jr., Carter King, Mark Porter, Brooke Mcclary, and Ray Pugh Iii.
How can I contact Steve B.?
You can use AeroLeads to view verified contact signals for Steve B. at Expel, including work email, phone, and LinkedIn data when available.
What schools did Steve B. attend?
Steve B. holds Master'S Of Accountancy, Accounting from University Of Utah - David Eccles School Of Business.
What skills is Steve B. known for?
Steve B. is listed with skills including Accounting, Gaap, Financial Accounting, Cpa, Financial Statements, Financial Reporting, Internal Controls, and Us Gaap.
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