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Chief Financial Officer, Controller, CPA, MBA, with experience in professional services, private equity, banking, healthcare, not-for-profit, external audit and internal audit. I have Big 4 public accounting experience (KPMG), controllership (Langley Federal Credit Union and First State Corporation-NASDAQ-SEC Reporting), large public company REIT and tax-advantaged investment experience, SOX compliance management and public company internal audit directorship, senior financial leadership and strategy-CFO. CPA license is current.Specialties: Strategic decisions, financial planning, financial reporting and projection, treasury management, board dynamics and relations, audit management, internal control design and implementation, investing, budgeting, controllership. Experience with not-for-profits, financial institutions, professional associations, REIT's, related REIT tax law, Delaware investment companies, Sarbanes-Oxley management, internal audit management, risk management.
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Chief Financial OfficerHarrison Design Oct 2022 - PresentAtlanta, Georgia, UsChief Financial Officer for large architectural firm based in Atlanta, GA, with satellite offices in NYC, Los Angeles, Santa Barbara, Washington, DC, Naples, FL and Saint Simons Island, GA -
Finance LeaderAtlanta Jewish Film Festival Jul 2018 - PresentAtlanta, Georgia, UsFinance Leader for the largest film festival in Georgia, $3.5MM, which encompasses 5 venues and 75+ films over three weeks each year, in addition to several other year-round programming events. Collaborate with Executive Director and COO to provide more timely and better quality financial information to drive decisions and expand the scope of AJFF. Implemented best practices for internal controls over cash receipts, asset reconciliations and investment practices. Engaged in improving financial performance of events, cost reduction, new revenue streams, more collaborative budgeting. Drove the PPP effort and forgiveness strategy. -
Chief Financial OfficerThe White Oak Group Mar 2020 - Oct 2022Atlanta, Georgia, UsCFO for a private equity firm that manages a portfolio of defense electronics, aeronautics testing, and environmental remediation companies, including investor group services, market recapitalization, M&A activity, tax and regulatory compliance, process improvement, and overall advisement (including PPP efforts). -
Chief Financial OfficerIncommunity May 2018 - Dec 2019Atlanta, Georgia, UsCFO of the largest provider of disability services and related family support in Georgia. GCSS and Enable, now joined together, have been re-branded as InCommunity. Together, with a $35MM budget, they serve over 2,600 individuals in north Georgia who have developmental disabilities. InCommunity has over 650 employees and encompasses both group homes and community supports for these individuals and their families. -
CfoState Bar Of Georgia Sep 2007 - Apr 2018Atlanta, Ga, UsMandatory state bar association with 50,000 members throughout the United States. The Bar's functions include licensure and discipline of members; fee arbitration; investigations of the unauthorized practice of law; monitoring of CLE requirements; law practice management consulting; legislative initiatives. Managed the Membership, Finance, and MIS functions of the organization. Mentored and trained bar Treasurers that changed annually upon their transition to President-Elect. Key staff liaison to Finance, Personnel, Pension Plan, Investment and Audit Committees. Presenter at Board of Governors (159 members) and Executive Committee (14 members) meetings. Assisted in strategic decision making at the officer and board level. Key member of acquisition and integration team concerning the Institute of Continuing Legal Education in Georgia, the largest provider of CLE in Georgia, in 2016.Driving force behind purchase and conversion to new enterprise system in 2008-09. Supervised the full implementation.Assisted Executive Director regarding leasing, maintenance and operating decisions of 240,000 SF Bar Center building with parking deck operation. Engineered debt payoff 5 years early, saving $1MM in interest expense.Section Chair in the National Association of Bar Executives (NABE). Panel member at four meetings of NABE on the topics of best practices in financial policy, enterprise system implementation, financial best practices, and board interaction. -
Vp Internal AuditHomebanc Mortgage Corporation Mar 2005 - Sep 2007Director of Sarbanes Oxley compliance, then promoted to VP Internal Audit of this $5 billion, NYSE-traded company. Part of new Finance team that was brought in to this formerly-private company to improve processes, controls, and quality of financial information.
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Vp General AccountingSuntrust May 1998 - Mar 2005Charlotte, Nc, UsVP over accounting operations of all REIT's and Delaware-based investment companies of Suntrust Banks, Inc. Worked closely with Tax Director, Controller, Corporate Counsel, and outside counsel. Operations of these companies resulted in material savings for the parent company. Operational liaison with Big 4 firms that created new tax strategies. -
Vp FinanceFirst State Corporation Feb 1996 - May 1998Controller of NASDAQ-traded regional bank. Wrote MD&A. Coordinator and co-author of 10K, 10Q's, MD&A, annual reports. Created all call reports. Coordinated regulatory and financial audits. Bank was purchased by Regions Financial Corporation in early 1998 and was merged into its existing infrastructure.
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Director Of AccountingLangley Federal Credit Union Aug 1993 - Feb 1996Newport News, Va, UsController of large credit union (110,000 members at the time) in the Tidewater, VA area. Supervised financial operations and reporting with a staff of 7, including treasury and wire transfer operations. Performed treasury management functions. Produced board reports, financial statements, profitability/cost accounting reports, cash projections, investment analyses, and asset/liability management reports. Member of management team that evaluated financial platforms at several credit unions in other states.Liaison for annual audit. -
Audit SeniorHomebanc Federal Savings Bank May 1991 - Jul 1993Audited branches and the Mortgage Lending, Investor Accounting, and Wire Transfer departments. Researched accounting standards and wrote bank policy on valuing foreclosed, in-substance foreclosed, and troubled commercial, multifamily, and residential properties undergoing trouble debt restructuring.
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Staff AuditorKpmg Us Jul 1989 - May 1991New York, Ny, UsAuditor in public accounting firm. Specialized in financial institutions, municipalities, and universities.
Steve L. Skills
Steve L. Education Details
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University Of VirginiaCommerce (Conc In Accounting) -
Georgia Southwestern State UniversityAdministration/Mba
Frequently Asked Questions about Steve L.
What company does Steve L. work for?
Steve L. works for Harrison Design
What is Steve L.'s role at the current company?
Steve L.'s current role is Chief Financial Officer at Harrison Design.
What is Steve L.'s email address?
Steve L.'s email address is st****@****oup.com
What is Steve L.'s direct phone number?
Steve L.'s direct phone number is +140452*****
What schools did Steve L. attend?
Steve L. attended University Of Virginia, Georgia Southwestern State University.
What skills is Steve L. known for?
Steve L. has skills like Software Project Management, Sarbanes Oxley Management, Controller, Financial Reporting, Board Presentations, Accounting, Internal Audit, Tax, Investments, Sarbanes Oxley Act, Finance, Treasury.
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