Steven Mobley, Cpa Email & Phone Number

Fairfax, Virginia, United States

Blacksburg, Virginia, United States

• Spearheaded a revenue-positive, RAMP accelerator alumni, and VIPC grant award-winning startup focused on developing AI-powered sensor fusion technologies.• Oversaw all financial and operational components of the business and led our business development efforts.

Mclean, Virginia

• Took charge in leading Retail Bank Finance’s tech initiatives, including ETL, automation, and modeling efforts using Python, SQL, Tableau, Snowflake, Hyperion Essbase, OneStream, and a variety of other technological tools and platforms.• Designed and facilitated Retail Bank Finance’s tech trainings and assisted with companywide finance tech training initiatives.• Supported the management, analysis, reporting, and forecasting of the Retail Bank’s revenue and deposits… Show more • Took charge in leading Retail Bank Finance’s tech initiatives, including ETL, automation, and modeling efforts using Python, SQL, Tableau, Snowflake, Hyperion Essbase, OneStream, and a variety of other technological tools and platforms.• Designed and facilitated Retail Bank Finance’s tech trainings and assisted with companywide finance tech training initiatives.• Supported the management, analysis, reporting, and forecasting of the Retail Bank’s revenue and deposits portfolio.• Created high-level reports with respect to the Retail Bank’s revenue and deposits portfolio for board presentations, earnings’ call prep, and monthly BAU / SLT meetings as well as competed in and won the Retail Bank’s strategy case competition. Show less

Washington, D.C.

• Performed and reviewed debt and equity valuations using DCF, liquidation, and enterprise value valuation methodologies as well as aided in model development and upkeep.• Assisted in the agency MBS transaction pre-closing process, including bond and collateral cash flow modeling, reviewing offering documents, and working with stakeholders to resolve differences.• Conducted valuations and REG AB compliance work for non-agency RMBS, agreed-upon procedures around CLO effective dates, and… Show more • Performed and reviewed debt and equity valuations using DCF, liquidation, and enterprise value valuation methodologies as well as aided in model development and upkeep.• Assisted in the agency MBS transaction pre-closing process, including bond and collateral cash flow modeling, reviewing offering documents, and working with stakeholders to resolve differences.• Conducted valuations and REG AB compliance work for non-agency RMBS, agreed-upon procedures around CLO effective dates, and a variety of other financial valuations/analyses.• Communicated with clients and prepared final deliverables as well as completed/checked tax form due diligence and preparation. Show less

Mclean, Va

• Engaged in the auditing of five financial services companies, including two BDCs and three REITs.• Interacted with client’s top management, including attending two audit committee meetings.• Performed REIT requirement and fee testing and tied-out press releases and 10-Qs finding several errors including a $1.5 mm subsequent event error and an error involving anti-dilution.

Blacksburg, Virginia

• Responsible for the safety, well-being, and growth of a floor of 34 undergraduate students and a community of 521.• Managed a diverse range of responsibilities, including conflict resolution, health and safety inspections, and policy enforcement.

Newport News, Virginia

• Developed cost reports, an estimate at completion, and contract proposal amounts for million dollar defense contracts.• Performed special projects, departmental overhead analysis, and a presentation on quality customer service.• Learned various facets of the shipbuilding industry through an optional shipyard operations class.

Williamsburg, Virginia

• Supervised a team of 50-60 employees, while managing eight culinary carts, a candy shop, and a restaurant.• Managed revenue, cost of goods sold, and labor utilization; had dynamic decision authority on the number and hours for cart operations; placed orders; performed scheduling; monitored food quality and customer interactions.• Helped research, develop, and deliver a group presentation on a new idea to increase Busch Garden’s revenue and guest service.• Took a culinary… Show more • Supervised a team of 50-60 employees, while managing eight culinary carts, a candy shop, and a restaurant.• Managed revenue, cost of goods sold, and labor utilization; had dynamic decision authority on the number and hours for cart operations; placed orders; performed scheduling; monitored food quality and customer interactions.• Helped research, develop, and deliver a group presentation on a new idea to increase Busch Garden’s revenue and guest service.• Took a culinary leadership course and attended weekly seminars on different facets of the entertainment industry. Show less

Newport News, Virginia

• Shadowed the Director of Rehab Services and aided in environmental care rounds throughout the hospital.• Worked on a variety of special projects including the development of a patient/therapist contract, productivity reports for the therapists, MPRs for the rehab department, and analysis and formation of an action plan after the annual review.