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Steven Tolbert Email & Phone Number
Independent Advisory Board Member
at
Laub\Hunt Packaging Systems
1 work email found
@sfm-associates.com
11 phones found area 818, 619, 732, 773, and 908
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Independent Advisory Board Member
Location
Los Angeles Metropolitan Area, United States, United States
Who is Steven Tolbert? Overview
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Quick answer
Steven Tolbert is listed as Independent Advisory Board Member at Laub\Hunt Packaging Systems, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at sfm-associates.com, phone signal with area code 818, 619, 732, 773, 908, and a matched LinkedIn profile for Steven Tolbert.
Steven Tolbert previously worked as Founder and Managing Member at Strategic Financial Management Llc and Board Member at Chrysalis. Steven Tolbert holds Master Of Business Administration (Mba), Specialization In Finance from The University Of Chicago Booth School Of Business.
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{first_initial}{last}@sfm-associates.com
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Profile bio
About Steven Tolbert
I am a strategist, SEC qualified Audit Committee Financial Expert, and transformative leader with over 30 years' experience as an institutional and private equity investor and as a C-Suite operating executive, giving me a unique perspective as a board member. I have a reputation for being a collaborative partner, a strategic and forward thinker, and a connector. I have developed, implemented, and managed strategies to transform companies for growth and development, improved internal cash flow, operating efficiency, and long-term financial and operational sustainability. My functional expertise includes governance; compliance; building strategies; enterprise risk management; succession planning; enabling strong leadership; contracts; M&A/real estate; crisis management; restructurings/turnarounds; internal controls; business/digital transformations; ERP; HR/benefitsWith 14 years of non-profit board leadership experience, currently, I serve on the Board of Chrysalis, (Audit and Chair, Program Committees). On other boards, I served as treasurer & finance committee chair, and on governance, strategic planning and search committees. For over 30 years, I have reported out to public and private boards, audit, finance, investment and facilities committees, and pension funds.As CFO and COO, I developed strategies leading to growth, positive financial and social impact across multiple organizations. My experience includes: managing external financial, retirement, workers compensation, cybersecurity and internal control audits, overseeing $50 million budgets and safeguarding $150 million in assets for schools with over 4,500 students and 500 employees. I negotiated over $150 million in tax-exempt, term, and other credit facilities, increasing campus footprint by ~200,000 square feet and enrollment by over 20%, and restructured ~$78 million in loans, saving over $9.5 million.My crisis management experience includes co-leading: the financial turnaround of a 15-unit charter school organization; COVID response planning; cybersecurity mitigation; and the 2023 banking crisis.Led employee resource planning improvements in accounting, HR/benefits/payroll and other integration solutionsAs an institutional and private equity investor, and as an entrepreneur, I have participated on all sides of debt and equity transactions. I excelled in all phases of acquisitions and buyouts - sourcing, due diligence, audits/risk assessments, evaluating management teams, valuations - and portfolio management. I have executed over 50 transactions valued at over $8B ($2023).
Listed skills include Strategic Planning, Mergers And Acquisitions, Due Diligence, Finance, and 45 others.
Current workplace
Steven Tolbert's current company
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17 roles
Steven Tolbert work experience
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Founder And Managing Member
Current
Strategic Financial Management Llc
Consulting & project management services include: Strategy; M&A/Turnarounds/Restructurings; Financial Advisory; Due Diligence; Enterprise Resource Planning; Business & Digital Transformations; Internal Controls and Enterprise Risk Management assessments & support; Budgeting & Forecasting; Fractional and Interim CFO & COO assignments and Executive Coaching.
Jan 2024 - Present
Board Member
CurrentAudit Committee | Program Committee ChairChrysalis serves people navigating barriers to the workforce by offering a job-readiness program, individualized supportive services, and paid transitional employment. We empower our clients on their pathway to stability, security, and fulfillment in their work and lives.
May 2021 - Present
Vice President Of Finance And Administration (Cfo)
- Member, President’s Cabinet. Reported out to Board and audit, finance, investment, facilities, and 403b committees. Provided strategic, financial, and operational leadership. Implemented cost savings, digital.
- Crisis Management: Successfully navigated 2023 banking crisis with no loss of financial assets
- Oversaw Independent Internal Controls Audit: Developed/Implemented cash disbursement & credit card policies
- Oversaw Independent Cybersecurity audit: Co-led recommended implementation plan
- Negotiated tax exempt loan rate modifications: Projected realized savings, ~$1.25MM over 10 years
- Oversaw transition to cloud based Financial Edge NXT: Migrated financials and budget reporting to the platform
Aug 2021 - Dec 2023
Board Member
Governance | Strategic Planning | Executive Director Search CommitteesThe California Independent School Business Officers Association (Cal-ISBOA) develops, delivers and promotes business and operational best practices to advance the business officer profession and professional support and solutions to Business Officers from approximately 280 Independent.
Jul 2021 - Dec 2023
Chief Financial & Operations Officer
- Member, executive leadership team. Reported out to Board and audit, finance, investment, long range planning and 403b committees. Restructured balance sheet. Improved long term financial sustainability and operating.
- Crisis Management COVID: Member, Planning Committee: Co-led transition to remote learning and business office operations. Negotiated and oversaw COVID testing program and protocols for campus re-entry. Avoided.
- Negotiated/executed tax exempt and bridge loan modifications of $66MM. Projected savings~$6MM
- Implemented school’s first cash management strategy, realized $450,000 in interest income
- Migrated student billing to digital platform.Consolidated online healthcare system to payroll platform
- Member, DEI Firm Search Committee; Board approved 1,000% DEI program budget increase
Jun 2018 - Jun 2021
Chief Financial Officer
- Member, executive leadership team. Reported out to Board and audit and finance committees. Restructured balance sheet of a Primary-8th grade Independent School, ensuring long term financial sustainability. Oversaw.
- Restructured $15MM floating rate bonds hedged with interest rate swaps
- Decentralized departmental budgets, improved internal controls, and oversaw facilities audit
Oct 2015 - Jun 2018
Founder And Ceo
Strategic Financial Management
- Provided consulting and project management for corporations and nonprofits: Strategic Planning; Due Diligence; FP&A; M&A/Turnarounds/Restructurings; Internal Controls; Risk Management; Digital Transformations; Interim.
- Interim CFO: Learn Charter Schools Network
- Identified and executed acquisition of retail business
Mar 2011 - Oct 2015
Vice President, Client Services, California
- Strategized and developed relationships with CEOs/CFOs of existing and new charter school clients to package working capital, facilities financing, and other operational solutions by employing a consultative approach..
- Provided ~$130MM in working capital and facilities financing to ~100 schools throughout California.
- Collaborated with senior leadership to promote growth in California & to develop a national platform
Jun 2011 - Jan 2015
Chief Financial Officer
- Member, executive team. Reported out to Board and audit and finance committees. Co-led financial turnaround and restructuring of a K-12 charter school management organization, operating 15 elementary, middle, and high.
- Crisis Management: Averted closure by implementing organizational restructuring plan. Restructured balance sheet, renegotiated loans, leases, and tax liabilities, and implemented internal control policies
- Led digital transformational efforts to improve financial management and payroll systems.
Mar 2009 - Mar 2011
Chief Financial Officer
- Member, executive leadership team. Reported out to Board and audit, finance, advancement, and facilities committees. Realized operating efficiencies and re-positioned balance sheet of K-12 Independent School for plant.
- Reduced 2007 tuition receivables by ~70% from 2006; Identified and realized cost savings throughout School
- Oversaw two-year $800,000 Renovation of campus administration building and library
- Supported pre-development efforts to obtain a CUP to construct a $35MM Arts & Education Complex
- Revised internal control and contract policies, as well as employee policies and procedures handbook
- Oversaw accounting software installations, upgrades and departmental interfaces throughout the campus
Jul 2005 - Dec 2008
Partner, Chief Financial Officer
Nogales Investors, Llc (A Private Equity Fund)
Developed and prepared investment strategy, investor-return models and private placement memorandum for Nogales Investors Fund I, LP (the “Fund”). Raised ~$100MM in committed capital from public pension funds and banks. Identified and originated equity investments. Executed portfolio company growth strategies. Negotiated public/private partnerships..
Oct 2001 - Jul 2005
Founder And Ceo
Tolbert Financial Ventures, Llc
- Provided an array of consulting and advisory services to banks, foundations, small businesses and private equity funds. Identified and evaluated acquisition opportunities. Formed Public/Private Partnerships. Conducted.
- Interim CFO: Cleveland based Popeye’s franchisee. Developed & implemented 14-unit expansion plan
- Advisor to family foundation on development of a $40MM multicultural/retail shopping centerTrack Record Available
Nov 1999 - Dec 2001
Founder And Ceo
Enterprise Capital Advisors, Inc
Raised approximately $10MM for 20 small and start-up companies. Conducted due diligence. Prepared valuation analysis. Provided strategic planning and technical assistance. Wrote business plans. Developed capital formation strategies. Prepared loan packages and offering memorandums. Cultivated relationships with banks, venture capital/private equity funds..
Mar 1993 - Sep 1999
Co-Founder And Principal
Gs Capital, Lp (Sbic Licensed Private Equity Fund)
Co-founded and organized equity focused SBA licensed Small Business Investment Company in conjunction with the New Jersey Development Authority. Developed and prepared investment strategy and investor-return models. Raised approximately $30MM in committed capital from pension funds, banks, insurance companies and the State of New Jersey. Originated.
Sep 1995 - Nov 1998
Investment Manager
Originated, structured, negotiated and executed $200MM in utilities and renewable energy projects. Originated debt/equity investments through direct marketing efforts. Developed/implemented marketing and business development strategies. Managed investment portfolio. Negotiated amendments and waivers. Cultivated investment banker, developer and corporate.
Sep 1990 - Mar 1993
Senior Associate
Investment Group. Originated, structured, negotiated and executed ~20 senior debt and mezzanine investment transactions totaling ~$900MM for middle market companies and renewable energy projects (i.e., solar, wind, hydro, resource recovery). Managed portfolio. Negotiated amendments and waivers. Cultivated investment banker relationships. Provided portfolio.
Jun 1986 - Sep 1990
4 education records
Steven Tolbert education
Master Of Business Administration (Mba), Specialization In Finance
The University Of Chicago Booth School Of Business
Bachelor'S Degree, Mathematics
Morehouse College
High School
Saint Ignatius College Prep
Mark Of The Minister
Living Praise Christian Church
FAQ
Frequently asked questions about Steven Tolbert
Quick answers generated from the profile data available on this page.
What company does Steven Tolbert work for?
Steven Tolbert works for Laub\Hunt Packaging Systems.
What is Steven Tolbert's role at Laub\Hunt Packaging Systems?
Steven Tolbert is listed as Independent Advisory Board Member at Laub\Hunt Packaging Systems.
What is Steven Tolbert's email address?
AeroLeads has found 1 work email signal at @sfm-associates.com for Steven Tolbert at Laub\Hunt Packaging Systems.
What is Steven Tolbert's phone number?
AeroLeads has found 11 phone signal(s) with area code 818, 619, 732, 773, 908 for Steven Tolbert at Laub\Hunt Packaging Systems.
Where is Steven Tolbert based?
Steven Tolbert is based in Los Angeles Metropolitan Area, United States, United States while working with Laub\Hunt Packaging Systems.
What companies has Steven Tolbert worked for?
Steven Tolbert has worked for Laub\Hunt Packaging Systems, Strategic Financial Management Llc, Chrysalis, Loyola High School Of Los Angeles, and California Independent Schools Business Officers Association (Cal-Isboa).
How can I contact Steven Tolbert?
You can use AeroLeads to view verified contact signals for Steven Tolbert at Laub\Hunt Packaging Systems, including work email, phone, and LinkedIn data when available.
What schools did Steven Tolbert attend?
Steven Tolbert holds Master Of Business Administration (Mba), Specialization In Finance from The University Of Chicago Booth School Of Business.
What skills is Steven Tolbert known for?
Steven Tolbert is listed with skills including Strategic Planning, Mergers And Acquisitions, Due Diligence, Finance, Management, Private Equity, Leadership, and Corporate Finance.
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