Steven Hale, Cpa Email and Phone Number
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Texas licensed CPA providing buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers.
Oakbridge Advisory Services
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Co-Founder & PartnerOakbridge Advisory Services Oct 2023 - PresentDallas, Texas, United States -
Senior Vice PresidentHoulihan Lokey Apr 2022 - Oct 2023Dallas, Texas, United States -
Vice PresidentHoulihan Lokey May 2020 - May 2022Dallas, Texas, United States -
Transaction Advisory ServicesHoulihan Lokey Jan 2018 - May 2020Dallas/Fort Worth AreaProvide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic buyers.
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Senior Associate, Financial Due Diligence - Deal AdvisoryKpmg Oct 2016 - Jan 2018Dallas/Fort Worth AreaProvide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers. -
Assurance StaffEy Aug 2014 - Sep 2016Dallas/Fort Worth AreaProvide audit and assurance services to public and private organizations within the Healthcare and Life Sciences sector. -
Director Of InnovationFirstservice Residential Arizona Oct 2012 - Jul 2014Scottsdale, Az- Provided in-depth financial analysis and developed processes, controls, and systems for a new business unit with projected annual revenues of over $500K- Created customized budget spreadsheet for 250+ clients which resulted in overhead savings of $42K/yr.- Developed and audited standard operating procedures and training manuals for four different internal departments- Researched, designed, and unveiled an electronic document management department which has scanned over 200,000 hard copy documents into an electronic format- Performed and in depth analysis of strategic business units (SBUs) to provide each SBU with customized reporting and analytics to ensure annual performance metrics are being reached -
Assistant ControllerFirstservice Residential Arizona Mar 2011 - Nov 2012Scottsdale, Az- Implemented metrics in Accounts Receivable and Accounts Payable to measure key indicators and helped teams improve performance- Developed and implemented auditing processes which reduced Accounts Receivable and Accounts Payable error rates to below 1%- Divested of an unprofitable service line and managed the transition of accounts to contracted service provider- Ensured the accurate and timely processing of over 100,000 receivables and 36,000 payables -
Senior Corporate AccountantFirstservice Residential Arizona Feb 2009 - Mar 2011Scottsdale, Az- Diagnosed problem areas and implemented efficiencies in corporate accounting which resulted in savings of $100,000 annually- Performed payroll functions for 600+ employees with a 99.9% accuracy rate- Compiled financial reports, performed adjusting journal entries, and assisted in accounting period closing and annual budgeting process
Steven Hale, Cpa Skills
Steven Hale, Cpa Education Details
Frequently Asked Questions about Steven Hale, Cpa
What company does Steven Hale, Cpa work for?
Steven Hale, Cpa works for Oakbridge Advisory Services
What is Steven Hale, Cpa's role at the current company?
Steven Hale, Cpa's current role is Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services.
What is Steven Hale, Cpa's email address?
Steven Hale, Cpa's email address is st****@****ail.com
What is Steven Hale, Cpa's direct phone number?
Steven Hale, Cpa's direct phone number is +148086*****
What schools did Steven Hale, Cpa attend?
Steven Hale, Cpa attended Arizona State University, W. P. Carey School Of Business, Arizona State University - W. P. Carey School Of Business.
What skills is Steven Hale, Cpa known for?
Steven Hale, Cpa has skills like Accounting, Budgets, Accounts Receivable, Leadership, Accounts Payable, Auditing, Payroll, Financial Analysis, Internal Controls, Customer Service, Process Improvement, Microsoft Office.
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Steven Hale, MBA, CPA
Pearland, Tx
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