Steven Hale, Cpa

Steven Hale, Cpa Email and Phone Number

Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services @ OakBridge Advisory Services
Steven Hale, Cpa's Location
Allen, Texas, United States, United States
Steven Hale, Cpa's Contact Details
About Steven Hale, Cpa

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.

Steven Hale, Cpa's Current Company Details
OakBridge Advisory Services

Oakbridge Advisory Services

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Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services
Steven Hale, Cpa Work Experience Details
  • Oakbridge Advisory Services
    Co-Founder & Partner
    Oakbridge Advisory Services Oct 2023 - Present
    Dallas, Texas, United States
  • Houlihan Lokey
    Senior Vice President
    Houlihan Lokey Apr 2022 - Oct 2023
    Dallas, Texas, United States
  • Houlihan Lokey
    Vice President
    Houlihan Lokey May 2020 - May 2022
    Dallas, Texas, United States
  • Houlihan Lokey
    Transaction Advisory Services
    Houlihan Lokey Jan 2018 - May 2020
    Dallas/Fort Worth Area
    Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic buyers.
  • Kpmg
    Senior Associate, Financial Due Diligence - Deal Advisory
    Kpmg Oct 2016 - Jan 2018
    Dallas/Fort Worth Area
    Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers.
  • Ey
    Assurance Staff
    Ey Aug 2014 - Sep 2016
    Dallas/Fort Worth Area
    Provide audit and assurance services to public and private organizations within the Healthcare and Life Sciences sector.
  • Firstservice Residential Arizona
    Director Of Innovation
    Firstservice Residential Arizona Oct 2012 - Jul 2014
    Scottsdale, 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
  • Firstservice Residential Arizona
    Assistant Controller
    Firstservice Residential Arizona Mar 2011 - Nov 2012
    Scottsdale, 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
  • Firstservice Residential Arizona
    Senior Corporate Accountant
    Firstservice Residential Arizona Feb 2009 - Mar 2011
    Scottsdale, 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

Accounting Budgets Accounts Receivable Leadership Accounts Payable Auditing Payroll Financial Analysis Internal Controls Customer Service Process Improvement Microsoft Office Strategic Planning Microsoft Excel Business Planning Financial Reporting Quickbooks Gaap Account Reconciliation Team Building Training And Development Database Admin General Ledger Forecasting Peoplesoft Property Management Adp Payroll

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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