Steven Lane

Steven Lane Email and Phone Number

Engagement Director @ CLA (CliftonLarsonAllen)
Boston, MA, US
Steven Lane's Location
Greater Boston, United States, United States
Steven Lane's Contact Details
About Steven Lane

Executive problem solver and trusted C-suite advisor skilled at identifying, analyzing, and resolving complex financial challenges compassionately. Adept at translating complex KPIs into actionable insights, driving sustainable growth, and optimizing operational performance.Dynamic hands-on leader with extensive expertise in accounting, cash flow management, financial reporting.Specialties: Leadership, Talent Development, Accouting and Finance, ERP (NetSuite/SAP/Quickbooks) conversions and implementations, Contract and Lease Negotiations, Manufacturing & Cost Accounting

Steven Lane's Current Company Details
CLA (CliftonLarsonAllen)

Cla (Cliftonlarsonallen)

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Engagement Director
Boston, MA, US
Steven Lane Work Experience Details
  • Cla (Cliftonlarsonallen)
    Engagement Director
    Cla (Cliftonlarsonallen)
    Boston, Ma, Us
  • Rsm Us Llp
    Director
    Rsm Us Llp Jan 2024 - Sep 2024
    Chicago, Illinois, Us
    * Provide onsite and remote client finance & accounting services* Oversee engagement economics and efficiently manage remote resources* Collaborate with firm specialists and subject matter experts on complex client deliverables
  • Alex And Ani
    Vice President Finance
    Alex And Ani Mar 2023 - Jan 2024
    East Greenwich, Ri, Us
    * Own the P&L, Balance Sheet & Cash Flow* Develop business restructuring plan with Board & P/E stakeholders* Steer company toward profitability targets; paring a proforma $7M annual loss* Collaborate with e-Commerce incorporating consumer drivers & KPI reporting into the financials* Negotiate HR medical benefits, payroll and 401k administrationAchievemnts:* Rationalize underperforming business channels positioning company for turn-around* Institute risk management policies saving 25% of policy premiums
  • Cuisinart Outdoors
    Vice President Finance
    Cuisinart Outdoors Dec 2018 - Mar 2023
    * Own the P&L, Balance Sheet & Cash Flow* Drive 45% CAGR sales growth and double-digit EBITDA growth* Enhance gross margin in collaboration with marketing, new product increased ROI hurdle to over 25% and drove commercial programs to less than 8%* Enhance customer profitability collaborating with marketing, commercial/sales, and supply chain* Mitigate major retailer commercial sales program breakage and recover $1.0M in EBITDA* Negotiate HR medical benefits, payroll and 401k administration* Review all legal contracts (distribution center & building lease contracts) and registration filingsAchievements:* Develop the strategic and financial plans setting the stage for eventual sale of business * Save $0.2M, 40% risk management premiums* Negotiate $25M multi-year Asset Based revolving credit line* Develop in-depth Cash Flow/ROI/Investment Case strategic financial models * Drive cost efficiencies, optimize sales strategies and maximize the value chain during Covid-19* Negotiate distribution center and commercialization contracts ensuring lowest cost of service* Manage US Customs programs and filings recovering $0.3M in duty refunds
  • Agero, Inc.
    Assistant Controller
    Agero, Inc. Nov 2017 - Nov 2018
    Medford, Massachusetts, Us
    * Direct financial close, prepare financial statements and manage annual audit / tax engagements* Control $400M credit card and electronic banking payment process* Transform the accounting function into a trusted collaborative cross-functional business partnerAchievements:* $2M “billing breakage” savings over several years* Integrate $30M business unit into company portfolio (Accounting Systems and Operations)* Implement accounting pronouncements ASC 606 Revenue Recognition ASC 842 Lease Accounting
  • Agero, Inc.
    Director Of Financial Planning And Analysis
    Agero, Inc. Apr 2016 - Nov 2017
    Medford, Massachusetts, Us
    * Drive the strategic planning and annual budget/forecast process across the organization* Collaborate with commercial, product and provider network and other G&A functions* Leverage data analysis team to maximize product profitability and commercialize client contracts * Partner with IT & Call Center to maximize utilization and direct investments Achievements:* Develop complex pricing models using data analytics for $1B in revenue to increase profitability* Institute KPIs management reporting achieving financial targets and increasing profitability
  • A.T. Cross Company
    Director Of Financial Planning And Analysis
    A.T. Cross Company Jul 2015 - Apr 2016
    Providence, Rhode Island, Us
    * Lead annual strategic planning process driving financial results* Cash Flow forecasting* Drive cost efficiencies, optimize sales strategies and maximize the value chainAchievements:* Transform FP&A into a strategic resource* Develop consolidated international financial reporting* Institute financial and operational KPIs management processes driving achievement of targets
  • Twin Rivers Technologies
    Senior Manager Of Financial Planning & Analysis
    Twin Rivers Technologies Feb 2007 - Jul 2015
    Quincy, Ma, Us
    * Lead annual strategic planning process and drive financial results* Collaborate with multi-national teams to maximize profit margins* Cash Flow forecasting using international banking syndicate* Commercialization, contracts, and pricing management * Cost & Project accounting eliminating waste in the process and expanding customer profitability* Capital project management and ROI analysis for new business investmentsAchievements:* Negotiate $50M multi-bank revolving and term facilities* Save $0.3M, 20% risk management premiums (GL/Prop & Casualty/Cargo/Auto)* Institute financial and operational KPIs management processes driving achievement of targets* Manage due diligence for financial acquisitions and divestitures, integrate/synergize acquired targets* Develop capital investment financing models (ROI/IRR/NPV/DCF) to evaluate expansion investments
  • Jarden Consumer Solutions
    Director Of Financial Planning & Analysis
    Jarden Consumer Solutions 2003 - Jan 2007
    Us
  • Work 'N Gear
    Finance Manager
    Work 'N Gear 2002 - 2003
    Quincy, Ma, Us
  • Reed Business Information
    Director Of Finance & Operations
    Reed Business Information 1998 - 2001
  • Stride Rite
    Finance
    Stride Rite 1987 - 1998
    Waltham, Ma, Us

Steven Lane Skills

Forecasting Cross Functional Team Leadership Financial Analysis Management Budgets Sap Process Improvement Leadership Analysis Mergers And Acquisitions Budgeting Finance Strategic Planning Financial Forecasting Managerial Finance Executive Management Business Planning Financial Reporting Microsoft Excel Strategic Financial Planning Business Analysis Corporate Finance Accounting Pricing P&l Management Risk Management Competitive Analysis Erp Integration Project Planning Hyperion Enterprise Financial Modeling Income Statement Financial Accounting Supply Chain Management P&l Ad Hoc Reporting Variance Analysis Cash Flow Cost Reduction Strategies Essbase General Ledger Insurance Operations Management Excel Internal Reporting Cost Reduction Analysis Cash Flow Forecasting Consolidation Hyperion Planning

Steven Lane Education Details

  • Bentley University - Mccallum Graduate School Of Business
    Bentley University - Mccallum Graduate School Of Business
    Finance
  • Bentley University
    Bentley University
    Accountancy
  • Malden Catholic
    Malden Catholic
    High School

Frequently Asked Questions about Steven Lane

What company does Steven Lane work for?

Steven Lane works for Cla (Cliftonlarsonallen)

What is Steven Lane's role at the current company?

Steven Lane's current role is Engagement Director.

What is Steven Lane's email address?

Steven Lane's email address is sl****@****oup.com

What is Steven Lane's direct phone number?

Steven Lane's direct phone number is (781) 393*****

What schools did Steven Lane attend?

Steven Lane attended Bentley University - Mccallum Graduate School Of Business, Bentley University, Malden Catholic.

What skills is Steven Lane known for?

Steven Lane has skills like Forecasting, Cross Functional Team Leadership, Financial Analysis, Management, Budgets, Sap, Process Improvement, Leadership, Analysis, Mergers And Acquisitions, Budgeting, Finance.

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