Steve Wolfe Email & Phone Number

Stamford, Ct

• Managed finances including preparation of monthly financial statements for the CEO and board of directors.• Prepared the annual budget and monitored spending against it, by program and department.• Supervised the Payroll, Accounts Payable, Accounts Receivable, and Tenant Billing functions.• Coordinated and led the annual audit and tax (Form 990) process.• Monitored spending on Capital Projects in excess of $500,000 per year.

Shelton, Ct

• Created all initial financial statements used in the organizations Form 1023 application which resulted in the successful awarding of 501(c) 3 status.• Managed finances including preparation of monthly financial statements for the board of directors. • Created company and account reporting structure in QuickBooks including cost allocation plan.• Selected the auditing firm and managed the independent audit process, meeting all audit criteria.• Prepared the annual budget and monitored spending against the budget.• Developed budgets for all grant applications, which resulted in the successful awarding of a $1M grant. Tracked grant revenues and associated program expenses, and provided final reports to grantors.• Directed all corporate and human resource activities including payroll, employee benefits, and retirement plans.

Stamford, Ct

• Revitalized the financial organization and reduced the amount of time needed to complete the annual audit by four months, resulting in a decrease of $10K in the annual audit fee.• Oversaw all financial operations, analyzed and reported financial performance to management and board of directors.• Prepared a balanced annual budget and all associated financial planning to meet the budget.• Achieved Charity Navigator four star rating for Financial Performance and Accountability & Transparency.• Prepared short and long-term financial forecasts of financial performance for use with internal management and external parties.• Supervised audit and tax (Form 990, Form 5500) functions, and coordinated activities with outside audit firm.• Developed, implemented, and maintained accounting and administrative policies and procedures including financial accounting and reporting, employee relations, and other corporate policies. • Directed all corporate and human resource activities including payroll, employee benefits, retirement plans, corporate insurance and related activities.• Negotiated savings in gas and fuel costs, health insurance premiums, and IT outsourcing, resulting in the saving of $50K.• Identified potential cash shortfalls and quickly developed action plans and alternatives, including the recommendation to open up a $100K credit line with First County Bank.

Planned, scheduled and conducted high profile, risk-based operational and financial audits in the USA and Canada . Led audit teams in the field and mentored, coached and developed audit staff.• Analyzed business processes and evaluated internal controls to provide management with an assessment of the overall internal control structure.• Reviewed SOX process documentation to ensure key controls were identified and tested.• Performed high level balance sheet account analysis.• Worked closely with business leaders to fix identified problems, close open issues, and recommend process improvements.• Coordinated the annual Conflict of Interest Certification for more than 5,000 US & Canadian employees, resulting in a completion rate of 90% within the first 90 days.• Assisted management in the preparation of the quarterly reporting package for the Audit Committee of the Board of Directors.

Planned and managed a $50M annual budget for 75 sales offices. Prepared annual budgets and monthly forecasts in SAP and reviewed for compliance. Recorded and processed journal entries and accounting transactions through the monthly closings.• Prepared monthly financial statements including general ledger analysis and accruals for sales offices. • Analyzed expenses and identified invoicing discrepancies in monthly wireless service charges involving former employees and worked closely with internal telecommunications to correct these errors, which resulted in cost savings of $50K per year. • Uncovered excessive charges to fixed asset accounts by external vendor. Negotiated refund resulted in a $200K reimbursement to company.• Discovered errors in company owned equipment property tax records. Resulted in a reduction of company’s annual property tax expenses and liability of $25K annually.

Monitored performance of 12 US call centers and business processing centers. Analyzed and reported customer satisfaction statistics.• Created and implemented metrics to rank and compare call center operations resulting in the closure of eight call centers, a savings of $4M annually. • Reduced cycle time needed to prepare the monthly reporting package by 200%. • Created “cost per transaction” methodology, which allowed management to identify high performing call centers. Developed the methodology and Excel template to calculate Total Installed Cost (TIC) for business operations.

Executed operational audits of multiple sales offices. • Prepared audit reports and presented findings to senior management.• Participated in a cross functional team that identified corporate-wide best practices.

Oversaw the preparation of monthly financial statements and SEC filings. Supervised staff of three professionals. • Reviewed journal entries and account reconciliations.• Managed company’s daily cash requirements.• Calculated expense on third-party interest rate swap agreements.

Key member of a team that consolidated all Xerox Credit Corporation subsidiaries. Prepared monthly financial statements.• Researched SEC reporting requirements and prepared various 10Q and 10K footnotes, statements, and analyses including statement of cash flows and Management Discussion & Analysis.• Prepared analyses of monthly allocation of interest and debt to Xerox Credit Corporation’s operating units.• Analyzed division operating result variances.

Mba, General Business

Bs, Accounting

Activities and Societies: Music Director, WHUS Radio Disc Jockey, WHUS RadioGraduated Cum Laude