An exceptional CFO is a person of many talents skilled in forward-thinking strategies, modeling, leadership, and relationship building, and is technologically savvy.I am an analytical, results-focused financial executive holding the skills listed above, and more, with a dedication to growing and scaling innovative companies and organizations within the consumer packaged goods (CPG) space. I have provided thought leadership in partnership with other executives, owning (and optimizing) growth strategies, streamlining processes, and integrating next-generation resolutions.As an industry leader, I identify opportunities to improve the quality of resources while leveraging data analysis and business intelligence to drive continuous improvement across people, processes, technology, and diverse corporations.I have also earned recognition as an outstanding contributor to both clients and companies, utilizing an exceptional ability to liaise with varied industries while creating a culture of collaboration, innovation, performance, and professional development.Accomplishments worth noting include:✓ Command and erupt multitudinous operational budgets equating to $1.3B+ for 50+ consumer packaged goods (CPG) clients, crafting individualized, dynamic financial plans that continually bring hyper-growth to each partner. ✓ As CFO at Bluebird Botanicals, grew business by multi-millions of dollars driving YoY growth.✓ Architected and streamlined a financial reporting tool for cross-organizational use, overseeing the buildout of all process documentation allowing for globally dispersed personnel to leverage the tool to streamline financial processes for their clients.I’m also fortunate enough to have received wide praise and recognition for my work, including:“Your leadership, kindness, and support have allowed our team to find solutions that have really turned around the service level for this client. Your questions are thoughtful and have really demonstrated to not only support the client but also your team members.” ~Caitlin Hart“The team nicknamed him ‘The Professor’ for his ability to teach/mentor new employees and his patience in explaining processes multiple times.” ~Amanda MorgensternKey Skills & Value Impact:Financial & Operational Strategy | Investor Relations | Risk Management | Financial Modeling | Strategic Planning | P&L | Budgeting & Forecasting | FP&A | Team Development | General Ledger | Ad Hoc Reporting | GAAP Compliance | SaaS | Contact Management | Pricing & Cost Analysis | Growth Planning | M&A
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Chief Financial OfficerPathAustin, Tx, Us -
Chief Financial OfficerPath Dec 2022 - PresentSan Francisco Bay Area, Ca, Us -
Senior Director Of FinancePropeller Industries Sep 2019 - Nov 2022New York, Ny, UsGuided businesses from pre-revenue to $100M+, developing scalable financial solutions and overseeing the full Finance & Accounting lifecycle, with deep expertise in the CPG sector. Mentored high-performing teams, optimized processes, and boosted employee utilization, resulting in stronger client retention, increased profitability, and a strengthened reputation. • Scaled a fractional Finance and Accounting practice for hyper-growth CPG startups by developing acomprehensive CPG playbook, standardizing best practices, streamlining operations, and driving scalable datadriven growth across hundreds of clients, driving end-to-end client management.• Expanded a multi-million-dollar book of business, deepening client relationships, enhancing billable hours, andsignificantly boosting retention and market share in the competitive CPG startup landscape.• Raised $750M+ in capital for 50+ CPG startups by aligning investment strategies with operational growth andoverseeing all financial management and reporting• Created scalable financial infrastructures for clients, including financial reporting solutions, performancemetrics, and process improvements. These solutions became the standard, streamlining the CPG portfolio.• Spearheaded business development, generating new leads and expanding market presence by positioning thepractice as a trusted partner, securing long-term contracts, and maximizing client value.• Advised Board of Directors on strategic financial initiatives such as M&A, Capex, and market expansion,consistently exceeding value-creation expectations.• Optimized internal and client financial processes, increasing efficiencies and cost savings through actionableinsights and strategic analysis, helping stakeholders navigate variances and seize opportunities.• Built and led high-performing finance and accounting teams, implementing a mentorship program thatfostered professional growth, improved employee utilization, and increased client retention. -
Chief Financial OfficerBluebird Botanicals Dec 2016 - Aug 2019Louisville, Colorado, UsBuilt the financial foundation for a high-growth CPG brand, growing revenue from $3M to $50M+ and expanding EBITDA margins by 25%. Developed financial strategies to optimize cash flow and capital allocation, supporting rapid growth. Established scalable controls across FP&A, treasury, and accounting while navigating regulatory complexities. Provided strategic leadership with precise forecasts and insights, driving sustained profitability and operational excellence.• Led financial strategy for a hyper-growth CPG company, driving 100%+ in steady YoY growth• Spearheaded and mitigated risks and liabilities for a $50M M&A transaction, securing long-term success• Developed and implemented advanced financial reporting systems, delivering actionable insights to C-level executives and Board of Directors that improved decision-making and profitability.• Optimized cash flow management, improving working capital by 57% and reducing operating expenses by 24% through targeted cost reduction initiatives and process improvements.• Managed employee option plans and Cap Table, ensuring compliance and accurate equity compensation administration during periods of rapid growth and fundraising.• Mentored and led a high-performance finance team, enhancing productivity, cross-departmental collaboration, and financial accountability to align with strategic objectives. -
Head Of Fp&ABluebird Botanicals Apr 2014 - Dec 2016Louisville, Colorado, UsLed financial strategy for a rapidly growing CPG brand, optimizing budgeting, forecasting, and reporting to support revenue growth. Implemented cost controls and improved working capital management, driving operational efficiency. Managed stakeholder relationships to ensure transparency and compliance while guiding resource allocation for product launches and market expansion.• Led budgeting, forecasting, and financial planning processes, delivering detailed financial models that supported strategic decision-making and investment opportunities.• Implemented and maintained internal controls and risk management systems, reducing financial risk exposure and ensuring compliance with GAAP and regulatory standards.• Drove improvements in financial reporting and analysis, enhancing transparency and accuracy for departmental leaders and improving EBITDA performance by 28%• Managed external audits and coordinated with legal teams on compliance initiatives, consistently achieving clean audit results and ensuring alignment with corporate governance.
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Emergency Manager // Financial ManagementUnited States Air Force Nov 2006 - Oct 2010Randolph Afb, Tx, UsDirected $6M+ budget and expenditures for the 786th Civil Engineering Squadron, reducing administrative burdens and streamlining payment procedures. Promoted policies to increase well-being in the face of disaster by aiding in budget and spending plans for all emergency preparedness safety, training, equipment, and contracts.HIGHLIGHTS:➥ Ensured compliance and reduced operational costs by providing technical and managerial oversight in support of Federal agencies under the United States Department of Defense and the United Nations.➥ Highlighted the value and purpose of an emergency preparedness plan, deploying to locations and achieving the mission vision and initiatives. -
Fp&A And Accounting ProfessionalVarious Companies Jan 1998 - Oct 2006Greenwich, Ct, UsOversaw a diverse range of accounting and financial activities, contributing to the overall financial efficiency and strategic planning of a diverse portfolio of organizations.
Steven Ostrom Education Details
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University Of Colorado BoulderQuantitative Economics -
Collin CollegeGeneral Studies
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Community College Of The Air ForceEmergency Management
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University Of Maryland Global CampusEmergency Management
Frequently Asked Questions about Steven Ostrom
What company does Steven Ostrom work for?
Steven Ostrom works for Path
What is Steven Ostrom's role at the current company?
Steven Ostrom's current role is Chief Financial Officer.
What schools did Steven Ostrom attend?
Steven Ostrom attended University Of Colorado Boulder, Collin College, Community College Of The Air Force, University Of Maryland Global Campus.
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