Steven Weese Email & Phone Number

South Carolina, United States

Greenville, South Carolina, United States

Greenville, South Carolina, United States

Greenville, South Carolina Area

• Engage and facilitate executive & field management in the formulation, development and implementation of ROI generating strategies and policies• Change Management: Assist the organization in preparing for and adopting new realities brought about by changes to business systems, processes, organizational structures, job roles and/or a company’s culture as well as consult on the people and organizational impact of such business decisions• Assure the continued growth and success of the Company by driving key initiatives as well as the identification and sharing of best practices to accomplish its strategic plan• Developed, trained, & implemented a program for creating quarterly/annual strategic objectives to drive transparency, communication, profitability, and alignment throughout all levels of management (250 operational & 75 corporate) and overall vision/mission of the organization • Develop managerial skillset and tools for management to embrace the concept of continuous change and their ability to identify and solve issues/opportunities within their own span of control while elevating those outside their direct control in a manner that enacts positive change• Involved in Merger & Acquisition opportunities as it relates to consulting on the strategic fit for the organization, due-diligence, and integration components of the transaction• Develop and communicate content regarding the vision, mission, and strategy throughout the organization that has a direct correlation to an independent engagement score of 93% regarding the clear understanding of AEA’s vision, mission, creed, and goals across its 6,000 employees (28% greater than US Norm according to AON Hewitt)• Effectively manage a cross-functional team located across the country• Trained in Adizes Organizational Management & Transformation methodology

Greenville, South Carolina Area

Greenville, South Carolina Area

• Conducted and supervised due-diligence, integration, valuation, and purchase accounting for multiple corporate transactions (Mergers & Acquisitions)• Played an integral role in the complete integration of two large acquisitions ($46MM asset purchase & $42MM equity) with operations spanning 9 states, 15 products-lines (new & existing), and different POS’ within 52 days & 65 days respectively• Developed accounting solutions for various operational initiatives (i.e. product modifications, new product roll-out, operational/financial reporting initiatives, GTA, POS, data-warehouse)• Developed Product P&L’s for company’s different product segments• Developed new Center P&L’s to be distributed to field employees for managing business• Compiled, reviewed, and assisted in the submission of annual/interim financial statements• Interacted extensively with senior executives and product managers across all departments• Managed various Ad-hoc projects as needed

Greater Chicago Area

• Provided financial services for professional athletes, both domestic and internationally• Served as a liaison to trainers, promoters, and various other parties on behalf of clientele• Insured details negotiated by agent/counter-parties are accurate and delivered• Contributed in the development of profile & marketing material

Chicago, Il

▪ Conducted and supervised attestation services for both large SEC regulated entities and private non-SEC entities▪ Compiled, reviewed, and assisted in the submission of annual/interim financial statements▪ Specialized in Financial Services, Hedge Funds, & Private Equity sectors▪ Evaluated the implementation and operating effectiveness of controls while advising clients of necessary/beneficial alternatives▪ Performed in deadline-driven environment that mandated attention to detail, maximizing billable time allotments, and strong organizational and prioritizing skills to excel▪ Possessed strong written and verbal communication skills due to direct client responsibility, coaching and development responsibility over other associates▪ Directly involved with planning, budgeting, staffing, and reviewing process of each engagement▪ Consulted clients regarding technical updates, industry-specific regulations, financial reporting requirements, specific identified risks, remediations, and valuation/investment policies

Springfield, Missouri Area

▪ Initiated and prepared Federal and State tax returns▪ Conducted tax research based on assessment of client information ▪ Provided accounting/consulting services utilizing Creative Solution software