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.
• 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 &.
• 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.
• 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

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.
• 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

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

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