Steve O.

Steve O.

Senior Accountant

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location of Steve O.Miami-Fort Lauderdale Area

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  • Timeline

  • About me

    Vice President, Accounting

  • Education

    • Florida International University - College of Business

      -
      Master's Accounting
  • Experience

    • Ocariz Gitlin & Zomerfeld, LLP

      Oct 1995 - Jun 1998
      Senior Accountant
    • Royal Caribbean Group

      Jun 1998 - Nov 2009
      Manager, Business Analysis & Planning

      Held various positions including: Manager of Business Analysis, Senior Auditor, and Risk and Insurance Specialist. Created all the business plans for the start of a new sales division, and worked to ensure that management had insight into performance to make timely and accurate decisions.

    • Bacardi

      Nov 2009 - Oct 2013
      Finance Director

      Regional CFO role with responsibility for accounting and finance of 13 states across the US. Area of responsibility included both control and non-control states. Worked closely with the Regional Sales teams to meet targets and improve profitability.

    • FedEx

      Oct 2013 - Jul 2019
      Sr. Manager, Controller

      Held various positions including Senior Manager/ Controller, Divisional Finance Manager, and Regional Finance Manager. Experience includes expat assignment leading teams in the areas of Financial Planning and Analysis, Financial Systems and Controls, Pricing and Treasury. Led a team of almost 45 Managers and individual contributors.

    • VIKING Life-Saving Equipment

      Jul 2019 - Apr 2022
      Director of Finance/Controller

      Served as the Regional CFO overseeing the areas of Finance/Controlling, Pricing, Logistics, Risk Management, Human Resources and Purchasing. Hands on position that required extensive strategic and tactical thinking and execution. Led a team of fourteen direct and indirect reports, plus resources assigned from shared services.

    • Castle Group

      Apr 2022 - now
      Vice President, Accounting

      Lead a team of almost 60 accountants and para-professionals involved in all areas of the accounting cycle; from invoice processing to full Financial Statement creation and presentation. Responsible for the accounting cycle of 450+ associations and communities.

  • Licenses & Certifications

    • Certified Public Accountant

      Florida Department of Business and Professional Regulation
  • Honors & Awards

    • Awarded to Steve O.
      FedEx Operational Award - Jul 2017 Created, presented and put into action transformational financial reporting that provided in-depth financial analysis, which focused on products or "lines of business" instead of regional reporting. Presented reporting and action plan to the global CFO, and is still currently used to manage profitability at FedEx worldwide.
    • Awarded to Steve O.
      FedEx Operational Award - Dec 2014 Created and presented improved market and pricing analysis that provided in-depth insights and customer pricing trends. The resulting action plan improved profitability by three percentage points year over year.
    • Awarded to Steve O.
      Royal Caribbean Circle of Excellence - Dec 2009
    • Awarded to Steve O.
      FedEx Bravo Zulu Awards - Four time recipient of FedEx’s Bravo Zulu Award. This award is presented for above and beyond performance in leadership and analysis.