
Steve O.
Senior Accountant

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About me
Vice President, Accounting
Education

Florida International University - College of Business
-Master's Accounting
Experience

Ocariz Gitlin & Zomerfeld, LLP
Oct 1995 - Jun 1998Senior Accountant
Royal Caribbean Group
Jun 1998 - Nov 2009Manager, Business Analysis & PlanningHeld 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 2013Finance DirectorRegional 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 2019Sr. Manager, ControllerHeld 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 2022Director of Finance/ControllerServed 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 - nowVice President, AccountingLead 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.
Languages
- spSpanish
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