Stephen R. Tepner, CPA, MBA

Experience

• 

  Dauby O'Connor & Zaleski

  Jan 2013 - Mar 2013

  Audit Intern
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  Dauby O'Connor & Zaleski

  Oct 2014 - Jul 2017

  Auditor (Audit Staff and Audit Senior)

  Responsible for completing financial statement and compliance audits for entities receiving governmental assistance and retirement plans. I handled training interns, reviewing intern and entry level staff audits, and ensuring that all client needs were met within a prompt manner.

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  Indiana Public Retirement System

  Aug 2017 - Apr 2021

  Manage a team of four financial analysts who deliver our expertise in a collaborative fashion. I handle the deployment of resources and professional development of my staff with the end result being a better informed stakeholder. I manage all FP&A items including forecasting, month-end and annual financial reporting, benchmarking, budgeting, and various analytic tasks for over $34 billion. I participate or lead various projects to better the data and stakeholder experience. Review monthly and annual financial reporting for eight pension plans, three defined contribution plans, and two additional funds. Additionally, I handle the training of personnel, streamline processes, and ensure the proper treatment of GAAP and GASB in all reporting. Other duties relate to communication with external and internal stakeholders, analysis of individual projects and departments, monthly budget versus actual analysis, and forecasting and analysis for fourteen funds.

  • Manager of Financial Reporting and Analysis

    Mar 2019 - Apr 2021

  • Senior Financial Analyst

    Aug 2017 - Feb 2019
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  Wallick Communities

  Apr 2021 - now

  Responsible for leading 16 professionals in property accounting, asset management, cash management, accounts payable, and accounts receivable. I partner with a variety of stakeholders (lenders, regulatory agencies, investors/syndicators, 3rd party ownership groups, vendors, etc.) to ensure results are delivered. Major focuses include evaluating strategic financial opportunities for the communities, developing staff, managing various relationships, cash management duties, and accounts payable for the entire the affordable housing portfolio. Show less

  • Director of Accounting/Finance - Affordable Housing

    Mar 2023 - now

  • Financial Reporting and Special Projects Accounting Manager

    Apr 2021 - Mar 2023