Steven Winheld

Experience

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  Haefele Flanagan

  Jan 1989 - Jan 1991

  CPA
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  Shechtman Marks Devor PC

  Jan 1990 - Jan 1996

  CPA

  Planned and supervised audits, reviews and compilations of small to mid-size businesses. Researched, planned, prepared and reviewed corporate and individual Federal and state income taxes. Provided management advisory services covering accounting system analysis, internal control evaluations, financial analysis and overall investigations of the client systems for the purpose of improving operations and efficiency.

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  Directweb, Inc.

  Jan 1999 - Jan 2000

  Controller
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  CAI Wireless Systems, Inc.

  Jan 1999 - Jan 1999

  Assistant Controller
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  EPX

  Jan 2000 - Jan 2002

  Controller

  Created monthly financial packages, including GAAP financial statements and specific trend analysis that is presented to senior management. Prepared annual budget and 5 year projected financial statements. Created a functional financial projection model and presented to outside investors.

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  Clubsystems group

  Jan 2002 - Jan 2004

  Controller

  Supervised the day-to-day accounting, created monthly financial packages, including consolidated GAAP financial statements and specific trend analysis that is presented to senior management. Oversaw the accounting for customer projects and related project and monthly and quarterly recurring billing for over 2000 customers. Responsible for all cash management and treasury functions, including cash budgeting and projections.

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  Security Resources LLC

  Jan 2004 - Jan 2017

  Corporate Controller

  Manage all financial aspects for the Company and all of its subsidiaries in addition to overseeing accounting departments for each division as well as the Credit and Collections and IT Departments. Oversee the monthly close process from the reconciliation of the subsidiaries accounts to the preparation of the consolidated financial statements. Responsible for:• Strategic planning• Internal controls• Cash and treasury management• Expense Management• Budgeting and Forecasting• Federal and state income tax planning and compliance• Sales and use tax compliance• Payroll administration and payroll tax compliance • Benefits and Pension plan administration Show less

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  CBAC - Cooperative Business Assistance Corporation

  Apr 2017 - now

  CFO