Steven Boyer

Steven Boyer

Credit & Receivables Manager

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location of Steven BoyerCharlotte Metro

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  • Timeline

  • About me

    Senior Manager, Data and AI Strategist @ BDO USA | IT Strategy | Data & AI Strategy | Decision Intelligence

  • Education

    • Governors State University

      -
      Bachelors
  • Experience

    • Stoneville Furniture Manufacturing Company

      Jul 1997 - Dec 2001
      Credit & Receivables Manager
    • Stoneville Discount Furniture

      Jan 2002 - Nov 2004
      Chief Operating Officer
    • APEX Analytix, LLC

      Dec 2004 - Dec 2006
      Accounts Payable Auditor
    • BDO USA, LLP

      Jan 2007 - Feb 2021

      • Led a cross-functional team to implement recommended technology solutions; conducted assessments, overseeing the selection, implementation, and optimization of ERP, IT systems and other services.• Streamlined client financial business processes through the outsourcing of core functions, resulting in cost savings and improved client operational excellence efficiencies.• Developed and maintained service level agreements to monitor and measure KPI performance of outsourcing partners.• Provided client facing strategic direction for technology investments and resource allocation to support sustainable growth. Show less -Worked closely with the Advisory business lines to optimize business processes and build out system based solutions to solve various business problems. -Architected and Implemented numerous ERP, SharePoint, and financial system implementations and upgrades. -Functioned as a Project Lead and Analyst for various projects. Including management of all phases of complex, strategic IT projects, which implement business applications and enable decommissioning of legacy platforms. -Managed project request portfolios, create schedules, communication plans, manage risk/issues, measure and report project status. -Primary Applications include PeopleSoft Finance, SharePoint, Microsoft Dynamics NAV, Sage, Salesforce, Oracle, Netsuite, IntAcct, QuickBooks Online, SQL and jQuery. Show less • Monitored and managed a $250M credit portfolio, ensuring timely reviews and updates to limits and conditions.• Designed a custom credit scoring solution for clients to mitigate potential risk exposure.• Conducted thorough analysis of financial statements, credit reports, and other relevant data to assess the credit worthiness of businesses.• Analyzed financial ratios, cash flow, and other metrics to determine the financial wealth of clients.• Provided guidance and mentorship to junior analysts, fostering a culture of continuous learning and development. Show less

      • Senior Manager, Advisory Technology Enablement

        Aug 2019 - Feb 2021
      • Manager-Technology, Business Services & Outsourcing

        Jun 2017 - Aug 2019
      • Senior IT Analyst / Project Manager

        Jan 2013 - Jun 2017
      • Senior Credit Analyst | Credit Manager

        Jan 2007 - Jan 2013
    • HR Collaborative

      Jan 2021 - Jul 2021
      Director of Administration, Finance, and Technology

      • Oversaw and streamlined business operations to support and improve organizational efficiency for finance, technology and marketing functional departments.• Led multiple internal strategic initiatives to modernize technology systems, implementing a culture of continuous process improvements to streamline executive reporting and increase efficiency. • Developed and maintained business relationships with vendors and stakeholders to ensure alignment with organizational goals and objectives. Show less

    • BDO USA

      Jul 2021 - now
      Senior Manager, Data and AI Strategist

      • Provide technical strategic advisory services across various industries (Manufacturing, Distribution, and Non-Profit) to execute data-driven initiatives, optimizing customer insights, business processes and improve financial and operational reporting efficiencies.• Manage a team of decision intelligence and visualization strategists to support AI-driven digital transformation projects increasing operational efficiency.• Increased company revenue by performing strategic assessments, maintaining client relationships and maintaining trust throughout the CRM lifecycle.• Design and implement data-driven frameworks and business processes to support digital transformation, IT and data strategies, predictive analytics, machine learning and automation, to maximize ROI.• Spearhead data governance initiatives, generative AI solutions, strategic roadmap development with cross-functional teams and organizational change management (OCM); Finance, Marketing, Operations, and IT departments within regional, national, and global organizations. • Fostered a culture of continuous learning and innovation within the team. Show less

  • Licenses & Certifications

    • QuickBooks Certified ProAdvisor

      QuickBooks Support
    • Microsoft Certified: Azure Fundamentals

      Microsoft
      Oct 2022
      View certificate certificate
    • Salesforce Certified Advanced Administrator (SCAA)

      Salesforce
      Aug 2021
  • Honors & Awards

    • Awarded to Steven Boyer
      Explorer Achievement Award Boy Scouts of America Mar 1997 Earned the Explorer Achievement award. This is the Explorer equivalent to an Eagle Scout.
  • Volunteer Experience

    • Den Leader, Cubmaster

      Issued by Boy Scouts of America on Sept 2015
      Boy Scouts of AmericaAssociated with Steven Boyer
    • Treasurer

      Issued by Boy Scouts of America on Sept 2018
      Boy Scouts of AmericaAssociated with Steven Boyer