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Steven Hale, CPA

Steven Hale, CPA

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location of Steven Hale, CPAAllen, Texas, United States

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  • Timeline

  • About me

    Co-founder & Partner, OakBridge Advisory Services - Specializing in Healthcare Transaction Advisory Services

  • Education

    • Arizona State University - W. P. Carey School of Business

      2010 - 2013
      Bachelor's Degree Accounting

      The accounting program at the W.P. Carey School of Business is fully accredited by the Association to Advance Collegiate Schools of Business. It is consistently ranked among the top public programs in the nation.

    • Arizona State University, W. P. Carey School of Business

      2013 - 2014
      Master's Degree Accounting

      The nine-month MACC program is delivered by the W. P. Carey School of Accountancy, highly ranked by The Public Accounting Report. Their cutting-edge curriculum is reviewed every year with input from accounting professionals and alumni. Esteemed faculty experts brings real-world experience into each class.

  • Experience

    • FirstService Residential Arizona

      Feb 2009 - Jul 2014

      - Provided in-depth financial analysis and developed processes, controls, and systems for a new business unit with projected annual revenues of over $500K- Created customized budget spreadsheet for 250+ clients which resulted in overhead savings of $42K/yr.- Developed and audited standard operating procedures and training manuals for four different internal departments- Researched, designed, and unveiled an electronic document management department which has scanned over 200,000 hard copy documents into an electronic format- Performed and in depth analysis of strategic business units (SBUs) to provide each SBU with customized reporting and analytics to ensure annual performance metrics are being reached Show less

      • Director of Innovation

        Oct 2012 - Jul 2014

      • Assistant Controller

        Mar 2011 - Nov 2012

      • Senior Corporate Accountant

        Feb 2009 - Mar 2011

    • EY

      Aug 2014 - Sept 2016
      Assurance Staff

      Provide audit and assurance services to public and private organizations within the Healthcare and Life Sciences sector.

    • KPMG

      Oct 2016 - Jan 2018
      Senior Associate, Financial Due Diligence - Deal Advisory

      Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic corporate buyers.

    • Houlihan Lokey

      Jan 2018 - Oct 2023

      Provide buy-side and sell-side financial due diligence services within the Healthcare and Life Sciences sectors for private equity and strategic buyers.

      • Senior Vice President

        Apr 2022 - Oct 2023

      • Vice President

        May 2020 - May 2022

      • Transaction Advisory Services

        Jan 2018 - May 2020

    • OakBridge Advisory Services

      Oct 2023 - now
      Co-founder & Partner

  • Licenses & Certifications

    • Series 79

      FINRA

    • Certified Public Accountant

      Texas State Board of Public Accountancy
      May 2016

    • Series 63

      FINRA