David O. Steckelberg - CPA

**** **** ***** ******, ****** Rock, CO 80108

303-***-****

adxos4@r.postjobfree.com

CHIEF FINANCIAL OFFICER / CONTROLLER

Leadership ꟾ Management ꟾ Organization ꟾ Financial Oversight

An experienced leader with a proven record of optimizing business and finance operations in various sectors. Expertise with complex Corporate Federal tax return filings, Audits of public entities, M&A, and 10-K/10-Q filings for insurance holding companies, broker-dealers, bank holding companies, REITS, and mutual funds. Demonstrated success in handling daily cash flow management, using tech-based innovative methodologies to monitor trends and restructure financial planning policies, plans, and strategies in compliance with business objectives. Skilled in transforming work culture in complex multi-tiered organizations by encouraging cross-functional synergy and guiding the accounting department to maximize productivity. Searched for opportunities to strengthen overall business performance by establishing performance-centered financial approaches, tools, processes, and systems.

PROFESSIONAL ATTRIBUTES

Experienced in guiding businesses through planning process and facilitating an environment that allows growth and prosperity for a business

Have an analytical mindset and display a deep understanding of qualitative/quantitative analysis to assess performance trends

Skilled in building professional relationships with officers, customers and employees by being able to communicate and interact with a diverse group of people

PROFESSIONAL EXPERIENCE

Owner

Small Business Tax & Accounting, Inc. – Centennial, Colorado [sold tax practice]

Provided direction with taxation services for small businesses and individuals along with two employees

Saved the largest client group over one million dollars in Federal and State income taxes over ten years

Developed new business opportunities with the original book of business through effective networking and relationship building, increasing revenue three times from original book of business acquired

Reduced tax liabilities through effective tax planning in compliance with Federal and State tax regulations

Helped corporate clients formulate tax strategies and directed activities for the preparation and filing of tax returns

Guided clients on tax-related issues, such as acquisitions, employee benefits and Health Savings Accounts and formation of new entities

Independent CPA – Centennial, Colorado Managed multiple acquisitions & mergers of insurance companies and various small businesses, in addition to working with the Arizona and Indiana state insurance departments on companies in receivership

Provided tax consultation and document preparation for the liquidation of assets in receivership and conducted due diligence reviews and provided recommendations on tax implications

Counseled clients on M&A, tax compliance requirements for Federal and State taxes, and assisted in the preparation and filing of corporate tax returns including some Form 1120L’s for insurance companies

Largest client was United Insurance Companies, Inc. [UICI] and UICI CEO’s personal business acquisitions

Chief Financial Officer

Excell Agent Services, Inc. Phoenix, Arizona [Owned by UICI CEO]

Developed and maintained a strong working relationship with other Executives to collaborate on financial decision-making at three locations in the US and one in Scotland for the telecommunication firm

Structured capital financing plans and forecasts and managed the financial operations for company with revenue over $100 million annually.

Managed a team of seven accountants and two payroll specialists to manage payroll, taxation, and 401-K planning

Hired each of seven employees for the accounting department and developed all the systems and procedures

Designed and implemented the company’s financial policies and programs, including accounting and control, corporate finance, cash management, budgeting, financial reporting, financial planning and analysis, compliance, risk management, and internal audit

Implemented financial controls and processes to support the cash management and financial reporting as required by the owner.

Company discontinued operations after four years

Controller

UICI (public company) and United Insurance Company, Inc. Irving, Texas [UICI CEO was former client]

Supervised preparation of the statutory annual statements and the Federal tax returns (1120L’s) for 12 of 13 UICI subsidiaries

Prepared annual and quarterly SEC filings (10-K and 10-Q) for the holding company, along with the accompanying financial statements submitted to the Securities and Exchange Commission (SEC)

Prepared large consolidations and related eliminations of equity and intercompany accounts for 13 subsidiaries

CPA / Senior Manager / Training Coordinator

Peat, Marwick, Mitchell & Co. (Now KPMG) for eleven years. Notable clients where USAA in San Antonio, Tx and AEGON in Cedar Rapids, IA. These are both major life, health and casualty insurance companies. National audit trainer for three years and local office continuing education trainer for five years.

PROFESSIONAL SKILLS

Planning and Implementation

Decision-Making

Process Improvement

Risk Assessment & Mitigation

Critical Thinking, Research & Analysis

Statutory / Regulatory Compliance

Change management

Problem Solving

Relationship Building

Team Training & Development

Independent & Team Work

Documentation & Record Maintenance

ACCOUNTING PROFICIENCIES

Financial Data Analysis

Financial Reporting

Letters and Memo Writing

General Ledger Control

AR/AP

Journal Entries

Large Entity Audits

Balance Sheets

Bank Reconciliations

Revenue Recognition

1120-L’s tax returns

10-K and 10-Q Filing

SEC Statement Submission

Corporate tax returns

TECHNICAL SKILLS

Microsoft Office: Excell, Word, Access plus QuickBooks and Ultra Tax Software

CERTIFICATIONS & TRAINING

CPA certificate (not active)

Attended numerous auditing, accounting, financial, and marketing seminars and webinars

Held Series 7 and a Principal’s Licenses when acting as an independent CPA for mergers & acquisitions

EDUCATION

Completed 15 hours toward an MBA (3.7 GPA)

Bachelor of Science Degree in Accounting (3.1 GPA) from the University of South Dakota

Personally earned over 75% of my college expenses

Developed large library of tax, accounting and business reference books

REFERENCES

Available upon request

Contact this candidate