Stephen C. Schab, CPA

Seasoned finance professional, entrepreneur, and business leader with nearly 20 years in leadership roles building departments, companies, and finance functions. Received best in class corporate training augmented with real world entrepreneurial and small business experiences, including founding 4 companies. Accomplished in start-up, family founder, private equity, venture capital, and public company environments. Proven track record of creating measurable value and solving problems by operating with a high degree of conscientiousness and pragmatism.

Key Role Highlights

CFO, VP, Head of Finance

  • Modular Home Manufacture ($60m Revenue)

  • Cargo Trailer Manufacture ($35m Revenue)

  • SaaS Phone Analytics Platform ($12m Revenue)

  • Telecom Infrastructure Solutions ($40m Revenue)

Controller, FP&A, Accounting

  • Deloitte Public Auditor

  • SaaS Multi Family Leasing Solutions

  • Corporate Housing Provider

  • Multi Location Restaurant Chains (Pizza, BBQ, Steakhouse)

Advisory Roles

  • LCG Advisors Consultant

  • Multi Location Car Wash Chain

  • Athletic Apparel Company

  • Multi Location Massage Chain

Head of Revenue Reporting, Billing

  • SaaS Multi Family Training ($40m Revenue)

  • SaaS Digital Signage ($130m Revenue)

  • SaaS Multi Family Leasing ($10m Revenue)

Accomplishment Highlights

Transactions and Events

  • $40m debt facility raise

  • $230m PE sale to a public company

  • $65m family founder sale to a PE company

  • $400m SaaS PE company sale

Process Remediation and Improvements

  • Rebuilt accounting records to support sale process due diligence

  • Developed and implemented formal GAAP close processes

  • Identified and remediated control weaknesses

  • Establish best practices that can scale

System Improvements and Implementations

  • Scrubbed and organized operational and finance data with proper architecture and hygiene to support reporting, migration, integration, and due diligence requirements

  • Created unique company specific systems to solve complex needs that could be not readily found in out-of-the box solutions

  • Implemented recurring revenue billing systems

  • Stood up new instances of accounting systems

Integrations and Migrations

  • Lead the integration and creation of internal data bases that housed cross functional data for desired business intelligence

  • Migrated billing data from acquired company into parent’s systems

  • Combined previously siloed data environments, enabling information sharing across departments

  • Performed complex audits of previous migration efforts, identifying and remediating data issues

Developed FP&A and Modeling Products

  • Company models, budgets, and forecasting vs actuals

  • Cash forecasting (13-week, capital, burn rates, runway, etc.)

  • Complex scenario modeling and what-if analysis

  • Rolling forecasts (3+9, 6+6, 9+3) and goal tracking

  • Capital planning, budgeting, and evaluating

Produced Financial Reporting

  • Standard and complex financial statements

    • Preparation with a focus on high fidelity (audit ready)

  • Detailed revenue reporting (MRR roll-forwards, production reporting, etc.)

  • Company and industry specific KPIs and benchmarking

  • Profit margin analysis, job costing, project costing

Skills Highlights

  • Building a people first, team orientated culture

  • Building data driven analysis to support decision making

  • Financial reporting optimization for enterprise value

  • Advanced knowledge of data architecture and hygiene

  • Excel at working across multiple functions and departments

  • Quickly understand new technical topics

  • Supporting board and pitch deck creation

  • Experienced negotiator and structuring deals

  • Professional and clear communicator

  • GAAP accounting, ASC 606, Internal Controls

Software Experience

  • Microsoft Excel, Access, PowerPoint expert

  • Accounting: Intacct, Netsuite, QB

  • CRM: Salesforce, Zoho

  • Billing: ChargeBee, Zuora, Netsuite

  • POS: Revel, Clover, Square, NCR Aloha

  • QB desktop and online advanced user

  • PM Software: Monday.com, SmartSheets

  • Collaboration: Google Sheets, Docs, Slides

Education

BA, Accounting, University of South Florida (4.00 GPA)

Master of Accountancy, University of South Florida (3.80 GPA)

Certified Public Account (CPA)

Ex Big Four - Deloitte Public Accountant

Industries of Experience

  • Health Care

  • Land and Timber

  • Asset Holding Company

  • Energy

  • Education

  • Staffing

  • Quick serve restaurants

  • Franchise Operators

  • Telecom Infrastructure

  • Car Washes

  • Software as a Service (SaaS)

    • Multi Family Training

    • Digital Signage

    • Telecom Analytics

    • Multi Family Leasing

  • Cargo Trailer Manufacturing

  • On-Demand Service Apps

  • Full Service Restaurants

  • Blue Collar Services

  • Modular Manufacturing