Steve Wilcox, CPA

STRATEGIC FINANCE AND ACCOUNTING ADVISIOR

During his 20-year finance and accounting career, Steve has worked with organizations of all sizes, from multi-billion-dollar companies to brand new start-ups, in a vast array of industries.  Steve’s biggest passion is working with smaller organizations who do not have the luxury to employ dedicated senior level resources in finance and accounting.  Steve has the proven ability to quickly understand the most complicated organization designs and operations with the vision to see how finance can positively influence the organization, immediately.

Steve is an accomplished project manager which includes: the development of business value analysis and reporting, navigating roadblocks from regulations and bureaucracy, streamlining finance and accounting functions, and re-engineering inefficient staffing and processes. Steve excels at mentoring finance / accounting personnel, developing strategic financial plans and budgets, implementing and innovating processes with technology, client service and communication.

BACKGROUND

Steve has served as the owner of AlpineCFO since 2019, and has worked in the outsourced accounting, controllership, and CFO industry since 2017 as the director of client services (at outsourced client accounting services provider), consulting controller, and outsourced CFO.

Before entering this industry, Steve had the opportunity to run NexDent Dental Plans (a start-up insurance Company) from inception through acquisition of the parent company.  Steve led the organization’s strategic decision making and oversaw the expansion to seven licensed products (from one).  Steve also oversaw the Company’s finance and compliance functions, including the development of underwriting processes, statutory and management reporting, and ensuring timely and accurate regulatory filings.

Prior to NexDent, Steve was a manager (and division controller) for Cambia Health Solutions in their Financial Accounting and Reporting department leading teams of 14 to 17 team members.  While at Cambia, Steve’s team re-engineered the division’s accounting and financial reporting processes: shortening the close, eliminating recurring reporting errors, reducing necessary FTEs, minimizing turnover, and improving inter-department relationships. Steve oversaw subsidiary standalone audits, implementation of the roll-out of the initial accounting policies and procedures for the Affordable Care Act (ACA) provisions for the Company which included initial budgeting of the ACA fee,  development of the profitability analysis for the new individual products, and ensuring statutory and accounting compliance for these provisions.

Steve also worked in public accounting for five years in senior and management roles at Geffen Mesher (one of the largest CPA firms in the state) before moving to Cambia. Steve was known at Geffen for his exceptional client service, finance acumens, and administration of technology used in the audit department.  Steve spent the majority his time serving small to midsize clients in healthcare, technology (SaaS), professional services, and the automotive industries.