Washington, District of Columbia, United States
Stephen is a highly experienced Finance Advisory Manager at PwC, with a proven track record of successfully transforming financial systems and processes for large, Fortune 500, and small entities. He has extensive experience working with multiple business functions, both technical and non-technical, to implement complex process and system solutions. Stephen is a skilled project manager with expertise in program management, strategy execution, stakeholder management, business process improvement, and organization change management. He is also adept at communicating and coaching others in order to achieve success.
Lead Finance end-to-end testing and delivery governance for large-scale SAP S/4HANA, Central Finance, data, workforce management, and enterprise performance transformation programs. Accountable for PwC testing across a $28M+ finance transformation, overseeing enterprise test strategy, UAT execution, defect management, readiness governance, and testing inputs into go/no-go decisions. Delivered 1,476 test scripts, managed closure of 521 defects, and aligned 200+ stakeholders across 12+ workstreams and 17+ integrated systems. Drove successful UAT exit on schedule with approximately 97% pass rate, enabling cutover readiness, audit confidence, executive sign-off, and improved regulatory reporting readiness.
• Highly experienced Finance Advisory Manager at PwC, with a proven track record of successfully transforming financial systems and processes for large and small entities. • Strong expertise in program management, strategy execution, stakeholder management, business process improvement, and organization change management. • Responsible for sustaining executive level client relationships and creating thought leadership for two key concepts: balance sheet integrity and record to report transformation. • Oversee execution of multi-faceted transformation engagements with 6+ direct reports across different competencies and geographic areas (US, UK, Asia). • Provide coaching and training to local staff, and manage execution of initiatives worth $500K to $1.5M.
• Led account reconciliation design sessions for a major utility company • Managed project finances, reducing costs and increasing margin on engagements by incorporating and overseeing PwC staff from international offices. • Developed automation applications to accelerate delivery of standard system implementations, reducing project delivery hours by 140 hours. • Served as point of contact for lease accounting system implementation, facilitating workshops with client’s general accounting directors and assistant controller to define requirements and future state processes. • Demonstrated change management leadership by drafting and executing communications plans, hosting and facilitating trainings, and understanding the needs of impacted stakeholders during projects.
• Maintaining the Bill and Legislation tracking system to keep the company aware of client bills in progress. • Monitoring cross industry Senate and Congressional hearings to produce briefs and transcripts for internal customers. • Researching Bills and Legislation in order to analyze their implications to client’s operations. • Analyzing and creating potential prospects for regional sales person.
• Monitor Senate Committee hearings and produce briefs and transcripts for clients. • Conduct research on sovereign wealth funds and analyze asset and ownership structure. • Produce research packets on upcoming Senate elections. • Contact venues and arranged receptions for company forums.