Steve Pierce – Fractional CFO In 60 Seconds

Steve Pierce has over 35 years experience and is an established leader, innovator, and strategist, with a passion for operational efficiency.  He has worked with Nationwide Financial, First Chicago NBD, and CNA insurance among others to increase profitability through operational efficiency, process design, and product development. He has strong data management and analysis skills that enable him to identify opportunities and develop processes that allow better informed decision making and planning.  As a strong strategic planner, Steve partners with business leaders to identify the end goals and how to measure what matters on the path to achieving desired results.

Steve has extensive experience in financial services and fin-tech industries, leading and collaborating with firms of all sizes to develop and execute plans for revenue growth, capital improvement, and client satisfaction.  He has a proven ability to leverage relationships and inspire teams to a high level of performance. With a knack for innovation and financial analysis he has led efforts to enhance products, bring new products to market, and expand businesses into new markets.

Work with our fractional CFO Steve to identify what success looks like and build a plan to get there.

Specialist Skills

Financial Operations

Accurately documenting financial activities is foundational to strategic planning. Steve has developed and led highly engaged teams that have implemented new systems, processes, and controls that lower operating costs and enable improved customer service and financial analysis.

Financial Analysis

Led teams to acquire data and build reporting and dashboards that translate business activities and financial measures into understandable and actionable visualizations for business leaders.

Increase Profitability and Value

Create “map” of the customer journey and profitability to identify the opportunities that enable products and services to increase customer acquisition, satisfaction, and retention.

Strategic Planning

Documents where we want the business to go, what good looks like, and the competitive environment to create a plan focused on achieving the desired outcomes. Develop a system of KPIs and OKRs that measure results and set short- and medium-term goals that allow leadership to understand how we are progressing and provide transparency to teams and investors.

Leadership

Build and lead highly engaged teams that understand how their work contributes to the mission of the enterprise.

Track Record Highlights

  • Created and led Financial Operations team for CNA Insurance that recognized $30M in unrecorded revenues and decreased reconciling items from over 10k to under 100.
  • Defined and executed a new service model providing CFO function under newly enacted Sarbanes-Oxley ACT to BISYS clients.
  • Led fund raising effort for Nationwide Childrens Golf Championship charitable events that increased annual donation from $1.2M to over $2M in three years.
  • Increased use of proprietary products across Nationwide Financial increasing net income more than 40% over three years to $100M annually.
  • Led innovation council for Nationwide Investment Management Group that led to new product launches with over $800M in annual sales.
  • Developed and Led Competitive Intelligence Team for Nationwide Investment Management that creates dashboard for Nationwide Financial Leadership that provide insights into Product Positioning and Profitability, Strategic Relationships, and Client Results and Opportunities.

Sector Experience

  • Financial Services: Fin-tech

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

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