Steven Schwarz, Cpa, Cma
About Steven Schwarz, Cpa, Cma
Steven Schwarz is a Director at Lionpoint Group with over 10 years of experience in financial accounting across various sectors. He specializes in finance transformations, financial modeling, and utilizes advanced analytics tools to support strategic business decisions.
Current Role at Lionpoint Group
Steven Schwarz currently serves as Director at Lionpoint Group, an Alpha Group company, since 2024. In this role, he guides clients through finance transformations, emphasizing automation and continuous close processes. His expertise in financial modeling and analytics supports organizations in optimizing their financial strategies.
Previous Experience at Keyrus
Prior to his current position, Steven worked at Keyrus as Manager from 2021 to 2022. During his tenure, he contributed to various projects that focused on enhancing financial processes and analytics within the organization, leveraging his extensive background in finance.
Professional Background at Navy Federal Credit Union
Steven Schwarz has a significant history with Navy Federal Credit Union, where he held multiple roles from 2011 to 2015. His positions included Fixed Asset Accountant, Senior Accountant, and Senior Cost Accountant. This experience provided him with a solid foundation in financial accounting and cost management.
Education and Qualifications
Steven earned his Master of Business Administration (M.B.A.) from Marymount University, completing his studies from 2012 to 2014. He also holds two Bachelor of Science (BS) degrees in Accounting and Economics from Old Dominion University, which he obtained between 2007 and 2011. His educational background supports his extensive expertise in financial analysis and accounting.
Expertise in Financial Analytics and Tools
Steven specializes in designing financial models to manage cost and profitability across various sectors. He is experienced in utilizing leading analytics tools and ERP platforms such as SAP and Oracle. Additionally, he implements cloud EPM tools like Anaplan and Workiva, enhancing organizational financial performance through advanced data visualization and analytics.