Steven Weese

Steven Weese

Senior Vice President, Organizational Improvement @ Purpose Finance

About Steven Weese

Steven Weese serves as the Senior Vice President of Organizational Improvement at Purpose Financial, where he has worked since 2011. He previously held a position as a Senior Audit Consultant at Deloitte & Touche, where he developed accounting solutions and facilitated collaboration among senior executives.

Current Role at Purpose Finance

Steven Weese serves as the Senior Vice President of Organizational Improvement at Purpose Financial. He has held this position since 2011, contributing to the company's growth and operational efficiency for over 13 years. In this role, he has played a key part in managing operations across multiple states and product lines. His responsibilities include overseeing various projects and initiatives aimed at improving organizational performance.

Previous Experience at Deloitte & Touche

Before joining Purpose Financial, Steven Weese worked at Deloitte & Touche as a Senior Audit Consultant from 2006 to 2010 in Chicago, IL. During his four years there, he developed comprehensive accounting solutions that supported operational initiatives, including product modifications and new product roll-outs. He engaged extensively with senior executives and product managers, fostering collaboration across departments.

Educational Background in Accounting and Finance

Steven Weese earned a Bachelor of Science degree in Accounting from Evangel University, where he studied from 2002 to 2006. His academic focus on accounting and finance provided him with a solid foundation for his career in financial management and organizational improvement.

Achievements in Mergers and Acquisitions

In his current role, Steven Weese has been instrumental in the integration of two large acquisitions, managing operations across nine states and 15 product lines within tight timelines. He has conducted and supervised due diligence, integration, valuation, and purchase accounting for various corporate transactions, showcasing his expertise in mergers and acquisitions.

Contributions to Financial Management

Steven Weese has created Product Profit and Loss statements for different product segments, enhancing financial management and reporting within Purpose Financial. He has also developed new Center Profit and Loss statements to empower field employees in business management, demonstrating his commitment to improving financial oversight and operational effectiveness.

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