Steve Herold

Steve Herold has extensive work experience in financial planning and analysis. Steve is currently working at HomeServe USA as the Senior Director of Financial Planning Analysis. In this role, they are responsible for leading the monthly financial consolidation, reporting, and analysis for multiple business entities. Steve also oversees the annual budget and monthly forecasting processes for all HVAC businesses within the company.

Prior to their current role, Steve worked at The Lamb Co-operative as the Director of FP&A and Procurement Management. Their responsibilities included developing monthly reporting and analysis packages for senior management and the sales team, as well as preparing annual sales budgets and reforecasts.

Before that, Steve worked at WebMediaBrands as the Vice President of Financial Planning & Analysis. Steve managed consolidated financial planning, analysis, and reporting across worldwide entities. Steve also implemented standardized budget and reforecast processes and designed monthly financial analysis processes between accounting and finance departments.

Steve also gained experience in risk management at Whitecap Advisors, where they focused on small business lending portfolio management and new deal underwriting.

Additionally, Steve worked at GE Commercial Finance as a Vice President, where they specialized in financial analysis, financial modeling, budgeting, and forecasting. Steve created cash flow models to analyze financial performance and sensitize forecasts.

Early in their career, Steve worked at Accenture as a Staff Consultant, where they provided corporate consulting services in systems integration and process change management. Steve worked with clients such as GE, Freddie Mac, NovaCare, Hartford Financial Services Group, and Blue Cross/Blue Shield. Their responsibilities included designing financial statements, aiding in accounting software implementation, and improving the entry-level finance training program.

Steve Herold attended Brien McMahon High School from 1986 to 1989. Steve then went on to obtain a Bachelor of Science degree in Finance from Fairfield University, graduating in 1993.