Steven Zupan

Director of Accounting at Insightly

Steven Zupan has a diverse and extensive work experience in accounting and finance. Steven is currently working at Insightly as the Director of Accounting since March 2023. Prior to this role, they served as the Senior Accounting Manager at Insightly from January 2021 to March 2023, and as the Accounting Manager from July 2019 to December 2020.

Before joining Insightly, Steven worked at Salesforce.org as an Accounting Manager from March 2018 to November 2018, and as a Lead Accountant from July 2015 to March 2018.

Prior to their time at Salesforce.org, they worked at Yelp as a Senior Accountant from August 2013 to July 2015. In this role, they were responsible for coordinating team members in SF and Dublin, Ireland for a 5-day close process, performing revaluation, translation, and consolidation for 20 entities, and conducting monthly and quarterly flux analysis for the Controller and CFO.

Steven began their career at Deloitte & Touche, LLP as an Audit Senior from September 2009 to August 2013.

Steven Zupan completed their Bachelor of Science degree in Business Administration with a focus on Financial Management and Accounting from California Polytechnic State University. Steven obtained this degree between the years 2005 and 2009. In addition, they have earned the certification of CPA (Inactive) from the California Board of Accountancy. Moreover, they have also received the Spring '16 Release certification from Salesforce Trailhead.

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Previous companies

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Timeline

  • Director of Accounting

    March, 2023 - present

  • Senior Accounting Manager

    January, 2021

  • Accounting Manager

    July, 2019

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