STEEN & COMPANY LLC, Columbus, Ohio
President and Founder

Responsible for client management,  service delivery and quality of all professional services provided by Steen & Company, including:  contract negotiations, audits, management advisory services, operation/efficiency reviews, performance audits, utility rate studies, land use studies, tax appeals, government relations, and special external financial reports.

LUTHERAN SOCIAL SERVICES of CENTRAL OHIO, Columbus, Ohio         Chief Financial Officer, Vice-President for Finance and Treasurer

Responsible for the strategic financial direction and all finance functions of a $40 million human services organization, responsibilities included: development of the annual budget, reporting the financial status of the Agency to the President and Board, directing the controllership functions, monthly close processes, financial reporting, endowment investments, annual audits, cash management and reconciliation, agency wide purchasing, and information technology. 

FRANKLIN COUNTY TREASURER, Columbus, Ohio
County Treasurer

Responsible for all services provided by the Franklin County Treasurer’s Office, including:  tax billing and collection for more than 380,000 real estate parcels, manufactured homes and personal property representing revenue of over $1 billion.  As County Treasurer I was responsible for the county investment portfolio of over $500 million, timely and accurate distribution of all tax collections to Franklin County’s various political subdivisions and other statutory responsibilities. 

STEEN & KENNEDY LLC, Columbus, Ohio
President and Founder

I sold my majority ownership interest in the firm to eliminate any potential conflicts of interest upon my appointment as Franklin County Treasurer.

Responsible for client management,  service delivery and quality of all professional services provided by Steen & Kennedy, including:  audits, management advisory services, operation/efficiency reviews, performance audits, utility rate studies, land use studies, tax appeals, and special external financial reports.

CIUNI & PANICHI, CERTIFIED PUBLIC ACCOUNTANTS, INC., Columbus, Ohio
Director of Government Services
Director in Charge, Columbus Office

AUDITOR OF STATE OF OHIO, Columbus, Ohio
Assistant Chief Deputy Auditor
Senior Deputy Auditor, Columbus Region

KENNETH LEVENTHAL & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS, Columbus, Ohio
Director of Government Services

ERNST & YOUNG (previously Ernst & Whinney), Columbus, Ohio Senior Auditor

FRANKLIN COUNTY, COLUMBUS, OHIO
Administrator of Fiscal Services

ERNST & WHINNEY, COLUMBUS, OHIO
Staff Auditor and Intern

• Turned around an underperforming agency that had seven consecutive years of net operating losses. Reengineered the budget process, eliminated existing line-of-credit debt and reduced very large accounts receivables balance.
• Improved overall performance and output of a County Office. Realized record investment earnings, historic low tax delinquencies, increased payment and repayment plans, and improved timeliness and efficiency in tax settlement and distribution process
• Raised the performance of a seventy-five member audit staff from last to first. The Region was consistently ranked last in terms of timeliness and quality and within eight months was ranked first in timeliness and quality due to improved employee morale, more efficient staff management and scheduling and eliminating delays in the Central Office.
• Prepared four award winning Comprehensive Annual Financial Reports (CAFR). Franklin and Cuyahoga counties were the first two counties in Ohio to prepare and submit CAFRs to the GFOA Certificate of Achievement Program.   

BSBA; Accounting, Ohio State University (Honors Program) 1984

Ohio State University; Vice-President of the Undergraduate Student Government 1982-83

Ohio State University; Sphinx Senior Honorary, linked in 1983

Ohio State University Alumni Association; William Oxley Thompson Alumni Award 1995, for distinction before age 35

Columbus Business First; Forty Under 40 Award 2001

Certified Public Accountant (Ohio)

Upper Arlington City Council Member – (elected 2005 and re-elected 2009)

Franklin County, Social Services Levy Review Committee – (2003 – 2007)

Upper Arlington Education Foundation – Past President (2008 – 2010), Treasurer (2004 – 2007)

The Ohio State Alumni Association - Board of Trustees (2000-2005)

Rickenbacker Port Authority – Board of Trustees (1997-2001)

Ohio Government Finance Officers Association (GFOA) - Past President (1994-1995), Trustee (current), and instructor

Franklin County Children Services Board – (1992-1995) served as Vice Chairman (1994-1995)

Association of Government Accountants (AGA) - Past President (1992-1993)

Married, four children ages 12 to 19

Upper Arlington Lutheran Church, Usher

Active in various sports and outdoor activities, including: avid runner and enjoy hiking, camping and fishing 

SPEECHES, OTHER RECOGNITION & REFERENCES AVAILABLE UPON REQUEST