Operations & Financial Analysis


Steven B. Paige
Chief Operating Officer

Orange County
California

Steven offers over 20 years of operational and management experience to financial service companies, banks, mortgage firms, and start-ups. He collaborates with clients on improving operational efficiencies including the creation and management of financial models, complex amortizations, and organization of reporting structures for companies with multiple business units. While working on a new department with Toyota Steve reorganized business reporting and transparency in department spending revealing $300,000 in erroneous vendor payments.

Latest articles from Steven B. Paige

Work Sample

Steven has managed multiple business reporting, accounting, and technology projects including:

  • Enhanced a five-year monthly business forecast model for BayView Financial
  • Serving as project manager for analysis of software packages for accounting and operations for Imperial Credit Industries (now IMPAC Companies), IndyMac, and Washington Mutual
  • Project management for system conversion and employee training for IndyMac and GMAC-RFC
  • Project Management for system software conversion, best execution models, secondary marketing, and back office operations for Imperial Credit Industries
  • Department budgeting and SOX Reporting for Washington Mutual
  • Complex business models (amortizations, commercial forecast, five year forecast, etc.) for BayView Financial

Lead Capabilities
Steven helps clients make confident choices in the development and management of their business accounting, human resources, operations and technology. Contact Steven when you need to:

  • Build financial models, amortizations, budgets, and forecasts
  • Identify opportunities for improvement and efficiency in your operation
  • Define a plan for investing and integrating technology
  • Manage a project including system conversions for software and operations processing
  • Establish training for new business processes or software

Key Concepts
Forecast models, budget analysis, operation analysis, process streamlining, business planning, strategic planning, Profit and loss analysis