I help boards and CEOs navigate high-stakes decisions with confidence, turning financial complexity into strategic clarity.

As a Chief Financial Officer with nearly two decades of expertise, I've worked across healthcare, aged care, NDIS, FMCG, mining, and global corporates. I've directly managed budgets exceeding $500M and led financial transformations that unlocked over $50M in savings.

My track record spans mergers, acquisitions, regulatory reform, and turnaround situations. I've secured $12M in government funding and built resilient, compliant organisations positioned for sustainable growth amid emerging regulatory and technological transformation.

Beyond the balance sheet, I translate financial expertise into action. I've authored five Amazon-published books, including Beyond the Numbers, NDIS Financial Management, Survive and Thrive - Cash Flow Strategies that Actually Work, The AI Playbook for the Practical CFO and Aged Care Reform 2025, that turn financial governance and strategy into practical executive playbooks. Through my blog (CFOInsights.blog) and speaking engagements, I share frameworks that bridge governance and growth, sparking industry conversations on resilience and innovation.

At the board level, I serve as Non-Executive Director and advisor, delivering financial governance, risk oversight, and strategic execution that empowers organisations to achieve their most ambitious goals.

What drives my approach:

1. Strategic partnership: I go beyond financial stewardship to unlock opportunity and co-create growth.
2. Clarity in complexity: I deliver actionable insights, even when uncertainty is high.
3. Governance with purpose: I fuse deep sector expertise with strategic leadership for lasting impact.

My focus now: partnering with boards and leadership teams that need transformative financial guidance where governance, growth, and purpose converge to create real value.

Let's connect if your organisation is ready for financial leadership that drives meaningful outcomes.

Steven Taylor

Cheniere Energy, Inc.

Senior Accountant - Technical Accounting & Financial Reporting

Senior II - Financial Accounting Advisory Services 

Senior I - Financial Accounting Advisory Services 

Experienced Staff - Financial Accounting Advisory Services 

Experienced Assurance Associate

J Walker & Company, APC

•	Communicated and collaborated with the team management about the design of the strategy to assess audit risks; performed walkthroughs, including the financial close process to plan and design our general substantive audit procedures
•	Perform comprehensive financial statement audits, and agreed-upon procedures to assure financial statements are fairly presented in alignment with GAAP 
•	Execute the month end close process for clients including preparing various general ledger account reconciliations and maintaining the client’s fixed assets schedule
•	Prepare and analyze financial statements using GAAP and statistical procedures to draft detailed audit reports/memorandum to determine audit conclusions

Audit Associate

Langley, Williams & Co, LLC

•	Implement analytical procedures for various accounts detailing variances in key areas of the client’s financial statements and investigate any unusual differences
•	Adjust journal entries and complete substantive and general audit procedures 
•	Perform assurance testing procedures in areas such as cash, long-term liabilities, capital leases, and PP&E using US GAAP framework
•	Test internal controls to ensure effectiveness, and generate comprehensive reports on audit findings, including identification of financial information material misstatements or severe control deficiencies and recommendations on improvement of internal controls
•	Assist in the control testing and walk-throughs over key processes such as revenue, expenses, inventory, logistics, and payroll to identify both control deficiencies and process gaps

Verizon

•	Coached and trained 40+ team members with monthly sales training and implemented region-wide sales technique approach that increased YoY business sales by 45%
•	Managed a $1m+ sales portfolio and achieved 107% of quota within the first year
•	Increased quarterly revenue by 25%, which led to SMB business line growth 
•	Prepared and drafted budgets, quarterly/semi-annual business reviews, and billing invoices/expenses
•	Communicated with executive level management on sales strategy effectiveness and provided input on future/current selling programs and initiatives
•	Collaborated with other client account managers to prepare and submit business reviews and performance updates

Client Account Executive II

AT&T

Developed and fostered positive customer/associate relationships through first class customer service and an open, honest work environment. Provided associates with clear, concise sales strategies through brief daily meetings to prioritize tasks and keep the lines of communication open.

•	Within the first 30 days in the management role, lead the location to a 60% increase in DIRECTV sales and increased entertainment close rate by 28%
•	Monitored sales transactions from inception to completion to ensure customer satisfaction and to verify sales procedures were followed 
•	Worked alongside associates in selling techniques and best practices during a sale, which improved transaction efficiency and productivity

Assistant Sales Manager II

Served as lead and point of contact for DIRECTV sales strategy implementation and performance. Responsible for developing processes that cut key sales data query load times in half. Lead a customer retention initiative that reduced install cancellations by more than 50% and exceeded the company’s goal of a 2% close rate. As a result of all sales strategies, lead all stores in south Texas area in DIRECTV sales for the entire quarter and produced a YOY increase of 28%. 

•	Directly manage 10 employees who achieved the highest overall sales attainment in the store and consistently exceed monthly quotas
•	Coach and train employees on company best practices, including customer/associate role play, side-by-side selling with the associate, and develop monthly actions plans
•	Generate the schedule, oversee back office operations, register inventory, open and close financial reports, and escalate customer inquiries

 Assistant Sales Manager III

Achievements include developing and implementing sales strategies that increased the DirectTV sales goal by 16.7%, improved the accessory sales revenue by 44.9%, and resulted in an overall increase in YOY KPI targets by 25%. Responsible for training and motivating 10+ new hires 3 of whom now consistently maintain over 110% month-over-month goal attainment. Lead a sales campaign targeting a specific sub-population on University campuses, which resulted in a 3% improvement of activation among this group.

•	Develop, manage and monitor sales and revenue building projects from inception to completion, including but not limited to forecasting and tracking its financial success
•	Monitor and analyze system performance, such as network traffic, security, and capacity in order to improve the user experience, deter customer attrition and maintain top-line sales
•	Provide user support by diagnosing network and device problems and implementing technical or procedural solutions
•	Collaborate with different levels of personnel to install, remove, or relocate user connectivity equipment and devices

 Lead Retail Sales Consultant

Best Buy

Helped establish and implement initiatives that increased television department sales revenue by 61%. Created a daily, weekly and monthly sales report tracking sheet for the Home Theater Department that was expanded to the entire store due to its simplicity and accessibility, which lead to the sales team’s improvement in efficiency and productivity.

•	Created and prepared sales reports for management and budget departments based on inventory review and sales records maintained in the monthly sales report tracking sheet
•	Monitored sales activities to ensure customer satisfaction and maintain high customer retention rates
•	Tracked inventory to provide consistent product availability
•	Supervised employee sales techniques, inventory management, cash and receipt management, and customer service
•	Provided instruction and training to staff in customer conflict resolution

Home Theater Sales Lead

With over three years of experience in financial accounting advisory services, I am a results-driven and data-savvy professional who helps clients navigate complex transactions, reporting, and valuation issues. I hold a master's degree in accountancy with a focus on data analytics and I am currently pursuing the CPA and CFA credentials to further enhance my skills and knowledge.

As a Senior Accountant at Cheniere, I leverage advanced Excel, Power Query, Alteryx, and Tableau to perform ad hoc analysis, create dashboards, and generate insights for various projects, such as M&A, divestitures, carve-outs, and IPOs. 

I also develop and monitor monthly and quarterly forecasts, conduct variance analysis, and identify opportunities for optimization and growth. I collaborate with cross-functional teams and communicate effectively with stakeholders at all levels. I am passionate about delivering high-quality work and exceeding client expectations.

taplio

The Battle

Steven Taylor

John Woods, MBA

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