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

Impact FP&A

Founder

Icertis

Senior Finance Manager

Dotmatics

High-growth, pre-IPO Scientific R&D software. ~$100M+ ARR. An Insight Partners portfolio company. 

Scaled and led the GTM finance team for an integrated portfolio of 11 enterprise and application software companies. Managed monthly and quarterly investor reporting for VC Board of Directors. 

Bookings and ARR | Revenue Forecasting | Gross Margin Analysis | SAAS Metrics | Post Acquisition Integration | Monthly and Quarterly Financial Reporting | Forecasting and Budgeting | Salesforce Renewals and Pipeline Analysis | Headcount | Marketing | NetSuite | Workday | Mode

Finance Manager

Salesforce

Fortune 500 SaaS Company. $21.3B Revenue. 

Contributed significantly to the Strategic and Emerging Markets team, developing BI dashboards, managing +$1B in Headcount, overseeing sales and marketing expenses and driving post-acquisition integration. Served on several committees tasked with executing specific long-term strategic objectives.

ACV and ARR | Gross Margin Analysis | Saas KPI's | Forecasting and Budgeting | Financial Modeling | Headcount | LRP | Tableau Dashboards | Team Enablement and Learning | Oracle Smartview | Workday | Slack Workflows

Senior Financial Analyst

Comcast

Fortune 500 Company. $103.6B Revenue.

Integral member of the Revenue Strategy team, developing business case models and assessing NPV, IRR and ROI on strategic pricing and marketing initiatives.

Business Case Modeling | 3 Statement Model | Sensitivity Analysis | NPV and IRR | Breakeven and Profitability Analysis | Financial Modeling | Forecasting and Budgeting | Oversight of Finance Interns and Core Associates | Tableau | Teradata (SQL)

Senior Financial Analyst, Revenue Strategy

Senior Financial Analyst, FP&A

Arrow Electronics

Fortune 500 Company. $37.1B Revenue. 

Hybrid finance and accounting role reporting up to the VP of Finance, Americas. Led cross-functional team that over-hauled obsolescence model and calculated the bi-annual reserve for $900M of inventory.

Team Leader | Inventory Reserve Modeling | Monthly Close | Accruals and Journal Entries | GL Account Reconciliation | Forecast | Variance Analysis | Process Improvement | Quarterly Executive Balance Sheet and Supplemental Disclosure Package | SOX Documentation and Regulatory Audits

Senior Accountant

Seasoned finance leader and emerging tech enthusiast with 10+ years of finance and accounting experience in high-growth, pre-IPO and Fortune 500 companies.

taplio

The Battle

Steven Taylor

Laura Bloom, MBA

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?