Joe Stevens, CPA, MAcc
As Chief Financial Officer (CFO), and a member of the executive leadership team, Joe’s primary responsibilities include overseeing all finance operations and processes, developing and managing internal controls, providing strategic direction, and managing the employee stock ownership program (ESOP). In addition, Joe is charged with strategic planning, measuring performance, risk management, and leading the accounting department.
Joe Stevens joined O’Neil in August 2020 after spending 10 years at a regional CPA firm in the Dayton, OH area and 5 years as Controller at an engineering & consulting firm in the Cleveland, OH area. Joe earned his CPA license in 2007 and led audits & reviews of private businesses in a variety of industries, such as technology, distribution, manufacturing, real estate, non-profits, and service. His experience includes financial auditing, 401(k) auditing, tax prep & strategy, process consulting, internal control testing, research, training, bookkeeping, payroll taxes, and due diligence.
As a Controller, Joe handled all aspects of financial reporting, updates to the Board, software integration & migration, streamlining of processes, managing banking relationships, external reviews, 401(k) administration & fiduciary oversight, sales tax management, strategic planning, budgeting, cost reduction, risk management, employee benefits management, and assisting with the review of commercial terms. Joe also assisted with the sale & transition of the business to the CEO.
He holds a Bachelors’s and Master’s degree in Accounting from Wright State University.