Professional Summary
Professional Overview
Steve Shaffer is an accomplished finance executive with over 25 years of experience in the hospitality and investment management industries. As the Director of Finance at Brio Investment Group, he leverages his extensive expertise in financial planning, analysis, and strategic decision-making to drive sustainable growth and profitability.
Experience Summary
Current Role
As the Director of Finance at Brio Investment Group since 2015, Steve is responsible for overseeing the company's financial operations, including budgeting, forecasting, and reporting. He works closely with the executive team to identify and implement cost-saving initiatives, optimize investment strategies, and ensure the financial integrity of the organization. Under his leadership, Brio Investment Group has achieved double-digit revenue growth and consistently exceeded financial targets.
Career Progression
Prior to his current role, Steve held several senior finance positions in the hospitality industry. He served as the Director of Finance at 1 Hotel South Beach, where he played a key role in the resort's successful turnaround and expansion. Earlier in his career, Steve held the position of VP at LXR Luxury Resorts, where he was instrumental in improving the financial performance of multiple properties. He also gained experience as the Director of Finance at La Costa Resort and Spa and Grand Traverse Resort and Spa.
Academic Background
Steve holds a Bachelor's degree in Accounting from the University of Florida, where he graduated cum laude. He is a Certified Public Accountant (CPA) and has completed advanced training in financial modeling, investment analysis, and strategic decision-making.
Areas of Expertise
- Financial planning and analysis
- Budgeting and forecasting
- Investment portfolio management
- Cost optimization and control
- Financial reporting and compliance
- Strategic decision-making
- Leadership and team management
Professional Impact
During his tenure, Steve has been recognized for his ability to drive significant improvements in financial performance and operational efficiency. He has spearheaded several successful initiatives, including the implementation of a robust financial reporting system, the optimization of the investment portfolio, and the development of a comprehensive risk management strategy.
Conclusion
With his deep industry knowledge, exceptional analytical skills, and proven track record of success, Steve Shaffer is a valuable asset to the Brio Investment Group team. He is committed to continuously enhancing the company's financial operations and positioning it for long-term growth and profitability.
