Steve Weiner

Partner

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Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

Vijay Agarwal, CEO

Alpheus Medical

Our company has been experiencing many changes and our RM Partner, Steve Weiner has helped us navigate these waters with grace. His flexibility and availability has been invaluable, and we always feel like a priority. It has been exciting working on the Cycle Labs launch with him, and we are looking forward to continuing our work with Steve post-launch.

Josh Owen, Co-founder & CEO

Cycle Labs

Steve Weiner is a financial executive with over 30 years of Accounting and Finance experience with the past 14 years focused on C-Level positions for various employers and clients. Mr. Weiner has extensive experience with complex accounting processes, including stock compensation, revenue recognition and grant accounting. He also has experience in developing financial plans, mergers and acquisitions, development of internal controls, benefit implementation and establishing banking and legal counsel relationships.

As an experienced CFO, Mr. Weiner has been responsible for overall financial management of accounting operations for various clients, including financial reporting, cash management, forecasting, board participation and relationships with outside bankers, legal counsel and Accounting firms. Mr. Weiner has spent the majority of his career focusing on early-stage technology, life science, and service companies.

Currently, Mr. Weiner serves many companies including:

HowSo, an artificial intelligence platform
Cycle Labs, an all-in-one test automation platform for applications and supply chain systems
Alpheus Medical Inc.
Logistiview Inc, a warehouse planning and optimization service.

Read the praise clients speak about him here: Client Testimonials.

Prior to joining Rankin McKenzie, Mr. Weiner founded and served as President of SW Controller Services LLC, a consulting company specializing in interim CFO, Controller and Finance Director roles, with a heavy concentration in early to growth stage private companies. As a business partner for his clients, he gained valuable expertise in financial modeling, problem solving skills, and GAAP Accounting and Financial Operations, in addition to hands-on business/organizational lessons which allows him to adapt to client needs.

Career Timeline

From 2009-2016, Mr. Weiner worked as an interim CFO/Controller for various companies through his company SW Controller Services.
- During 2015, he successfully managed the acquisition of three clients with Microsoft, a UK based company, and an asset sale to various buyers respectively.
In 2008, Mr. Weiner worked as Director of Finance with F-Origin, a touch screen technology company as employee number four in a true start-up. He established processes and procedures, managed the initial audit, created the Chart of Accounts and financial reporting structure in addition to establishing benefits, payroll providers, and tax preparation selection.
From 2004 -2008, Mr. Weiner worked as Director of Finance with GFI Software, an international UK based Technology Company. He was part of the management team that assisted in the successful acquisition of the company by a Venture Capital firm in 2005. He was responsible for the consolidated budgeting and reporting process, Board Presentations of Financials, and management of the annual audit. The company grew from $4 million in Revenue to $65 million in 2007.
From 2000 -2004, Mr. Weiner worked as a Finance Officer with Qualex Inc, a subsidiary of Kodak Corp. In this role he served as the Finance lead for the company’s US mix sites and fleet management of their leased vehicles.
Prior to working with Qualex he worked in the Financial Institution sector as an Internal Auditor with HSBC, and Finance Officer with Bank Boston. He still takes the mindset of an Internal Auditor into all his clients, even though that role was over 25 years ago.

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