Steven Stein is a senior consultant and finance-focused AI leader with 25+ years modernizing finance operations through ERP, EPM and data platforms, and 11 years of hands-on engineering/analytics experience. A CPA and MBA, he has led $100M+ transformation programs across government, healthcare, pharma, manufacturing and financial services, often blending PeopleSoft/Oracle Hyperion stacks with modern BI, DW and AI/ML solutions to improve month-end close, reporting and decision-making. He has held senior roles at Deloitte, PwC, Oracle and Infospectrum, and now serves as Senior Consultant - AI at CGI while leading Infospectrum’s analytics practice as Chief Data Officer. Notable for bridging executive CFO advisory work with technical delivery, he teaches ERP at Indiana University and has been a featured speaker at Oracle OpenWorld and Quest on EPM and AI. Certified across finance, data science, cloud and security domains, he specializes in pragmatic, ROI-focused AI/ML adoption rather than theoretical proofs of concept. Based in New Haven, he is open to full-time or fractional CFO roles emphasizing financial transformation and modernization.
11 years of coding experience
12 years of employment as a software developer
MBA Finance ERP eBusiness, MBA Finance ERP eBusiness at Drexel University
Bank Management Diploma Managing Bank Portfolio Bank Profitability Asset Liability Management Managing Risk, Bank Management Diploma Managing Bank Portfolio Bank Profitability Asset Liability Management Managing Risk at ABA School of Banking
none Basic Studies, none Basic Studies at Princeton Day School
Saint Joseph's University
Certificate Advanced Consulting Skills, Certificate Advanced Consulting Skills at Yale School of Management
BS Accounting, BS Accounting at Touro University
Certificate Team Management, Certificate Team Management at New York University
HS College Preparatory, HS College Preparatory at Rutgers Prep
George Mason University
Diplomas Computer Security/Decision & Risk Management, Diplomas Computer Security/Decision & Risk Management at Stanford University Graduate School of Business
none Talmudic Studies, none Talmudic Studies at Rabbinical College of America
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