Summary
Overview
Work History
Education
Skills
Memberships & Volunteer Work
Timeline
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Alan Steinbach

Boca Raton,FL

Summary

Hard-driving business leader offering skill in strategic business planning and team development. Skillfully recruit and train employees at all levels to meet customer and business demands. Articulate, forward-thinking and resourceful in meeting unique needs. Motivated business professional bringing 40 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.

Overview

40
40
years of professional experience

Work History

Owner & Managing Partner

Steinbach & Associates, CPA's
05.1984 - Current
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Streamlined operations to improve efficiency, enabling more time to be spent on strategic planning and decisionmaking.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.

Education

Bachelor of Science - Accounting

Long Island University
Greenvale, NY
05.1975

Skills

  • Administrative Oversight
  • Regulatory Compliance
  • Budget Administration
  • Business Management
  • Partnership Development
  • Operations Management
  • Strategic Planning
  • Financial Management
  • Client Service
  • Staff Management
  • Employee Development
  • Relationship Building

Memberships & Volunteer Work

Member of The Children's Medical Fund Executive Board for four years

Member of The Polo Club Audit Committee for four years

Member of The Polo Club Golf Sub-Committee for 2 years

Member of The Polo Club Golf Committee for last two years. Served one year as Tournament Chairman, Served one year as Treasurer & two years as Chairman of Golf Conversion List

Worked with The Polo Club professional in helping to organize flights for all tournaments

Member of the Huntington Board of Directors for 5 years serving as President of the board of directors for the last 3 years

Graduate of the Polo NEXT Program - 2023

Timeline

Owner & Managing Partner

Steinbach & Associates, CPA's
05.1984 - Current

Bachelor of Science - Accounting

Long Island University
Alan Steinbach