Stephen Cosentino
Milwaukee
Summary
Dynamic leader with a proven track record at St. Mary & St. Anthony Parishes, excelling in operational leadership and financial governance. Spearheaded digital transformation initiatives, enhancing efficiency and compliance. Expert in QuickBooks and HR systems, while fostering team development and cross-functional collaboration to drive organizational success.
Overview
18
18
years of professional experience
Work History
Director of Administrative Services
St. Mary & St. Anthony Parishes
WI
03.2014 - 07.2025
- Provided executive oversight of parish operations, financial management, and strategic initiatives across two large parish communities.
- Directed cross-functional teams, implemented transformative technology systems, and served as a key advisor to the Pastor, Finance Council, and Archdiocese leadership.
- Directed all administrative functions including finance, HR, facilities, and technology operations, ensuring efficient service delivery across multiple parish entities.
- Secured over $20,000 in state and federal grants (including State DOJ and NRA School Safety Shield Program) to enhance school security infrastructure, implementing controlled double-entry access, bullet-resistant windows, and door-alert systems that strengthened campus safety without creating a restrictive environment.
- Managed HR and payroll operations for ~50 employees, overseeing benefits, onboarding/offboarding, and compliance.
- Guided the organization through the COVID-19 pandemic without layoffs or service disruptions; secured and managed all available federal and state relief funding.
- Oversaw capital projects and facility upgrades, including campus-wide Wi-Fi installation, multi-building roof replacements, and a $160K playground renovation initiative.
- Developed and administered annual operating budgets, managed multi-account cash flow, and established internal controls aligned with Archdiocesan standards.
- Implemented modern financial and administrative systems, including QuickBooks Online, Blackbaud Smart Tuition, and ParishSoft, reducing manual processes and increasing reporting accuracy.
- Automated key administrative workflows (expense reporting, vendor invoicing, and payroll processes), improving operational efficiency and audit compliance.
- Led the conversion from paper-based HR and payroll tracking to digital systems, implementing B2E and ADP platforms to streamline employee recordkeeping and benefits administration.
- Managed parish financial reporting, forecasting, and long-term planning in partnership with the Finance Council, ensuring transparency and fiscal stewardship.
- Directed staff and volunteer teams, creating job descriptions, performance appraisal programs, and compensation frameworks to align roles with organizational goals.
- Oversaw facility operations, capital improvements, and vendor contracts for maintenance and construction, ensuring cost-effective and compliant facility management.
- Collaborated with Buildings & Grounds and Stewardship Committees to advance security protocols, preventative maintenance, and annual fundraising initiatives.
- Served as parish liaison to the archdiocese for pension administration, insurance, and compliance requirements.
- Championed digital transformation efforts, deploying cloud-based collaboration tools (SharePoint, WeShare) to enhance communication and data accessibility across departments.
Branch Service Manager
RBC Wealth Management
Brookfield
11.2007 - 02.2013
- Led branch operations and service delivery for a top-performing wealth management office within a global financial institution.
- Oversaw administrative, compliance, and client service functions while driving efficiency and digital adoption.
- Directed daily operational functions across finance, client service, and compliance, ensuring adherence to corporate and SEC regulatory standards.
- Spearheaded the branch's transition to new digital banking platforms, enhancing client experience through mobile access, kiosks, and secure digital communication tools.
- Developed and delivered staff training programs on emerging technologies, improving user adoption and client satisfaction.
- Created process guides and client-facing tutorials that reduced redundant service requests by 20%, allowing staff to focus on high-value advisory activities.
- Managed vendor and technology integrations to improve data accuracy, service tracking, and operational reporting.
- Partnered with regional leadership to align branch initiatives with corporate service standards and financial objectives.
- A global financial institution.
Banking Officer
Chase
Butler
- Opened and maintained new personal and business accounts while ensuring full compliance with Chase policies and regulatory standards.
- Processed and reviewed consumer loan applications, guiding clients to the best lending solutions for their financial goals.
- Identified investment opportunities and referred clients to licensed advisors for portfolio and retirement planning.
- Consistently met or exceeded branch sales and service goals through proactive relationship management and cross-selling of banking products.
Owner / Operator
Interstate Battery System
Syracuse
- Acquired and managed exclusive regional distributorship, overseeing all sales, operations, and logistics functions.
- Doubled annual revenue to over $1M through territory expansion, strategic partnerships, and operational process improvements.
- Led a high-performing sales and service team covering multiple counties, achieving top-producer recognition across the national network.
- Developed strong vendor and customer relationships, improving retention and ensuring consistent year-over-year growth.
- Managed financial planning, inventory, and P&L performance, maintaining profitable margins and strong asset coverage.
Sales Manager
Interstate Batteries of America
Dallas
- Oversaw sales operations across five NYC boroughs, Nassau and Suffolk Counties, and supported expansion projects into Canadian markets.
- Consistently ranked among the top-performing managers nationwide for revenue generation and client acquisition.
- Trained and supervised sales teams, driving performance through coaching, product knowledge, and client relationship strategies.
- Selected to spearhead high-priority corporate initiatives and market growth efforts across regional territories.
Education
Master of Science (MS) - Information Systems
Strayer University
Bachelor of Science (BS) - Business Administration
Shippensburg University
Skills
- Operational leadership
- Financial governance
- Technology integration
- Process excellence
- Strategic planning
- Organizational transformation
- Team development
- Cross-functional collaboration
- Systems implementation
- Data-driven decision making
- Digital innovation
- Generative AI and machine learning
- Blockchain and DeFi technologies
- Web3 solutions
- AI tools integration
- Accounting and budgeting systems
- QuickBooks and Excel proficiency
- HR and payroll systems management
- ADP and Paychex expertise
- CRM and database management
- JP Morgan CRM and ParishSoft experience
- WeShare and Blackbaud SmartTuition knowledge
- Grave Discover and Archdiocese lay pension software proficiency
- Project management and reporting tools expertise
- SharePoint utilization in financial services administration
- Series 7 and Series 63 certification
Personal Information
Title: DIRECTOR | BUSINESS OPERATIONS & TECHNOLOGY
Platforms
QuickBooks Desktop & Online (including AI features), Excel (budgeting, financial reporting, and data analysis), ADP, Paychex, B2E, JP Morgan CRM (Financial & Insurance Services), ParishSoft (Ministry Brands) - Census & Giving Software Implementation, WeShare - Online Giving Platform, Blackbaud SmartTuition - School Tuition & Fee Management (< 0.5% bad debt rate), Grave Discover - Cemetery Database Replacement, Archdiocese Lay Pension Software - Plan Administration, SharePoint (Collaboration, Document Management, and Reporting), Financial Services: Series 7 & 63 (previous licenses), Education & Nonprofit Administration: ParishSoft, WeShare, Blackbaud, Grave Discover
Professional Development
- Generative AI & Large Language Models (LLMs)
- Machine Learning Applications for Business Operations
- Blockchain, DeFi & Web3 Technologies
- Integration of AI Tools to Enhance Financial and Administrative Automation
Timeline
Director of Administrative Services
St. Mary & St. Anthony Parishes
03.2014 - 07.2025
Branch Service Manager
RBC Wealth Management
11.2007 - 02.2013
Banking Officer
Chase
Owner / Operator
Interstate Battery System
Sales Manager
Interstate Batteries of America
Master of Science (MS) - Information Systems
Strayer University
Bachelor of Science (BS) - Business Administration
Shippensburg University