Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Work Availability
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References
Personal Information
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Steven Saadi

Steven Saadi

Woodland Hills

Summary

CFO/COO with a strong history of driving double-digit growth through strategic financial planning and operational excellence. Achieved an 18% reduction in overhead costs, significantly enhancing profitability while cultivating a high-performance team culture. Focused on delivering innovative solutions and scalable success in dynamic environments.

Overview

22
22
years of professional experience
1
1
Certificate

Work History

CFO//COO

oaksliquors.com
Woodland Hills
03.2014 - 02.2025
  • As CFO/COO, I led the company's financial strategy and operational execution, ensuring sustainable growth and organizational excellence.
  • I focused on aligning fiscal performance with business goals, driving efficiency, and enabling scalable success.
  • Aligned financial and operational strategies to drive double-digit growth and long-term sustainability.
  • Reduced overhead by 18% through process optimization and vendor renegotiation.
  • Increased EBITDA by implementing cost controls and revenue diversification strategies.
  • Scaled operations to support a 3x increase in the customer base without compromising service quality.

CFO//COO

Alexander Murray & Company Broker
09.2004 - 12.2014
  • As CFO/COO, I directed financial strategy and operational leadership to fuel sustainable growth, enhance performance, and scale the business effectively to a 100M+ valuation.
  • I focused on aligning financial health with strategic priorities to maximize efficiency, profitability, and long-term success.
  • Led annual budgeting and forecasting, enhancing accuracy and strategic decision-making.
  • Strengthened cash flow by optimizing receivables, payables, and working capital processes.
  • Championed digital tools to streamline operations and increase real-time data insights.
  • Developed and empowered leadership teams to drive performance and support expansion.

CFO//COO

J&D Wines Imports
09.2004 - 12.2014
  • As CFO/COO, I led financial strategy and operational management to drive sustainable growth, operational efficiency, and scalability.
  • My focus was on aligning financial performance with strategic business objectives to optimize profitability and ensure long-term organizational success.
  • Drove digital transformation to improve data visibility and operational performance.
  • Managed cash flow, ensuring liquidity, and financial stability for business expansion.
  • Scaled operations to accommodate business growth, maintaining quality and customer satisfaction.
  • Developed leadership teams and fostered a high-performance culture across departments.

CFO//COO

Rebel Spirits Distributor
09.2004 - 12.2014
  • As CFO/COO, I drove financial strategy and operational execution to ensure consistent growth, optimize performance, and position the company for scalable success.
  • My focus was on aligning financial objectives with business goals to enhance efficiency and profitability.
  • Led company-wide budgeting and forecasting, resulting in more accurate planning and resource allocation.
  • Improved cash flow and working capital through tighter financial oversight and receivables management.
  • Spearheaded digital transformation, increasing operational efficiency, and data visibility.
  • Built high-performing leadership teams to support business expansion and strategic goals.

CEO//CFO

Lovescotch.com
01.2004 - 02.2014
  • Company Overview: E-Commerce
  • As CFO/COO, I directed the financial strategy and operational management to drive sustainable growth, enhance operational efficiency, and support scalable expansion.
  • I ensured alignment of financial performance with strategic business objectives, optimizing profitability, and positioning the organization for long-term success.
  • Spearheaded cross-functional collaboration to enhance decision-making and accountability.
  • Implemented financial controls and risk management strategies to ensure fiscal responsibility and compliance.
  • Led financial strategy and operations, driving consistent growth and organizational scalability.
  • Aligned financial goals with business objectives, optimizing profitability, and long-term success.
  • E-Commerce

Finance Manager

Down and Out Bar / Little Easy Restaurant / Adelita's Bar / Bang Bang Room Bar
Los Angeles
06.2003 - 06.2004
  • Company Overview: Los Angeles, California
  • As a Finance Manager, I led budgeting, forecasting, and financial analysis efforts to support strategic decision-making, improve profitability, and ensure fiscal discipline.
  • Optimized budgeting process, enabling more accurate forecasts and stronger financial planning.
  • Identified cost-saving opportunities that improved profit margins by reducing unnecessary expenditures.
  • Streamlined monthly reporting, cutting turnaround time and increasing leadership visibility into performance.
  • Led financial analysis that supported data-driven investment and resource allocation decisions.
  • Los Angeles, California

Education

QuickBooks Pro Enterprise -

California Board of Real Estate
Sacramento, CA
08.2025

Bachelor - Business and Financial Management

CSUN
Northridge, CA
01.1984

Skills

  • Financial Planning & Analysis (FP&A)
  • Financial analysis
  • Budget management
  • Regulatory compliance
  • Strategic planning
  • Data analysis
  • Team building
  • Problem solving
  • Cash flow management
  • Adaptable and flexible
  • Departmental coordination
  • Financial administration
  • Operational analysis
  • Logistical oversight
  • Conflict resolution
  • Organizational skills
  • Program oversight
  • Debt management expertise
  • Innovation management
  • Budget development
  • Relationship and team building
  • Budgeting & Forecasting
  • Full-Cycle Accounting (AR/AP, P&L, Cash Flow)
  • QuickBooks Pro Enterprise Proficiency
  • Regulatory Compliance (GAAP, TTB, Tax Law)
  • Cost Reduction & Profitability Optimization
  • E-commerce & ERP Systems Management
  • Inventory & Supply Chain Optimization
  • Strategic Business Planning
  • Contract Negotiation & Vendor Management
  • Team Building & Leadership
  • Import/Export & International Logistics
  • Spirits Industry Operations & Aged Inventory Valuation
  • Financial Modeling & Variance Analysis
  • Payroll & Benefits Administration
  • Multi-Channel Retail & Distribution Strategy
  • Effective communication
  • Project management
  • Performance metrics
  • Innovative and visionary
  • Multitasking Abilities
  • Relationship building
  • Employee engagement
  • Documentation compliance
  • Improve policies
  • Process improvement
  • Analytical and critical thinker
  • Tax planning and strategy
  • Interpersonal communication
  • Interpersonal skills
  • Transformative leadership
  • Solution innovation
  • Cost reduction strategies
  • Budget planning
  • Professionalism
  • Business strategy
  • Balanced work ethic
  • Operations oversight

Certification

QuickBooks Pro Enterprise, California Board of Real Estate, 08/25

Accomplishments

  • Resolved product issue through consumer testing.
  • Used Quickbooks Pro. to develop inventory tracking spreadsheets.
  • Achieved compliance by completing all regulatory rules with accuracy and efficiency.
  • Achieved through effectively helping with DTC products
  • Supervised team of 20-30 staff members.
  • Collaborated with team of 10 in the development of Alexander Murray & Co wich was aquired for 100m+
  • Achieved FP&A reporting by introducing Quickbooks Pro for financial tasks.

Timeline

CFO//COO

oaksliquors.com
03.2014 - 02.2025

CFO//COO

Alexander Murray & Company Broker
09.2004 - 12.2014

CFO//COO

J&D Wines Imports
09.2004 - 12.2014

CFO//COO

Rebel Spirits Distributor
09.2004 - 12.2014

CEO//CFO

Lovescotch.com
01.2004 - 02.2014

Finance Manager

Down and Out Bar / Little Easy Restaurant / Adelita's Bar / Bang Bang Room Bar
06.2003 - 06.2004

QuickBooks Pro Enterprise -

California Board of Real Estate

Bachelor - Business and Financial Management

CSUN

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Open To

  • Remote
  • Hybrid
  • Travel
  • On-Site

References

References available upon request.

Personal Information

Title: Finance Operations Controller

Open To

  • Remote
  • Hybrid
  • Travel
  • On-Site

References

References available upon request.

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Steven Saadi