SPECIALISTS

Steven Cardinali

Director, Citrin Cooperman Advisors LLC

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Experience

Steve Cardinali is a director within Citrin Cooperman’s Business Process Outsourcing Practice and has over 15 years of financial services and consulting experience. He is based out of the firm’s White Plains office.

As an outsourced chief financial officer for his clients, Steve defines and develops strategies in all aspects of accounting, financial planning and analysis (FP&A), treasury, tax optimization, business processes, succession planning, and capital management. He provides a world-class problem-solving skillset by assessing risks and opportunities for his clients. By simplifying financial concepts, he helps clients make informed decisions.

Steve specializes in assisting the professional services industry with other industries of focus including the healthcare sector.

Steve began his career at Maier Markey & Justic LLP, which joined Citrin Cooperman in 2024. He became a senior manager providing business advisory services and was a key member of the firm’s senior management team with responsibilities that included leading the firm’s recruitment and staff development efforts.

CREDENTIALS

Education

Bachelor of Business Administration in Accounting, Summa Cum Laude, Iona University

Master of Business Administration in Public Accounting, Magna Cum Laude, Iona University

Licenses

Certified Public Accountant in the State of New York

Honors & Awards

“Rising Stars 40 Under 40,” The Business Council of Westchester, 2022

WORK-LIFE BALANCE

Outside the Office

Steve enjoys maintaining an active and outdoor lifestyle. He is often found exercising, jogging, hiking, or working on do-it-yourself (DIY) projects in his shop and around the house.

Get in touch with Steven Cardinali today.

Fill out the form below to get in direct contact with Steven Cardinali and start your personalized consultation journey.

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Each thing you learn brings you one step closer to the goal of continuous learning, so look forward to the knowledge you will gain from challenges.

Get in touch with Steven Cardinali today.

Fill out the form below to get in direct contact with Steven Cardinali and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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