Markus Steffek

About Markus Steffek

I’m a strategic finance executive with 25+ years of experience leading FP & A, corporate finance, and data driven decision support for global technology and software organizations. My career has centered on helping companies navigate transformation — from cloud migration and AI driven product strategy to large scale cost optimization and long range planning.I specialize in turning complex financial and operational data into clear, actionable insights that guide executive teams and Boards through critical decisions. Whether building forecasting models, evaluating investment opportunities, or shaping multi year business plans, I focus on aligning financial strategy with long term value creation.My background spans SaaS and consumption-based business models, ASC 606 revenue recognition, cloud economics, M&A due diligence, and global reporting. I’ve led teams through periods of rapid change, built scalable financial processes, and delivered more than $18M in cost savings in the last two years alone.At my core, I’m a collaborative, execution-oriented leader who thrives at the intersection of strategy, analytics, and cross functional partnership. I’m passionate about developing high performing teams and enabling organizations to make smarter, faster, more informed decisions.Specialties: • Financial Analysis• Budgeting/Forecasting• Financial Modeling• Reporting/Accounting• Process Improvement• Business Planning

Experience

1. Senior Fp & a Director Technology

   Epiq

   Nov 2022 — Present

Education

• University of Missouri-Kansas City

  Master of Business Administration (MBA), Finance, General

  1997 — 2004

• Technische Hochschule Augsburg

  4 year business degree, Business Administration/International Management

  1994 — 1999

Skills

• Executive Management
• Business Planning
• Revenue Recognition
• Financial Statements
• Analysis
• Strategy
• Us Gaap
• Financial Modeling
• Sarbanes-Oxley Act
• Internal Audit
• Internal Controls
• Peoplesoft
• Account Reconciliation
• Accounting
• Corporate Finance
• Forecasting
• Managerial Finance
• Strategic Financial Planning
• Business Analysis
• Financial Analysis
• Accounts Receivable
• Due Diligence
• Jd Edwards
• Gaap
• Erp
• Strategic Planning
• Business Process
• Accounts Payable
• Six Sigma
• General Ledger
• Cost Accounting
• Financial Accounting
• Process Improvement
• Hyperion Enterprise
• Risk Management
• Financial Reporting
• Variance Analysis
• Sec Filings
• Business Process Improvement
• Budgets