Steve Strigler
Chief Financial Officer @Shepherd Insurance
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WORK HISTORY
Chief Financial Officer @Shepherd Insurance
Carmel, IN, US
Finance leader at one of the largest insurance agencies in the United States where I am focused on:* Agency profitability* Agency organic growth/retention* Thought partner to Agency Leadership* Merger & Acquisition execution* Strategy development* Developing and implementing efficiencies throughout the Agency
EDUCATION
Syracuse University
Accounting
Babson College
Bachelors of Business Administration, Accounting
ABOUT STEVE STRIGLER
I am a Chief Financial Officer and Partner at Shepherd Insurance with deep experience leading financial strategy, operational transformation, and growth initiatives across insurance, restaurant, retail, and hospitality organizations.I oversee enterprise financial operations, strategic planning, M&A support, and capital optimization for one of the nation’s fastest‑growing independent insurance agencies. I partner closely with executive leadership to scale the business through disciplined financial management, data‑driven decision‑making, and strategic acquisitions.Previously, I held senior finance leadership roles where I led finance across large, multi‑unit regions covering more than 1,700 restaurants, as well as CFO roles in the restaurant and insurance sectors supporting franchising, real estate, and operational growth.I began my career at PricewaterhouseCoopers and am a Certified Public Accountant. My leadership style emphasizes clarity, accountability, and building high‑performing teams that support sustainable, long‑term growth.Core focus areas include:• Strategic Financial Leadership & FP & A • Mergers & Acquisitions • Multi‑Unit & Franchise Operations • Insurance Agency Growth & Integration • Cash Flow Optimization & Risk Management • Executive Partnership & Board Reporting
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