Client Reviews

  • Thanks to Stephen's expedient analysis, we've been equipped to make critical pivots to operations to survive the extreme strain of the current stilted economy throughout the pandemic crisis. He has gone above and beyond to find solutions to help me run the business more efficiently and profitably. He is easy to work with, resourceful, respectful and non-intrusive during discovery. His professional manners and responsiveness to my company's needs has made him an ideal consultant. Overall, he has been a pleasure to work with.

    Tamara Malasenco

    Accountant

    Tamara Malasenco
  • Stephen performed an analysis of a proposed proforma given to me on a business venture I am pursuing. His remarks were insightful and helpful in a non-intimidating manner which put me at ease. Thanks to his careful analysis and thoughtful critique of the proforma, he made me aware of some items I would not have otherwise thought about and was able to prepare my own set of questions for the business meeting with the potential partners. The success of that meeting has helped to shape the expectations of all parties involved, and I feel much more comfortable about pursuing the partnership.

    Christy M. Bowen

    Designer

    Christy M. Bowen
  • Stephen managed my books consistently and well for a year. He was tenacious about getting things right. He went beyond the call of duty to produce an in depth financial analysis report which provided me key insights into my business. He showed me the positives and tactfully offered some suggestions for improvement. He was a virtual wizard with spreadsheets and innovative in how he looked at trends and metrics. Again, he went the extra mile and I appreciated it.

    Victoria Winburne

    CEO Leadership & Development

    Victoria Winburne
  • Mr. Crimi came in with a strong understanding of accounting and developed his knowledge further by working with FMG. He familiarized himself more with GAAP and the U.S. tax code. In addition, his Excel skills were very impressive as he used various techniques to acquire data and build models. Equally impressive was his ability to quickly lean various accounting software packages that he had not used in his previous roles at other companies. Mr. Crimi possess strong analytical skills that were manifested throughout his time at FMG as well as his strong sense of intellectual curiosity that made him willing to learn more about the work.

    Kris Kelly

    Kris Kelly
  • I had the pleasure of working with Stephen during a critical refinancing project for our company, where he served as a contractor in our FP&A team. From day one, Stephen demonstrated exceptional analytical skills and a profound understanding of financial metrics that proved invaluable.

    Stephen was instrumental in pushing through our refinancing process by providing detailed, accurate financial analysis and forecasting that guided our strategic decisions. His ability to dive deep into the data, identify trends, and present findings in a clear and actionable manner was remarkable.

    Beyond his technical skills, Stephen was always eager to assist the team in any way possible, showing genuine commitment and a collaborative spirit. His contributions not only accelerated our financial initiatives but also enhanced our overall team dynamics.

    I highly recommend Stephen for any organization looking for a dedicated and highly skilled FP&A professional who will add value from the outset. His impact on our project was profound and appreciated by everyone involved.

    Jose Soto

    Senior Financial Planning Analyst

    Jose Soto

Other Professional Reviews

  • Stephen and I were classmates during the Rice Data Analytics and Visualization boot camp. He actively participated and often led class discussions when it came to learning new material, in addition to putting a lot of thought and passion into his work. Despite coming into the class with minimal coding experience, he picked up the new skills quickly and displayed them brilliantly during our final group project presentations. I would highly recommend him for any team looking for a driven data analyst.

    Connor Cole

    Inventory Analyst

    Connor Cole
  • Stephen's data and financial analysis in particular were very helpful in assessing the merits of our overall strategy and direction. Through his data mining and modeling, management was able to see on a regular basis the productivity of our providers, the revenue generation from our clients, and efficiency of our service delivery model. Stephen developed key operational metrics that provided great predictive insights regarding our providers and clients. We used the information that he created to make adjustments to our business model and improve our services.

    Avim Fishkind

    Doctor

  • For his work at Vesalius, Mr. Crimi also had opportunities to participate in client meetings and to interact with senior management from either client or portfolio companies. He showed his skills to communicate with both senior management members at different levels, and due to his dedication and attention to detail, the firm has maintained good relationships with companies that he has been involved with.

    Jun Lu

    Entrepreneur

    Jun Lu
  • Stephen was a fellow colleague of mine at Turning Point Strategic Advisors in the Fall of 2023. We did company trainings together and worked on client projects. I found Stephen to be very knowledgeable and helpful during his time at the company. He brought a lot to the table as a financial analyst and really helped our team move projects forward as he had strong financial and technical skillsets. He asks great questions and is always willing to learn. I highly recommend that you consider Stephen as a member of your team as I know that he can produce the same quality work that he created for us at Turning Point.

    Logan Neil

    Financial Analyst

    Logan Neil
  • He is an extremely motivated person that went above and beyond in every project that he worked on and delivered results. His attention to dtail and commitment to the organization made it easier for the team at Rockspring to get projects moving along and focus on new opportunities that presented themselves. Indeed, Mr. Crimi has the unique ability of getting to the granularity of situations while also keeping the big picture in mind.

    Jim McAlister IV

    President and CEO

  • In this context, I wish to place on record the brilliant academic performance of Mr. Crimi during his studies. As per his performance reords, he can be placed in the top 2% out of more than 500 students that have taken my classes. He is intelligent, inquisitive, and yearns to gain an in-depth knowledge. With his determination and hard work I have no doubt that he will suceed in all his endeavors. The research projects prepared for my class were consistently among the best projects carried out by the students taking those classes. He has shown the motivation, intelligence, persevering nature and analytical aptitude. He is extremely cooperative and possesses the capacity to contribute positively while working as part of a team. 

    Xavier Garza Gomez

    Professor

    Xavier Garza Gomez

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