Steven L. Rosner
steversnr@gmail.com
115 Sandra Muraida Way, Apt. 716
Austin, TX 78703
(512) 940-0070
Skills Summary: Accounting Professor; Financial Planning. Financial Analysis. Information Technology (IT) Management. Strategic
Business Planning. Financial Projections. Budgeting. Tax. Regulatory. Business Case Preparation & Review. Accounting. Cost
Accounting. Development of Metrics & Costing. Product and Service Pricing. Presentation skills. Strong Negotiation & Facilitation
skills.
Work History:
Assistant Professor of Accounting—St. Edwards University
2012-Present
Teaching courses in accounting including principles, managerial, intermediate accounting, and MBA managerial accounting.
Developed numerous video lessons as study aids and online lectures. Presented original case study, Tax Confusion & Form 1040
Turmoil, at 2014 NACRA conference and pending publication. Served on hiring committee and MBA program redesign
committee.
Adjunct Professor of Accounting—St. Edwards University
2003-2012
Adjunct Professor of Accounting—Austin Community College
2008-Present
AT&T--SBC Communications Inc.
AT&T Labs, Inc.
Director—Capital, Asset & Program Management
2006-2012
Responsible for $500 million capital program and managing it against 1,100 plus projects in Labs. Plan, budget, approve, track
and report on capital spending at a project level. Also responsible for overall project management & tracking for the Labs as well
as the admission of new projects to the Labs including project review board process to establish new projects and authorize
capitalization of work; maintain time keeping system, front door process for accepting new projects, jeopardy analysis and
reporting, and publishing detailed project reports showing allocated resources and needed resources. Manage the tracking and
inventory of all Labs’ assets. Established processes to assure strong internal control over spending and assets sufficient to earn
excellent audit results from Internal Audit.
SBC Laboratories, Inc. (AT&T), Austin TX
Director-Finance & Services
2001 - 2006
Responsible for financial planning, analysis, project accounting and accounting oversight for SBC’s research and development
company. Also responsible for the management of the Information Technology (IT) department supporting the labs, and facilities
management. Designed and implemented meaningful weekly and monthly project and financial reports for more efficient use of
resources. Initiated and implemented strategic business planning that helped align research efforts with corporate priorities.
Oversaw the re-design of the local and wide area network to strengthen security and reliability.
SBC Communications (AT&T), San Antonio, TX
Director-Corporate Budgets &Financial Planning
1998 - 2001
Responsible for financial planning, analysis, budgeting, regulatory support and projections for the $1.1 billion parent company,
SBC Communications Inc., including budget oversight for all corporate departments and support organizations as well as nondepartmental budget planning and analysis. Kept overall Parent expense level constant with prior years despite significant cost
pressures. Also responsible for the cost allocation to all subsidiaries, consolidations of merged companies’ parent functions, as
well as parent long-range forecasting and planning.
Director-Financial Analysis
1997 - 1998
Responsible for financial planning, analysis, budgeting and forecasting for the $300 million Human Resources departments across
all subsidiaries and states within SBC Communications Inc (now AT&T). Successfully met tight expense targets despite
continuing cost pressures. Also responsible for business segment planning, forecasting and reporting for the 3 year Pacific Telesis
merger plan.
Pacific Bell, San Ramon, CA
1992 - 1997
Director-Finance
Responsible for financial analysis and short-term projections of total Company workforce and employee benefits. Also,
responsible for all financial planning, business cases, forecasting, budgeting, and asset management for the $100 million Human
Resources Department including a $40 million training organization. Developed metrics to predict future resource needs and
developed a real-time resource allocation model based on Activity Based Costing principles; and responsible for transfer pricing.
2
Steven L. Rosner
Pacific Telesis Group, San Francisco, CA
1988 - 1992
Manager—Tax Analysis & Compliance
Responsible for directing federal and state tax compliance and international tax compliance for the Pacific Telesis consolidated
group of companies; directing strategic domestic and international tax planning; and performing due diligence for mergers and
acquisitions. Subsequently, responsible for FCC regulatory; tax and regulatory legislative analysis; and financial tax reporting;
monitored and analyzed tax legislation; proposed legislative strategies; formal presentations and submissions to congressional
committees and the Treasury Department; served as technical advisor in meetings with Members of Congress; met and
corresponded with the Financial Accounting Standards Board (FASB) on income tax accounting standards.
First Nationwide Bank, San Francisco, CA
1986 - 1988
Vice Pres. & Asst. Tax Director
Responsible for mergers and acquisitions of institutions varying in size from $500 million to $35 billion in assets including:
evaluating acquisitions from both tax and financial perspectives; proposing and negotiating transaction terms; and structuring
various aspects of mergers. Also, responsible for federal and state tax research and tax planning for the Bank and signing authority
for all the Bank’s partnership returns; Lobbied Members of Congress on tax legislation.
Bank of America, San Francisco, CA
1983 - 1986
Group Tax Manager
Responsible for tax planning, preparation, review, and coordination of all areas of the Bank’s federal and state returns. Involved in
international tax planning with respect to sourcing income to maximize foreign tax credits; swaps; hedging transactions; and
foreign branch transactions.
Memorex Corporation, Santa Clara, CA
1982 - 1983
Supervisor—Tax Planning
Responsible for tax research and planning for Memorex and its affiliates; extensive experience in international taxation including
foreign-sourced income and expenses and foreign tax credit issues.
The Charter Company, Jacksonville, FL
1980 - 1982
Supervisor—Tax Planning
Responsible for tax research, planning and compliance for the Communications Group; major projects involving mergers and
acquisitions; federal, state and local taxation.
Ernst & Young, Jacksonville, FL
1975 - 1980
Senior Tax Accountant
Responsible for over 100 clients including corporations, partnerships, and individuals; audited and unaudited financial statements;
tax research, planning, and compliance; mergers, acquisitions, and liquidations.
Education, Licenses & Other:
Business Strategy Program, Columbia University Executive Program, 1995.
M.S. Taxation, Golden Gate University, 1984.
B.B.A. Accounting, University of North Florida 1974.
B.S.B.A. Marketing, University of Florida 1971.
CPA, Texas, Florida, California.