Susan T.
Financial Executive | CFO | Controller | Auditor
Profile
Results-driven and profit-minded financial executive with multi-industry experience strengthening and leading corporate finance functions for both high-growth startups and established corporations. Adept at overhauling existing operations and implementing effective systems and strategies to enhance organizational performance and profitability. Proven ability to work in challenging, cross-functional environments with time-sensitive priorities and to gain trust and build teams. Demonstrated ability to quickly grasp intricacies of diverse industries and help management make immediate improvements.
Key Skills & Competencies
- Forecasting / Budgeting, Cost Accounting, Due Diligence, Cash Management
- Contract Negotiation, Project Management, Start-ups / IPOs, System Implementation
- Profit Maximization, Mergers & Acquisitions, SEC Reporting, Internal Controls / SOX"
Professional Experience
Director of Board, American Covenant Housing Foundation, Kalispell, MT 1 year, current
A non-profit mission to provide quality, affordable housing options for Seniors and Families with emphasis on Veterans and Homeless individuals. Strategic direction, financial advice and management of entity managing a portfolio including a mix of properties across three states, totaling 360 affordable units. Developing partner relations and risk reduction strategies. Began on board in financial advising capacity.
Director, WilliamsMarston LLC, Remote —2 years National leader in complex accounting, tax and valuation advisory services.
• Advised public and private equity-backed companies managing rapid growth and transformation
• Delivered financial advice for complex technical accounting for engagements covering matters such as mergers, acquisitions, spin-offs, initial public offerings
• Ensured appropriate consideration for corporate tax and restructuring. Worked as a trusted advisor managing clients most complex transactions and mission critical initiatives.
Interim CFO (Consultant), Tatum, LLC., New York, NY — 5 years
• $450M carve-out: developed stand-alone financials, led audits, built Finance org
• $180M PE-owned firm: evaluated staff, streamlined reporting, implemented systems
• $36M carve-out: established cash reporting, contract analysis, retrained staff
Consultant, Avon, CT — 4 years
• Interim CFO for healthcare MSO: guided through first audit
• Implemented MRP software in China: trained Finance, Supply Chain, Production staff
• Interim CFO, Aerospace Manufacturer: implemented ERP, streamlined closing process
Consultant, Resources Global Professionals, Hartford, CT — 5 years
• Supported $400M IPO, led prep of S-1 filing
• Led software selection, training, and process streamlining for $250M manufacturer
Chief Financial Officer, Aerogel Composite, Inc., Bloomfield, CT — 7 years
• Raised $1.5M private equity, developed strategic partnerships, pricing strategy
• Member of Exec Team, controlled planning activities (variance <10%)
Controller, Command Systems, Inc., Farmington, CT — 2 years
• Reduced monthly close by 10 days, developed profitability reports, dashboards
Manager, FP&A, Earthgro, Inc., Glastonbury, CT — 2 years
• Improved reporting, implemented variance analysis, evaluated M&A opportunities
Controller, U.S. HomeCare Corp., Hartsdale, NY / Hartford, CT — 2 years
• Managed $15M credit line, compliance, automated workflows (10% savings)
Other roles
Controller, DDC-I, Inc., Director Resource Planning / Internal Audit Manager, Telerate Systems / Dow Jones,
Manager of Consolidations & Analysis, American Express, Manager of Financial Analysis, Citicorp,
Internal Auditor, Harcourt Brace Jovanovich, Senior Auditor, Fox & Company / Grant Thornton.
Community Experience
Mentor, Untapped Potential Inc. - participated in Mock Interviews, Speed Interviews, Mentor Mingles and mentored those in the Financial Accounting space on a one-on-one basis.
Education
Bachelor of Business Administration, Accounting, Iona College, New Rochelle, NY
Other Experience/Awards/Publications
Certified Public Accountant (CPA) - inactive