SUSAN HELDMAN
Denver,CO
Summary
Seasoned Vice President with a proven track record in strategic planning, financial management and team leadership. Skilled at implementing operational improvements to drive productivity and profit growth. Demonstrated abilities in fostering positive relationships with stakeholders, partners, and clients while delivering high-impact business results. Known for problem-solving acumen, innovative thinking, and strong communication skills.
Overview
45
45
years of professional experience
Work History
VICE PRESIDENT & CONTROLLER
SCHWAB CHARITABLE FUND
Lone Tree , CO
2000.05 - 2021.07
- Developed comprehensive finance and accounting infrastructure for public charity established by Schwab in September 1999
- Enhanced the efficiency of grant processing by implementing effective controls and standards, resulting in improved operation procedures.
- Accomplished annual external audit with no management comments by the external accounting firm
- Promoted to Vice President in July 2003.
CONTROLLER
CHELA FINANCIAL RESOURCES, INC.
San Francisco , CA
1993.05 - 2000.01
- Enabled cost center reporting through creation of customized financial statements
- Researched, developed, and implemented customer-specific tracking system for portfolio and product performance
- Headed up Y2K Contingency Plan committee, culminating in the establishment of a robust disaster recovery strategy implemented to address potential emergencies.
- Successfully executed the restructure of the general ledger for the year 2000, ensuring timely completion of a previous conversion while implementing a project plan that included running verification processes in parallel systems to guarantee accuracy.
CONTROLLER
CITY USA HOLDING CORPORATION
Los Angeles , CA
1989.02 - 1993.01
- Oversaw entire accounting function resulting in streamlined month-end closing process alongside budgeting, cash management, financial statement preparation,prioritization of computer system conversion tasks and tax return preparation
- Conducted comprehensive research on Chapter 11 bankruptcy prerequisites, implemented necessary procedures for filing, and maintained effective correspondence with external stakeholders.
CHIEF ACCOUNTANT AND TAX ACCOUNTANT
OGLE RESOURCES, INC.
Santa Barbara , CA
1986.07 - 1989.01
- Managed and oversaw all aspects of the accounting department including budgeting, cash management, financial statements, and computer system conversion.
TREASURER, CONTRACT DRILLING SUBSIDIARY
OGLE RESOURCES, INC.
Santa Barbara , CA
1984.01 - 1986.06
- Led comprehensive accounting efforts spanning costs, budgets, cash flows and financial statements
- Implemented efficient job cost analysis system resulting in significant pricing changes and increased profitability
- Managed corporate cash position through efficient collection procedures and interest-bearing investments, resulting in increased funds available for business reinvestment.
ASSISTANT TO EXECUTIVE VICE PRESIDENT OF FINANCE
OGLE RESOURCES, INC.
Santa Barbara , CA
1981.06 - 1983.12
- Analyzed potential acquisitions as Coordinator for Initial Public Offering. Managed annual audit and prepared Federal, State, and Partnership tax returns..
ACCOUNTING AND AUDIT ASSISTANT
OGLE RESOURCES, INC.
Santa Barbara , CA
1976.07 - 1979.08
Education
Strategic Perspectives in Non-Profit Management -
HARVARD BUSINESS SCHOOL
Cambridge, MAAccounting and finance courses -
UNIVERSITY OF CALIFORNIA
Santa Barbara, CAMBA in International Management with an emphasis in International Finance -
MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY
Monterey, CABA in Latin American Studies -
MOUNT HOLYOKE COLLEGE
South Hadley, MASkills
- Risk Management
- Financial Management
- Forecasting
- Metrics Tracking
- Process Improvement
- Business Storytelling
- Cross-functional team leadership
- Performance monitoring
- Profit Objectives
- Budget Oversight
- OKRs and KPIs
- Policy and procedure development
- Budget Administration
- Strategic Planning
Publicservice
- Alumnae Association of Mount Holyoke College, Treasurer and Chair of Finance Committee, 07/01/2021, 06/30/2024
- Mount Holyoke Club of Northern California, President and Treasurer, 01/01/2007, 12/31/2017
- Mount Holyoke College Class of ’76, Class President, 07/01/2001, 06/30/2006
- Mount Holyoke College Class of ’76, Treasurer, 07/01/2016, Current
- Daraja Education Fund, Treasurer, 01/01/2014, 12/31/2016
- San Francisco School Volunteers, Coordinator
- Calvary Presbyterian Church, Deacon, 01/01/2001, 12/31/2004
- Calvary Foundation, Board Member, 01/01/2004, 12/31/2014
Hobbies and Interests
Fluent in Spanish. Personal interests include travel, reading, hiking, snowshoeing, bird watching and gourmet cooking.
Timeline
VICE PRESIDENT & CONTROLLER
SCHWAB CHARITABLE FUND
2000.05 - 2021.07
CONTROLLER
CHELA FINANCIAL RESOURCES, INC.
1993.05 - 2000.01
CONTROLLER
CITY USA HOLDING CORPORATION
1989.02 - 1993.01
CHIEF ACCOUNTANT AND TAX ACCOUNTANT
OGLE RESOURCES, INC.
1986.07 - 1989.01
TREASURER, CONTRACT DRILLING SUBSIDIARY
OGLE RESOURCES, INC.
1984.01 - 1986.06
ASSISTANT TO EXECUTIVE VICE PRESIDENT OF FINANCE
OGLE RESOURCES, INC.
1981.06 - 1983.12
ACCOUNTING AND AUDIT ASSISTANT
OGLE RESOURCES, INC.
1976.07 - 1979.08
Strategic Perspectives in Non-Profit Management -
HARVARD BUSINESS SCHOOL
Accounting and finance courses -
UNIVERSITY OF CALIFORNIA
MBA in International Management with an emphasis in International Finance -
MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY
BA in Latin American Studies -
MOUNT HOLYOKE COLLEGE
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