Susan Heldman
Denver,CO
Summary
Dynamic leader with a proven track record at Schwab Charitable Fund, adept in strategic planning and financial management. Excelled in fostering relationships and leading cross-functional teams to surpass objectives, achieving sustainable growth and significant efficiency improvements. Skilled in data analysis and team leadership, consistently delivering results through innovation and effective decision-making.
Overview
24
24
years of professional experience
Work History
Finance Committee Chair & Board Treasurer
Alumnae Association of Mount Holyoke College
South Hadley, MA
07.2021 - 06.2024
- Proposed ideas and participated in meetings and activities to improve quality of work and work processes.
- Championed innovative solutions for pressing organizational issues, leading to long-term improvements in key areas.
- Optimized resource allocation by conducting regular audits of programs financials, reallocating funds as necessary based on performance metrics or emerging needs.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Maintained P&L and shouldered corporate fiscal responsibility.
Vice President & Controller
Schwab Charitable Fund
Lone Tree, CO
05.2000 - 07.2021
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Clean annual external audit every year with no management comments.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
- Established culture of continuous improvement, fostering innovation and driving sustainable growth across organization.
- Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across organization.
- Worked with six executives to create annual budget and track actual expenses against projected expenses.
Education
No Degree - Strategic Perspectives Not-For-Profit Management
Harvard Business School
Cambridge, MANo Degree - Accounting, Audit, Finance And Business Law
University of California, Santa Barbara
Santa Barbara, CAMBA - International Management
Middlebury Institute of International Studies
Monterey, CABachelor of Arts - Latin American Studies
Mount Holyoke College
South Hadley, MASkills
- Critical Thinking
- Strategic Planning
- Process Improvement
- Performance monitoring
- Budget Oversight
- Forecasting
- Financial Management
- Cross-Functional Collaboration
Languages
Spanish
Native or Bilingual
Timeline
Finance Committee Chair & Board Treasurer
Alumnae Association of Mount Holyoke College
07.2021 - 06.2024
Vice President & Controller
Schwab Charitable Fund
05.2000 - 07.2021
No Degree - Strategic Perspectives Not-For-Profit Management
Harvard Business School
No Degree - Accounting, Audit, Finance And Business Law
University of California, Santa Barbara
MBA - International Management
Middlebury Institute of International Studies
Bachelor of Arts - Latin American Studies
Mount Holyoke College
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