Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Susan McLaughlin

Fenton

Summary

Detail-oriented and analytical CPA with deep expertise in accounting, forecasting, and financial reporting. Extensive leadership experience guiding organizations through growth, transition, and acquisition. Recognized for a hands-on approach to transaction validation, budgeting, and strategic planning. Trusted business partner to executives with a track record of cost savings, operational improvement, and team development.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Chief Financial Officer

TGI Direct, Inc
12.1994 - Current
  • Responsible for all financial aspects of the Company, which has experienced significant growth
  • Extensively involved in the sale of the Company to a private holding company while the current owner prepared for retirement
  • Prepared monthly financial statements and payroll tax returns as well as financial analyses and reports required by Leadership
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Analyzed operational issues and implemented corrective action to maximize
  • Involved in three business acquisitions that contributed 14% to current total revenue
  • Fostered culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Responsible for guiding the Treasury functions of the Company including working closely with several banks regarding equipment loans and lines of credit
  • Also responsible for directing investments and excess cash
  • Collect and analyze all information needed for our year-end review with our CPA firm
  • Worked with the auditors to determine our best strategies for tax return preparation
  • Collaborate with various executive management members and departmental managers in developing annual budgets for each department
  • Analyzed and reviewed budget to actual results on a monthly basis and counsel departmental managers regarding large variances
  • Responsible for monthly forecast for all departments
  • Analyze, review and adjust forecast after collaborating with various department managers
  • Suggest changes that have a positive impact and guide mangers in making cost/benefit decisions
  • Led the Company in selecting an automated timekeeping system resulting in savings of $60K per year
  • Directly lead a team of 8 finance and Human Resources employees with ultimate authority in all Financial functions.

Senior Accountant - Management Information Services

YEO & YEO, PC, CPA's
01.1990 - 01.1994
  • Responsible for preparation of monthly financial statements as well as payroll tax returns for numerous clients across a variety of industries
  • Prepared annual tax returns for Corporations, Partnerships and LLC clients
  • Provided Compilation and Review services including preparing Compiled and Reviewed Financial Statements
  • Worked on Bankruptcy Review Services as well as Financial Restructuring Services Team
  • Familiar with bankruptcy rules and regulations.

Staff Accountant

LEWIS & KNOPF, CPA'S
01.1988 - 01.1990
  • Responsible for preparation of monthly financial statements as well as payroll tax returns for numerous clients
  • Prepared annual tax returns for Corporations and Partnerships
  • Provided Compilation and Review services including preparing Compiled and Reviewed Financial Statements
  • Worked as part of the Audit Team for various clients
  • Prepared annual tax returns for Individuals.

Education

Bachelor's degree in Accounting -

Saginaw Valley State University
12.1987

Skills

  • Strategic financial planning
  • Financial Strategy & Planning
  • Budgeting & Forecasting
  • Transactional Accuracy & Reconciliation
  • M&A Due Diligence & Integration
  • Treasury & Banking Relations
  • Team Leadership & Development
  • Tax Compliance & Audit Prep
  • Systems Implementation
  • Performance Metrics & Cost Control

Certification

  • CPA
  • CGMA


Affiliations

  • AICPA
  • MICPA
  • CFOLC

Timeline

Chief Financial Officer

TGI Direct, Inc
12.1994 - Current

Senior Accountant - Management Information Services

YEO & YEO, PC, CPA's
01.1990 - 01.1994

Staff Accountant

LEWIS & KNOPF, CPA'S
01.1988 - 01.1990

Bachelor's degree in Accounting -

Saginaw Valley State University

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