Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic

Susan Roberts

Mooers Forks,NY

Summary

Dynamic CFO with a proven track record at Champlain Truck Center, Inc., enhancing cash flow management and reducing operational costs through strategic analysis and cost-saving measures. Adept at financial reporting and compliance, while fostering teamwork and collaboration to drive informed decision-making and optimize organizational performance.

Experienced with financial strategy development, budgeting, and compliance. Utilizes comprehensive financial analysis to inform decision-making and drive organizational growth. Track record of leading cross-functional teams to achieve financial objectives.

Strategic finance leader with robust experience in corporate financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs. Expertise in financial analysis, budgeting, risk management, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.

Overview

32
32
years of professional experience
1
1
Certification

Work History

CFO

Champlain Truck Center, Inc. Champlain Peterbilt
05.1998 - Current
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Executed responsibilities of Internet and technology specialist, including wiring, network setup, and procurement of computers, monitors, and printers for network operations.
  • Human Resource director and benefits coordination, COBRA documentation, 401(k) and connected benefits applications
  • Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
  • Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
  • Ensured compliance with all regulatory requirements by staying current on industry developments and implementing necessary controls within the organization.
  • Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
  • Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.

Controller

Advanced Fire Protection Services Inc.
01.1993 - 05.1998
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for 40 employees to comply with predetermined company guidelines.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Mentored junior staff members, fostering a positive work environment conducive to professional growth and development.
  • Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
  • Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
  • Provided insightful financial analysis to support executive team in making informed business decisions.
  • Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
  • Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
  • Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
  • Optimized working capital management by reviewing inventory levels, payment terms, and cash conversion cycles.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
  • Implemented cost-saving measures, identifying inefficiencies and reallocating resources to achieve optimal results.
  • Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
  • Played key role in strategic planning sessions, offering insights based on financial analysis and projections.
  • Improved financial decision-making, providing executive team with detailed reports and analysis on financial performance.
  • Ensured compliance with federal, state, and local regulatory requirements by staying updated on changes in financial laws and standards.
  • Led implementation of new accounting software, improving data accuracy and accessibility for finance team.
  • Improved cash flow management with rigorous monitoring and analysis of receivables and payables.
  • Collaborated with IT department to ensure robust cybersecurity measures protected financial data.

Education

Bachelor of Science - Accounting

SUNY College At Plattsburgh
Plattsburgh, NY
05-1993

Skills

  • Vital signs monitoring
  • Intubation assistance
  • ECG interpretation
  • Vital sign monitoring
  • Airway management
  • IV setup
  • Medication administration
  • Cardiopulmonary resuscitation
  • Pressure ulcer prevention
  • Emergency response
  • Spinal immobilization
  • Nasogastric tube placement
  • Sanitation
  • Family advocacy
  • Pediatric advanced life support
  • Seizure management
  • Restraint application
  • Evaluations
  • Patient Check-ins
  • Emergency medical technician
  • Endotracheal suctioning
  • Advanced cardiac life support
  • Defibrillation
  • Oxygen therapy
  • Compassionate care
  • Healthcare team collaboration
  • Advanced life support
  • Evidence-based practices
  • Taking vitals
  • Patient advocacy
  • Policy adherence
  • HIPAA education
  • Treatment Planning
  • Chart management
  • Wound care management
  • Standards of care
  • Willingness to learn
  • Teamwork
  • Teamwork and collaboration
  • Problem-solving
  • Vital signs documentation
  • Time management

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Criatical Care Technician for the Volunteer Ambulance Squad
  • May 1994 to Current

Interests

Currently in the process of taking a Death Doula Certification course to be used in conjunction with a program of volunteering with Hospice or working with elder care

Volunteering at our Church with Catechism education, service in mass roles and various areas of Church life

  • I enjoy helping others and giving back to the community
  • Enjoy participating in bicycling for overall physical and mental well-being
  • I like trying new recipes and food trends
  • Enjoying the art of baking and pastry-making, experimenting with recipes
  • Knitting and Crocheting
  • Artificial Intelligence (AI) and Machine Learning
  • Personal Development and Self-Improvement
  • Reading
  • Passionate about balancing physical health with mental and emotional wellness
  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination

Timeline

CFO

Champlain Truck Center, Inc. Champlain Peterbilt
05.1998 - Current

Controller

Advanced Fire Protection Services Inc.
01.1993 - 05.1998

Bachelor of Science - Accounting

SUNY College At Plattsburgh

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Susan Roberts