Suzanne Urban

Provide expert Controller Services to small to mid-sized Non-Profit based businesses. Manage 6 to 8 clients at a time while overseeing several direct reports including Staff and Senior accountants.

Manage client relationships and provide top level customer service with a client retention rate of 100% re-signed contracts.

Train and Mentor Direct reports and develop talent from within organization by conducting frequent meetings and bi-yearly performance evaluations.

Attend Board of Directors meeting and Finance Committee meetings on behalf of clients to communicate financial information, while displaying superior public speaking skills.

Prepare GAAP Financial Reporting Package monthly including variance analysis and an Executive Summary outlining pertinent notes to financial statements.

Build financial models for annual budgets, cash flow scenario analysis, and long-term financial planning.

Identify and recommend process improvements such as implementing and automating processes to improve work flow and internal controls for clients using platforms such as Divvy, Bill.com, and QuickBooks 360.

Oversee Annual Financial audits by providing and preparing work papers and working with auditors to answer audit related questions.

Perform Quality Control at end of year ensuring all Financial Statements are presented in accordance with GAAP and adhere to current accounting standards such as ASC 606 and ASC 842.

• Spearheaded accurate and timely monthly, quarterly, and yearly financial close managing two Senior Accountants for 40 locations and a management company for a super high growth Private Equity Based (Sequoia, Fidelity, D1) Retail/Veterinary Healthcare organization with reported revenue of
• Built out accounting staff by hiring, training and mentoring Staff Accountants, Payroll and AP associates Shortened monthly close from 20 days to 8 days by automating various accounting functions such as AP, T&E, Fixed Assets and Bank Reconciliations.
• Worked with internal departments and third-party consultants, to implement Coupa, Naavan, Visual Lease, Paycom, and Visual Lease.
• Executed technical GAAP Research and implemented company policies and procedures accordingly (i.e. ASC 842, ASC 606, Inventory and Fixed Assets) .
• Curated and published inter-company and external memos regarding company performance, variance analysis and other financial metrics.
• Assisted in the preparation of year end audited GAAP financial statements including Balance Sheet, Income Statement, and Statement of Cash Flows Worked cross functionally with FP&A and internal departments to help develop annual budgets and re-forecasts.
• Managed monthly variance analysis mitigating areas of financial risk and highlighting potential cost savings
• Partnered with third party advisory firms to address complex financial transactions such as debt financing, leasing, and IBR rates to verify our financial reporting is in accordance with GAAP and audit ready.
• Participated in year-end financial audit with Big 4 firm. Prepared work-papers and provided backup for tested transactions. Communicated and provided answers to auditor inquiries regarding financial reporting.
• Prepared and Filed 1099 Forms Annually Researched and liaised with outside accounting firm on Sales and Use Tax filings and Personal Property Tax. Maintained internal tax rates, set up revenue software with applicable taxable items lists and filled out vendor forms for tax exempt status.
• As a Senior and Staff Accountant prior to my promotions I processed AP/AR and Payroll.