Careers

On Building Confidence in the CFO Role

I often work with emerging businesses where process and documentation are lacking, new informational demands are arising and the executives rely on the CFO as the sole source of information. In these situations, senior staff members can be anxious, fearing the loss of information when the CFO exits.

In one Interim CFO engagement, I was charged with preparing a PPP loan under the CARES Act and for the first financial audit. Historical documentation was inadequate, scattered or non-existent. The CEO regularly visited me, nervously asking where information was stored and how others would access data in the future.

Over the ensuing days, I provided a PPP loan package and all the audit support. I became a forensic accountant locating contracts, supply agreements, triangulating data, contacting bankers, creating debt schedules, equity roll-forwards and so forth. All prepared in digital formats, indexed by subject stored in a departmental file folder.

The CEO was very happy!

susan day in the life cfo consulting

Careers at 8020 Consulting

We take pride in nurturing long-term relationships with our team members and our clients. If you’re interested in working on our team of accounting and finance consultants, visit the careers section of our website to learn more about life at 8020. You can also put in an application for consideration by following the instructions at the bottom of the page:

New call-to-action

About Susan

Susan is a CPA with 20+ years of diverse finance and accounting experience in various industries including manufacturing, technology, apparel and real estate. She is an Ernst and Young alumnus who has held leadership roles at Fortune 500, middle market and entrepreneurial companies as Controller, VP of Finance and CFO. These companies have included Power-One, Clipper Windpower, Allied Signal and Special Devices among others. Susan has provided financial leadership and project management to accounting organizations, including turnaround and restructuring projects, creating international tax structures, implementing IFRS, managing internal and external financial reporting, system implementation and leading finance and accounting efforts for divesture, acquisition and process re-engineering. Susan holds a BS in Accountancy from San Diego State University.

Categorized in:

similar articles

Learn to think and approach problems like our financial consultants.

Financial Planning & Analysis

The Art of Storytelling in Finance: Challenges and Benefits

As with any industry, the entertainment business has grown and changed drastically over the last decade. Streaming content, which was once considered a niche part of the entertainment industry, has now become an integral part of how we consume television and film. This change has posed a significant challenge as executives and C-level leaders want… View Article

January 25, 2023Joe Favre

Financial Planning & Analysis

The Importance of Trade Spend Tracking

In the last few years, I worked at two different consumer goods companies – one for natural skincare, another for CBD. Their trade spend percentages had skyrocketed over the last couple of years, and their owners wanted that percentage reduced! At both of those companies, I became known as the “spend police.” My main responsibility… View Article

January 11, 2023Lizzette Acuña

Careers

Vikram Mehta: 9 Questions for 9 Years

We’re celebrating Vikram Mehta’s recent nine-year anniversary with 8020 Consulting! In this interview, Vikram reflects on what he likes most about his work, looks back on past projects, explores how he’s grown as a Consultant and revisits memorable experiences with Clients. 1. What do you enjoy most about your work these days? I enjoy the… View Article

December 9, 2022George Jacob

See All

Back to Insights