Steve Swanson, CPA

EVP & CFO at CH Coakley

Milwaukee, Wisconsin, United States

About

Serve as a trusted leader by helping a team use actionable data for strategic and operational decisions, by developing “strong” and productive people and executing profitable business processes. Direct experience with family business, Fortune 500, middle market, insurance, real estate and service companies. Specific Skills and Experience: 1) Leader of Multiple Business Lines 2) Strategic Thinker yet Execution Focused & Results Driven 3) Team builder and developer via: - Individual Mentoring - Strengths Based Coaching 4) Finance, Analysis & Data Driven 5) Active Listener & Thoughtful Communicator 6) Highly Committed and Trustworthy 7) Win-Win Deal Structuring 8) Handler of Various Business Functions 9) Process Improvement Focused

Experience

  • CH Coakley (11 yrs 4 mos)
    • EVP & CFO
      Jun 2021 - Present · 5 yrs 1 mo

      Interacts with business lines at varying levels and manages the CFO duties

    • CFO & VP
      Mar 2017 - Jun 2021 · 4 yrs 4 mos

      Perform CFO duties and develop strategy, manage business acquisitions and disposals, oversee HR and oversee key business aspects of the records and the imaging business lines

    • CFO
      Nov 2016 - Jun 2021 · 4 yrs 8 mos

      CFO - strategy, banking and finance, facilitate legal, contract & marketing functions, manage reporting, HR and risk management.

  • Assurant Health (13 yrs 5 mos)
    • Manager - Financial Reporting
      Nov 2007 - Feb 2015 · 7 yrs 4 mos

      Responsible for directing and coaching a team of 4 to: *Report financial results *Lead business initiatives *Manage a monthly close process *Analyze variances and initiate corrective actions *Recommend and implement process improvements

    • Supervisor
      Sep 2005 - Oct 2007 · 2 yrs 2 mos

    • Senior Financial Analyst
      Oct 2001 - Aug 2005 · 3 yrs 11 mos

  • Board Member at WI Chapter of the IASA
    Mar 2006 - Feb 2015 · 9 yrs

    Serving the membership of the Chapter through various board positions including: Secretary, VP of Life/Health, VP of Special Projects and President.

  • Audit Senior at BDO Seidman
    Jan 1998 - Sep 2001 · 3 yrs 9 mos

  • Accountant at Walkowicz, Boczkiewicz, & Co
    Jun 1995 - Dec 1997 · 2 yrs 7 mos