Bridgepoint Consulting Consultant
Susan Hufnagel
Susan is a veteran finance and accounting leader with broad experience in multi-site management, M&A integration, system integration, P&L management and developing and mentoring effective teams. Detail-oriented and proactive, Susan has proven abilities conceiving and instituting process improvements for the organization. Her experience includes SaaS, online education, financial services, e-commerce, digital media marketing, consumer electronics and business consulting.
Susan Hufnagel’s Professional Summary
Detail-oriented and proactive, Susan has proven abilities conceiving and instituting process improvements for the organization.
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- Audit Preparation and Management
- Business Process Improvement
- Forecasting and Budgeting
- Financial Analysis and Reporting
- System Implementation
- ASC 606 Implementation
- SOX Compliance and Internal Controls
- Business Process Improvement
- Forecasting and Budgeting
- Financial Analysis and Reporting
- SOX Compliance
- Team Leadership
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Consultant Since 2022
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Cambridge Spa Group , Austin, TX (2020 – 2022)
- Vice President of Accounting and Finance
- Lead M&A integration process translating to 40% growth of the platform in 2021 ; in addition to supporting the due diligence process and oversee purchase price accounting.
- Serve as the advisor to the CEO, CFO and executive team for strategic planning
- Oversee all aspects of accounting, planning, analysis and forecasting for the platform
- Lead external audit process
- Lead and manage the annual budgeting process
- Manage insurance coverage for the organization, including compliance
360Training.com , Austin, TX (2019 – 2020)
- Corporate Controller
- Designed and maintained system of accounting policies and procedures in accordance with U.S. GAAP
- Oversaw implementation of ASC 606 revenue recognition guidelines
- Oversaw operations of accounting department, including design and management of monthly business results reports as well as tracking and projecting spend
- Implemented Avalara sales tax automation software to ensure sales and use tax compliance
- Implemented accounting system (Intacct) and leveraged connector to Salesforce.com to create billing, commission and revenue sharing reports
- Collaborated and partnered with multiple stakeholders, including Customer Support/Operations, HR and Sales, regarding actual-versus-budget performance and explanation of variances
- Issued timely and complete consolidated financial statements for all entities (360, domestic and international), including intercompany accounting reconciliations and other related transactions
- Developed and mentored Accounting team members
- Led annual audit process for company’s consolidated holdings, resulting in unqualified audit opinions with no audit adjustments
- Ensured compliance with foreign statutory accounting and other regulatory requirements
9Gauge Partners, LLC, , Austin, TX (2018 – 2019)
- Engagement Manager
- Assessed domestic and multinational client processes for efficiency, compliance and adequate controls; proposed, documented and implemented process improvements
- Helped clients improve forecasts, reporting and new processes and procedures to scale with growth plans
- Worked with client staff and fellow consultants on various cross-departmental projects
- Coordinated external audit coordination; prepared schedules for tax accountants; performed due diligence
- Completed GAAP-compliant monthly reporting packages and executive communications regarding project updates
- Provided comprehensive monthly analyses of business results, finance and operating metrics, relative to prior accounting periods
- Implemented QuickBooks, NetSuite and Intacct for clients; managed chart of accounts and class structures
eBay , Austin, TX (2016 – 2018)
- Global Seller Risk Manager
- Developed and managed strategies associated with company’s global funds availability and hold programs
- Provided expertise and input to build-out seller risk technology policies and processes
- Implemented risk-based collateral strategies; reviewed policies and processes to protect buyers and company marketplace from seller performance or business failure defects and losses
- Liaised with Operations Management, Sales and Marketing globally
- Worked with Platform and Product teams to develop business requirements for marketplaces’ risk products and vendor projects
- Ensured related platforms, risk policies and processes complied with applicable rules and regulations
- Partnered with Loss Forecasting team and Finance to estimate and forecast recent and future losses
Hyundai Capital America,, Irvine, CA (2012 – 2015)
- Director of Strategy and Planning
- Developed global strategies and delivered results in climate of rapid change based on company vision, goals and objectives
- Developed and directed execution of financial planning, budgeting and forecasting processes; monitored and communicated progress toward achievement of financial objectives; oversaw monthly profit and loss (P&L) reviews, cash forecasting and management; identified trends driving positive and negative variances to plan
- Developed and monitored re-marketing and lease-end servicing budgets and staffing requirements; ensured appropriate management of investments, headcount and expenses
- Upgraded systems, streamlined processes and introduced controls to manage reporting functions more efficiently and effectively
- Translated strategic planning objectives into workable financial assumptions and models to be layered into budget process
- Partnered with company and functional management to develop financial KPIs to trakc operations efficiency
- Served as business partner to function managers; assisted them in planning and forecasting to drive positive outcomes
- Controller
- Managed all aspects of accounting and financial administration for rapid-growth company
- Supervised staff accountant and office manager; led processing of revenues and expenses
- Drove annual and quarterly budgeting, forecasting and performance-to-plan variance analysis; provided income statement, balance sheet and cash flow modeling in support of key business decisions
- Managed day-to-day accounting, set up insurance policies, managed banking relationships, vetted 401(k) provider and benefits administration specialist, administered stock option plan; managed trademark registration, sales tax and other filings/state registrations
- Established contract review process; set up contracts on online media side and ensured parity between contracts and billing
- Implemented FASB 08-1 and EITF 99-19 to allow for correct categorization and recognition of revenue as well as cost of revenue to bring company into compliance
- Business Unit Controller
- Entrusted with broad range of finance and accounting responsibilities, including ownership of business unit P&L; provided metrics and analysis to help improve operational and financial performance
- Developed and implemented short- and long-range financial plans to achieve organizational goals; performed profitability analysis and variance reporting; provided regular reports on results at management meetings
- Consolidated domestic and international performance as part of month-end close
- Partnered with corporate controller on due diligence; teamed with KPMG to write plan for external audits for board-level reporting; collaborated with internal and external auditors to ensure SOX compliance; worked with Legal to ensure adherence to 08-1 FASB revenue recognition guidelines
- Senior Financial Analyst
- Prepared financial forecast models; tracked performance-to-budget/forecast; created analytical weekly, monthly and quarterly revenue and expense reports to assist senior management
- Maintained responsibility for month-end accounting procedures, including finance for subsidiaries; oversaw expenses and allocations
- Assisted Sales, Product and Marketing teams by interpreting and conveying financial information to support strategic business planning
- Staff Financial Analyst (2008)
- Reported, analyzed functions to support Finance and Accounting team; liaised with senior management
- Managed and coordinated month-end close, including preparation and processing of journal entries and account reconciliations
- Prepared actual-versus-budget variance analyses as well as preparation of financial reports to satisfy division-level groups and/or corporate management
- Credit Analyst (2006 – 2008)
- Managed monthly A/R portfolio of reseller, corporate end-user and distributor accounts
- Negotiated account security with new and existing accounts, analyzed financial statements to determine credit lines, investigated and analyzed credit risks and generated monthly reports detailing top credit risks
- Senior Credit Analyst (2008)
- Monitored receipt of financial information for subsidiary company accounts
- Negotiated distributor and retail accounts to participate in subsidiary company settlements
- Identified and resolved operational and logistics issues for subsidiary company accounts
- Negotiated security on new and existing accounts
- Prepared month-end reports detailing account issues; proposed resolutions to senior management
- Underwrote and prepared quarterly credit recommendations regarding distributor and retail accounts
- Provided analysis and forecasts to subsidiary’s Sales team to achieve sales and performance goals
- Managed, motivated and counseled direct reports
Huddler.com , San Francisco, CA (2011 – 2012)
QuinStreet, Inc. , Foster City, CA (2010 – 2011)
Monster Worldwide Inc., San Francisco, CA (2008 – 2010)
Sony Electronics Inc., San Diego, CA (2006 – 2008)
The Walt Disney Company, Glendale, CA (2002 – 2006)
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St. Edward’s University , Austin, TX
- Master of Science in Accounting
Woodbury University , Burbank, CA
- Master of Business Administration in Finance
University of Southern California , Los Angeles, CA
- Bachelor of Science in Business Administration
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- QuickBooks
- NetSuite
- Intacct
- Ramp
- Expensify
- Concur
- SAP
- Oracle 11i
- ADP
- Paylocity
- Namely
- Hyperion
- Essbase
- Bill.com
- JD Edwards
- AIMS
- AS400
- SalesForce
- Ad Suite/Solbright
- Microsoft Windows
- Microsoft Office
- Arabic
Conversational Spanish