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Headshot of Bridgepoint Consulting team member Susanne Patterson

Bridgepoint Consulting Consultant

Susanne Patterson

​​Susanne is a highly accomplished senior accounting professional with experience in finance and operations management across a range of industries, from start-ups to multi-million-dollar organizations. She matches a demonstrated ability to streamline business operations that support growth and increase efficiency with solid leadership and communications skills that allow her to establish rapport with all levels of an organization.​ 

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Susanne Patterson’s Professional Summary

With many years of experience, Susanne promotes business growth throught streamlining operations and establishing solid communication.

    • Audit Preparation and Management
    • Full-Cycle Accounting
    • Financial Reporting and Analysis
    • Due Diligence
    • Process Improvement
    • Treasury and Cash Management
    • Audit Management
    • Staff Management

     

  • Consultant Since 2017

    $900M Global Business Software and SaaS Company Aimed at Manufacturing, Distribution, and Retail Industries, Private Company

    Revenue Accounting Manager (Interim Role)

    • Emphasis on ASC 606 compliance through extensive deal reviews
    • Responsible for reviewing all customer contracts during month-end and preparing both ASC605 and ASC606 reallocations to other performance obligations to accommodate parallel financial reporting under both revenue standards (dual books)
    • Coordinated FY SSP analysis
    • Led revenue team due diligence related to acquisition. Planned, organized, and executed stub period close required for acquisition.
    • Led month-end close
    • Managed quarterly interim and annual audits
    • Designed and executed new hire training for revenue team permanent hires

     

    Aptitude RevStream Implementation

    • User acceptance testing and validation with emphasis on ASC606 compliance
    • Identified deficiencies in UAT outcomes and worked with cross functional teams to resolve issues including list price integrations, system configurations, and SSP rates
    • Worked extensively with IT team on required supporting work solutions across four other systems to allow data to integrate correctly to RevSteam

     
    $500M Leading Provider of Energy Efficiency Services in North America, Private Company

    ASC 606 Revenue Standard Implementation

    • Scoped, designed, and implemented the new ASC606 Revenue Standard
    • Planned and implemented new system requirements and modified system processes to comply with new ASC606 requirements
    • Implemented new processes for compliance and internal controls including the month-end close process relating to ASC 606
    • Wrote standard operating procedures for newly established workflows
    • Created all training materials and reference guides relating to new system requirements.
    • Led training for regional finance teams across the nation as well as the newly established Revenue Compliance Department and supporting staff

     
    Contract Standardization

    • Developed standardized contract language and guidelines relating to compensation structures within customer contracts with specific attention to ASC606 topics
    • Partnered with Director of Contracts and other key stakeholders in the contracting process to redline new customer contracts. Assessed contracts for ASC 606 topics and drafted proposed language to ensure proper revenue treatment

     
    $500M Consumer Products (CPG), Public Company

    • Revenue and Trade Spend Evaluation and Process Improvements
    • National Pricing Correction

     

  • Edgemont Pharmaceuticals, LLC, Austin, TX (2014 – 2017)

    • Controller
      • Led and managed all accounting and finance activities, including period-end close, accounting operations, financial reporting, annual audits, debt compliance, inventory management and tax returns
      • Reorganized accounting functions: developed, documented and implemented new internal accounting procedures, significantly improving accuracy and financial integrity across all departments
      • Established policies and procedures across organization, streamlining operations and improving overall process and controls
      • Led, managed, and supported annual audits
      • Assisted with IPO readiness
      • Led due diligence related to M&A activity, including planning and executing cross-functional transition activities and rapid integration of assets and operations
      • Provided ongoing accounting consulting services
      • Engaged directly with CEO to align on expectations and establish accounting priorities
      • Owned responsibility for accounting and finance activities, including period-end close, treasury functions, accounting operations, annual audits and tax returns
      • Prepared monthly and quarterly financial statements, including budget to actual reporting
      • Identified inaccuracies and implemented corrective measures regarding royalty calculation schedules and reporting to ensure accurate and timely reporting of quarterly royalty payments
      • Evaluated new complex debt agreement, outlined financial covenants; oversaw debt compliance

     

    DecisionGrid, Inc. , Austin, TX (2012 – 2014)

    • Director of Finance & Administration
      • Led and managed all finance and business administration functions, including accounting operations, financial reporting, treasury management, insurance, audit, human resources, facilities management and corporate governance for both operating entity and holding company
      • Implemented best practices across organization: evaluated accounting operations and processes, identified exposure, developed and implemented changes to produce GAAP-compliant financials
      • Led, organized and prepared documentation to support due diligence for M&A activity, including fundraising
      • Created interim revenue recognition process while planning for revenue ramp-up and integration of software applications related to SaaS revenue
      • Facilitated and managed corporate wind-down activities in coordination with legal counsel and board of directors, ensuring proper close and dissolution

     

    KLD Energy Technologies, Inc., Austin, TX (2010 – 2012)

    • Accounting Manager
      • Drove daily accounting and financial operations during rapid company growth
      • Developed and implemented accounting policies, processes and procedures, strengthening internal controls and cutting month-end reporting cycle by one-third; converted company practices to adhere to GAAP standards
      • Managed treasury function: bank accounts, banking relationships, line of credit, daily cash management
      • Negotiated vendor payment plans during periods of high growth and limited cash
      • Managed payroll functions; created onboarding process to support staff increase from six to 56
      • Facilitated international products liability insurance policy in preparation for launch of commercialized products

     

    VCFO, Austin, TX (205 – 2010)

    • Associate/Consultant (Assistant Controller)
      • Performed monthly bank reconciliations for up to 12 accounts per month across multiple clients, including foreign currency accounts
      • Set up new payroll systems; managed and processed internal payroll for 100+ hourly professionals in multiple cities nationwide
      • Organized and implemented set-up of accounting systems for start-up companies; created new charts of accounts to support future growth and expansion
      • Assisted with internal software conversions from QuickBooks to more sophisticated applications through workflow planning, testing and implementation

     

    Let It Fly Events, LLC, Houston, TX (2000 – 2005)

    • Accounting & Business Manager
      • Led all accounting and general business functions; responsible for daily accounting activities, corporate insurance/risk management, facilities, human resources
      • Led due diligence activities resulting in successful sale of company; facilitated and managed transition
      • Implemented QuickBooks; developed and implemented new chart of accounts and adapted all internal processes to accommodate new accounts
      • Implemented job cost functionality and performed job cost analysis; assessed material/supply purchases and trends, discovering cost saving opportunities

       

    • Texas Real Estate Agent

     

  • University of Houston , Houston, TX

    • Bachelor of Science in Consumer Science

     

    • QuickBooks
    • NetSuite
    • Workday
    • Salesforce
    • Solomon
    • Microsoft Access
    • AFS TPM
    • Epicor
    • ADP
    • Tableau
    • Aptitude RevStream