Susan M. Tebolt, Cpa Email & Phone Number

WilliamsMarston is a national leader in complex accounting, tax and valuation advisory services. Founded in 2014, WM has more than 225 professionals and offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Southern California, and the Bay Area. The Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and… Show more WilliamsMarston is a national leader in complex accounting, tax and valuation advisory services. Founded in 2014, WM has more than 225 professionals and offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Southern California, and the Bay Area. The Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring. With a team of industry leading experts, WilliamsMarston is the CFO’s most trusted advisor through their most complex transactions and mission critical initiatives. Show less

Tatum, now a part of Randstad (RAND.AS), is a leading management and advisory services firm offering hands-on strategic, financial and technology solutions that measurably improve business performance. Tatum executive leaders and consultants help companies navigate critical points in the business lifecycle and execute their strategic initiatives. We serve the offices of the CFO, CIO and COO by focusing on the financial, operational and technology foundations that enable solid business… Show more Tatum, now a part of Randstad (RAND.AS), is a leading management and advisory services firm offering hands-on strategic, financial and technology solutions that measurably improve business performance. Tatum executive leaders and consultants help companies navigate critical points in the business lifecycle and execute their strategic initiatives. We serve the offices of the CFO, CIO and COO by focusing on the financial, operational and technology foundations that enable solid business performance and drive results. Since 1993, we have successfully helped more than 6,000 clients manage critical projects, challenges and transitions such as rapid growth, mergers and acquisitions, sale and IPO readiness, system implementations, and project management for companies of varying sizes -- from small and emerging through to multi-billion dollar organizations. The practice’s compelling value is the immediate integration of Engagement Partners into clients’ operations, leadership by each Engagement Partner in the achievement of results, and each Engagement Partner’s independence and objectivity. Our clients have access to hundreds of the Firm’s senior operating executives nationwide. Show less

- Supported a $400 million international solar product manufacturer and consumer-testing company’s initial public offering (IPO). Initially hired to draft technical memos, was asked to lead the project team of external auditors and attorneys to deliver a timely and accurate S-1. Prepared all the necessary financial statements and related footnotes, wrote the management discussion and analysis and selected information. - Developed stand-alone financial statements for the carve-out and… Show more - Supported a $400 million international solar product manufacturer and consumer-testing company’s initial public offering (IPO). Initially hired to draft technical memos, was asked to lead the project team of external auditors and attorneys to deliver a timely and accurate S-1. Prepared all the necessary financial statements and related footnotes, wrote the management discussion and analysis and selected information. - Developed stand-alone financial statements for the carve-out and sale of a $300 million business segment of a public company. This required the examination of intertwined accounts and creation of ad hoc allocation methodologies. Prepared 8K financial statements and related footnotes, and subsequent quarterly and annual SEC filings for discontinued operations.- Identified need for cost accounting system and recommended appropriate software for a $250 million international manufacturing company. Created transparency in financial reporting, reducing the financial close process from 15 to 5 days. Created manuals and trained employees on the new system.- Analyzed and reconciled GAAP capital by reporting entity using economic capital modeling in response to a Fortune 50 insurance company’s corporate initiative. Performed balance sheet and expense variance analysis for senior management’s reference during quarterly investor relations calls. Trained staff, developed management reports, and created profitability models. Show less

Reported to President. Head of Finance, Human Resources, and Facilities. Member of The Executive Leadership Team identified and addressed key strategic issues.- Wrote the go-to market business plan. Raised $1.5 million in private equity.- Established a pricing strategy to sell samples of our materials to potential customers.- Developed strategic partnership with a major automobile manufacturer for collaborative research. Negotiated and closed the transaction for $.7 million.-… Show more Reported to President. Head of Finance, Human Resources, and Facilities. Member of The Executive Leadership Team identified and addressed key strategic issues.- Wrote the go-to market business plan. Raised $1.5 million in private equity.- Established a pricing strategy to sell samples of our materials to potential customers.- Developed strategic partnership with a major automobile manufacturer for collaborative research. Negotiated and closed the transaction for $.7 million.- Established 401K and employee benefit plans- Secured a line of credit (LOC) Show less

Hired to bring technical expertise to the company as a result of its initial public offering (IPO). - Reduced monthly closing time by ten days by revamping the workflow and better utilizing existing software.- Directed consultants in developing profitability reports and dashboard reporting for senior management. Achieved a reduction of two days off the month-end close and provided senior management with up-to-date key metrics.- Prepared all SEC filings (10K, 10Q, S-4, proxy) and… Show more Hired to bring technical expertise to the company as a result of its initial public offering (IPO). - Reduced monthly closing time by ten days by revamping the workflow and better utilizing existing software.- Directed consultants in developing profitability reports and dashboard reporting for senior management. Achieved a reduction of two days off the month-end close and provided senior management with up-to-date key metrics.- Prepared all SEC filings (10K, 10Q, S-4, proxy) and annual report. Show less

Glastonbury, Ct

Hired to support the company’s strategic growth plan through merger or acquisition. Company was sold to Scotts Corporation,• Established annual budget packages for distribution to multiple entities.• Prepared monthly manufacturing variance analysis and commentary for senior management and Board of Directors.• Prepared profitability studies and sensitivity models to evaluate potential mergers.

Hartsdale, Ny/Hartford, Ct

Hired to support company’s growth through acquisition and new service offering (infusion therapy). Relocated with the company to Connecticut as part of a corporate restructuring effort. • Managed a $15 million asset-based securitization program.• Interfaced with Medicare intermediaries and saved the company $2 million in audit adjustments.• Streamlined and automated workflows to eliminate redundant headcount, resulting in a 10% cost savings.Prepared all SEC filings (10K, 10Q… Show more Hired to support company’s growth through acquisition and new service offering (infusion therapy). Relocated with the company to Connecticut as part of a corporate restructuring effort. • Managed a $15 million asset-based securitization program.• Interfaced with Medicare intermediaries and saved the company $2 million in audit adjustments.• Streamlined and automated workflows to eliminate redundant headcount, resulting in a 10% cost savings.Prepared all SEC filings (10K, 10Q, Proxy, etc..) and Annual Report Show less

Ny, Ny

A software developer that was spun off from a joint venture with IBM, clients included Department of Defense (DoD) and Academia. Reported to the President, hired to build a world-class organization. Responsible accounting, budgeting and finance functions including corporate administration. Implemented a SEP-IRA retirement savings plan. Project manager for a joint venture with the Navy and Westinghouse. Company moved to Arizona.

Ny, Ny

Hired to build an international Internal Audit Department. Wrote the audit charter and audit plans. Hired, trained and directed staff. Promoted to Director, Resource Planning; streamlined back office processing, implemented collections efforts that reduced Accounts Receivable days outstanding. Implemented best practices and benchmarking for the operations. Back office operations were relocated.

Ny, Ny

Hired to strengthen the department that was responsible for management reporting provided to the TRS (Travel Related Services) senior executive team. Preparation and dissemination of annual budget package for the green card operations (multi-site operations). Revamped quarterly consolidation package to provide greater transparency of results.

Ny, Ny

Hired for a newly created position to support new business development in the Consumer Lending Department. Developed a monthly management-reporting package that was awarded the Gold Star Standard.

Ny, Ny

Performed audits at the largest magazine publishing subsidiary, Sea World, and textbook depository. Company moved to Florida

Ny, Ny

Clients included Bridgeport Metal Goods, Inc., Pantone, Leber Katz Partners. Intern during college.

Bachelor Of Business Administration (Bba), Accounting

Activities and Societies: Special Olympics

Education record