Thomas Surin Email & Phone Number

Draper, UT, US

Los Angeles, CA, US

• Serve as a contracted controller with Veritycare to create operational finance functions and controls for a pre-revenue captive health insurance company start-up.
• Selected and implemented accounting and payroll system to meet the short- and long-term goals of the plan.

Lisle, IL, US

• Led financial management, risk management, internal audit, and operations. This included developing a financial and operational strategy, performance, and overseeing the business intelligence team, and managing a $28M.
• Developed and implemented financial reporting and treasury functions to ensure compliance with accounting principles, practices, and regulatory requirements.
• Lead strategic planning, budgeting, and forecasting to drive business decisions and impact to organization.

Chicago, IL, US

• Led a team of 32, with 5 direct reports, for finance transformation and system improvement initiative aimed to modernize business and technical capabilities of financial services division. This included managing a $75M.
• Led selection and implementation of cloud-based ERP system, developing strategy for architecture, systems, data integration, and management.
• Oversaw development of complex financial models to support accounting operations, functionality, and systems to meet businesses requirements.
• Partnered with business and technical executives to establish strategic vision, develop information standards and governance, and implement data strategies and systems.

Chicago, IL, US

• Responsible for modernizing group line of business billing capabilities, including evaluation of critical systems capabilities and related business processes. This included managing a $45M annual project budget.
• Managed development and implementation of complex self-insured billing capabilities and processes for a system that generates $24B in annual billing.
• Executed group business architecture strategy to modernize additional billing capabilities and related business.

Chicago, IL, US

• Led a team of 120, with 5 direct reports, responsible for corporate strategy of $6.5B annual operating budget and capital plan to be submitted to the board of directors.
• Served as key advisor to senior executives in matters related to operating expenses, cost savings, and budget planning.
• Managed and controlled corporate cost-accounting system, designed and strategies to enhance administrative cost allocations, and directed business process enhancements.
• Leveraged data and insights for analysis and prioritization of organizational initiatives.
• Provided counsel to operational and finance management in identifying, interpreting, and applying government regulations.

Chicago, IL, US

- Oversee the operations of the Credit Union working closely with the CEO to ensure proper compliance with federal regulations and service to members.- Approve credit union policy, financial statements, annual budgets, and business plan.- Determine services, loan interest rates and terms, deposit interest rates and terms, and types of deposit and loan.

Redmond, Washington, US

Directly responsible for driving the financial planning & strategy, as well as financial operations of a $3.5B global organization.

Redmond, Washington, US

Austin, Texas, US

Masters Of Business Administration, Finance

Bachelor Of Science, Business Economics