Karli Susi
Chief Operating Officer at McKinley Advisors- Claim this Profile
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Bio
Credentials
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Business Innovation
IDEO UMay, 2021- Nov, 2024
Experience
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McKinley Advisors
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United States
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Business Consulting and Services
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1 - 100 Employee
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Chief Operating Officer
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Jan 2022 - Present
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Senior Vice President, Strategy & Operations
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Mar 2020 - Feb 2022
Leads financial, operational and business processes• Develops and manages financial forecasts, projections and budgets. Oversees and optimizes accounts receivable and payable processes.• Oversees internal cross-department systems and processes, working with business leaders to assess operational needs and encourage continuous improvement • Supervises external vendors related to operations and business needs, including IT, property management/real estate, accounting and finance, and legal.Leads all aspects talent development and the employee experience • Develops and leads implementation of firm-wide talent strategy, including but not limited to: workforce planning, employment experience, DE&I, professional development, performance management and compensation practices.• Develops and implements internal communications strategies, tapping CEO and other leaders as needed• Sets a highly visible example for all staff in terms of continuous learning and development and commitment to core values and competenciesAdvises CEO and other executive leaders• Advises CEO and others on operational and business issues and factors impacting performance and goals• Advances corporate objectives through annual planning and organization-wide goal setting, KPIs and related reporting• Partners with business leaders and contributes to the development of organizational and divisional strategies and continued business maturation
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Vice President, Strategy & Operations
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Feb 2017 - Mar 2020
-Oversees all aspects of talent planning, including organizational structures, staff development and compensation-Ensures ongoing and sustainable financial health, including strategies to increase firm efficiency and profitability; leads financial planning and budgeting processes -Increases collaboration, knowledge sharing and connectedness across business lines; coordinates with other executive team members and leads efforts to improve corporate communications-Oversees business development functions-Optimizes and professionalizes firm operations
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Managing Consultant
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Jan 2013 - Feb 2017
Leads and supports client projects in a variety of areas, including pricing strategy, financial forecasting, evaluating dues structure and member benefit packages, as well as brand strategy and membership development.
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Senior Consultant
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Jun 2011 - Dec 2012
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Chief
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United States
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Think Tanks
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700 & Above Employee
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Member
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Sep 2021 - Present
Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down. Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down.
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Vessence (previously Belmont, Inc.)
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United States
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Business Consulting and Services
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Brand Strategy Intern
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Jan 2011 - Apr 2011
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McKinley Advisors
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United States
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Business Consulting and Services
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1 - 100 Employee
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Analyst Intern
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Apr 2010 - Feb 2011
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Patron Services Manager
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Nov 2006 - Jun 2009
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Gallery Assistant
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Aug 2005 - Sep 2006
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Education
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The George Washington University - School of Business
Master of Business Administration, Business Strategy & Marketing -
University of Virginia
Bachelor of Arts, Art History