Sue Whitmer

VP/Chief Finance and Administration Officer at Frank Lloyd Wright Foundation
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area

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Denise Hughes ✔ Operational Risk Expert

Sue approaches new responsibilities with a positive can do attitude. Leveraging her strong analytical abilities and continuous process improvement skills, she has dedicated significant time with Global Treasury to understand the complex processes, evaluating opportunities to enhance the control environment, and provided assistance in implementation of the new controls and tests. Her passion for teaching has been recognized by her partners. She is always in teaching mode to educate her partners and colleagues in the Operational Risk framework. She would be a great addition to any team.

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Credentials

  • CPA
    -

Experience

    • United States
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • VP/Chief Finance and Administration Officer
      • Sep 2021 - Present

    • Director of Finance
      • Aug 2017 - Sep 2021

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Manager, Risk Management
      • Sep 2015 - Aug 2017

      Provides risk management expertise to the Global Treasury organization, guiding the operational risk-related activities of business leaders, supporting effective risk-related decision making and fostering a strong control environment.

    • Director/Controller, Manager/Controller
      • Jan 2006 - Sep 2015

      Provided end to end financial oversight of a wholly owned insurance subsidiary, and Controllership oversight of corporate insurance accounting and of a wholly owned captive insurance subsidiary.- Led all financial aspects of a cross functional multi-year plan to affect the spin-off of AMEX Assurance Company (AAC) from Ameriprise Insurance Company and the reacquisition by American Express Company. Coordinated groups from multiple disciplines from both companies including: tax, treasury, accounting, reporting, consolidations, technologies, accounts payable, and external consultants to build all the financial operations of the insurance company. Assisted with technology and operations work streams. All transition events were implemented on time, with limited issues, resulting in a favorable Illinois regulatory financial exam and a confirmation of A.M. Best’s rating of “A” Excellent.- Developed the Insurance Center of Excellence (COE): Combined the financial/controllership functions for the two insurance companies and corporate insurance, implemented process efficiencies, and developed synergies in processes, controls, external reporting submissions, and Oracle account, responsibility center and product usage. The new model resulted in a reduction in manual journal entries by 25%+, earlier availability of monthly results to business partners and improved controls over regulatory filings. Show less

    • Finance Manager, Senior Financial Analyst
      • Mar 2001 - Jan 2006

      Performed accounting, financial and regulatory reporting, financial planning and analysis for two affiliate insurance companies.- Developed reserve analysis and adequacy methodologies- Coordinated efficient and compliant accounting practices, implemented forecasting and analysis processes that enhanced visibility and accountability- Key contributor to SOX process development

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Finance Manager, Senior Financial Analyst
      • Mar 1990 - Mar 2001

Education

  • University of Wisconsin-Green Bay
    Bachelor’s Degree, Accounting

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