Suzanne Slatkin

Background

About Suzanne Slatkin

I accelerate financial integrity and growth for businesses, high net-worth clients, family offices and non-profits. My expertise includes developing strategic financial plans, implementing robust accounting and payment systems, supporting audit initiatives, maintaining accurate financial records, and modernizing finance operations. Throughout my career I consistently delivered exceptional results and tailored services to the unique needs of my customers. I am known for efficiency and cost-effectiveness and offer comprehensive financial and accounting solutions. Career Highlights: Identified and instilled a culture of financial discipline and leadership that improved the organization’s capability for delivering mission-driven services and driving annual campaign growth. Refined donor behavior analysis to improve cash flow forecasts and budget precision, and optimized fund receipt timing and expense reduction. Supported grant funding activities, including application processing, reporting, and general accounting, resulting in greater mission support, leadership programming, and education. Mentored peers and staff across the organization and reduced existing employee and client turnover while growing the number of full-service clients. Increased advisory accountability through higher level client engagement, participation in client finance committee activities, and partnerships with investment advisors, resulting in succinct investment summaries and client reporting. Delivered personal and business tax services across industries in the Main Street and Middle Market segments, and helped navigate and settle overdue payroll tax liabilities without compromising the client's delivery of services. Achieved successful tax audit outcomes, consequently reducing several client tax burdens.