Steve Swanson, Cpa
About Steve Swanson, Cpa
Steve Swanson is the Executive Vice President and Chief Financial Officer at CH Coakley, where he has worked since 2021. He has extensive experience in finance across various sectors, including family businesses and Fortune 500 companies, and is known for his strategic thinking and team development skills.
Work at CH Coakley
Steve Swanson has held multiple positions at CH Coakley, currently serving as Executive Vice President and Chief Financial Officer since 2021. He previously worked as CFO and Vice President from 2017 to 2021 and as Controller/CFO from 2015 to 2016. His tenure at CH Coakley spans over six years, during which he has contributed to the financial leadership of the organization in the Greater Milwaukee Area.
Education and Expertise
Steve Swanson earned a Bachelor of Business Administration (BBA) degree in Accounting from the University of Wisconsin-Milwaukee - School of Business Administration, completing his studies from 1989 to 1994. His educational background supports his extensive experience in finance, particularly in family businesses, Fortune 500 companies, middle market firms, insurance, real estate, and service industries.
Background
Steve Swanson has a diverse professional background with significant experience in financial management roles. He worked at Assurant Health for over a decade, progressing through various positions including Senior Financial Analyst, Manager of Financial Reporting, and Supervisor. His career reflects a strong foundation in financial operations and strategic management.
Achievements in Team Development
Steve Swanson focuses on developing strong teams through individual mentoring and a coaching talent management system. His approach emphasizes process improvement within financial and administrative operations, showcasing his commitment to enhancing team effectiveness and organizational performance.
Strategic Leadership
Known for his strategic thinking and execution of strategy, Steve Swanson contributes to organizational success through effective financial leadership. His expertise in selecting and recruiting talent has been instrumental in building effective teams that drive business objectives.