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Charles Swan

Accomplished CFO ♦ Catalyst for Change ♦ Volunteer ♦ Coach

Charles Swan is the Principal of The Virtual CFO, providing financial management services on an interim, consulting, or part-time basis.1 He is a seasoned Consulting Chief Financial Officer with over 20 years of successful financial, accounting, and operations experience as a CFO in various industries, both public and private.1

Swan's expertise includes:

  • Driving organizational change and increasing ROI
  • Managing business growth
  • Reengineering finance management
  • Implementing cost reductions and internal controls
  • Team building and leadership

He offers cost-effective governance for companies of all sizes, including compliance with SEC, SOX, international tax, currency, and technology transfer restrictions.1

Education and Credentials

  • MBA in Accounting and Finance from Florida Atlantic University
  • BBA in Accounting from the University of Miami
  • Studied Marine Engineering at the US Merchant Marine Academy
  • Licensed marine engineer

Swan holds several professional certifications:

  • CPA (California and Florida)
  • CGMA (Chartered Global Management Accountant)
  • CMA (Certificate in Management Accounting)
  • CIA (Certified Internal Auditor)1

Professional Experience

Before founding The Virtual CFO, Swan worked as:

  • Auditor at Ernst & Young in Ft. Lauderdale, FL
  • Internal audit department founder and Director of Finance for the Computer Products Division at Racal-Milgo, Inc.1

Board Memberships and Community Involvement

Swan has served on various boards and community organizations, including:

  • The Wollongong Group and Noetics Microsystems (board member)
  • City of Saratoga Finance Commission (chair)
  • Saratoga Chamber of Commerce (board member)
  • Saratoga Foothill Club Historic Landmark Foundation (board member)
  • The Valley Institute of Theatre Arts (VITA) (board member and president)
  • Los Gatos Veterans Memorial Foundation (current board member)
  • WeHeal Foundation (current board member)
  • Saratoga Rotary (board member, treasurer, secretary, and director of finance for the Saratoga Rotary Art Show)1

Charles Swan's LinkedIn profile can be found at linkedin.com/in/cwswan.2

Highlights

Chantel Garfield - Charles Taylor
About - THE VIRTUAL CFO

Related Questions

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Charles Swan
Charles Swan, photo 1
Charles Swan, photo 2
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Location

Saratoga, California, United States