Charles Swan

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