Charles W. Swan
Charles Swan is the Principal of The Virtual CFO, performing financial management on an interim, consulting, or part time basis. He is a senior financial manager with over 20 years of successful financial, accounting and operations experience as a CFO in a variety of industries, public and private. He has driven significant operations improvement, managing business growth, maximizing operations through reengineering of finance management, cost reductions, internal controls, team building and leadership expertise.
Chuck provides cost effective governance for companies of all sizes, including compliance with SEC, SOX, international tax, currency and technology transfer restrictions. He is proactive in developing strategic partnerships with vendors and customers.
Chuck has served on the boards of directors of The Wollongong Group and Noetics Microsystems.
He chaired the City of Saratoga Finance Commission for several years. Chuck is a member of the Saratoga Mens Club, and served as President. He is currently on the Board of Directors for the Saratoga Foothill Club Historic Landmark Foundation, and is a member of Saratoga Rotary, serving on the Board of Directors, as Treasurer and Secretary of the Club, and Director of Finance for the Saratoga Rotary Art Show.
Chuck previously served as a member of the Board of Directors of the Saratoga Chamber of Commerce, and as President, and member of the Board of Directors of VITA, the Valley Institute of Theatre Arts, producers of the Valley Shakespeare Festival.
Education & training
Charles holds the following credentials: CPA (Cal & Florida); CGMA (Chartered Global Management Accountant), CMA (Certificate in Management Accounting; and CIA (Certified Internal Auditor). Chuck gained his public accounting experience as an auditor for Ernst & Young in Ft. Lauderdale, FL.
Charles earned an MBA in accounting and finance from Florida Atlantic University, and a BBA from the University of Miami. He also studied Marine Engineering at the US Merchant Marine Academy, and is a licensed marine engineer.
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