Finance Executive coaching

You are a senior executive in the finance field. You could be the CEO, CFO, VP, Partner, or Managing Director of a successful investment firm or other successful industry firm. Your role could be driving value in your organization, increasing EBITDA, making day-to-day management decisions, or even expanding the firm.

You realize that in order to be a more effective leader, you must seek out an Executive Coach familiar with the finance field.

Experienced Finance Executive Coach

Hello, I am Suzanne Muusers, Professional Coach to successful finance executives. I have been coaching finance leaders since 2004 when I completed my coach training at Coach U after leaving the Vanguard Group.


I work with c-suite executives in private equity, venture capital, hedge fund management, global investment management, financial planning, investment services, mutual fund industry, investment banking, and other financial fields.

The finance field has changed over the last decade. There are more and more compliance issues, complex investments, and personality differences.

Being an executive in the finance field is a challenging, yet rewarding place to be. I help my clients take stock of their strengths and become better leaders. Whether it’s mentoring your team or pleasing your board of directors, I help you achieve your objectives.

Here are a few areas we may work on:

1) Mindset shift

If you’ve read “Good to Great” by Jim Collins, you know that great companies have all the right people on the bus and in the right seats. But what about your seat? Do you have the right mindset? Could you need a shift in thinking, feeling, and acting to be a better leader?

2) Relationships

Developing beneficial relationships with the board of directors, management, senior leadership, and team members requires deepening your communication skills. Where do you need to focus? What are your best qualities and where could you improve?

3) Setting objectives

What are the goals, actions, and activities necessary for success? Since goals are dreams with deadlines, we’ll identify your goals and create habits that lead to a more effective you. We will focus on getting results and achieving goals more quickly during our coaching sessions.

4) Leadership development

Need to develop into a more engaging leader? Which other skills need refining? Internal communications, alternative behaviors, attitudes, and strengths. Need to learn how to lead by example? Want to instill confidence in younger leaders?  You may have “skill muscles” that need flexing to develop and grow in your role.

5) Organizational communication

Getting the right information to the right people at the right time is necessary for organizational success. We will work on strengthening interpersonal relationship skills and learning how to become a better problem solver.

6) Time management

What best practices need tweaking? You’ll need to find more time in your day and learn to be more effective at managing your availability. Where are you wasting time? What can you cut out of your schedule? In order to be more productive and go home on time, there could be changes to be made.

7) Behaviors

What behaviors need to be modified? How should your thinking processes adapt? Have you worked on your Emotional Intelligence (EQ)?  We will look at behaviors that lead to poor EQ, behaviors that improve EQ, and what you can do to increase your understanding of others’ emotions.

8) Be a role model

Being ethical and having integrity means doing what you say you’ll do. You’ll look at ways to be a better person, one that people look up to and you’ll become an inspiring leader. Think about leaders that have inspired you. What characteristics have they exhibited?

9) Coach others

One important trait of great leaders is teaching others to be the best at what they do. Working on communication skills that support and coach your team to be the best they can be is motivational. Mentoring and helping your team set goals and create positive outcomes is crucial to your success as a leader.

10) Work life balance

Are you rushing from meeting to meeting? When was the last time you were attended your child’s sports event? Managing at your level requires focus on your personal life as well as your professional life. I help you focus on happiness, enjoying your success, and being truly present in your life.

My Finance Executive Coaching Process

Executive / Leadership Skill Development
What’s included: Coaching is on a monthly retainer with a 3-month minimum commitment

Step 1. Consultation to determine if we are a good fit.
Step 2. Complete two Assessments.
Step 3. First call – get to know each other / cover assessments and determine strengths and skills.
Step 4: Get further acquainted. Discuss background, history, career milestones, get a good idea of what’s important to you.
Step 5: Goal creation / baseline score for each goal / competencies, skills, or actions need to accomplish the outcome.
Step 6: Create an action plan – customized for your situation.
Step 7: Track progress through observational updates of behavior, communication, and leadership style.

Please see Coaching Programs for more information.

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