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Sue Terry

Operations Research Analyst

Sue Terry
Operations Research Analyst

OMAHA, NE

Of all the life lessons and skills my parents taught me, there’s one I use every day: Don’t ever hurt someone on purpose, because we hurt each other enough by accident without even knowing it.
 

UNIVERSITY OF NEBRASKA – OMAHA

I started studying special education at what was then Omaha University. But I was burned out by my high school habits. I had always been the student who took hard courses, studied late into the night and was awarded with Cs and some Bs. I left after two years, and my parents were so proud!

In my thirties, I started taking accounting and computer courses that actually interested me. I spent average time studying and earned A’s.
 

INTERNAL REVENUE SERVICE – ADMINISTRATIVE ASSISTANT TO CHIEF OF TAXPAYER SERVICE/REGIONAL TRAINER

I started as a Taxpayer Service Representative, and my first taxpayer interview was with a lady who owed about $1,000 in back taxes. She and I, with her boa constrictor that laid quietly around her neck, sat down in the interview room. We completed the forms, and everything was moving right along until I explained she had assets available to pay the balance in full. In colorful language, she told me she had no intention of paying any of the taxes and walked out – with her boa constrictor. Which was fine, I could file a lien waiver because I had the name of her bank on the forms. And that was when I learned, if you think you’re the smartest person in the room – you’re not.

Coming out of my three-week training session, I thought I was ready to go. I had this! … Guess I did.

We later moved to Baumholder, Germany, when my career Air Force husband was assigned there. My money-handling skills came in handy again as I started working to help servicemen with their financial planning. I quickly realized that our school systems do a poor job of teaching family finances and responsible spending, so I started teaching that budgets are not meant to restrict you but to help you plan so you can get what you want to have.

Oh, and we had a ghost that lived with us in our house, so it was all very interesting.

COLD STORAGE INSULATION COMPANY – VICE PRESIDENT OF OPERATIONS/CONTROLLER

I started here typing customer invoices – you know, like on an actual typewriter – using carbon paper for multiple copies, no spellcheck, no self-correcting ribbon. When I left the company 34 years later, I was the controller of a company with 10-15 million in sales working in 41 states and three countries.

The first owner of the company taught me that financial statements didn’t list his most important asset. That asset was his employees. He took great care of us and shared his profits.
 

BOZELL – OPERATIONS RESEARCH ANALYST

After working 60-70 hours a week, I recognized that spending time with family and friends was more important. I joined Bozell part time to share my tax expertise and help lighten the load for Stephanie and Wendy, and I have to give Bozell a big thanks for allowing me to reach my retirement goal. I’m doing interesting work that keeps my remaining brain cells active at a place that allows me to work limited hours. Life is good.
 

Words to live by: Every day before the sun goes down, find someone who needs your help.

Sue's story

OMAHA, NE

Of all the life lessons and skills my parents taught me, there’s one I use every day: Don’t ever hurt someone on purpose, because we hurt each other enough by accident without even knowing it.
 

UNIVERSITY OF NEBRASKA – OMAHA

I started studying special education at what was then Omaha University. But I was burned out by my high school habits. I had always been the student who took hard courses, studied late into the night and was awarded with Cs and some Bs. I left after two years, and my parents were so proud!

In my thirties, I started taking accounting and computer courses that actually interested me. I spent average time studying and earned A’s.
 

INTERNAL REVENUE SERVICE – ADMINISTRATIVE ASSISTANT TO CHIEF OF TAXPAYER SERVICE/REGIONAL TRAINER

I started as a Taxpayer Service Representative, and my first taxpayer interview was with a lady who owed about $1,000 in back taxes. She and I, with her boa constrictor that laid quietly around her neck, sat down in the interview room. We completed the forms, and everything was moving right along until I explained she had assets available to pay the balance in full. In colorful language, she told me she had no intention of paying any of the taxes and walked out – with her boa constrictor. Which was fine, I could file a lien waiver because I had the name of her bank on the forms. And that was when I learned, if you think you’re the smartest person in the room – you’re not.

Coming out of my three-week training session, I thought I was ready to go. I had this! … Guess I did.

We later moved to Baumholder, Germany, when my career Air Force husband was assigned there. My money-handling skills came in handy again as I started working to help servicemen with their financial planning. I quickly realized that our school systems do a poor job of teaching family finances and responsible spending, so I started teaching that budgets are not meant to restrict you but to help you plan so you can get what you want to have.

Oh, and we had a ghost that lived with us in our house, so it was all very interesting.

COLD STORAGE INSULATION COMPANY – VICE PRESIDENT OF OPERATIONS/CONTROLLER

I started here typing customer invoices – you know, like on an actual typewriter – using carbon paper for multiple copies, no spellcheck, no self-correcting ribbon. When I left the company 34 years later, I was the controller of a company with 10-15 million in sales working in 41 states and three countries.

The first owner of the company taught me that financial statements didn’t list his most important asset. That asset was his employees. He took great care of us and shared his profits.
 

BOZELL – OPERATIONS RESEARCH ANALYST

After working 60-70 hours a week, I recognized that spending time with family and friends was more important. I joined Bozell part time to share my tax expertise and help lighten the load for Stephanie and Wendy, and I have to give Bozell a big thanks for allowing me to reach my retirement goal. I’m doing interesting work that keeps my remaining brain cells active at a place that allows me to work limited hours. Life is good.
 

Words to live by: Every day before the sun goes down, find someone who needs your help.

Read More

years in industry

1 year

years at bozell

1 year

client experience

  • First National Bank
  • Sioux Honey
  • Westlake Ace Hardware

Sue's Hometown

Omaha, NE

August 27, 2018

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