Dan will help you improve the management of your organization’s finances by using his skills and experience to do special projects on a consulting or part-time basis. He serves small to mid-sized businesses and nonprofit organization. on a consulting or part-time basis. As a former CFO, he focuses on financial planning and analysis (FP&A) and process improvement. Dan combines financial knowledge and experience with advanced IT skills, excellent communications, and problem-solving ability. He also brings the skills and training of a project manager to drive projects to completion.
He is particularly good at:
- Doing forecasting, reporting, and analysis more efficiently by using advanced IT skills.
- Improving processes to make them more efficient by streamlining procedures and better utilizing ERP/accounting systems.
- Presenting and communicating financial information so that it is meaningful and easy to understand.
- Facilitating meetings focused on planning and problem-solving.
Financial Planning and Analysis
In the area of FP&A, Dan can:
- Do planning, budgeting, and forecasting.
- Improve your processes and systems for those by making them less time consuming and more useful for managing your organization.
- Better utilize your ERP/accounting system to get you the information you need for making decisions and running your organization.
- Redesign financial/management reporting to be more useful and less overwhelming.
- Evaluate capital investment and strategic opportunities by comparing alternatives using incremental and discounted cash flow analysis.
Improving Financial & Administrative Processes
Dan will work with your staff to
- Understand your current processes to find out where they can and should be improved.
- Redesign and rationalize processes to streamline those that are necessary and eliminate those that are not.
- More fully utilize the capabilities of your existing ERP/accounting system to automate processes and improve workflow.
- Evaluate, choose, and implement new a new finance/accounting system if necessary.
Experience
Dan has served in the following roles:
- Chief Financial Officer
- Controller
- Financial Analyst
- Chief Information Officer
- Project Manager
- Business Analyst
- Software Developer
Industry/Sector Experience
- Manufacturing
- Diesel engines
- Custom (machining, fabrication, coating)
- Information technology services and software development
- Automobile dealership ERP systems
- Department of Defense
- Higher Education