Daniel Pearson, CPA
*** ****** **** ? Chappaqua, NY 10514 ? 914-***-**** ?
abg239@r.postjobfree.com
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SUMMARY
Hands-on executive with over 25 years of business experience including a
meaningful mix of finance, operations, management and public accounting.
An excellent communicator with the ability to create practical solutions to
complex issues and a proven track record in optimizing resources and
strengthening financial operations to maximize efficiency and
profitability.
PROFESSIONAL EXPERIENCE
President/CFO - 590 Services Corporation 2002 - Present
Administrative services and holding company providing financial and
operating services to a family-owned food company and asset management
and other administrative services to the family. Built a team of
employees and outside service providers to deliver best-in-class services
and was a founding member in the entrepreneurial start-up of a food
company that began as a retail concept and evolved into a
wholesale/manufacturing company.
. Fresh-prepared food retail/manufacturing company
o Served as CFO and a member of the Board of Directors.
o Supervised accounting, budgeting, financial planning and
analysis, and working capital management.
o Developed and implemented financial and standard cost accounting
systems.
o Designed key performance indicators (KPI's) based on profit
margins, working capital turnover and operating statistics and
tied them to budgets and operating plans to maximize
profitability.
o Created detailed financial forecasting models and prepared
investor presentations and private placement memoranda.
o Managed bank relationships and arranged lines of credit and
other capital financings.
o Participated in road show presentations to investors.
. Managed all operations including accounting, legal, accounts payable,
IT and human resources.
. Spearheaded financial planning and tax compliance and planning for all
related enterprises.
. Created streamlined processes for managing data to ensure timely
financial reporting for twelve entities.
. Negotiated and closed over $100 million dollars of debt and hedge
agreements in US and foreign currencies and traded stock options and
foreign currencies.
. Identified successful business plans and completed individual equity
investments in the beverage and pharmaceutical sectors totaling $10
million. Elected to the Board of Directors of the beverage company.
. Implemented various tax planning strategies to minimize taxes and
consistently minimized tax rates by efficiently managing assets and
timing transactions.
. Interviewed, selected and oversaw asset managers for fixed income,
equity, hedge fund and private equity investments. Monitored
performance and adherence to fund criteria.
. Managed and administered private foundations for philanthropic giving.
Structured and negotiated agreements for large gifts and ensured
compliance with the related restrictions and desires of the donor.
. Served as Treasurer of several non-profits.
. Purchased aircraft and negotiated and arranged financing. Monitored
charter operations and flight management and arranged supplemental
lift with a charter-in agreement.
. Acquired, maintained and disposed of art, automobiles (collectible and
functional) and real estate including establishing insurance coverage,
transportation, maintenance agreements and valuations.
Senior Vice President / Chief Financial Officer - Transportation Displays
Inc. 1998 - 2002
Transportation advertising subsidiary of CBS Inc.
. Member of Executive Committee
. Led entity-wide accounting, financial and management reporting,
budgeting, and operating and strategic planning and implemented
processes and systems to standardize reporting and reduce reporting
time to within 10 days of period end.
. Improved cash flow by tightly managing working capital.
. Oversaw financial management of international subsidiaries in UK,
Ireland, France, Italy and Holland.
. Prepared detailed forecasts and projections to bid and negotiate for
contracts with municipalities and transportation authorities.
Director - Professional Practice - Hecht and Company 1995 - 1998
CPA firm with privately held and high net worth clients in the retail,
wholesale, manufacturing and service industries.
. Liaised with clients and ensured the clients and the firm complied
with with Generally Accepted Accounting Principles and other
professional standards.
Assistant Vice President - Maritime Overseas Corp/OSG 1991 - 1995
Chartering, operating and general and administrative services unit for
Overseas Shipholding Group, a diversified bulk shipping company listed on
the NYSE.
. Targeted acquisition prospects by analyzing diversification
opportunities culminating in the acquisition of Celebrity Cruise
Lines. Performed due diligence and enforced SEC reporting
requirements for this privately held company.
. Reduced corporate planning time by designing and developing a PC based
financial forecasting system to project financial results.
. Raised over $200 million of debt through private placements.
Controller - Stark Management Company 1983 - 1984
. Reduced reporting time and increased reporting accuracy by
implementing accounting systems for this 100-unit real estate
management company.
Senior Audit Manager - KPMG Peat Marwick 1980 - 1983 and 1984 - 1991
. Managed audit engagements for SEC registered and middle market
companies in manufacturing, retail, distribution and service
industries. Assisted clients in financing and acquisition activities.
education
Pace University - 1980
. Master of Business Administration - Financial Management, with
Distinction
. Bachelor of Business Administration - Accounting, Summa Cum Laude