Daniel L. Talley, MBA, CPA
**** ****** ****** ***** ********, GA 30062
********.***@*******.***
https://www.linkedin.com/in/danieltalley
FINANCE EXECUTIVE
Proficient MBA and CPA with 20+ years of experience. Achieved outstanding and diverse record of results in Financial and Business Analysis and Application, as well as Management and Marketing. Produced dramatic increases in revenues and profits. Imaginative and resourceful; often noted for being an innovative thinker who continuously generates new ideas. Adept at quickly analyzing challenges and moving toward resolution. Highly independent, realistic and pragmatic. Gifted negotiator who can make difficult decisions.
Areas of Expertise
Financial Analysis
· Investment Review
· Profitability Examination
· Valuation
Accounting/Consulting
· System Design & Maintenance
· Fed/State/Local Taxation
· Sarbanes/Oxley Compliance
Business Analysis
· Forecasting/Projecting
· Budgeting
· Lean Accounting Processes
Management/Personnel
· Contract Negotiation
· Lean Six Sigma Principles
· Personnel Management
Relevant Experience
Furniture Liquidators of Georgia – Contract Position August 2018 - Present
Controller/Operations Manager
Developing Quickbooks based accounting system to replace manual processes for national hotel FF&E liquidation and installation firm.
Other activities include, insurance contract & vendor reviews, managing leasing process of warehousing to replace current building, reconfiguring and operating national logistics for labor and OTR transportation and legal processes in multi-state lien law.
Westside Future Fund, Inc. – Contract Position June 2018 – August 2018
Chief Financial Officer
Recruited to take over senior financial position in this charitable organization. Immediately reviewed, approved and negotiated contract for needed new MRI accounting system.
Took over and became primary forecasting information conduit to Executive Director, Investment Committees and Board of Directors for multiple related companies. Participated in conversations regarding purchase and rehabilitation of single- and multi-family mixed housing pipeline and property management for westside of City of Atlanta.
Hegla Corporation – Contract Position March 2018 – June 2018
Corporate Controller
Quickly gained an understanding of an older Sage accounting system and work flow in order to provide on-site auditing assistance. Provided reporting and analysis to senior auditor.
Recruited to take over as Corporate Controller in order to correct the process, input and utilization of critical accounting data. Senior financial position in western hemisphere with frequent interaction with German senior accounting staff.
Najarian Capital, LLC, February 2017 – February 2018
Corporate Controller
Redesigned a system of accounting which lacked analytical value, proper recording of transactions and proper controls.
Participated in Monthly Real Estate Auction wherein up to 60 houses were purchased. Managed Escrow Account with US Bank / Auction.com. Responsible for distribution of up to $3M in Cashier’s Checks in 10+/- Counties to Supervisors. Completed resulting reconciliation of funds returned and properties purchased.
Approved all presented real estate transactions ensuring proper calculation, investment potential and minimization of closing costs.
Hired staff to assist in the implantation of new vision, implemented employee benefits beginning with health insurance and evaluated and revised the compensation structure for all positions in the Company.
Completed tax returns for 4 Companies as well as the Principal.
Cornerstone Inc, / The Sobriety Resource, Inc. December 2012 – Present
Managing Director
Created 501(c)(3) Charity to provide housing and recovery coaching to assist those in early recovery from alcoholism and drug addiction.
Created and submitted IRS Charity Designation Request Forms, created and filed Articles of Incorporation with the State of Georgia, created Bylaws and submitted for approval to the Board of Directors.
Along with my wife, a Nationally Certified Addictions Counselor, designed business model, raised initial funds, and implemented Assistance Program.
Implemented all back-office activities including accounting & reporting, employment tax and returns, federal tax returns and compliance issues.
Chair Board of Directors regular meeting to determine strategic mission course and corrections.
Beginning in September 2015, designed and implemented new business model to allow for deeper assistance to women in our target population that suffer from multiple diagnoses; Negotiated lease/purchase option for house in Roswell, GA; Worked with City Officials to comply with zoning requirements and obtain proper licensing.
Beginning in August 2016, entered into negotiations to sell underlying assets of the charity to a for-profit company with similar business including contract negotiation, business and asset valuation, and employment contract. Transaction closed effective November 1, 2016.
Re-focused mission of the Charity to raising funds from larger sources in order to provide scholarships to those needing help starting their recovery journey.
Dow Management Company, Inc. April 2015 – September 2015
Finance Manager/Controller
Redistributed accounting workflow among staff members in US, Costa Rica, Jamaica and South Africa allowing for specialization and enhanced accuracy and timeliness of reporting.
Streamlined purchasing approval and payment process by pushing greater levels of authority and responsibility down to department heads.
Managed Atlanta Office Expansion including construction of new space, asset acquisition, vendor negotiation and final sign-off and payment.
Giant Studios, Inc. November 2003 – March 2015
VP Finance/Controller
Negotiated and executed profitable multi-million-dollar contracts with Movie Production firms such as 20th Century Fox, Warner Brothers, Columbia Pictures and Marvel Studios, and Video Game Development firms such as Microsoft, Activision and Rockstar.
Designed and maintained accounting and reporting system for this world class special effects company including payroll, all internal and external stakeholder relationships and generation of Financial Statements. Created ability to report by market segment and job.
Performed long-term detailed business analysis used to convince CEO to license a proprietary software and technology used in the production of feature film, video games and other applications.
Reduced company insurance expense by successfully negotiating different classification for most of the employees. A roughly 20% savings.
Successfully navigated through highly tenuous personnel issues including private meetings, group negotiations and legal compliance regarding a large amount due to employees. Lost only 2 people.
Talley Advisory Group January 1996 – November 2003
Principal
Rectified accounting and reporting records for company that experienced internal embezzlement. Forensically discovered methods used and amounts taken. Upon reconciliation asked to take over the Controller activities until suitable candidate could be located. Ultimately offered position described above with Giant Studios Inc.
Formed purchasing group and management company to acquire and expand a Tennis Magazine “Top 50 Tennis Resort”. Performed all analysis, created financial forecasts and presentations, negotiated financing commitments.
Created Private Offering Memorandum including 5-year projected statements for LLC formed to purchase and operate restaurant franchises in Florida.
Moore & Cubbedge March 1993 – March 1996
Financial/Managerial Consultant
Managed accounting relationship between Developers, Golf Course Designers, Sales Managers and Funding Source on 3 different bases (Modified Cash, Tax, and GAAP) for large development north of Atlanta. Reviewed/adjusted monthly statements, reconciled bases monthly, authorized request for funds, maintained rolling budget updates.
Created with staff and developer a preliminary budget to create an elite resort in Northwest Georgia including golf course by acclaimed designer, lodging, conference facilities, dining and entertainment. Audited existing operations, assisted in formulation of concept including design and functionality, identified additional source of income possibilities including unique luxury catering and events, compiled and presented budget.
Naples Bath & Tennis Club March 1991 – March 1993
General Manager
Increased revenue in private tennis club membership (10%), adult tennis program (50%), and condominium rental from worldwide sources (50%) and domestic corporate and group (30%).
Redesigned financial systems, marketing, facility use, athletic and social programs, and cuisine and personnel policies including hiring and training new staff.
GE Capital Corp. June 1988 –March 1991
Financial Analyst
Prepared annual portfolio reviews totaling in excess of $1 billion for senior management to obtain continued investment authority within 16 industries. Analyzed prospective transactions ranging from $50 to $500 million including transaction structure, business viability, legal compliance and due diligence.
Selected as member of 4-person team to design integration plan for Montgomery Ward Credit Corp into GE Capital totaling $12 billion in earning assets. Saved $10 million annually through consolidating 8 back offices into 3.
Created valuation technique used in sale of $30 million accounts receivable portfolio; target premium obtained.
Education
MBA, Emory University, 1988.
Merit Scholarship, Finance Club President, Consulting Association Vice President, New Venture Forum Treasurer, Beta Gamma Sigma Business Honor Society, Financial Management National Honor Society.
BSBA, High Honors, Finance, University of Florida, 1985.
Beta Gamma Sigma Business Honor Society, Financial Management National Honor Society, Phi Kappa Phi Scholastic Honor Society, Florida Accounting Association, Florida Real Estate Association.
Certification
Certified Public Accountant, States of Georgia, Florida
Licensed Real Estate Salesperson, State of Georgia