DAN WINN, MBA, CPA

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San Diego, Ca. ***27 acz8nc@r.postjobfree.com Home: 858-***-**** Cell: 619-***-****

SUMMARY OF QUALIFICATIONS

Solutions oriented self-starter with extensive experience in rapid growth, international operations, in-depth ERP software knowledge, financial reporting, SEC reporting, Mergers & Acquisitions, Due Diligence, budgeting, consolidations, revenue recognition, cash management, cost accounting, tax, and forecasting for companies ranging in size from start-up to fortune 500.

Excellent communication skills from the board room to the shop floor. Proven leader in identifying and implementing improvements in processes and systems. Dynamic innovator with experience in both service and manufacturing industries.

SOFTWARE

Epicor: Avante (Infoflo), DataWorks (Dataflo), Vantage, and Platinum.

Other: SQL, SBT, Peachtree, D&B (Millennium), Great Plains, QuickBooks, MS Office, Excel, Word, FRx, Cognos-Impromptu, & Deltex-Costpoint.

EXPERIENCE:

Miranda CFO Services & Miranda & Associates – Finance Director 07/2013 to 12/2016

Miranda assisted clients with audits, SEC compliance, financing, and interim services.

Provided expertise for preparations of SEC 10Qs, 10Ks, 8Ks, and S-1s for various companies. Assisted in Merger & Acquisitions, Due Diligence, system migrations, and developed Charts of Accounts. Prepared models for financial reporting; including Consolidations, Balance Sheets, Income, Cash Flow, and Equity.

Acted as system administrator for several companies on Quick Books and Quick Books Online.

Used forensic techniques to look to for defalcation and to re-establish correct balances for multiple accounts.

Salient Federal Solutions (was SGIS) - Contract Financial Consultant 11/2009 to 6/2013

Salient is a government contractor that grew from $140 million to $250 million.

DCAA Audits, successfully defended deficiency letter for FY 2008, revised and filed FY 2007 in defense of a deficiency letter, and revising FY 2009 and FY 2010 based on revisions to prior years.

Prepared and filed CASB DS-1 for CAS Compliance.

Used forensic techniques, in 2010, to file FY 2003 – FY 2005 ICE for $200 million government contractor.

Prepared annual Budget, Financial Modeling, FP&A Analysis, prepare monthly variance analysis.

Assisted with Deltek and Cognos Conversion, Upgrade, Testing, and Implementation of new Modules.

APPLIED SOLAR, INC. 7/2007 to 5/2009

ASI was a public company manufacturing solar roofing products with revenues of about $7 million. After manufacturing was moved off shore the company did solar R&D and collected royalties.

Assistant Controller / Rebate Processing Manager 07/07 – 05/09

Negotiated a $300,000+ refund from the IRS by negating penalties and interest.

Accomplished first ‘on time’ filing of SEC 10Q reporting in company’s history.

Reduced reporting time by almost 50% by organizing the accounting department and closing procedures.

Developed Excel forms for scheduling, reconciliations, and for uploading journal entries into the ERP system.

Filed 10Q and 10K reporting with the assistance of external consultants and prepared 123R calculations.

Managed department of eight processing solar rebates and one senior accountant in finance department. Supervised physical inventories and managed Cost Accounting. Managed month end close & consolidation in two currencies on a quarterly & annual basis. Interfaced with outside auditors on audits and quarterly reviews for a public company. Managed and directed the efforts of people at Corporate and three subsidiaries in General Ledger, Taxes, Accounts Receivable & Payable, Human Resources, Inventory, Purchasing & Receiving, and Facilities. Served as Director of Information Systems and Technology and system administrator for the ERP system. Assisted legal department on Ad-Hoc assignments. Developed revenue recognition models

DAN WINN, MBA, CPA

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San Diego, Ca. 92127 acz8nc@r.postjobfree.com Home: 858-***-**** Cell: 619-***-****

INTERIM FINANCIAL ASSIGNMENTS 5/2006 to 7/2007

Various assignments working with public and private companies ranging from $15 to over $100 million.

Contract Financial Consultant

Assisted customer with SOX 404 compliance testing, developed financial reports and analysis tools in Great Plains and FRx. Analyzed accounts for month end closing for an open 5 month period, Trained permanent staff.

Trex Enterprises 6/2002 to 5/2006

Trex was a privately held government R&D contractor with revenue of $38 million annually. Most of the seven subsidiaries were commercial spin offs that were still in the R&D stage and still had negative earnings.

General Accounting Manager (Corporate) / Controller (2 Subsidiaries) 2004 – 2006

Contract Financial Consultant 2002 – 2004

Preparation of signed audited financials including notes and MD&A 45 days after year end.

Brought direct/incurred cost submissions from 2 years delinquent to current in 6 months. Prepared 6 years of Incurred Cost (ICE) Submissions in 4 years.

Developed templates for month end closing, inter-company balances, and account analysis.

Served as DCAA government liaison for all compliance audits. Successfully defended 4 DCAA Audits.

As controller for 2 subsidiaries, responsibilities included annual budgets, monthly / quarterly financial reporting and analysis, update stock option information for FAS 123-R, and cash management.

Trained and supervised staff in accounts payable, payroll, and fixed assets.

Revenue recognition for government contracts.

Q-Biogene, Inc. 4/2000 to 4/2002

Q-Biogene was a subsidiary of a Canadian company with annual sales of $35 million. Qbiogene manufactured and distributed $14 million of biotech products annually.

Controller 2000 to 2002

Computerized general ledger and developed chart of accounts in first 30 days.

Produced 16 months of financial statements in 4 months to bring company current.

Directed 4 audits in 20 months while assisting in preparation for IPO.

Prepared annual budgets, cash management, developed and produced monthly comparison of budget to actual.

Trained and supervised accounting and purchasing staff. Developed internal controls and negotiated leases.

Hired, trained, and supervised cost accountant. Developed costed bills of materials in Excel.

Epicor Software, Corp. 1/1996 to 1/2000

Epicor is a publicly held ERP software company with annual sales of $384 million.

Sr. Product Instructor 1996 to 2000

Developed and implemented course instruction and manuals for ERP system training.

Developed automated internal expense forms to reduce errors, processing time, and assist billing.

Became company expert in Currency, VAT, GST, PST, and Consolidations.

Trained customers and internal consultants on two ERP systems, teaching 23 accounting and 31 manufacturing classes in the US, Canada, and England.

Assisted customers with ERP system implementations and developed chart of accounts for customers to facilitate reporting.

EDUCATION:

Santa Clara University - MBA, Accounting, International Finance and U.S. Taxation

San Jose State University - B.S., Finance

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