Daniel G. Smith, CPA

*** ***** ***** ****** **** Gettysburg. PA 17325

610-***-**** ad1gqu@r.postjobfree.com

Controller/CFO

A highly effective finance executive with extensive experience within small to mid-sized companies [residential/commercial service, construction, development organizations, with fundamental growth within a national manufacturer/wholesaler with multiple plants and an international parent.] Senior management professional/ Certified Public Accountant offering intuitive options to operational needs by leveraging expansive experience in accounting, inventory, financial reporting, strategic planning/budgeting, operational cost control, payroll, treasury, and more. Track record of success implementing new strategies for better decisions, & information flows, while improving efficiencies for all strata of management. Lehigh Valley Business CFO of the Year (Co.-Revenue to $25 M)

Skills:

Hands-On Financial & Ops leadership

Process Development/Improvement

Cash Flow & P&L Management

Net Asset Internal Control protections

Mentoring/Training

Operational Support

Budgeting, Strategic financial Plans

Project Cost & Variance Analyses

Proactive Issue Resolution

Growth Initiatives

Inventory/COS Cost Control

Complete Payroll management

Full Range Accounting knowledge

Industry Trend Analysis & Comparisons

Construction Accounting

External Audit & Tax Coordination

Strong MS Excel & most GL programs

AIA Billing &PA Act 45 /BME carve-out

Experienced with Most Accounting Platforms for SME Business; QuickBooks, Enterprise, Jonas, & Others.

Knowledgeable of Contractor Mgt/ERP Programs [CrowsNest, Jonas] for Small to Medium Contractors ($5m to $50m Sales), Ability to Master Most Line-of-Business Software/Hardware Swiftly, & to Troubleshoot When Necessary

Employment Highlights:

SECCO Inc. / Pronto Plumbing & Drain, Inc./ Digstreet IP Inc. Jul 2021-Aug 2023

Controller Camp Hill PA Commercial Electrical & Residential Plumbing Contractor

●Accepted challenge at a $30m [revenue]Contractor to resurrect its financial system control systems ruined by COVID19 project closures, staff layoffs and unqualified personnel errors over last 3 years. Reviewed and classified 3 years of accounting data, to determine net asset values and income for the fiscal year just ended. Process was accomplished timely, within 60 days, to support tax filings and financial statements that were needed immediately.

●Oversight/mentoring of AP, AR, PR activities and personnel, as we created/improved platforms to close month in 10-15 days, with full reporting to ownership including corporate, divisional, and multiple entity P&L, Balance Sheets and benchmarks. Monthly reporting was not seen by management in 24 to 36 months.

●Continuous streamlining of department functions, as necessary improve efficiencies for more timely monthly reports, and adding industry benchmarks and other reporting, now available to management, and to facilitate Owner’s interest to sell his companies and retire.

●Developed reporting functionality between accounting platforms and other “line of business” applications, to support better quality information for better management decisions.

●Instituted platforms & coordination with External CPA to improve annual Reviewed Financial Statements and tax returns. Reduced CPAs professional fees by 40% during 3nd fiscal year /2nd annual Review.

Affiliated Asset Administration Inc. and related Companies Apr 2019-Jul 2021

Controller Weatherly PA Construction Contractor /Property Preservation/ Remediation Contractor

●Petitioned by friend to join his high-growth service company, to assist in aligning the entity to achieve the next growth plateau, and to establish efficient policies for effective financial & operational management of his operations.

●Within 12 months, we managed the financial/operational growth of the company to over $100k revenue per week & 100 employees, with assets and cashflow necessary to make us the largest multi-state vendor supporting a national service provider in the real estate & asset preservation industry

●The COVID 19 pandemic of 2020 caused a moratorium on the real estate foreclosures which fed our revenues, and which had a delayed impact on cashflows, until our industry, and our market share, continued to shrink until November 2020, when our cash flow could no longer support its obligations. The business downsized by approximately 90% in its operations by the end of November, and had to lay off most of its staff. I supported management in reducing capacities until it was necessary to part ways.

American Millwork & Cabinetry Inc. 2010- 2019

Controller/CFO Emmaus PA Manufacturer/Installer of Custom Architectural Products

●Joined family run small contractor/manufacturer [commercial/ federal/state government/ institutional] as first accounting professional with their team, to develop internal systems & assist with the expected growth of this entity. Earned significantly increased levels of responsibility during tenure through hard work and efficient solutions.

●Managed our yearly growth spurts of 50% to 200% [revenue/cashflow/employees], from $4m Sales in 2013 to $20m Sales for 2019, with the challenges implicit with growth, both positive [improved staff utilization/ stronger market penetration/expansion] and negative [cashflow drag, timing of capital purchases, increased staff costs].

●Integral in all areas of cash cycle, including AR, AP, AIA billing, budgeting/ strategic planning & projections, collections, payroll, state/ federal tax compliance, internal and external reporting, and ad-hoc reporting.

●Incrementally acquired support & control of most areas of the business that finance touches, including, cash flow, financial systems [operational, compliance], project sourcing/bidding/cost control, banking relationships, regulatory requirements, contract review & negotiations, IT systems decision making, and executive information systems.

●Developed initiatives & platforms, along with owner, to accomplish full access to and utilization of State and Local programs, KIZ, DCED, and employment grants and reimbursements, which totaled over $500,000 over my tenure.

●Awarded the Lehigh Valley Business Magazine’s “CFO of the Year” for 2017 (Private Co-Rev. up to $25 M) based upon our achievements that year. The LVBM award is from the economic development corporation for a $40B GDP multiplex metropolitan economic strata to showcase exceptional professionals.

Tide Way Homes, Inc. and all related companies - Daytona Beach, FL 1999 – 2009

Accounting /Operations Manager Real Estate Development & Residential Construction Firm.

●Established the integrity of all financial operations of Company, successfully designing & implementing operational & accounting systems for the management of multiple entities (S Corps & LLCs) within this group of Companies, including accounting, treasury, commercial lending requirements & draw processing, and asset retention policies and intercompany procedures. Significantly improved cash flow by skillfully negotiating faster bank draws/customer payments & longer terms with the construction suppliers and subcontractors. .

Dawson International PLC – Passaic, NJ 1991 - 1998

Increasing levels of responsibilities within 2 divisions of this international group of companies.

Controller, Colorama Laminating & Printing, Inc. (Subsidiary of Dawson) 1996-1998

●Provided effective leadership and expertise to this small manufacturer to successfully design and implement all internal controls and accounting procedures during the transition to a separate accounting and reporting entity. ●Proficiently achieved all Company goals in performing all treasury functions, banking relationships, cash flow management, general ledger management (monthly/yearly close process) & review with compliance to Generally Accepted Accounting Principles. ●Established strong business partnership and harmony between labor and management successfully negotiating agreements with union on work practices, salaries and other matters critical to business operations.

Manager of Financial Planning & Analysis/Payroll - Dawson Home Fashions, Inc. 1991-1996

●Significantly improved all financial reporting processes of this international manufacturing corporation with annual gross sales in excess of $100M by redesigning a more effective budgeting and financial planning system. ●Contributed to the monthly GL close processes with both review and analysis of both actual results and variance to budget reporting. ●Designed reports that projected multi-divisional financial statements (with cost center data) to create projections (in US and UK formats) which greatly enhanced executive management decision making. ●Created platform to project annual & monthly cash flow & balance sheet positions, with a consolidated financial model for projected data by month from current actual activity. ●Saved four weeks of labor per year by creating an automated process to extract and upload to accounting program. ●Transitioned efficiency of payroll department by converting in-house payroll system to ADP payroll vendor for multistate 3000+ employee base of exempt, non-exempt, and bargaining unit level employees.

Education/ Professional Certifications:

Bachelor of Science in Business Administration/Accounting Monmouth University - West Long Branch, NJ

5th Year Accounting Program (required for FL State Licensing) Stetson University - Deland, FL

Certified Public Accountant Florida since 2002

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