Financial Officer Controller

Daniela Dias **** W Washburne Ave apt ste ***, Chicago IL 60603

786-***-**** *************@*****.***

Summary

● Experienced M&A Consultant, Chief Financial Officer, Business Owner, with a demonstrated history of working in the information technology, SaaS, hospitality, manufacturing, construction, and services industry.

● Building and Leading teams, Investor Relations, M&A Due Diligence, Decision Support Analysis, Treasury Management, Financial Valuation/modeling, Strategic Planning, Accounting Processes and Systems, Financial Process improvement, Dashboard & Metrics, Offshoring/outsourcing, Project and Program Management, Supplier management, Contract Review, Business Partnering, Budgeting, Forecasting and multicurrency Financial Consolidation.

● Direct Management of multiple Departments (AP, AR, Payroll, HR, FP&A, TA, TM) with direct supervision of up to 70 employees/managers of cross functional Departments to improve Operations and profitability. Experience

Mar/19 – Present – Evolve Accounting – Consulting Firm– Chief Financial Officer

● Financial Strategy, IPO prep, Pre & Post Mergers and Acquisitions audit and processes

● Accounting Software implementations, SaaS ASC606

● Audit & Tax Review

● Process and Procedure implementation.

● Monthly / Quarterly / Yearly Close

● Software Implementation

● Contract Review

● Clients: MultiColor Label ( MCC Label), Security Traders Association of Chicago (STAC), STAC Fund ( Not for profit Fund), Sterling Trading Tech, and Duracell

Mar/ 08- Present- Robert Half International – Consultant ( CFO, Controller, M&A)

● Financial Overview and operating standards, training of employees, Processes and Procedures, accounting and Operation Management of multiple clients

● Clients: CAC- Community Asphalt Corp, Andrew C. Demos P.A., Knight Guard Protection Services, The One Hotel/ Gansevoort Hotel and Residential, Mielle Organics, Ontario Management Group, Protiviti, SoJo Design, OHL USA, Andrew C Demos PA

Jul/21 – Present – Security Traders Association and STAC Fund– Not for Profit Organization – Consultant

● Not for Profit Financial Overview

● Process and Procedure implementation.

● Monthly / Quarterly / Yearly Close

● Budgeting

Sept/21 – Jun/22 – E78 Partners– Consulting Firm – Consultant Manager

● Mergers and Acquisitions, software, department, and accounting merging.

● Process and Procedure implementation.

● Monthly / Quarterly / Yearly Close

● Financial Consolidation of over 45 companies

July/21 – Nov/22 – Mielle Organics – Commercial Goods – Consultant

● Accounting Software Implementation

● Process and Procedure implementation.

● Monthly / Quarterly / Yearly Close

● Inventory Management

Feb/19 – Mar/20 – Big Chicago Inc – Hospitality Group – Financial Controller - Contract

● Separate Financials of over 18 Restaurants, Bars, Clubs and Concert Venues. Overview of Yearly Tax and Audit. Incorporation of 8 Limited Liability Companies.

● Integration, Planning and Implementation of Processes and Procedures connecting accounting and operations. Mar/17 – Feb/19 – Campus Consortium – Not for Profit Software Company – Financial Controller - Contract

● Consolidated Financials of over 15 Software / IT companies with 9 lines of Business. Overview of Yearly Tax and Audit. Incorporation of 5 Limited Liability Companies.

● Budgeting / Forecast Review and Planning

● Integration of multiple ERPs and Planning/Implementation of Processes and Procedures through multi-international companies and currencies.

May/16 – Dec/16 - Luxe Miami LLC– Construction Management – CFO - Contract

● Managing Partner/Owner at Luxe Miami LLC, opened company in Miami with business partners from Chicago.

● Company to review Reserve studies for HOAs, bid on work and present to Board of Directors before they vote/approve on their Reserve Budget.

● Successfully set up business and acquired high end clients. Business Overview

● Contracts starting at $1M.

Jun/13 – May/16– First Service Residential – Property Management - Financial Controller - Contract

● Management of Continuum on South Beach Master Association, Continuum Sporting Club and 50 Biscayne Condominium Association

● Managed 68 employees, 300+ Vendors, 500+ subcontractors, 200 Contracts and over 1000 Proposals and bids. Managed $10 Million Dollar Budget and $20 Million Dollar Reserve.

● Successfully completed 3 different Budgets in 3 months while Developer controlled, Developer turnover and Ownership controlled Association. Received award for leadership when all Association matters were approved by Board of Directors

Education

2006- 2012 - Florida International University, Miami, Fl BAcc – Bachelors in Accounting / BBA - Bachelors in Finance CAM & Currently pursuing CPA certification in IL (Tested in FL. IL has additional requirements). Computer Skills

NetSuite, SAP, Sage, Salesforce, InContact, QuickBooks, Citrix, Opera, Street Smarts, Quicken, Bookt, RNS, Master Builder, ConnectWise and all Microsoft Office (Word, Excel, PPT, Outlook) Language Skills - Fluent in Portuguese, Spanish and English Finance executive with non-traditional background of 20+ years spanning FP&A, mergers & acquisitions both sell side readiness and buy side integrations, budgeting and planning and financial analysis. Operations business leader, constantly striving for and creating process improvements and driving team performance. Trusted advisor to senior management in collaborating to accelerating new business initiatives in support of the firm’s growth strategy. I am naturally and passionately analytic, and I have a distinct desire to understand the big picture and how the details create a vision. I also have the ability to jump into the details and drive performance in a variety of situations. Creating financial metrics that describes trends in financial and operational data or correlations that create deeper understanding of markets, customers and competitors excites me and enables me to drive performance. I have excelled in challenging ambiguous situations and I am an innovative financial leader who thrives under the pressure of a difficult challenge. I firmly believe that risk is a friend, not something to be afraid of. As T.S. Elliot once said,

"Only those who risk going too far can possibly find out how far one can go." I have worked on large-scale complex projects involving network telecom, enterprise software solutions, clean energy, manufacturing and systems integration. I have built departments from scratch and designed and implemented accounting and operational controls, processes and systems. I have managed IT, HR, treasury, budgeting, due diligence (buy and sell side, with extensive post close integration experience), risk management, pricing, accounting, finance, tax and operations. I possess an MBA with a concentration in finance, accounting & strategy; and a successful background in complex military logistics operations in Europe and around the world. Critical Strengths & Financial Competencies: Financial Planning & Analysis, Financial Valuation/modeling, Financial Forecasting, Budgeting, Competitive & Market analysis,

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