CPA 30 years - See Resume for Skill Set.

Daniel Talley, CPA

Atlanta, GA ***** 770-***-**** ********.***@*******.***

Professional Summary

Forward-thinking Accounting and Finance leader, known for strategic decision-making, especially in growing and turnaround environments. Notable experience extends to creating entire accounting infrastructure systems, implementations, and continuous process improvements. Highly skilled in uncovering opportunities to improve financial growth and risk management and advising executive leadership on strategic business decisions. Licensed Certified Public Accountant in the States of Georgia and Florida.

Skills

Investment Review

Profitability Examination

Business Valuation

System Design & Controls

Fed/State/Local Compliance

A/P & A/R Management

Forecasting

Budgeting & Expense Oversight

Financial Transformation

Corporate Tax

Lean Six Sigma Principles

Personnel Management

Work History

Principal, 02/2024 - Present

Talley Consulting – Atlanta, GA

Integrated expense processing and bill pay software with chart of account revision.

Built a separate accounting system for Law firm to account for new income sources.

Bill payment and monthly reporting to Board of Directors for 501 (c)(3) organization.

Service multiple tax clients including business and personal.

VP Finance/Administration, 02/2022 - 02/2024

Davidson Transportation Marketing, Inc. – Atlanta, GA

Developed and implemented accounting infrastructure utilizing tax returns, bank statements, and loan documents, along with outstanding bills and invoices.

Evaluated potential new clients for approval, creditworthiness, and onboarding.

Approved pricing decisions, taking into account market fluctuations and competitive advantages.

Trained and managed three full-time employees for Accounts Payable, Accounts Receivable, transaction recording, and ad-hoc projects.

Operated 3 separate payrolls, including input table creation and utilization, outside payroll system interaction, and final reconciliation.

Reviewed and negotiated all business insurance contracts.

Collaborated with and provided consistent financial guidance to the Executive Leadership Team.

Principal, 03/2018 - 02/2022

Talley Consulting – Atlanta, GA

Managed weekly expenditure authorization, ongoing cash management, payroll, funding flow, and month-end accruals for multiple clients.

Handled the creation of multi-department budgeting processes, accounting infrastructures, system implementations, and forecast model reconfiguration for multiple clients.

Reviewed all business insurance contracts, managed warehouse lease negotiation, and successfully transferred locally based finance functions from Atlanta, GA to Miami, FL.

Collaborated with and provided consistent financial guidance to the Executive Leadership Teams, Investment Committees, and Board of Directors.

Corporate Controller, 02/2017 - 02/2018

Najarian Capital, LLC – Atlanta, GA

Reconfigured outdated accounting system, ensuring analytical functionality, proper recording of transactions, and appropriate controls.

Coordinated Monthly Real Estate Auction purchases of large-scale property acquisitions spanning 12+ counties and up to 60 properties in a single day.

Approved and presented purchase and sale transactions ensuring proper calculation, investment potential, minimization of closing costs and law firm and banking communication.

Completed tax returns for four different companies, as well as Principal.

Founder and Managing Director, 06/2015 - 12/2017

Cornerstone Inc. – Atlanta, GA

Developed nonprofit, 501(c)(3) business model and secured proper capitalization for the organization

Created accounting infrastructure which included systems for GAAP compliant financial statements, AR/AP reports and cash position reports weekly.

Implemented new program model allowing for more intensive counseling and activity platform for underserved client populus.

Aided in sale of underlying business at full valuation, contract negotiation, business and asset valuation, as well as key employee employment contract.

Changed name to The Sobriety Resource, Inc. Refocused mission to raise funding from larger sources and distribute scholarships to those individuals seeking secondary treatment from alcohol and drug dependency.

VP Finance/Controller, 11/2003 - 06/2015

Giant Studios, Inc. – Atlanta, GA

Designed and maintained accounting and reporting system including payroll, internal and external relationships, along with generation of financial statements and quarterly investment reporting for this private equity company.

Created and managed project budgeting processes, managed payment terms to fast-track working capital to begin projects.

Performed long-term business analysis, to license proprietary motion capture software used in various, large-scale projects with highly recognizable production companies and development firms.

Education

MBA: Finance And Accounting

Emory University - Atlanta, GA

BSBA: Finance

University of Florida - Gainesville, FL

Certifications

Certified Public Accountant, States of Georgia, Florida

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