Dagan Sorensen, Cpa Email & Phone Number

Halifax Regional Municipality, Ns, Ca

Halifax, Canada Area

Responsible for driving strategic financial planning and analysis, collaborating with the Director on annual forecasting and providing ongoing insights into business performance through regular financial modeling and variance analysis. Develops and maintains financial reports and models within VENA, ensuring data accuracy for critical monthly, quarterly, and annual reports presented to senior leadership. Lead month-end processes, managing journal entries, account reconciliations, and financial calculations to maintain accurate, high-quality reporting. Analyze data trends and evaluates processes to identify opportunities for improvement and contributes to the implementation of new systems and procedures

Halifax, Canada Area

Directed cross-functional teams responsible for accounting, internal control, CRM, workforce administration, analytics, IT support, and systems development, providing senior leadership and strategic direction for eCommerce business units, including drugstore.com, Beauty.com, and Vision Direct. Achieved consistent annual savings within a $6 million budget and led change management and integration following the Walgreens acquisition. Managed transition of finance, IT, reporting, and payroll functions, while negotiating technology agreements and overseeing ERP and CRM system implementations. Ensured service levels met performance standards, researched and implemented industry best practices, and cultivated collaborative relationships across departments to support special projects and organizational initiatives.

Cpa, Cma Accreditation

Bachelor Of Commerce (B.Com.)