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Dale Wallis is a Tax Planning and Compliance, Consulting M and A, Teaching and Researching Accounting Subjects at Dale Wallis, CPA. They possess expertise in mergers and acquisitions, management, financial reporting, leadership, finance and 45 more skills. Colleagues describe them as "Dale has moderated several panels on behalf of ACG LA. He is not only an excellent moderator, but somebody who is passionate, intelligent, and evokes a desire to work as a team on projects together."
Dale Wallis, Cpa
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Tax Planning And Compliance, Consulting M And A, Teaching And Researching Accounting SubjectsDale Wallis, CpaYreka, Ca, Us
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Tax Planning And Compliance, Consulting M&A, Teaching And Researching Accounting SubjectsDale Wallis, Cpa May 1972 - PresentPrepare tax returns for individuals, partnerships, corporations (LLC and Sub-S) and non-profit entities. Provide tax advisory and consulting services. Provide consulting and transaction support to small business mergers and acquisitions. Provide consulting and advice to entrepreneurs. Teach, research and write on accounting issues with an emphasis on ethics in accounting.
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Member Of Board Of DirectorsSiskiyou Credit Union Dec 2022 - Sep 2023Yreka, CaMember of the Board, Member of Investment Committee -
InstructorUcla Extension Jan 2013 - Mar 2021Los Angeles, CaTeaching Ethics in Accounting and Financial Statement Analysis online coursesPublished "Breaking the Cycle of Fraud" -
Member Of The Board Of Directors, Chair Of The Audit CommitteeQualstar Corporation Jul 2013 - Jun 2017Simi Valley, California -
Adjunct ProfessorThe University Of Oklahoma (Ou) Aug 2014 - May 2016Norman, OkTeaching MBA level Financial Accounting -
ConsultantOsu University Multispectral Laboratories Llc (Uml) Aug 2013 - May 2015Ponca City, Ok
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Clinical Assistant Professor, AccountingLoyola Marymount University Aug 2013 - Aug 2014 -
Adjunct Professor Of AccountingLeventhal School Of Accounting, Marshall School Of Business, Usc Aug 2008 - Dec 2011Los Angeles, Ca
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Vice President, Chief Financial Officer And TreasurerThe Aerospace Corporation Aug 1997 - Dec 2011Los Angeles, Ca And Washington, DcLed financial reporting, accounting, payroll, budgets, contract administration, procurement, travel services, financial systems, insurance, tax, and treasury for this nonprofit defense contractor that operated a federally funded research and development center (FFRDC) for the Department of Defense.Accomplishments included:• Responsible for contract negotiations and compliance on annual Department of Defense (DOD), multi-year NASA, and various civil & commercial contracts. • Part of executive team that grew non-core business at Aerospace from under $30 million to over $100 million in annual revenue in less than ten years.• Established a creative, $265 million debt facility for facilities construction, a $40 million line of credit, and a $35 million unsecured term loan, working with a balance sheet with negative equity. • Led investment strategy for $1.7 billion of assets in a defined benefit retirement plan that included a liability based investment approach. Led changes in investment managers managing $900 million of the assets. Changes resulted in better returns compared to benchmarks and less volatility in annual plan contributions.• Led annual strategic, long range and operating plans, budgets and forecasts. • Led negotiations for land acquisition and for planning and implementation of major construction projects for the company resulting in projected cost savings for the next forty years. • Led business process improvement, internal control improvement, and SAP implementation projects that included teams from technical areas of the company, resulting in major operational improvements and cost savings. • Led process improvement for annual external audit reporting resulting in more timely reporting, a more efficient audit process, and reduced growth in audit fees. -
Chief Financial OfficerTech Startup Companies Jun 1995 - Aug 1997Southern CaliforniaCFO responsible for financial reporting, financial management, tax planning & compliance, merger & acquisition, and helping prepare companies for their IPOs.
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Director Tax, Finance, And Merger And Acquisition Due DiligenceMycogen Corp May 1992 - Jun 1995San Diego, CaLed merger and acquisition due diligence, international accounting reporting and consolidation, and served as interim CFO of acquired subsidiaries. With staff of two professionals, performed all tax planning and compliance for this international, publicly held, agricultural biotech company.
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Senior ManagerArthur Young, Ernst & Young Apr 1987 - May 1992San Diego, CaWorked with clients from their formation stage through their IPOs assisting with business plans, financing, financial statement reviews and audits, and tax strategy and compliance. Worked with investors on merger and acquisition strategy, due diligence, and negotiations. Instructor in firm’s national training programs.
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PartnerCundiff & Wallis, Certified Public Accountants Aug 1980 - Apr 1987Stillwater, OkProvided tax services to individuals, partnerships, and corporations. Served as General Partners for investments in oil and gas, real estate, and related business service companies. Provided audit services to local government entities and to Indian tribes.
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Candidate - 1982 And 1986Oklahoma State Auditor And Inspector Nov 1982 - Nov 1986OklahomaParty nominee both years. Managed state wide campaign including financing campaign, advertising, interaction with government and party leaders and conducting interviews with newspaper, radio, and television reporters. -
Accounting InstructorEast Central University Aug 1978 - Dec 1980Ada, OklahomaTaught auditing, financial accounting, and managerial/cost accounting.
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Supervising Internal AuditorAmerican Airlines May 1977 - Aug 1978Tulsa, OklahomaConducted operational and financial audits and assisted external auditors with year-end financial statement audits. -
Supervising Senior AuditorPeat, Marwick, Mitchell (Now Kpmg) May 1972 - May 1977Tulsa, OkSupervised financial statement audits of banks and credit unions, manufacturers, and a public utility.
Dale Wallis Skills
Dale Wallis Education Details
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Pryor High School -
Accounting -
Accounting -
Course Work Toward Dba
Frequently Asked Questions about Dale Wallis
What company does Dale Wallis work for?
Dale Wallis works for Dale Wallis, Cpa
What is Dale Wallis's role at the current company?
Dale Wallis's current role is Tax Planning and Compliance, Consulting M and A, Teaching and Researching Accounting Subjects.
What is Dale Wallis's email address?
Dale Wallis's email address is dw****@****ion.edu
What schools did Dale Wallis attend?
Dale Wallis attended Pryor High School, Oklahoma State University, Oklahoma State University, University Of Oklahoma.
What skills is Dale Wallis known for?
Dale Wallis has skills like Mergers And Acquisitions, Management, Financial Reporting, Leadership, Finance, Financial Analysis, Accounting, Risk Management, Strategic Planning, Internal Controls, Public Speaking, Auditing.
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