Dale Wallis Email & Phone Number

Yreka, Ca, Us

Prepare 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.

Yreka, Ca

Member of the Board, Member of Investment Committee

Los Angeles, Ca

Teaching Ethics in Accounting and Financial Statement Analysis online coursesPublished "Breaking the Cycle of Fraud"

Simi Valley, California

Norman, Ok

Teaching MBA level Financial Accounting

Ponca City, Ok

Los Angeles, Ca

Los Angeles, Ca And Washington, Dc

Led 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.

Southern California

CFO responsible for financial reporting, financial management, tax planning & compliance, merger & acquisition, and helping prepare companies for their IPOs.

San Diego, Ca

Led 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.

San Diego, Ca

Worked 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.

Stillwater, Ok

Provided 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.

Oklahoma

Party 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.

Ada, Oklahoma

Taught auditing, financial accounting, and managerial/cost accounting.

Tulsa, Oklahoma

Conducted operational and financial audits and assisted external auditors with year-end financial statement audits.

Tulsa, Ok

Supervised financial statement audits of banks and credit unions, manufacturers, and a public utility.

Education record

Bachelor Of Science (Bs), Accounting

Master Of Science (Ms), Accounting

Course Work Toward Dba