Dan Gross Email & Phone Number

New York, United States

Greater New York City Area

- Provision of strategic direction and leadership to PropTech/SaaS startup by leveraging strong business and financial acumen to drive continuous growth and scalability- Hands-on management of overall facets of finance, accounting, treasury, legal, and procurement efforts, including preparation and presentation comprehensive budgets, forecasts, and cash flow analysis to executives and investors- Spearheading efforts to lessen manual process, expedite the time to close the books, and… Show more - Provision of strategic direction and leadership to PropTech/SaaS startup by leveraging strong business and financial acumen to drive continuous growth and scalability- Hands-on management of overall facets of finance, accounting, treasury, legal, and procurement efforts, including preparation and presentation comprehensive budgets, forecasts, and cash flow analysis to executives and investors- Spearheading efforts to lessen manual process, expedite the time to close the books, and streamline payment processing through the deployment of new technologies, such as Sage Intacct, Salesforce, Fishbowl, and Stripe and Plaid- Direct oversight of accounting functions to guarantee strict adherence of books to Generally Accepted Accounting Principles (GAAP) and Accounting for Income Taxes (ASC) 606- Driving force behind all venture debt raise from end to end and key contribution to the equity raise through material preparation, pitching, investor interactions, and covenant compliance- Creation and implementation of the following to simplify finance-related processes:o A tracking system for annual recurring revenue (ARR);o A comprehensive sales pricing model for fast-growing SaaS business; ando Forecast models for raising capital, creating corporate strategy, and controlling budget- Adeptness in handling and addressing all legal matters, including employment issues, general liability, and terms negotiation with customers- Forging long term trusted business relationships with key vendors, such as bankers, venture capital (VC) investors, contract manufacturers, and suppliers- Assurance of materials availability by overseeing a complex purchasing landscape of electronic component shortages- Instrumental in the seamless transition of the company from manufacturing and assembly to contract manufacturing Show less

- Trusted business advisor to both public and private company executives from community businesses to large global organizations- Solid understanding of GAAP and ASC 740, as well as Real Estate Investment Trust (REIT) compliance and REIT testing- Guidance and supervision of tax teams in preparing and auditing public and private company financial statements, footnotes, and disclosures- Delivery of first-rate assistance to public clients in establishing effective internal controls… Show more - Trusted business advisor to both public and private company executives from community businesses to large global organizations- Solid understanding of GAAP and ASC 740, as well as Real Estate Investment Trust (REIT) compliance and REIT testing- Guidance and supervision of tax teams in preparing and auditing public and private company financial statements, footnotes, and disclosures- Delivery of first-rate assistance to public clients in establishing effective internal controls through tax reporting- Administration of tax due diligence process for over 30 transactions; as well as income tax provision preparation process for public and private companies- Application of accounting and finance expertise in the following complex transactions, strategies, and initiatives:o Financial information forecasting for customers for budgetary purposes and strategic finance;o Purchase accounting for stock and asset acquisitions;o Tax return compliance preparation and review for various global organizations, partnerships, and REITs;o Capital calculations preparation and evaluation for banks based on Basel III rules;o Federal and state tax examination management; ando Passive foreign investment company (PFIC) reporting for asset-backed investment vehicles- Strategic oversight of the overall engagement success, which entailed staffing, budgeting, quality, delivery, customer relations, billing, and collections, while leading teams of up to 30 people- Streamlining of operations and reduction of redundancies by managing a team in implementing technology solutions, including tax accounting software, income tax software, robotic process automation (RPA), and Excel macro- Formulation of tax strategies to support clients in keeping up with the ever-changing tax landscape, including detailed technical tax opinions and memos related to taxable liquidations, debt transfers, organizational structures, state tax planning, and mergers and acquisitions (M&A) Show less