Dan Roe, Cpa

Dan Roe, Cpa Email and Phone Number

Leadership Coach | Culture Consultant @ The Perk
Madison, WI, US
Dan Roe, Cpa's Location
Madison, Wisconsin, United States, United States
Dan Roe, Cpa's Contact Details

Dan Roe, Cpa work email

Dan Roe, Cpa personal email

About Dan Roe, Cpa

Whether I am advising clients or partaking in my personal pursuit to build every piece of furniture in our 1920's home, I passionately believe in quality above all else. I am an efficiency guru who continuously challenges the underlying principle of everything I do, because I know there is always a better way. My quest is to make a real-world difference.

Dan Roe, Cpa's Current Company Details
The Perk

The Perk

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Leadership Coach | Culture Consultant
Madison, WI, US
Employees:
15
Dan Roe, Cpa Work Experience Details
  • The Perk
    Leadership Coach | Culture Consultant
    The Perk
    Madison, Wi, Us
  • New Glarus Hotel
    Managing Member
    New Glarus Hotel Jun 2023 - Present
    Green County, Wisconsin, United States
  • The Perk
    Leadership Coach | Culture Consultant
    The Perk May 2018 - Present
    Madison, Wisconsin Area
    Through our high-energy & high-impact coaching & consulting services, we help you intentionally create & optimize your life, business, & company culture.
  • Mobile22
    Vp Of Finance & Human Resources
    Mobile22 May 2020 - Oct 2021
    Madison, Wisconsin, United States
    As the Vice President of Finance & Human Resources, I am responsible for the development of the financial management strategy and contribute to the development of our strategic goals. This includes determining and directing the staffing goals and strategies to support productive and profitable business operations.
  • Rsm Us Llp
    Assurance Manager
    Rsm Us Llp Nov 2017 - Apr 2018
    Chicago, Illinois
    As an Seasonal Assurance Manager in the National Real Estate Practice, I managed several assurance engagements of privately held real estate companies. My core responsibilities included supervising & mentoring staff along with assisting the Partner group in providing high quality attest services. My main objective was to develop an understanding of the clients’ business, analyze respective policies and procedures in order to identify errors and recommended changes and improvements.
  • Kma Bodilly Cpas And Consultants, S.C.
    Assurance Manager
    Kma Bodilly Cpas And Consultants, S.C. Nov 2016 - Nov 2017
    Madison, Wisconsin
    In my Client Serving Duties, I oversaw assurance engagements in the construction and real estate industries. I also Instituted policies and procedures to enhance the quality and productivity of the team. I advised clients on cash flow, applicable key performance indicators and organizational controls.In my Internal Duties, I chaired the ‘Firm Initiative Committee’ charged with identifying and executing operational efficiencies for the fast-growing CPA firm, which has included several… Show more In my Client Serving Duties, I oversaw assurance engagements in the construction and real estate industries. I also Instituted policies and procedures to enhance the quality and productivity of the team. I advised clients on cash flow, applicable key performance indicators and organizational controls.In my Internal Duties, I chaired the ‘Firm Initiative Committee’ charged with identifying and executing operational efficiencies for the fast-growing CPA firm, which has included several recent acquisitions. Show less
  • Rsm Us Llp
    Supervisor / Manager
    Rsm Us Llp Jun 2014 - Nov 2016
    Madison, Wisconsin
    Core Responsibilities: - Managed assurance and consulting engagements of private and publicly traded companies in the financial services and real estate industries- Prepared financial statements and footnotes from company records in compliance with GAAP- Coordinated and assisted in due diligence of potential mergers and acquisitions, including compiling supporting analysis and findings for presentation to senior management team and investors
  • Sonic Foundry Inc.
    Financial Analyst
    Sonic Foundry Inc. May 2013 - May 2014
    Madison, Wisconsin
    Core Responsibilities:- Performed month-end close activities with supporting audit schedules- Prepared 10Q and 10K including consolidated financial statements with footnotes- Analyzed service pricing model to increase revenues and control costs
  • Rsm Us Llp
    Senior Associate
    Rsm Us Llp Nov 2010 - May 2013
    Chicago, Illinois
    Core Responsibilities: - Performed attestation engagements, FDICIA examinations and HUD examinations of Financial Institution clients with over $1 Billion in assets- Assisted in the design of audit programs while analyzing managements processes and system controls for effectiveness
  • First Community Financial Bank
    Loan Operations Specialist
    First Community Financial Bank May 2010 - Oct 2010
    Joliet, Illinois
    Core Responsibilities:- Analyzed the financial performance of borrowers and ensured compliance with various loan covenants- Assisted in the preparation of financial information required by State and Federal Banking Regulators

Dan Roe, Cpa Skills

Auditing Financial Reporting Accounting Us Gaap Financial Analysis Financial Statements Cost Accounting General Ledger Internal Controls Microsoft Office Financial Institutions Entrepreneurship Revenue Analysis Business Process Improvement Operations Management Bookkeeping Data Analysis Strategic Planning Financial Accounting Analytical Skills Business Process Outsourcing Risk Management Revenue Recognition Back Office Operations Microsoft Excel Quickbooks Management Leadership Time Management Team Building Creative Problem Solving Employee Engagement Control Testing Root Cause Problem Solving Peer Mentoring Professional Mentoring Kpi Implementation Data Presentation Revenue Enhancement Operational Efficiency Cpa Start Up Consulting Business Development Sarbanes Oxley Act Tax Accounts Receivable Gaap

Dan Roe, Cpa Education Details

Frequently Asked Questions about Dan Roe, Cpa

What company does Dan Roe, Cpa work for?

Dan Roe, Cpa works for The Perk

What is Dan Roe, Cpa's role at the current company?

Dan Roe, Cpa's current role is Leadership Coach | Culture Consultant.

What is Dan Roe, Cpa's email address?

Dan Roe, Cpa's email address is da****@****erk.com

What schools did Dan Roe, Cpa attend?

Dan Roe, Cpa attended Purdue University - Krannert School Of Management, University Of New South Wales.

What skills is Dan Roe, Cpa known for?

Dan Roe, Cpa has skills like Auditing, Financial Reporting, Accounting, Us Gaap, Financial Analysis, Financial Statements, Cost Accounting, General Ledger, Internal Controls, Microsoft Office, Financial Institutions, Entrepreneurship.

Who are Dan Roe, Cpa's colleagues?

Dan Roe, Cpa's colleagues are Steph Llano, Iicdp, Corie Hoffman.

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