AeroLeads people directory · profile
Dan Roe, Cpa Email & Phone Number
Leadership Coach | Culture Consultant
at
The Perk
1 work email found
@choosetheperk.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Leadership Coach | Culture Consultant
Location
Madison, Wisconsin, United States
Company size
Who is Dan Roe, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Roe, Cpa is listed as Leadership Coach | Culture Consultant at The Perk, a company with 15 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at choosetheperk.com and a matched LinkedIn profile for Dan Roe, Cpa.
Dan Roe, Cpa previously worked as Managing Member at New Glarus Hotel and VP of Finance & Human Resources at Mobile22. Dan Roe, Cpa holds Bachelor Of Science In Management, Accounting from Purdue University - Krannert School Of Management.
Company email context
Email format at The Perk
This section adds company-level context without repeating Dan Roe, Cpa's masked contact details.
{first}@choosetheperk.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan Roe, Cpa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Auditing, Financial Reporting, Accounting, Us Gaap, and 43 others.
Current workplace
Dan Roe, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
The Perk
10 roles
Dan Roe, Cpa work experience
A career timeline built from the work history available for this profile.
Managing Member
Current
Jun 2023 - Present
Leadership Coach | Culture Consultant
CurrentThrough our high-energy & high-impact coaching & consulting services, we help you intentionally create & optimize your life, business, & company culture.
May 2018 - Present
Vp Of Finance & Human Resources
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.
May 2020 - Oct 2021
Assurance Manager
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.
Nov 2017 - Apr 2018
Assurance Manager
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.
Nov 2016 - Nov 2017
Supervisor / Manager
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.
Jun 2014 - Nov 2016
Financial Analyst
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
May 2013 - May 2014
Senior Associate
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
Nov 2010 - May 2013
Loan Operations Specialist
First Community Financial Bank
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
May 2010 - Oct 2010
2 education records
Dan Roe, Cpa education
Bachelor Of Science In Management, Accounting
International Business
FAQ
Frequently asked questions about Dan Roe, Cpa
Quick answers generated from the profile data available on this page.
What company does Dan Roe, Cpa work for?
Dan Roe, Cpa works for The Perk.
What is Dan Roe, Cpa's role at The Perk?
Dan Roe, Cpa is listed as Leadership Coach | Culture Consultant at The Perk.
What is Dan Roe, Cpa's email address?
AeroLeads has found 1 work email signal at @choosetheperk.com for Dan Roe, Cpa at The Perk.
Where is Dan Roe, Cpa based?
Dan Roe, Cpa is based in Madison, Wisconsin, United States while working with The Perk.
What companies has Dan Roe, Cpa worked for?
Dan Roe, Cpa has worked for The Perk, New Glarus Hotel, Mobile22, Rsm Us Llp, and Kma Bodilly Cpas And Consultants, S.C..
Who are Dan Roe, Cpa's colleagues at The Perk?
Dan Roe, Cpa's colleagues at The Perk include Steph Llano, Iicdp and Corie Hoffman.
How can I contact Dan Roe, Cpa?
You can use AeroLeads to view verified contact signals for Dan Roe, Cpa at The Perk, including work email, phone, and LinkedIn data when available.
What schools did Dan Roe, Cpa attend?
Dan Roe, Cpa holds Bachelor Of Science In Management, Accounting from Purdue University - Krannert School Of Management.
What skills is Dan Roe, Cpa known for?
Dan Roe, Cpa is listed with skills including Auditing, Financial Reporting, Accounting, Us Gaap, Financial Analysis, Financial Statements, Cost Accounting, and General Ledger.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dan Roe, Cpa you were looking for.
Daniel Roe, CPA, CVA, CFE
1 email domain