Dan Roe, Cpa Email and Phone Number
Dan Roe, Cpa work email
- Valid
Dan Roe, Cpa personal email
- Valid
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.
The Perk
View- Website:
- choosetheperk.com
- Employees:
- 15
-
Leadership Coach | Culture ConsultantThe PerkMadison, Wi, Us -
Managing MemberNew Glarus Hotel Jun 2023 - PresentGreen County, Wisconsin, United States -
Leadership Coach | Culture ConsultantThe Perk May 2018 - PresentMadison, Wisconsin AreaThrough our high-energy & high-impact coaching & consulting services, we help you intentionally create & optimize your life, business, & company culture. -
Vp Of Finance & Human ResourcesMobile22 May 2020 - Oct 2021Madison, Wisconsin, United StatesAs 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. -
Assurance ManagerRsm Us Llp Nov 2017 - Apr 2018Chicago, IllinoisAs 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. -
Assurance ManagerKma Bodilly Cpas And Consultants, S.C. Nov 2016 - Nov 2017Madison, WisconsinIn 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 -
Supervisor / ManagerRsm Us Llp Jun 2014 - Nov 2016Madison, WisconsinCore 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 -
Financial AnalystSonic Foundry Inc. May 2013 - May 2014Madison, WisconsinCore 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 -
Senior AssociateRsm Us Llp Nov 2010 - May 2013Chicago, IllinoisCore 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 -
Loan Operations SpecialistFirst Community Financial Bank May 2010 - Oct 2010Joliet, IllinoisCore 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
Dan Roe, Cpa Education Details
-
International Business
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.
Not the Dan Roe, Cpa you were looking for?
-
Daniel Roe, CPA, CVA, CFE
Issaquah, Wa1bpcpa.com1 +142545XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial