Dan Roteman

Dan Roteman Email and Phone Number

Director of Finance and Operations at The Munroe Agency @ The Munroe Agency
Dan Roteman's Location
Hillsborough, New Jersey, United States, United States
Dan Roteman's Contact Details
About Dan Roteman

Accomplished finance/accounting and human resources executive with 15+ years of success overseeing all financial matters, including budget management, forecasting, reporting, and compliance. Trusted advisor and member of the senior leadership team. Enables company growth through a strategic approach to systems and best practices. Oversees HR functions, including benefits, policies, employee relations, and recruiting. Hands-on leader who cultivates productive relationships across all departments. Strong communication, negotiation, and team management skills. Interpersonally effective and well respected at all levels.Areas of Expertise: Budget Management | Forecasting | Financial Systems Implementation | Revenue RecognitionReporting/Analysis | Client Finance Management | Cash Management | RecruitingEmployee Benefits/Relations | NegotiationSoftware Proficiency:MS Office, Advanced Excel, Visio, QuickBooks, Workamajig, Clients & Profits, JD Edwards/PeopleSoft

Dan Roteman's Current Company Details
The Munroe Agency

The Munroe Agency

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Director of Finance and Operations at The Munroe Agency
Dan Roteman Work Experience Details
  • The Munroe Agency
    Director Of Finance And Operations
    The Munroe Agency Aug 2019 - Present
    Philadelphia, Pa, Us
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  • Revolution Digital
    Senior Vice President, Finance And Hr
    Revolution Digital Jul 2012 - Jul 2018
    Digital marketing, advertising, and social media company. Directed all aspects of company finances, including A/R, A/P, payroll, revenue recognition, financial statements, and analysis. Served as a member of the company leadership team and as business advisor to the CEO/Founder. Ensured revenue recognition was in compliance with GAP. Oversaw the entire HR function, including benefits, policies, employee relations, and recruiting. Led and monitored company revenue forecasting. Forecasted short-term and long-term cash flow needs. Managed and monitored all corporate budgets. Selected, implemented, and administered Workamajig Creative Management software. Reviewed and negotiated all client contracts and billing rates with client procurement personnel; ensured ongoing contract compliance. Prepared and analyzed monthly reporting, including profitability and utilization. Served as a trustee for the company’s 401K plan.
  • Healthed
    Senior Vice President, Finance
    Healthed Jan 2009 - Jul 2012
    Clark, Nj, Us
    Patient education marketing company. Oversaw all company financial responsibilities, including client finances, billing, general ledger, and reporting. Served as business advisor to the CEO and Managing Director. Created and monitored corporate and departmental budgets; monitored and forecasted company cash flow. Selected and implemented Workamajig. Reviewed and negotiated all client contracts, scopes of work, and billing rates. Introduced and administered company Stakeholder Rights Plan Negotiated all real estate agreements during multiple expansions. Worked closely with corporate attorneys to develop legal documentation for three HealthEd business entities. Conducted bank searches.
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  • Healthed
    Vice President, Finance
    Healthed Jun 2007 - Jan 2009
    Clark, Nj, Us
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  • Commonhealth
    Manager, Client Financial Services
    Commonhealth Jul 2002 - Jun 2007
    New York, Ny, Us
    Leading healthcare marketing company. Supervised a department of up to 12 in all client-related financial matters, including billing, job costing, contract compliance, reporting, revenue recognition, and A/R. Worked closely with client brand teams and financial and procurement teams from top pharmaceutical firms. Collaborated with account teams to determine necessary staffing to maximize profits under contract guidelines. Supervised all professional media finances. Member of implementation team for JD Edwards/PeopleSoft software; accountable for report specifications, data conversion, testing of reports and processes, and training of department.
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  • Dvc Worldwide
    Director Of Financial Analysis
    Dvc Worldwide Jul 1998 - Jul 2002
    Promotional and digital marketing agency. Produced analytical reports and conveyed findings and recommendations on actionable items to senior management. Developed and monitored revenue and expense forecasts. Reviewed all variances and recommendations with senior management. Collaborated with account leaders to create staffing plans for client projects and retainer fees, to help maximize profitability. Produced capacity, utilization, and profitability analyses while communicating actionable items to appropriate departmental leaders. Oversaw all issues relating to revenue recognition. Assisted in the due diligence process for two company acquisitions.
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  • Dvc Worldwide
    Controller
    Dvc Worldwide Sep 1994 - Jul 1998
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  • Dvc Worldwide
    Staff Accountant
    Dvc Worldwide Dec 1990 - Sep 1994
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Dan Roteman Skills

Interactive Marketing Integrated Marketing Relationship Marketing Digital Marketing Marketing Strategy Advertising Finance Financial Analysis Accounting Budgets Human Resources Management Budgeting Microsoft Excel Financial Accounting Generally Accepted Accounting Principles Revenue Recognition Account Reconciliation Revenue Analysis Revenue And Profit Growth Budget Process Budget Management Client Billing Profitability Management Planning Budgeting And Forecasting Monthly Close Process Cash Management Contract Negotiation P&l Management Journal Entries P&l Analysis Budget Forecasts Financial Reporting Cash Flow Financial Systems Implementation Budget Monitoring Reporting And Analysis Human Resources Corporate Finance Project Finance Policies And Procedures Development Financial Statements Accounts Payable And Receivable Revenue Forecasting Profitability Improvement

Dan Roteman Education Details

  • Rutgers University
    Rutgers University
    Accounting

Frequently Asked Questions about Dan Roteman

What company does Dan Roteman work for?

Dan Roteman works for The Munroe Agency

What is Dan Roteman's role at the current company?

Dan Roteman's current role is Director of Finance and Operations at The Munroe Agency.

What is Dan Roteman's email address?

Dan Roteman's email address is dr****@****v-d.com

What is Dan Roteman's direct phone number?

Dan Roteman's direct phone number is +197353*****

What schools did Dan Roteman attend?

Dan Roteman attended Rutgers University.

What skills is Dan Roteman known for?

Dan Roteman has skills like Interactive Marketing, Integrated Marketing, Relationship Marketing, Digital Marketing, Marketing Strategy, Advertising, Finance, Financial Analysis, Accounting, Budgets, Human Resources, Management.

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