Dan Whisner Email & Phone Number

Dedham, Massachusetts, United States

• Provide ad-hoc reporting and analysis directly to the CFO, as well as other tasks as requested by senior management.• Work closely with Accounts Receivable to optimize Credit & Collections and AccountsReceivable process.• Manage a Staff Accountant.• Determine cost of operations by analyzing material costs and collecting operational data.• Create and present a monthly financial package comparing and analyzing results withplans and forecasts.• Guide the cost analysis process by establishing and enforcing policies and procedures,providing trends and forecasts, explaining processes and techniques, and recommendingactions.• Improve the financial status of the company by analyzing results, monitoring variances,identifying trends, and recommending actions to management.• Reconcile account transactions by comparing and ensuring accuracy.• Recommend actions by analyzing and interpreting data and making comparative analysesand studying proposed changes in methods and materials.• Increase productivity of the accounting and finance department by developing automatedaccounting applications and coordinating information requirements.• Take ownership of assigned projects and initiatives, working independently to gather data,analyze findings and develop actionable recommendations.

Ma/Fl

• Coordinate financial planning and facilitate all other operational and financial matters across multiple real estate investment ventures• Proactively work to improve financial results consistent with operating plan commitments and objectives• Review key daily/monthly financial results and business metrics for all Real Estate Investments, and identify future opportunities for improvement and barriers to achieving financial objectives • Identify and communicate any business risk with a litigation plan on how to address• Prepare and submit required monthly reporting packages and presentations as well as month-end close activities

Greater Boston

• Partner with the Convergint centers focusing on the development, continuity and execution of the program while developing & maintaining KPI’s and SLA’s. • Develop and manage the embedded Convergint team and drive service and project delivery improvements that align with Corporate Security’s objectives.• Manages, oversees, and coordinates all operational aspects of global/strategic customer engagements for specific accounts. Enforces the expectations of the customer with Convergint teams, subcontractors, vendors and partners, so we are “our customer’s best service provider”. • Tracks financial performance on all projects and services to make sure all work is executing in a profitable manner. Compiles reports to provide spend data internal teams and customer. Performs account fiscal analysis to present trends and make business recommendations.• Serves as a customer advocate and liaison between Convergint corporate, local offices, subcontractors, vendors, partners and manufacturers. Helps develop unique approaches and introduces advanced solutions to customer challenges, building confidence in Convergint as a trusted advisor.• Be proactive and exercise initiative in identifying, tracking, and removing impediments to program success. Approach risk identification and mitigation accordingly, including establishing contingency plans and initiating corrective action.

Foxborough (Foxboro), Massachusetts, United States

Assist the Regional Controller and the Area Management Team in driving business results. Responsible for the planning and control of financial activities consistent with long-term business objectives. Provide guidance and support to operational and functional teams on a myriad of business/financial issues, while maintaining the highest level of financial integrity.• Coordinate financial planning, inquiry response and facilitate all other operational and financial matters across the Area. ($1B+ annually)• Proactively work with the Area team to improve financial results consistent with operating plan commitments and objectives. • Review key daily/monthly financial results and business metrics for the Area, and identify future opportunities for improvement and barriers to achieving financial objectives.• Prepare and submit required monthly reporting packages and presentations.• Identify and communicate business risk to Region Controller and Area Management Team (includes large project review approvals, legal, re-estimates and bad debt) by participating in backlog reviews and large project pre-bid reviews).• Manage all known compliance issues to timely resolution. Identify potential risk areas and proactively address control weaknesses and potential process breakdowns before they occur. Timely completion of monthly Sox and other compliance checklists.• Drive to TWC targets, with a hyper focus and support for cash collections.• Evaluate and approve requests per DOA requirements.

Greater Pittsburgh Area

• Manage service Sales team with selling process, labor and material and PMA contract expansion for existing customers.• Responsible for providing overall business leadership on assigned areas to achieve all the planned objectives for the Service Business.• Ensure assigned contracts or projects are secured while meeting or exceeding defined performance & targets, such as gross margin, pull through, productivity & profitability.• Control and monitor profitability and efficiency of the Service Sales team. • Responsible for overall people management of the service sales team in dedicated area, streamlining administrative processes, compliance, growth, profitability and customer satisfaction.• Drive positive customer relationships and pro-actively provide quotation & feedback to the customer on Service Products.• Understand customer agreements with time and material requirements. Actively seek out and drive completion of labor and material opportunities.• Analyze competitive offerings and propose differentiated Managed Services Value Proposition.• Responsible for execution, in compliance with contractual obligations, and legal requirements.• Make Selling decisions to ensure work is executed in the most productive manner.• Continuously work to improve margins and optimize asset management including cost control, collections, and payable's. Resolve sales process issues impacting customer satisfaction.

Greater Chicago Area

Responsible for the planning and management of efficient day-to-day administrative functions of all district offices in the North Central and Great Lakes areas. Responsibilities include the review of historical data and analysis of performance trends for predictive information that can be used in optimizing district office and Area operations, as well as oversight/direction of the district office’s audit program and overall district policies pertaining to monthly billings and collections.• Lead and direct operations supervisors whose role is to support local businesses across the area as well as the centralized centers.• Drive organizational and process capabilities using in-depth knowledge of all cost infrastructures in order to identify and champion process improvements that increase efficiency and effective delivery to ensure and improve cash flow.• Partner with leaders and colleagues across the business to enable enterprise success with respect to critical administrative and operational processes and hand-offs.• Manage and lead a team that supports the Corporate Credit Department and coordinates decision making and communication between the Finance Center and the district offices to resolve personnel and/or payroll-related issues.• Review work flows and reassign responsibilities as needed based on anticipated workloads to ensure customer satisfaction.• Accountable for resolving Field Operations deficiencies that impact customer service, disputes and/or cash.• Conduct Operational Analytics across Field Operations processes to manage and measure performance.• Achieve goals and metrics to achieve best-in-class results across end-to-end processes.• Oversee Sarbanes-Oxley audit compliance program, leveraging familiarity with a variety of the field’s concepts, practices, and procedures all districts offices in area.• Oversee labor relations, compensation, benefits, and employee services.

Westminster, Massachusetts

• Review the daily transaction work load to determine appropriate resource assignments (e.g. cash receipts to determine amount of staff needed to collect daily target).• Train/mentor staff in the areas of Accounts Receivable. This includes staffing, performance management and departmental policy administration.• Provide assistance to the General Ledger group to facilitate month-end close.• Manage maintenance and collection for $50 million portfolio of past due and delinquent accounts for the North Central and Great Lakes areas.• Supervise 5-person staff responsible for collection.• Credit approval and order release authority up to $250K.• Approve agency placements, refunds and bad debt write offs.• Successfully drive cash performance for assigned area and met or exceeded targets.• Provide weekly reports to identify problem accounts and provide updates regarding collection targets/resolution.• Hold weekly calls with Operations Controllers and Business Managers to discuss collection strategies. • Run monthly focus calls with distressed districts not meeting metrics to discuss and resolve issues preventing cash collection.• Facilitate action plans for struggling districts to lower their DSO and Over 90 and improve their cash flow.• Assisted with AR Manager Duties while AR Manager was out on Maternity leave.• Duties included: weekly finance decks for management, order approval up to $1M, portfolio management and final say on prospective employees.

Boston, Ma

• Responsible for managing the tracking of invoice amounts, billing periods and expectation of payments for a client base that was at 750+ and growing.• Supervise 3-person staff responsible for billing and collection efforts. • Extensive experience generating, issuing and tracking invoices for a large customer base.• Accountable for tracking future revenue up 18 months in advance for cash flow purposes.• Charged with providing weekly reports that assist in forecasting revenue which provide the business with an operating schedule.• Conduct weekly meetings with President and Managing Directors to discuss account analysis for status collections, standing of accounts and advice on current issues (i.e. devising strategies on how resolve delinquent accounts).• Regularly provide contracts, update contact info and generate statement of accounts for Managing Directors and Legal Teams.• Responsible for handling and accounting for upwards of $1.8M - $2M per month.

Boston, Ma

• Responsible for managing multiple spreadsheets and employees on a daily basis• Provide weekly reports that assist in cash flow analysis• Conduct weekly meeting with CEO and Managing Director to discuss account analysis

Ba, Business Administration

Bachelor Of Business Administration (B.B.A.)