Dana Walters Email & Phone Number

Chicago, IL, US

Chicago, IL

Providing strategic initiative guidance and support to realign the project management reporting systems. Managing the company’s annual business plan process, conducting financial performance management and variance analysis, and adding financial insight into special initiatives within the company. Utilizing excel data-modeling feature which allows the.

Chicago

Promont Advisors, LLC is a full-service insurance management company, catering to insurance carriers, program managers, and independent brokers and agents within the Excess & Surplus Market. The primary product focus of Promont Advisors, LLC is on commercial general liability risks, commercial property risks and other corporate risk management products..

Provide expert advice and services to clients in the areas of accounting and human resources. Manage all aspects of market and new client development, contract negations and client engagements while insuring deadlines are met across multiple clients. Administer financial planning, controllership, and establishing of control procedures for manufacturing.

Provided strategic and organizational leadership in planning, directing, and organizing, accounting and finance, HR administration, management & operational information systems and general administration. Revamped internal procedures and controls to maximize efficiency. Reorganized/reallocated staff and implemented best practices and.

Oversaw all aspects of $80M segment group both domestic & international with more than 300 employees. Identified & resolved strategic business issues, directing organization’s activities, including: business forecasting & budgeting, analytical support, and corporate & strategic planning.Responsible for completing monthly management reporting and annual.

Directed and managed quantification of business interruption, property damage, and extra expense claims associated with catastrophic events, employee theft, and commercial disputes. Routinely led site-based engagements to audit/analyze financial damages.

Ensured financial integrity of internal statistical data and daily operations systems, as member of the Senior Management Team. Provided decision support and financial insight to the Business Leadership Team; played an active role in plan development, performance monitoring relative to objectives, evaluation of new business opportunities, and cost.

Oversaw teams of between 3-6 staff in conducting financial and operational audits of multi-industry clients, including: international manufacturing, printing, packaged foods, diesel repair, health care, and banking institutions.Directed and managed client relationships, strategic & tactical business planning, and financial/regulatory reporting at clients.

Responsible for accurate preparation and analysis of financial statements.Prepared income tax returns for various entities, including: individuals, trusts, partnerships, corporations, and tax exempt organizations

Mj, Corporate Law

Masters of Jurisprudence with an emphasis in Corporate & Employment Law

Bs In Accounting, Accounting

B.S. in Accounting