Dan Clark Email & Phone Number

Strategic & financial guidance to Small & Medium sized companies• Providing clients with financial and operational guidance, strategic planning, budgeting, modeling and short & long range planning• Key functions: Financial modeling, financial analysis, annual budget, cash flow forecast, KPI development and monitoring, business reviews, banking, thought leader, advisory• Business Process Improvement

Oceanside, California, Us

Newport Beach, California, Us

• Lead the global FP&A function with teams in the U.S. and in Europe• Responsible for global commercial forecasting; expertise in new product launches and international finance• Supported the CFO in communicating financial strategy issues and recommend changes to senior management and the Board of Directors• Established and managing an effective planning process for the annual budget and quarterly forecasts ensuring accuracy that aligns with corporate targets• Focus on cost control to achieve company’s profitability timeline by end of 2023• Cash flow forecasting

Newport Beach, California, Us

• Provided FP&A consulting and advisory services to corporate finance with a focus on budgeting, forecasting, variance analysis, management reporting and financial modeling• Assumed the Long-Range Planning (LRP) process and development• Support to Corporate Development on various M&A projects and initiatives

Menlo Park, Ca, Us

Carlsbad, California, Us

Strategic & financial guidance to Small & Medium sized companies• Providing clients with financial and operational guidance, strategic planning, budgeting, modeling and short & long range planning• Key functions: Financial modeling, financial analysis, annual budget, cash flow forecast, KPI development and monitoring, business reviews, banking, thought leader, advisory• Business Process Improvement• Projects:-> WarnerBoothe: Lehi, UT (Feb 2020 to present) – CFO Advisory, FP&A Consulting-> W. Randy Alms: Outside CFO Services: Oceanside, CA (2018 to 2023)-> American Logistics Co.: San Clemente, CA (Nov 2019 to Mar2020) – FP&A Consulting-> Swenson Advisors: San Diego, CA (Mar 2019 to Nov 2019) – Lease Accounting Project

Waltham, Ma, Us

Led the finance activities for the Global Service & Support group within Thermo Fisher Scientific Life Science Group that generated +$280M of revenue.• Member of the leadership team for the Global Service & Support group• Drove the execution of the Annual Operating Plan to achieve the 5% annual growth targets• Identified and implemented strategies to improve productivity to bring $3M of annual savings• Oversaw cross-functional projects and teams• Finance leadership to integration projects

Carlsbad, California, Us

Led the Finance, Accounting and IT groups for Australia, Thailand, SE Asia & India that consisted of $45m of revenue.• Directed annual budget & monthly forecast processes• Oversaw the month-end / quarter-end close process• Strategic & Long Range Planning• Managed direct and indirect reports located in Australia, Thailand, Malaysia and India• Oversaw project teams on key projects that enhanced business capabilities and reduced costs• Implemented Balance Scorecard• Implemented Shared Service functions in India which led to an annual cost savings of $400K• P&L responsibility for the Indian subsidiary that led to +50% growth in revenue & operating profit

Carlsbad, California, Us

Carlsbad, California, Us

Carlsbad, California, Us

Describe your position

Carlsbad, California, Us

B.A., International Relations, Business Mgmt

Minor, Business Administration And Management, General