Daniel Mackenzie Email & Phone Number

Oxford, Mississippi, United States

• Currently leading and managing client accounting services, en-suring accurate financial record-keeping and reporting.• Conducting in-depth financial analysis and reconciliations, main-taining data integrity for clients.• Collaborating closely with clients, providing valuable financialinsights, resolving accounting challenges, and offering strategicfinancial guidance.• Conducting valuation services, performing in-depth asset andbusiness valuations, utilizing… Show more • Currently leading and managing client accounting services, en-suring accurate financial record-keeping and reporting.• Conducting in-depth financial analysis and reconciliations, main-taining data integrity for clients.• Collaborating closely with clients, providing valuable financialinsights, resolving accounting challenges, and offering strategicfinancial guidance.• Conducting valuation services, performing in-depth asset andbusiness valuations, utilizing advanced valuation techniques andmethodologies to determine the fair value of assets and entities.• Preparing comprehensive valuation reports and presenting find-ings to clients. Show less

Natal Area, Brazil

Prepare monthly financial reports, including balance sheet, income statement, and cash flow statement by collecting, analyzing, and managing qualitative data. Manage a team of nine employees, assess performance, evaluate training needs, and conduct training sessions to improve productivity and efficiency. Set short- and long-term business goals and generate strategic forecast reports. Track KPIs to assess business performance, address bottlenecks, and implement improvement initiative… Show more Prepare monthly financial reports, including balance sheet, income statement, and cash flow statement by collecting, analyzing, and managing qualitative data. Manage a team of nine employees, assess performance, evaluate training needs, and conduct training sessions to improve productivity and efficiency. Set short- and long-term business goals and generate strategic forecast reports. Track KPIs to assess business performance, address bottlenecks, and implement improvement initiative. ♦ Played an instrumental role in developing a successful aesthetic clinic franchise business from scratch with one unit and growing up to four business units.♦ Established financial system of the company on Excel, designed policies and procedures, implemented controls, developed budgets, and monitored expenditures. Show less

Natal, Rio Grande Do Norte

Initiated, developed, and launched a successful gaming shop / snack bar store. Orchestrated and implemented initial business plan from scratch for smooth workflow of operations. Directed a team of five employees, assigned targets, delegated responsibilities, identified underperforming individuals, and promoted a productive working ambience to retain top talent. ♦ Designed and developed company’s accounting and financial departments, including policies and procedures, while preparing… Show more Initiated, developed, and launched a successful gaming shop / snack bar store. Orchestrated and implemented initial business plan from scratch for smooth workflow of operations. Directed a team of five employees, assigned targets, delegated responsibilities, identified underperforming individuals, and promoted a productive working ambience to retain top talent. ♦ Designed and developed company’s accounting and financial departments, including policies and procedures, while preparing financial statements and monthly KPI reports regularly. Show less

São Paulo Area, Brazil

Utilized analytical and critical thinking skills to conduct year-end forecasts based on the latest updated budgets and current financial position of the company. Harmonized with Business Manager to develop company’s annual budget by identifying and allocating all the available resources. Tracked and analyzed financial and non-financial variances from plan and implemented corrective action plans with the management accordingly. ♦ Formulated yearly budget for the company’s largest business… Show more Utilized analytical and critical thinking skills to conduct year-end forecasts based on the latest updated budgets and current financial position of the company. Harmonized with Business Manager to develop company’s annual budget by identifying and allocating all the available resources. Tracked and analyzed financial and non-financial variances from plan and implemented corrective action plans with the management accordingly. ♦ Formulated yearly budget for the company’s largest business unit, monitored expenditures, and implemented strict policies to minimize budget deviations and variances. Show less

São Paulo Area, Brazil

Provided hands-on support in developing financial models for various purposes, such as M&A and impairment testing. Helped clients on fundraising, acquisitions, and prospecting by preparing effective reports. ♦ Planned and executed market research to support successful execution of merger and acquisition process.

Mba - Finance And Controllership, Finance, General

Bachelor'S Degree, Accounting

Business Management, Business