Danielle Moseley-Tatum
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Danielle Moseley-Tatum Email & Phone Number

Advisor at AdvisoryCloud
Location: Detroit Metropolitan Area, United States 5 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Advisor
Location
Detroit Metropolitan Area, United States
Company size

Who is Danielle Moseley-Tatum? Overview

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Quick answer

Danielle Moseley-Tatum is listed as Advisor at AdvisoryCloud, a with 1639 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Danielle Moseley-Tatum.

Danielle Moseley-Tatum previously worked as Vice President Finance at Cbi, A Converge Company and Senior Vice President | Director of Financial Accounting and Reporting at Flagstar Bank. Danielle Moseley-Tatum holds Bachelor Of Business Administration (Bba), Accounting from Walsh College.

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AdvisoryCloud

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Profile bio

About Danielle Moseley-Tatum

I'm a CFO | VP, Finance leading administrative, financial, and risk management operations while ensuring quality control over financial transactions and reporting.What I do is set the organization’s future direction and developing financial growth strategy while supporting tactical initiatives, including acquisition strategy and due diligence.The added value I bring to the table is that I offer strong background in running all aspects of financial management, including corporate accounting, regulatory and financial reporting, and cash management. Additionally, I am an expert in implementing sophisticated financial SOPs to strengthen internal controls and preserve company assets. Cultivated strong reputation for:► Creating performance measures that support the company’s strategic direction.► Building reliable control systems and analytical infrastructure to accurately review performance.► Leading the strategy and execution of capital raising activities.»»» EXPERTISE »»»☑ Mergers & Acquisitions☑ Financial Risk Management☑ Process Improvement☑ Fixed Assets☑ Consolidations☑ Revenue Recognition☑ Equity Accounting☑ Month-end Functions☑ Financial Reporting☑ Financial Controls☑ Sarbanes Oxley☑ Forecasting and Budgeting☑ Financial Analysis☑ Investor Relations☑ Financial Systems Integration

Current workplace

Danielle Moseley-Tatum's current company

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AdvisoryCloud
Advisorycloud
Advisor
Detroit, MI, US
Employees
1639
AeroLeads page
5 roles

Danielle Moseley-Tatum work experience

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Vice President Finance

Advanced into this key executive leadership role with primary objective to drive organizational growth and steer digital transformation in preparation for IPO, mergers, or acquisitions. Formalized budget administration and financial reconciliation processes in partnership with CEO, CFO and COO. Provided strategic direction and guidance to staff to adopt best practices in financial operations. Registered and filed sales taxes in 40 states and manage reseller tax issues. Optimized internal controls and documentation to standardize processes across product and sales. Originally held Controller title.► Played key role as valued member of M&A due diligence team alongside CEO and CFO in $60M sale of Creative Breakthroughs to Converge after identifying and evaluating 2 target acquisitions.► Took ownership of digital transformation to prepare company for sale transaction and continually led efforts to ensure seamless integration with Converge.► Set auditable schedules, internal controls, and financial statements alongside auditors to maximize probability of passing; set standard and directed procedures for subsequent audits.

Advisor

If you are ever seeking business advice you can request a meeting with me through my profile on AdvisoryCloud. https://www.advisorycloud.com/profile/Danielle-Tatum

Senior Vice President | Director Of Financial Accounting And Reporting

Troy, Michigan

Merited fast-track advancement through series of increasingly challenging roles with this initially $3B privately held company that transformed into a $19B NASDAQ and NYSE corporation. Devised accounting policy and established internal controls alongside chief accounting officer to ensure SOX compliance. Handled all internal operations for financial accounting and reporting for holding company, bank and subsidiaries. Served as disclosure committee chair for SEC filings and key member of audit and compensation committees. Ran annual meeting process and oversaw fixed assets and lease accounting procedures. Roles held over life of tenure: Staff Accountant, Assistant Vice President, Vice President, First Vice President.► Led accounting and financial reporting function during massive growth from $3M in assets and 1 depository to $19B in assets and 140 depositories.► Improved productivity after migrating manual general ledger system from Excel to automated Oracle -PeopleSoft solution; completed initiative within allocated timelines and budget.► Liaised between attorneys and auditors while executing major transactions during IPOs; directed coordination of schedules, financials, and statements.

Jun 1993 - Jan 2015
Team & coworkers

Colleagues at AdvisoryCloud

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1 education record

Danielle Moseley-Tatum education

FAQ

Frequently asked questions about Danielle Moseley-Tatum

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What company does Danielle Moseley-Tatum work for?

Danielle Moseley-Tatum works for AdvisoryCloud.

What is Danielle Moseley-Tatum's role at AdvisoryCloud?

Danielle Moseley-Tatum is listed as Advisor at AdvisoryCloud.

Where is Danielle Moseley-Tatum based?

Danielle Moseley-Tatum is based in Detroit Metropolitan Area, United States while working with AdvisoryCloud.

What companies has Danielle Moseley-Tatum worked for?

Danielle Moseley-Tatum has worked for Advisorycloud, Cbi, A Converge Company, Flagstar Bank, and Standard Federal Bank.

Who are Danielle Moseley-Tatum's colleagues at AdvisoryCloud?

Danielle Moseley-Tatum's colleagues at AdvisoryCloud include Mark Valker, Michael Okuniewski, Jim Supple, Lori Flower, and John F. Sase, Ph.D..

How can I contact Danielle Moseley-Tatum?

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What schools did Danielle Moseley-Tatum attend?

Danielle Moseley-Tatum holds Bachelor Of Business Administration (Bba), Accounting from Walsh College.

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