Dan Mckerrall, Cpa Email & Phone Number

Burlington, On, Ca

Burlington, On, Ca

𝙊𝙪𝙧 𝙎𝙩𝙤𝙧𝙮At Steffler McKerrall Consulting, our story began with a passion for helping organizations succeed. Our founders, with over 40 years of experience in universities, colleges, school boards and municipalities, saw a need for personalized, results-driven consulting services, and set out to create a company that would meet that need. Today, we continue to uphold that same passion and commitment to excellence.𝙊𝙪𝙧 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨We offer a variety of consulting services at Steffler McKerrall Consulting, including strategic planning, risk management, process improvement, budgeting, forecasting, and financial sustainability. Our team is made up of experts in each of these areas, and we work together to provide our clients with comprehensive solutions that meet their unique needs.𝙊𝙪𝙧 𝘼𝙥𝙥𝙧𝙤𝙖𝙘𝙝At Steffler McKerrall Consulting, we believe that collaboration is key to success. We work closely with our clients to understand their challenges and goals, and develop solutions that are tailored to their unique needs. Our approach is transparent, results-driven, and designed to help businesses thrive.

Burlington, On, Ca

𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙮, 𝙁𝙧𝙖𝙘𝙩𝙞𝙤𝙣𝙖𝙡 𝙖𝙣𝙙 𝙄𝙣𝙩𝙚𝙧𝙞𝙢 𝙁𝙞𝙣𝙖𝙣𝙘𝙚 𝙇𝙚𝙖𝙙𝙚𝙧𝙨𝙝𝙞𝙥Financial concerns keeping you up at night? Trying to understand which product or service lines are making you money? Are you trying to figure out how to scale your business? Need some short-term support to fill a gap on your team?If so, our fractional and interim finance leadership services might be a great fit for you. These services provide you with specialized business advisory expertise from an experienced CPA.𝘾𝙤𝙖𝙘𝙝𝙞𝙣𝙜 𝙖𝙣𝙙 𝙈𝙚𝙣𝙩𝙤𝙧𝙞𝙣𝙜Need help with developing the potential of your finance team? Does your team need guidance on implementing new accounting standards, internal controls or providing better customer service? Want help preparing one of your accountants for a leadership role? If so, consider reaching out to us to for coaching and mentoring support for your team. We will customize training to meet your needs and those of your staff. As CPAs that have spent over 20 years in education, we love to help develop the next generation of finance talent.𝘼𝙘𝙘𝙤𝙪𝙣𝙩𝙞𝙣𝙜 𝙖𝙣𝙙 𝘽𝙤𝙤𝙠𝙠𝙚𝙚𝙥𝙞𝙣𝙜Would you like to free up your time to focus on what matters most to you? Would you like valuable insights into your business that can help you grow? And on top of that, would you like someone working with you who can explain all the numbers in plain language? If so, then consider our virtual accounting and bookkeeping services. Plans are customized to the unique needs of your business

Oakville, On, Ca

Lead financial planning and analysis, accounting, payroll, financial reporting, and treasury teams. Collaborative leadership approach with 3 direct reports and 30 indirect reports. Accountable for $400 million operating budget, $300 million capital budget, $250 million payroll, $70 million endowment investments, and $200+ million operating investments. Executive reporting and presentations to Board of Governors and Finance & Audit Committee. Three consecutive years of clean audit opinions. Process re-engineering and shift from paper-based to automated processes and implementation of new systems. Implementation of new activity based budget model. Navigation of pandemic fiscal challenges. Serve on Enterprise Risk Management Committee.

Oakville, On, Ca

Hamilton, Ontario, Ca

Oversee 140 programs ranging from post graduate professional nursing certificates to weekend do-it-yourself workshops. 20,000 annual enrolments, 20 full-time staff, 400 part time faculty and a $9 million annual budget. Develop new and innovative programming and delivery models. Leading process re-engineering initiatives, IT systems improvements and policy development to support excellent customer service and enrolment growth.Responsible for quality assurance, financial oversight, faculty development, student and staff engagement, marketing, implementation of a new CE registration system and many other projects and operational activities.Developed and implemented key strategic partnerships to drive improvements in quality, enrolments, and financial results.Implemented team values based on creativity, leading to improved collaboration, greater employee engagement and innovation in program offerings and teaching methods.Serve as the Chair, Finance, Risk Management and Policy Committee of OntarioLearn, a consortium of the province's 24 colleges delivering online learning.

Hamilton, Ontario, Ca

Report to Vice President Academic and coordinate Board reports originating in this office; accountable for monitoring division’s plan outcomes and budgets, reporting strategic enrolment plan updates, managing program quality processes and audits, and supervising related staff.Strategic Planning: As member of Senior Leadership Team, recognized need and received approval for Academic Plan business case and now lead development of comprehensive 10-year plan affecting 16 divisions and all functional areas.Quality Assurance Model: Assigned to project after identifying gaps and subsequently assigned to manage portfolio. Led overhaul, which included process mapping and re-engineering, development and implementation of new policies and procedures, introducing continuing education into model, and development of college-specific quality standards.Managed change, requiring significant effort to achieve stakeholder engagement and buy-in to critical project that ensures fiscal resilience. Program Quality Assurance Process Audit: Led external audit’s successful completion, leading Steering Committee to prepare self-study report, execute gap analysis, and implement mainly policy changes to ensure provincial compliance.Strategic Enrolment Plan: Led Deans, Registrar, Chief Marketing Officer, and Directors of Finance and Corporate Reporting to align plan with program and budget development processes. Holistic 3-year strategy gained Board of Governors’ and College executives’ unanimous approvals.Other Projects: Contribute to or lead many other future-focused enhancements, for example – Academic Program Scorecard, Faculty Professional Development Task Force, Internationalization Strategy, and Continuing Education Review.

Hamilton, Ontario, Ca

Manager of Accommodation & Planning (2009 – 2010)Supervisor of Accommodation & Planning (2004 – 2009) Co-ordinator of Accommodation & Planning (2002 – 2004) Conceived of joint programs and facilities master plan and led project’s initial development through stakeholder consultation.Developed Board’s 10-year capital plan, identifying and prioritizing $200 Million in projects, such as $20 Million high school expansion and three new elementary schools.Substantiated Ministry and Board-related short- and long-term enrolment projections, developing $450 Million budget, requirements of teaching staff, and resource allocation. Oversaw preparation of business cases, which resulted in $55 Million in Ministry of Education capital grants for new school projects; coordinated consultant’s input.Introduced key policies: Pupil Accommodation Review, Property Disposition, Community Use of Schools, and Equity Policies., which facilitated future-focused initiatives, defined processes, and met government-mandated changes.

Coached national and provincial level junior (16-19) aged triathletes.

Public Sector Accounting Certificate, Accounting

Strategic Leadership Program, Management Accounting

Entrance Examination, Management Accounting

Diploma In School Board Administration, Education

Math, Operations Research