Dan Mcalpine Email & Phone Number

As a dynamic finance leader, I am at the helm of a high-performing team of finance professionals, leading, training, and mentoring them to achieve excellence in business partnering, forecasting, annual budgeting, long-range planning, and portfolio analytics. I constantly strive to stay ahead by implementing cutting-edge methodologies that revamp our financial data warehouse, while introducing robust data governance processes that elevate data management and control to new heights.By fostering strong partnerships with key stakeholders, I provide invaluable financial decision support, ensuring that our organization makes informed choices. Furthermore, I spearhead the establishment and implementation of essential business metrics, enabling us to effectively measure our progress and drive continuous improvement.I excel in implementing streamlined and result-driven forecasting, budgeting, and long-range planning processes that yield quantifiable outcomes. Through my expertise and strategic mindset, I empower the team to optimize their financial planning activities, aligning them with the organization's goals and driving sustainable growth.Key accomplishments I attained during this role• Accomplished organizational goals by executing monthly operational reviews through executive leadership coordination.• spearheaded the transformation of the finance team into a strategic partner through the execution of professional FP&A infrastructure.• reduced costs by 40% through strategic contract negotiation. • Optimized overall financial performance by developing a high-performing FP&A team from scratch.• Enhanced data management and streamlined resource allocation for strategic imperatives through leadership, planning, and execution.• Ensured smooth operations and high-quality deliverables by overseeing a team of 10 proficient analysts.• Transitioned the CFO team to a highly analytical and business-partnering-focused team while heading change management efforts.

Us

Stood up a team of finance professionals responsible for business partnering, forecasting, annual budgeting and long-range planning. Implemented monthly Operational Reviews with executive leadership to increase focus on advancing the organization’s goals. - Developed and implemented a professional FP&A infrastructure. Implemented a new staffing model, revised job descriptions, enhanced financial analysis and decision support capabilities. - Re-organized the financial data warehouse. Developed data governance processes resulting in enhanced data management and data controls. - Responsible for business leader relationships and related financial decision support.- Implementation of new finance operating model required a shift in the organization’s cultural paradigms. Played an instrumental role in driving the cultural shift and resetting organizational expectations.

Brookfield, Wisc., Us

In my role as Vice President, Business Partnering/Decision Support, I took charge of overseeing revenue planning, forecasting, variance analysis, and providing crucial business decision support to achieve financial goals. I collaborated closely with business leaders, fostering a strong partnership to drive impactful results and gain a deep understanding of current business trends. With a focus on enhancing performance, I managed targeted annual incentive compensation plans for a sales force of 150 team members.To provide strategic insights, I identified key performance metrics and delivered comprehensive analyses to the management team. I conducted benchmarking studies to shed light on competitor performance and market trends, enabling informed decision-making. Additionally, I developed and managed financial models aimed at attracting external investors and potential acquirers, showcasing the organization's growth potential.In the realm of corporate finance, I coordinated with private equity firms and external investors during equity and debt securities transactions, ensuring smooth execution and alignment with strategic objectives.Key accomplishments I attained during this role• Managed a $2B revenue stream, while collaborating with executive management, sales, relationship management, product pricing, and contract management.• Assured optimal organizational performance by orchestrating long-term strategic planning, annual operating plans, and periodic forecasts.• Facilitated transition of First Data from publicly traded company to privately held organization and back to publicly traded company.

Brookfield, Wisc., Us

As a diligent finance professional, I conducted in-depth financial analysis and skillfully communicated business risks and opportunities to the management team. By leveraging my expertise, I executed robust process improvements that drove operational efficiencies and elevated overall performance.In my role, I took charge of managing vendor contracts, actively participating in negotiations, and utilizing financial valuation models to secure favorable agreements. Additionally, I collaborated closely with Merger and Acquisition teams, playing a pivotal role in the acquisition and divestiture of company assets.I provided vital support in the preparation of 10Q and 10K reports, ensuring compliance with regulatory requirements. Simultaneously, I meticulously tracked and analyzed key business indicators (KBIs) for the various business units, providing actionable insights to support strategic decision-making.Key accomplishments I attained during this role• Streamlined financial results consolidation for three business units while generating approximately $1.5B in revenue.• Established complex driver-based financial planning models to project long-range financial performance, while providing essential financial highlights for capital raising from private equity investors and private placement of equity investment.• Collaborated regularly with private equity management teams to facilitate understanding of historical business performance and development of ongoing business strategies.• Implemented client-level profitability profiles while leveraging the insights to manage attrition, establish pricing guidelines, and set sales targets.

- Led an analytical team supporting new business development initiatives. Supported decision making by conducting customized profitability and risk analyses.- Developed and implemented portfolio growth strategies based on customized profitability and risk analyses. Implemented account level profitability analyses to refine portfolio management strategies. - Managed portfolio P&Ls. Forecasted account performance and conducted post-campaign analyses. - Developed target marketing strategies using statistical targeting models. Outlined underwriting strategies to support Internet acquisition initiatives and reward-based product offerings. - Managed portfolio P&Ls. Forecasted account performance and conducted post-campaign analyses.

- Provided business analysis support to senior management. Analyzed portfolio performance and provided actionable recommendations for reducing risk and enhancing profitability. - Evaluated portfolios considered for acquisition. Participated on due-diligence teams responsible for interviewing management teams of prospective acquisition candidates. - Provided recommendations for new risk management strategies and/or changes to existing strategies. Implemented strategies, measured results and reported to senior management.

Plano, Texas, Us

- Project Manager for multiple areas within the Accounting organization, including Accounts Payable; General Ledger Accounting; Technology Management; Inventory Management; Operational Support and Receivables Management. - Merchandise inventory control - monitored periodic inventories to ensure adequate turnover.- Key member of the divestiture team responsible for selling the JCPenney credit card portfolio to GE. Assisted with the due diligence process, presented business results and strategies to potential business partners during their discovery visits and valued long-term strategy.

Master Of Business Administration (M.B.A.), Banking, Corporate, Finance, And Securities Law

Bachelor’S Degree, Business Administration And Management, General