Daniel Perry Email & Phone Number

San Jose, California, Us

CSuite Financial Partners is a national executive services firm dedicated to providing senior financial executive talent to companies of all sizes across all industries through a variety of flexible offerings including interim, project, and search. At CSuite Financial Partners, we respond to our clients’ sense of urgency and quickly find the right person, with the right experience, who can hit the ground running. Our clients have come to trust CSuite Financial Partners for our quality, reliability, integrity, and unique blend of client service and expertise.The mission of CSuite Financial Partners is to respond immediately to client needs, provide targeted solutions, and exceptional results.

San Jose, California, Us

Privately Owned Medical Device Supplier & Venture Capital Firm - VA & GA 2023Working Closely with the VC Firm and owner to prepare the company for sale. Created auditable 4 years of GAAP Financial Statements including the re-costing 4 years of COGS through Activate, consolidating multiple QuickBooks DB’s located in two different states and developing data reports to support the CIM. Review internal controls, inventory management and implemented necessary processes in order have clean management reports and Financial Statements in the future.

San Jose, California, Us

Private Equity- Backed SaaS CompanyIn preparation of Refinancing the Debt Structure, converted 5 years of financial statements from Cash basis to Accrual. Also implemented ASC606 revenue recognition on all the historical contracts (1500) and set up a system that automated the process moving forward.

An international franchised mobile hydraulic and industrial fluid power system leader with 4 locations. Part of the Pirtek franchisor. Oversee all operations for entire 4 franchise locations including financial management, sales and accounting.

Rockledge, Florida, Us

A national bioremediation mobile cleanup service and retail sales company with a client roster of Penske Corp, NASCAR, Rush Truck, Republic Services, Waste Management, United Rentals, and Sunbelt. From conception to development, grew company 300% in 18 months. Developed and executed strategic business plans and identified new growth opportunities.

Rockledge, Florida, Us

Led the restructuring of PirtekUSA which is the fluid power system leader in sales and service and the only brand of its kind in franchising in the United States. PIRTEK boasts more than 400 Service & Supply Centers in 23 countries around the world, and has more than 30 years of experience in the hydraulic and industrial hose replacement field.

Panama City, Panama, Pa

* Established and implemented all accounting systems, internal controls and consolidated monthly financial reporting.* Formalized the HR departments practices and procedures for handling current and new hires to ensure compliance with all Federal and State regulations.* Strategically managed cash flows attributed to major capital investments and high sales growth.* Improved profit margins by implementing a new IT accounting system that modernized the processes in manufacturing and accounting which allowed Senior management successfully optimize the business.

Laguna Beach, California, Us

Ms, Accounting And Business/Management

Bachelor Of Science (Bs), Business Administration And Management, General