Dan Sheffield Email & Phone Number

United States

St. Charles County, Missouri, United States

Handling all financial activity for the organization and reporting to the CEO

Greater St. Louis Area

Jazz St. Louis is a not-for-profit 501 (c) (3) organization whose mission is to lead our community in advancing the uniquely American art of jazz through live performance, education, and outreach.

Greater St. Louis Area

Helping businesses owners dreams come true by providing financing to meet the needs of the business.I have out of area lenders who want to lend in St. Louis. Lenders specialize in minority, women and veteran owned businesses. Will lend in economic disadvantaged communities. Banks can send me loan customers and retain all other services.Small Business Administration (SBA) loans offer unique advantages to the small business and underserved business communities.Lower down… Show more Helping businesses owners dreams come true by providing financing to meet the needs of the business.I have out of area lenders who want to lend in St. Louis. Lenders specialize in minority, women and veteran owned businesses. Will lend in economic disadvantaged communities. Banks can send me loan customers and retain all other services.Small Business Administration (SBA) loans offer unique advantages to the small business and underserved business communities.Lower down payment, No need to renew or refiLonger Terms, No balloon paymentsFlexible terms to fit the needs of your businessLoans for most types of business and purposesReal estate purchase / construction / renovationBusiness acquisitionEquipmentWorking capital, inventory Show less

A $300M Community Bank With 4 Branches In St. Louis

Hired to assist in turning around a troubled bank. Within 3 years, improved profitability, liquidity, performance ratios and bank image. Provide guidance to management and board members to develop economic strategies. Direct the Asset Liability Management and Audit Committee. Provide strategic planning to aggressively improve operations. Oversee financial and regulatory reporting, budgeting and financial analysis; manage IT Committee; monitor internal controls; coordinate audits; and manage the… Show more Hired to assist in turning around a troubled bank. Within 3 years, improved profitability, liquidity, performance ratios and bank image. Provide guidance to management and board members to develop economic strategies. Direct the Asset Liability Management and Audit Committee. Provide strategic planning to aggressively improve operations. Oversee financial and regulatory reporting, budgeting and financial analysis; manage IT Committee; monitor internal controls; coordinate audits; and manage the investment portfolio.■ Increased portfolio yield more than 30% in 12 months by implementing investment methodology. ■ Brought in more than $2M of gains in 4 years by strategically managing investments.■ Reduced month-end closing to a consistent 3-day process by streamlining management reports to improve accuracy, relevancy and timeliness.■ Improved reliability of financial and regulatory reporting by reducing errors in the reporting process.■ Created consistent profitability by developing and implementing a loan-pricing methodology. ■ Maintained regulatory compliance by interpreting and implementing new regulations■ Was recognized by examiners and auditors for improving reporting and promoting integrity Show less

St. Louis

Researched and solicited potential commercial-loan customers; completed and submitted loan applications.

Houston, Texas Area

Small Business Loan Source (SBLS) was acquired by First Bank in August 2004. I retained the responsibilities of CFO and administration and assumed COO responsibilities which included the loan underwriting and servicing. functions.

Houston, Texas Area

Member of senior management team providing strategic guidance, operational leadership and financial accountability. Led company in mission and vision statement development, operational and system improvements, policy and procedure implementations, and board presentation preparation. Negotiated vendor contracts, leases, warehouse lines, and sale of company to First Bank. Directed all financial planning, accounting, facilities, human resources, IT, underwriting and loan-servicing functions.… Show more Member of senior management team providing strategic guidance, operational leadership and financial accountability. Led company in mission and vision statement development, operational and system improvements, policy and procedure implementations, and board presentation preparation. Negotiated vendor contracts, leases, warehouse lines, and sale of company to First Bank. Directed all financial planning, accounting, facilities, human resources, IT, underwriting and loan-servicing functions. ■ Transformed company from 42nd- to 18th-largest SBA lender by spearheading strategic planning and championing internal structural modifications to enhance organization and communications.■ Added more than $1M to bottom line by discovering unrecognized income on bank’s books and properly accounting for servicing assets.■ Saved company more than $1M through development and implementation of strategy that reduced contingency payments on purchase contract.■ Developed pay-for-performance compensation plan for sales team, and established competitive, yet profitable, pricing by creating and instituting product-pricing model to determine profitability. Show less

Greater St. Louis Area

Recruited to provide strategic guidance in company’s efforts to develop and implement SBA division’s operating and marketing strategy. Developed budgets, controlled expenses and evaluated operations in conjunction with management team. Directed all facets of accounting process, forecasting, financial analysis, loan servicing and facilities.■ Played a key role in establishing GE SBA as an industry leader by driving development and implementation, securing management approval and gaining… Show more Recruited to provide strategic guidance in company’s efforts to develop and implement SBA division’s operating and marketing strategy. Developed budgets, controlled expenses and evaluated operations in conjunction with management team. Directed all facets of accounting process, forecasting, financial analysis, loan servicing and facilities.■ Played a key role in establishing GE SBA as an industry leader by driving development and implementation, securing management approval and gaining employee buy-in for strategic growth plan.■ Added $75M in assets within 1 year by collaboratively developing new business opportunities.■ Ensured compliance with internal controls by developing, writing and implementing standard policies and procedures.■ Drove competitive, profitable and risk-sensitive loan pricing by developing and implementing product-pricing model to determine profitability.■ Kept employees motivated to reach annual goals by preparing and delivering monthly presentations to inform entire organization of operating highlights and progress toward objectives. Show less

St. Louis, Mo

Manage internal and external audit issues, analyze financial results, and direct all facets of general accounting process, monthly closing, and financial reporting. Ensured GAAP and company policy compliance, as well as integrity of financial reporting data by implementing accounting controls. Coordinated closing process and internal/external audits. Installation of DBS general ledger system that improved report delivery time to management by 10 days, while reducing required manpower… Show more Manage internal and external audit issues, analyze financial results, and direct all facets of general accounting process, monthly closing, and financial reporting. Ensured GAAP and company policy compliance, as well as integrity of financial reporting data by implementing accounting controls. Coordinated closing process and internal/external audits. Installation of DBS general ledger system that improved report delivery time to management by 10 days, while reducing required manpower for closing by 25% through, development and implementation of new financial reports, and facilitation of user training.Reduced closing time by three days by reviewing, evaluating, and restructuring entire closing process.Facilitated competitive, profitable, and risk sensitive pricing by creating and implementating product pricing model to determine profitable loan pricing. Show less