Daniel A. Smith, Cpa Email & Phone Number

Helena, MT, US

Helena, Montana, United States

United States

• Identify, prepare and implement initiatives to drive improved end customer experience, more efficient resource management and greater financial performance.
• Provide modeling of M&A projects, including Due Diligence, ROI analysis, projected results and potential efficiencies (average 3 to 4 acquisitions annually, ranging from $500K to $50MM).
• Manage enterprise wide initiatives by acting as “financial translator” between Executive Management, Operations and back office teams.
• Prepare and analyze performance and budget KPI reporting for Executive Management and Board of Directors.
• Act as subject matter expert for Executive, Finance and Operational Management teams on Fair Market Valuations, GAAP FP&A and Financial Modeling.
• Act as main point of contact for annual external audits, 3rd party valuation firms, and outside consultants.

Temple, Texas

- Complete responsibility for all financial reporting and month-end close process.- Develop and implement internal control and efficiency processes.- Manage internal and external audit engagements.- Coordinate financial accounting for three operating companies and the corporate headquarters.- Develop and prepare annual and quarterly budgets and.

Austin, Texas Area

- Manage all monthly GL accounting and reporting for the Medical Products and EndoCare manufacturing segments, Cryo Partnerships, Labs and Service Center divisions of HealthTronics, Inc.- Develop and implement Accounts Receivable, Accounts Payable, Inventory, Costing, Revenue and Expense Recognition controls, processes and procedures.- Model plant.

Austin, Texas, United States

- Plan, execute and finalize all aspects of financial statement audits, tax return preparation, and agreed-upon procedure (AUP) engagements for a book of fees of approximately $600,000.- Manage engagement staff for efficient completion of audits and AUP engagements.- Direct and coordinate efforts of onsite and offsite teams to complete work within budgeted.

Salt Lake City, Utah, United States

- Perform financial statement audits of publicly traded companies within the manufacturing, real estate, oil and gas, and retail industries.- Prepare notes and disclosures to the financial statements.- Coordinate audit procedures for multi-site engagements.- Perform internal controls testing to ensure compliance with SOX 404.- Research GAAP and GAAS.

- Review staff work prior to presentation to managers and partners.- Coordinate fieldwork with the Department of the Interior (DOI), Office of - Historical Trust Accounting (OHTA) and Bureau of Indian Affairs (BIA).- Supervise staff reconciliations of Individual Indian Accounts as part of the BIA Special Deposit Account project.- Research ownership of.

- Monthly bookkeeping for various clients.- Prepare monthly compilation reports.- Complete and file periodic 940, 941 and other payroll reports for filing with the state.- Prepare Federal and State tax returns for individuals, partnerships and corporations.