David Dalling, Cpa Email & Phone Number

Hollywood, Fl, Us

Selma, Alabama

Oversee fiscal operations for a $26M public charity organization to include advising the president & CEO and the executive management team on financial matters. Manage accounting, human resources, and development functions, including GAAP compliance, financial reporting, governance, internal controls, and contractual matters. Coordinate annual budgeting and compensation processes, ensuring accurate month-end close and reconciliations. Staff liaison with the audit and finance committees, and the external financial auditor. Serve as a member of the investment committee.Generated a $6M growth in total assets, a $300k average annual revenue growth through robust fundraising, initiating cost-saving actions and advising the management team on growth plans and new programs development.Saved over $80K in operating costs by consolidating accounting department responsibilities so as to eliminate the need to hire additional staff and obtaining sales tax exemption for the organization. Pioneered and incorporated an electronic time and attendance system which integrates with the payroll software, resulting in a more timely, accurate and detailed payroll preparation process.Innovated the internal reporting and analysis process to aid decision making at the governance level by presenting in-depth financial analyses and a financial dashboard with key performance indicators and industry benchmarks. Implemented internal audit procedures and a system of formal monthly reconciliations which identified and eliminated errors and shortened audit preparation time by 2 weeks.Led a project to revamp the compensation methodology resulting in a more robust and objective compensation plan allowing for better control of compensation costs. Developed an accounting policies and procedures manual and created a policy governing the use of cash reserves.

Montgomery, Alabama

Directed and executed the financial activities, reporting, procurement, and IT function for the third largest Public Housing Authority in the State of Alabama serving over 4,200 families. Established and enforced finance policies and strategic initiatives to ensure efficiency and continued financial success. Created annual budgets and managed the financing for capital projects, while also supervising 6 direct reports.Enhanced the Board reporting process by creating and delivering custom monthly financial reports incorporating financial performance along with growth strategy, ensuring clear understanding and establishing the direction for upcoming months.Restructured the general ledger accounts and bank reconciliation process by reengineering processes, consolidating operations, and streamlining accounting close process. Raised the operational effectiveness of the organization by conceptualizing and implementing payroll and general ledger interface to improve accounting systems and drive efficiencies.Established and maintained the fiscal year operating budget and planning process.

Montgomery, Alabama

Facilitated all aspects of accounting, financial and treasury functions for a $60M community bank. Designed and managed reporting and analysis of key operating metrics and business drivers resulting in optimized performance, overall business growth, and profitability. Prepared and presented financial reports to the board of directors at monthly meetings. Reviewed and supervised the work of 3 reports while also directing the anti-money laundering operations of the bank.Mitigated risks the bank faced and turned around multiple inefficient areas during a financial crisis by deploying liquidity and asset/liability strategies and implementing controls and procedures to ensure regulatory compliance.Maximized revenue returns for the bank’s $15M investment portfolio by developing numerous cost savings and revenue-generating ideas as well as executing buy/sell strategies.Engineered, evaluated and established a business intelligence tool that gave critical insights on business priorities and factors driving business success, leading to improvements in operating efficiency.

Master Of Science - Ms, Accounting

Bachelor Of Science - Bs, Management Studies