David Dolan Email & Phone Number

Cambridge, Massachusetts, United States

Provides financial consulting services to small privately held companies primarily in the SaaS, Technology and Digital Marketing industries. Builds accounting and back-office processes; hires and manages teams in the execution of deliverables; and serves as financial leader and liaison to internal and external stakeholders. ➤ Built license database for start-up SaaS company, capturing pipeline and its necessary metrics (backlog, ARR, NRR, Churn, etc.). Subsequently converted into a Salesforce implementation in concert with Sales team.➤ Worked with Sales VP, COO and CFO of an equity-backed SaaS/HaaS company, connected pipeline opportunities to current year forecasting model and long-term strategic plan.➤ Developed and successfully implemented accounting and financial systems, policies and metrics for a digital marketing company; replacing email-intensive workflows with off-the-shelf applications to provide enhanced efficiency and internal control conformity. ➤ Established and administered 401k plans and payroll systems for variety of clients. ➤ Developed reporting packages for executives, board of directors, and investors (existing and potential).➤ Hired and established finance teams and subsequently provided supervision and leadership➤ Developed annual budgets and monthly/quarterly forecasting processes, working with department heads to ensure stakeholder adoption at the execution level. Subsequently delivered budget vs. actual and forecast vs. actual reporting and variance analysis.

Wellesley, Massachusetts, United States

Managed all aspects of accounting, corporate finance, contract management, treasury, back-office administration, and HR duties; provided finance and operations leadership throughout organization.

Boston, Massachusetts, United States

Hired and managed team of 6 employees and tasked with bringing financial structure to organization, establishing team, and back-office operations, and support overall business growth. Led accounting, corporate finance, financial planning & analysis, human resources, and contract management. ➤ Built accounting and back-office infrastructure to support growth from $6M in annual revenue and 5 employees to $20M and 40 employees. ➤ Sourced and implemented company HRIS, automating HR function and streamlining entire employee management process, significantly enhancing efficiencies. ➤ Implemented MBO (management-based-objective) automated workflow process enterprise-wide, replacing manual intensive and subjective processes. ➤ Established company-wide annual budgeting process and monthly forecasting process.