David Dolan

David Dolan Email and Phone Number

Finance Director/VP │ Finance Leader & Consultant │ Builder of agile accounting & back office infrastructure │ Driver of cross-functional collaboration for evolving and growing companies @
David Dolan's Location
Cambridge, Massachusetts, United States, United States
About David Dolan

David Dolan is an outcome-focused Finance Executive and CPA with proven success building, optimizing, and aligning finance teams with cross-functional departments. He has a broad-based background in both public and privately held companies with expert qualifications across all corporate finance, accounting, treasury and operating functions. Since leaving public accounting, after working with a pre-IPO and subsequent public company in the Technology industry, he has spent much of his career in the capacity as a consultant: building and leading the finance and operations departments of small, privately held companies. He has strong strategic, general management, technical, FP&A, sales operations, team building and problem-solving skills.Most recently he has worked with a SaaS company in the marketing industry. In addition to providing corporate controller services, he designed a pipeline database and captured necessary KPI’s before subsequently converting into SalesForce. He has also worked with senior executives of a HaaS/SaaS company, connecting HubSpot pipeline opportunities to a current year forecast and long-term strategic plan.Before that, he completed a 3-year assignment with a digital marketing and data management client as the Director of Finance in which he was promoted to VP of Finance and Operations before assignment completion. During this time, he built the accounting and back-office teams, built internal control processes, designed an annual budget and quarterly forecasts with KPIs, worked closely with the sales team in the management of its pipeline and led the company through its first financial audit. Specialties:Finance Management | Team Leadership | Financial Controls Accounting ǀ Finance, Planning & Analysis ǀ Sales Operations ǀ Process ImprovementBudget Management | Strategic Planning | Cost Optimization

David Dolan's Current Company Details
Financial & Accounting Consultant

Financial & Accounting Consultant

Finance Director/VP │ Finance Leader & Consultant │ Builder of agile accounting & back office infrastructure │ Driver of cross-functional collaboration for evolving and growing companies
David Dolan Work Experience Details
  • Financial & Accounting Consultant
    Fractional Finance Director
    Financial & Accounting Consultant Jan 2010 - Present
    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.
  • Encortex
    Vice President Finance Administration
    Encortex Apr 2023 - Jan 2024
    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.
  • Encortex
    Director Of Finance And Operations
    Encortex Aug 2020 - Apr 2023
    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.

David Dolan Education Details

Frequently Asked Questions about David Dolan

What company does David Dolan work for?

David Dolan works for Financial & Accounting Consultant

What is David Dolan's role at the current company?

David Dolan's current role is Finance Director/VP │ Finance Leader & Consultant │ Builder of agile accounting & back office infrastructure │ Driver of cross-functional collaboration for evolving and growing companies.

What schools did David Dolan attend?

David Dolan attended University Of Vermont.

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