Daniel Petersen Email & Phone Number

Boston, Ma, Us

Lakeland, Florida, Us

Louisville, Ky, Us

Louisville, Ky, Us

Herndon, Va, Us

Providence, Ri, Us

• Migrated accounting general ledgers to NetSuite for M&A's• Managed team through monthly close and statutory audits for six international entities• Manage Revenue Recognition Policies• Lead finance contact for data, systems and reporting teams supporting revenue operations• Managed Sales and Use Tax compliance in 48 states for SaaS and Ecommerce revenue. Experience with multiple SALT audits and VDA’s• Assisted with annual revenue financial audits and income tax apportionment• Developed a sales order process accelerating invoice delivery by two days.• Calculate and process monthly sales commissions

Providence, Ri, Us

Manage Revenue and Billing Operations Team for three subsidiariesBuild processes and work flows to scale billing practices Migrated Accounting General Ledgers to NetSuite for all Mergers & AcquisitionsManage Revenue Recognition Policies and implemented ACS 606Manage billing through multiple M&A's in a fast paced environmentWork with Data and Reporting teams supporting revenue operationsManage Sales and Use Tax compliance in 45+ states for SaaS and Ecommerce revenueCalculate and processes monthly sales commissionsAssist with annual financial audits and income tax filings

Providence, Ri, Us

Providence, Ri, Us

-Analyze contracts, data sets and sales tax parameters to prepare invoice data sets-Review billing details and contract terms with Director of Finance and CFO as well as client services team -Prepare and reconcile all monthly sales information for sales tax filing, including invoiced, online and warranty sales. Ensures reports tie to ledger detail.-Manage backup reporting for billing-Manage billings and collections for the company -Prepare and submit invoices promptly to clients through accounting system. -Follow up with clients to ensure prompt payment of all outstanding receivables. -Post cash receipts for all wires and checks received against outstanding invoices -Review A/R balances by client weekly with CFO and develop action plans for any past due invoices-Manage all cash related transactions including wires, checks, deposits, bank fees and manual credit card refunds-Prepare reconciliation schedules for month end closes as requested by the CFO including: -Accrued Prepaids -Accrued Liabilities -Sales Tax Clearing Accounts -Sales Tax Liability Accounts -Inventory Reconciliations -Intercompany Account-Handle all sales and use tax obligations including monthly filings, VDA's, and miscellaneous notices-Assist Director of Finance through annual audit-Assist in preparing annual state income tax returns for over 40 states for two entities

Philadelphia, Pa, Us

Billing point of contactA/R CollectionsInvoicingPayment ProcessingGeneral Ledger EntriesMonthly and Year End Provisions

Farmington, Ct, Us

• Developed tax voluntary disclosure agreement data packages requiring incisive analysis and effective written/oral communication• Processed, and analyzed ten years of sale data to reveal tax audit exposure• Strategically attacked and reduced exposure by obtaining sales tax exemption certificates from applicable clients • Headed the process of effectively obtaining state tax compliance, assigning tax rates into SAP software and initiating state tax collection on applicable sales • Contributed to teams of experienced Big 4 CPAs by creating intercompany transaction summaries to assist in year-end tax provision for the company's financial statement audit• Analyzed complex financial statements requiring close attention to detail including P&L charts, currency hedging accounts, asset roll-forwards, and account reconciliations• Assisted in the preparation of federal and state income tax returns• Completed TRUMPF’s and two other affiliates yearly 1099 forms• Prepared automobile and copier lease schedules• Various ad hoc projects

• Preventive maintenance• Machine repairs• Machine installation and preparation

• Organize daily order requirements • Pick & pack inventory• Analyze inventory levels, 5S Lean Production• Package, invoice large ocean container shipments

Bachelor’S Degree, Accounting

Accounting And Finance

Education record