Ira Daniel Email & Phone Number

San Francisco, Ca, Us

United States

We're a nonprofit and philanthropic organization partnering with social change leaders, individual donors, corporations, and foundations around the world.Actively contribute to our organization's vision for impact and promote core values, including Justice Equity Diversity and Inclusion (JEDI).Champion staff development, establish career pathways, and foster a continuous learning environment while supervising and managing a team of 18 Sr. Accountants & Accountants.Ensure seamless collaboration between 140+ Fiscally Sponsored Projects, Department and Accounting Operations for top-tier customer service.Manage Audit of $300 MillionEnhance and document accounting procedures for efficiency and precision.Administer NetSuite financial system training for internal staff and client stakeholders.Maintain the integrity of financial reports within the NetSuite Financial system.Allocate caseloads to accountants based on expertise, location, and capacity for seamless partner support.

Global Service Available

Specializing in Professional Personal Tax Preparation and E-filing Services for clients including monthly reconciliation and reporting including year-end services for Small Businesses & Non-Profits. ID Professional Tax Services provides valuable services at a competitive price and availability for your questions and concerns not just during the tax season, but all year round. Registered Tax Preparer of the Internal Revenue Service.

San Francisco, California, United States

Responsible for revenue recognition and compliance. Collaborated with executive, senior and managerial staff program and financial management in developing and maintaining programs, as well as maximizing contract and operating revenues by 40% through oversight, budget and expense modifications, and monitoring. Responsible for oversight and co-distribution of monthly financial reports for over 30 departments. Supervising the Senior Revenue Accountant, GL & Contracts Accountant and Staff Accountant - Accounts Payable roles including all aspects accounting functions and month-end close and works with agency’s Division Managers on critical issues relating to contacts billing, budget management and reporting and forecasting. Served as key administrator for system implementation in Finance Department and liaison for organizational implementation with multiple platforms including Salesforce & ADP.Collaborating with other executives with administrator oversight of employee payroll and benefits allocations including investments, compliance, and timely process closeouts.Provided insights used as key input to define forecasting revenue and workforce strategy.Support HR in compliance, cost allocation & reporting duties.

Washington, Dc

Working under General Counsel in cohesion with the Department of Justice in regards to domestic Nuclear Utilities companies.● Managed Nuclear Waste Fund investment and revenue activities $28 Billion● Analyzed, Reviewed and Audited exported accounting record and reports from nuclear utility company claims via the Department of Justice for damages from breach of contract of 2016’s $1 Billion total.● Investigated validity of claims through forensic accounting practices and makes recommendations to Program Director. ● Researched discrepancies and initiates corrections, and/or make recommendations of Settlement Claims and Determinations in excess of $84M annually with the Department of Justice. ● Monitored US Treasury, Bond, Investment and Fund activity $28B. ● Responsible for maintaining up to date and accurate financials through electronic repository ● Served as point of contact for both internal and external correspondence and requests from attorneys, auditors, and other Accounting Staff Members to obtain or provided guidance on claim guidelines and overall compliance.● Provided on-boarding training to new hires and other indirect reports● Developed Nuclear Waste Fund Calculation job aids to ensure consistency and accuracy of calculations. These items were used for both transparency of computations and for cross-trainingAnything else, inquire with.

North Bethesda, Md

● Evaluated and reviewed budget vs. actual variances● Maintained system of checks and balances to ensure the integrity of financial reports related to project costs, revenue, and overall expenditures● Reported to Director of Finance the consolidation of Strathmore Hall Foundation, Inc., National Philharmonic, Washington Performing Arts Society and the Levine School of Music financial reports.● Managed $9M annual budget process by engaging all stakeholders and submitting budget for Final approval of Board of Directors● Prepared monthly, quarterly reports and annual financial statements, Alcohol, Sales Uses, Property, Employee/Insurance Taxes withholdings and filings.● Managed bi-weekly payroll for 30 FTE and part time staff, union employees as well as independent contractors generating 300 W-2’s & 1099’s ● Created Cost savings and benefits of outsourcing third party admin implementation.● Reviewed, edited, and imported into general ledger, point of sale and ticketing/development transactions while tracking accounts receivables.● Prepared and submitted accounts payable invoices to Strathmore partners, reconciled bank account statements to general ledger and post adjustments.● Maintained system of checks and balances to ensure the integrity of financial reports related to project costs, revenue, and overall expenditures● Initiated electronic funds transfers, wires and benefits deductions on behalf of the institution● Submitted bi-weekly payroll deposits and prepares quarterly payroll reports for filing and payments with the IRS and State Agencies● Prepared and input cash receipts, journal entries, and payroll distributions to the general ledger● Oversaw point of sale, ticketing and development transactions● Responsible for all accounts receivables. Prepared and submitted invoices to Strathmore Partners and Vendor● Reconciled bank account statements to general ledger and posted necessary adjustments

• Manage account activity for over 10 Unrestricted, 400 Restricted, & 200 Endowments. Prepare & Reconcile Bank Statements for Restricted, Unrestricted, and Endowed accounts with over multi-million annual giving and statements.• Manage junior staff within the Foundation Office and Advancement Services• Piloted the establishment of Foundation’s Digital Imaging System for inter-departmental file-sharing• Monitor asset investment activity (bonds, CD’S, buying & selling)• Reconcile bank statements for credit card accounts, checking accounts, and Inter-fund Monitor, analyze, and adjust budget activity expenditures and report to seniors if needed• Prepare, enter, and reconcile journal entries required of all accounts• General ledger closing monthly, quarterly, and annual accounts; assist in audit and expense schedules, as well as fiscal audit reports • Ensure compliance with Foundation and State regulation policies and taxation procedures• Member of the grant & donor management reconciliation team reporting directly to the CFO• Provide compliance in accord with the State of Maryland, Federal Non-Profit’s (501c), and the Morgan State University Foundation, Inc.’s regulations, policies, and taxation procedures including • Personal Property Tax and Assessment preparation.

New Castle, De

Dover, De

M.A., Economics

Bachelor Of Science, Accounting

Activities and Societies: SGA President, Dean's List, Nat'l Assoc of Black Accountants, Int'l Students Board Member, Judicial Board.