Independent Finance And Operations Consultant
CurrentSpecialize in Agriculture/Wine Business Process ReviewData IntegrationERP ImplementationFinancial Planning & Analysis
Please complete the CAPTCHA to continue
@clinecellars.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jared Dalton is listed as Highly accomplished finance and operations leader driving growth and profitability at Self-employed, based in Dallas, Texas, United States. AeroLeads shows a work email signal at clinecellars.com and a matched LinkedIn profile for Jared Dalton.
Jared Dalton previously worked as Independent Finance and Operations Consultant at Self-Employed and Director of Finance Operations at Cline Family Cellars. Jared Dalton holds Master Of Business Administration (Mba), Business Administration And Management, General from School Of Business At Sonoma State University.
This section adds company-level context without repeating Jared Dalton's masked contact details.
AeroLeads found 1 current-domain work email signal for Jared Dalton. Compare company email patterns before reaching out.
I consider myself to be both a financial strategist and a catalyst for growth. In creating a risk-intelligent culture, I instill an approach that resonates throughout the organization, while providing leadership and guidance that leads to success. I endeavor to pair financial and operational strategies and to ensure that this alignment drives the business forward toward its goals. In my current role with Cline Family Ventures, I direct all financial operations and initiatives for a diversified portfolio of family-owned companies, driving efficiencies through process/system integration,In my previous role as controller, I spearheaded an ERP upgrade, improving the revenue sales posting process, and setting the foundation for the development of a data warehouse.If you would like to start a conversation about how working together could be mutually beneficial, please reach out.Core Competencies:Staff Mentoring & DevelopmentFinancial Planning & AnalysisPerformance OptimizationContinuous ImprovementAccounting & ReportingOperations LeadershipProcess DevelopmentBusiness AnalyticsStrategic Planning
Listed skills include Leadership, Budgets, Management, Event Planning, and 26 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Specialize in Agriculture/Wine Business Process ReviewData IntegrationERP ImplementationFinancial Planning & Analysis
Sonoma, Ca, Us
Direct all financial operations and initiatives of family-owned collection of companies, including budgeting and forecasting, supply and demand planning, data warehouse functions, inventory costs, and retail operations. Cultivate and develop strong customer and corporate relationships to ensure loyalty and sustained growth. Manage cost structures and pricing plans. Integrate and implement ERP technologies to streamline and modernize retail operations.
Sonoma, Ca, Us
Managed accounting and financial operations, including accounts payable (AP) and accounts receivable (AR), treasury, and fixed assets. Oversaw maintenance and configuration of ERP processes over 5-month transition period, including training for entire company team. Supervised compliance and audit activities, including annual audit.
Developed and documented effective system processes and ERP workflows. Supervised resource pools of implementation resources, developers, and support teams.
Napa, Ca, Us
Managed ERP implementation (Dynamics 365-Accounting Module) for 3rd-party wine shipping company. Oversaw all accounting functions, including AP, AR, treasury, and fixed assets. Prepared monthly, quarterly, and annual financial statements. Created regular and ad hoc reports for all departments.
Oversaw all accounting and finance functions, AP, AR, treasury, and fixed assets. Led successful, efficient team of 3 direct reports. Supervised compliance and audit activities and served as principal point of contact for external auditors.
Arlington, Texas, Us
Managed company budget and accounting operations, including AP and payroll. Collaborated with director of finance to manage preparation for operating expense (OPEX) forecasts. Ensured 4-day close schedule was met, enabling provision of forecast information to corporate leaders and shareholders. Supervised staff of 20 with 3 direct reports.
Arlington, Texas, Us
Monitored and advised on labor budget for seasonal staffing needs (2000+ headcount). Conducted periodic reviews of schedule forecasts and executed real-time optimization of labor plan to ensure accurate anticipated labor costs. Generated reports to track spending variance between budget and forecast.
Oversaw recruiting of hundreds of seasonal employees. Operated as in-park compliance officer for California employment and labor laws. Conducted periodic compliance audits on team member files. Developed and managed HR budget, including recruiting, training, and team member reward and recognition. Worked with department managers on appropriate HR decisions, and assisted departments with personnel issues and corrective actions.
Arlington, Texas, Us
Monitored and advised on labor budget for seasonal staffing needs (2000+ headcount). Conducted periodic reviews of schedule forecasts and executed real-time optimization of labor plan to ensure accurate anticipated labor costs. Generated reports to track spending variance between budget and forecast.
-Managed operations of two sheet ice facility-Responsible for operational, birthday, food service and facility maintenance staff numbering 60-70-Trained team members in all aspects of facility operation, guest service, crowd control, cash control and ice maintenance using existing and original materials-Managed public skating sessions with attendance of up to 1000 and staff of 30+-Managed staffing budgets to ensure efficiency and outstanding guest service-Responsible for a reduction of labor in food service operations of 40% with no loss of revenue-Responsible for total revenue of over 2MM
-Managed one sheet ice facility and 12 lane bowling center-Integrated ice and bowling facilities under a singular management structure-Responsible for training team members in all aspects of operation – front desk, skater services, retail sales, cash handling and ice/bowling maintenance
Federal Way, Wa, Us
-Efficiently managed team members to achieve an increase in revenue of 10% to prior year and increase of net profit per cap of 9% to budget-Managed three departments – Food Service, Games and Attractions with a combined staff of 120-140-Trained seasonal supervisory staff of 5 in team member management and guest service-Trained team members in cash handling and guest service using existing and original materials
Quick answers generated from the profile data available on this page.
Jared Dalton works for Self-employed.
Jared Dalton is listed as Highly accomplished finance and operations leader driving growth and profitability at Self-employed.
AeroLeads has found 1 work email signal at @clinecellars.com for Jared Dalton at Self-employed.
Jared Dalton is based in Dallas, Texas, United States while working with Self-employed.
Jared Dalton has worked for Self-Employed, Cline Family Cellars, School Of Business And Economics At Sonoma State University, Oztera, Inc., and Wineshipping.Com, Llc.
You can use AeroLeads to view verified contact signals for Jared Dalton at Self-employed, including work email, phone, and LinkedIn data when available.
Jared Dalton holds Master Of Business Administration (Mba), Business Administration And Management, General from School Of Business At Sonoma State University.
Jared Dalton is listed with skills including Leadership, Budgets, Management, Event Planning, Forecasting, Customer Service, Training, and Microsoft Office.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts