John Dalton, Cpa Email and Phone Number
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Product and finance leader with 25 years of experience and a proven record in product line management, financial reporting, strategic planning, credit risk and asset/liability management. John is a motivational hands-on leader and high-performing teambuilder.Prior to joining Toppan Merrill, John managed a $400 million portfolio of financial reporting solutions for Workiva, a $30 million portfolio of accounting, risk, performance management products for Fiserv, and led a regulatory change management team for Bank of America.While completing his MBA at Emory University, John was approved to organize a commercial bank in Atlanta, GA. He was a key contributor to the capital raise (private placement memorandum) and was a member of the executive team for Bank of Atlanta. Key responsibilities included strategic planning, treasury, liquidity and bond portfolio management, regulatory reporting, deposit operations, and business development.John also serves as the Senior Captain for PiratesAtlanta, LLC organizing sailing charters and offshore deliveries in the Caribbean, Mediterranean, and Chesapeake Bay. He holds a Mechanical Engineering degree from Vanderbilt University, an MBA from Emory University, and a Master of Accountancy from Georgia State University. John is a member of the American Institute of CPAs and previously served on the Georgia Banking Association Asset Liability Committee.
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Director Of Product Management - Capital MarketsToppan Merrill Oct 2024 - PresentNew York, New York, Us -
Director, Product Management, Financial ReportingWorkiva Apr 2021 - PresentAmes, Iowa, Us- Managed $400M line of business with vision, strategy and execution authority for 5 solutions and 2 industry verticals SEC Reporting, Capital Markets, Private Company Reporting, Global Statutory Reporting, Management Reporting, Financial Services, and Public Sector. - Led a team of 5 Sr. Product Managers - Partnered with engineering, product, and executive leaders across the organization tosuccessfully manage significant product launches from end-to-end - Opened new global markets through product enhancements -
DirectorAccello Advisors, Llc Oct 2020 - Apr 2021Atlanta, Georgia, UsFounded in 2020, Accello Advisors is led by a team of credit, technology, and accounting executives with more than 60 years of combined banking experience in roles such as EVP Sr. Credit Officer, Director of Special Assets Division, Director of Strategic Planning, Director of Product Management, Controller, and Sr. Change Manager. Accello’s specialties include Credit Management (including classified/criticized loan remediation), ALM/FTP setup and review, Technology Implementations (core, GL, ERP), Succession Planning, and Leadership Training. The team is devoted exclusively to management advisory services for banks, bank holding companies, and financial technology providers. To address the current pandemic-related challenges, Accello has assembled an experienced Credit Team who have managed numerous credit, financial and regulatory workouts during the early 1990’s recession, the 2008 credit crisis, and many downstream loss-share workouts. With 30 years of Special Assets experience, this team’s dedicated focus and sense of urgency can keep lenders focused on growth while also yielding a peace of mind knowing your organization is doing everything possible as quickly as possible. -
Manager - Model Risk ManagementDixon Hughes Goodman Llp Nov 2019 - Aug 2020Charlotte, Nc, UsThe DHG Model Risk Advisory group helps financial institutions manage risk as they rely heavily on financial and economic models across a wide range of applications, such as risk management, stress testing, credit loss, operational performance, valuation, and financial/regulatory reporting. -
Director, Product Strategy Management - Financial & Risk Management SolutionsFiserv Dec 2015 - Oct 2019Milwaukee, Wisconsin, Us- Manage $30M line of business with 5 products covering Asset Liability Management, Liquidity Risk, Budgeting, Forecasting, and Performance Mgmt. - Led portfolio-wide Long Range Planning Process including market-sizing, business assessment by product, identification of adjacency opportunities, and product prioritization - Launched new CECL compliance product from concept to funding to launch with broad multi-channel support generating $5M TCV and 100 new customers -
Manager - Risk Advisory ServicesDixon Hughes Goodman Llp Jul 2014 - Dec 2015Charlotte, Nc, Us- Served as interim Controller of a $2 Billion bank through an aggressive year-end financial statement close - Managed enterprise-wide Risk Assessments for multiple banking and consumer finance institutions - Developed and implemented an Enterprise Risk Management program for a Forbes-100 consumer company. - Developed a customer development strategy for an emerging financial technology company - Managed a pre-acquisition credit review for a southeastern community bank -
Change Management - Legacy Asset ServicingBank Of America May 2011 - Jul 2014Charlotte, Nc, UsForeclosure-Bankruptcy Transformation/Attorney Network Firm Management:• Managed the design, testing, deployment, and training for a new process management tool which allows more than 700 Associates to review and track approximately 45,000 foreclosure documents per month • Managed evolving compliance reporting requirements from the Consumer Financial Protection Bureau (CFPB and Federal Housing Finance Agency (FHFA)• Managed a project team that converted more than 40,000 Foreclosure and Bankruptcy Associates to a Single Sign-on interface with a 0.005% error rate• Worked with foreclosure attorneys in judicial states to identify opportunities to reduce error rates and improve productivity of the document execution processes.• Developed an attorney communication strategy that reduced the cycle time for a key foreclosure document by 50% and reduced the error rate from 40% to less than 5% -
Senior Vice President - Strategic Planning - Special Assets - Asset/Liability Mgmt.Bank Of Atlanta Jul 2008 - May 2011Atlanta, Georgia, Us- Managed special assets department providing financial analysis and reporting to the OTS and the Board of Directors - Managed large special assets sale to international private equity group: portfolio selection, bid solicitation, partner selection, due diligence, contract negotiation, and LHFS transaction accounting - Managed $75 million investment portfolio while monitoring volatile yield curve shifts and inflection changes to identify strategic trading opportunities and to realize gains of more than $1 million in 2009 -
Senior Vice President - Business DevelopmentBank Of Atlanta Jul 2007 - Jul 2008Atlanta, Georgia, Us- Consult with business owners and management teams of companies with revenue ranging from $500k to $30 Million- Manage client cash flows using commercial lines of credit and cash/treasury managment services including sweeps, remote deposit capture, and direct deposit/ACH - Finance commercial real estate, owner/occupied, and investment properties - Provide private banking services to business owners and professionals - Manage fixed income investment portfolio for Bank of Atlanta by setting up portfolio accounting, safekeeping, and general ledger entries -
Sr. Vice President - Strategic Planning & OperationsBank Of Atlanta Jul 2005 - Jun 2007Atlanta, Georgia, Us- Developed management incentive plan balancing production with weighted average interest rate - Managed Asset Liability Committee reporting including gap and pricing trend analyses and investment activity - Managed brokered deposit portfolio - Developed Deposit Operations procedures including exception item processing (EIP), interest check production, internal Auto-recon/Positive Pay, and internal account recon - Setup correspondent bank and Federal Reserve Bank interfaces for item processing and ACH - Managed OTS regulatory reporting - Managed conversion of acquired branch to Jack Henry Silverlake system - Setup internet banking system to handle cash management and consumer banking - Developed Remote Deposit Capture (RDC) process - Developed product to provide FDIC insurance for deposit accounts up to $10 Million using CDARS(Certificate of Deposit Account Registry Service) - Designed CDARS pricing model for single maturity and complex ladders -
Vice President - New Bank DevelopmentT. Stephen Johnson & Associates Jun 2004 - Jun 2005• Developed multiple Private Placement Memorandums for projected capital sales in excess of $150 million.• Developed capitalization strategies and start-up financial projections for 6 de novo banks in Georgia, Florida, and South Carolina involving combinations of common and preferred stock and share purchase warrants. (Using market comparables to determine acceptable levels of dilution)• Co-authored OTS Change of Control application for newly acquired bank• Credit quality review for target bank in northwestern Georgia based on personal consumer loan package audit• Prepared investor road shows and private placement memoranda ultimately raising $3.7M in seed money• Provided valuation and fairness opinion required for privatization; First National Bank and First National Corporation, Folkston, GA; First Commerce Community Bank, Douglasville, GA; Community Banks of Georgia, Jasper, GA
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Consultant - Financial ServicesAccenture/ Andersen Consulting 1998 - 2003Dublin 2, Ie• Managed SunTrust Bank’s testing and implementation teams for 12 core banking systems supporting large in-market bank acquisition• Managed 4 IT conversions adding 2.5 million customers to the SunTrust CRM System creating one system of record across the entire organization• Designed user interface for a web-based consumer payment tool opening a new transaction channel for Bank of America Internet banking customers• Conducted a competitive analysis for two potential mortgage markets leading to rollout of new branch sales channel for Wachovia Mortgage Company• Developed reports and interfaces for the Marriott International front-end billing system serving 337 Marriott and Renaissance hotels in North America• Facilitated product definition sessions for Keyon, a start-up company created by Bank of America partnership with leading technology companies• Developed sales channel and product architecture for ABN/AMRO North American Mortgage Group post-merger consolidation
John Dalton, Cpa Skills
John Dalton, Cpa Education Details
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Vanderbilt UniversityMechanical Engineering -
Emory University - Goizueta Business SchoolEntrepreneurship -
Georgia State University - J. Mack Robinson College Of BusinessAccounting -
University School Of JacksonHigh School -
Culver Military AcademySummer Naval School
Frequently Asked Questions about John Dalton, Cpa
What company does John Dalton, Cpa work for?
John Dalton, Cpa works for Toppan Merrill
What is John Dalton, Cpa's role at the current company?
John Dalton, Cpa's current role is Director of Product Management, Capital Markets at Toppan Merrill.
What is John Dalton, Cpa's email address?
John Dalton, Cpa's email address is pi****@****ail.com
What is John Dalton, Cpa's direct phone number?
John Dalton, Cpa's direct phone number is +167848*****
What schools did John Dalton, Cpa attend?
John Dalton, Cpa attended Vanderbilt University, Emory University - Goizueta Business School, Georgia State University - J. Mack Robinson College Of Business, University School Of Jackson, Culver Military Academy.
What are some of John Dalton, Cpa's interests?
John Dalton, Cpa has interest in Economic Empowerment, Flying, Environment, Education, Private Pilot With An Instrument Rating, Sailing, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Climbing.
What skills is John Dalton, Cpa known for?
John Dalton, Cpa has skills like Banking, Financial Analysis, Finance, Risk Management, Management, Financial Modeling, Mergers And Acquisitions, Strategy, Leadership, Credit, Financial Services, Strategic Planning.
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