Daniel Applegarth Email & Phone Number

Omaha, Nebraska, United States

Omaha, Nebraska, United States

Provide insight and direction for all aspects of finance, administration, and human resources while steering the organization through transformation and growth—including the transition to private equity ownership. I step in as a corporate and finance executive, trusted advisor, and tireless problem solver whenever and wherever needed.• Prepared the firm for PE ownership and guided the post-acquisition transition.• Embedded controls, standards, and transparency into financial and administrative operations to create a growth-oriented, data-driven institution with an eye on the future and a commitment to rapid, sustained growth.• Up-leveled business and financial reporting, introduced multiyear forecasts, overhauled processes and workflows, and improved FP&A.• Influenced ten M&A transactions in seven years—overseeing due diligence, banking relations, negotiations, etc.• Headed IPO preparations.• Developed programs for equity incentives, sales compensation, and executive bonuses.• Managed P&L for individual organizations and consolidated P&L for the parent company.

Omaha, Nebraska, United States

Recruited to add structure and consistency to the finance function—paving the way for future growth while overseeing financials for eight NorthStar entities. Developed and implemented new policies, procedures, systems, and communications strategies. Led the human resources team and supervised HR to support and enable business operations.• Positioned this family-owned house for an amazing, high-growth future by developing a robust, scalable financial and operational infrastructure.• Directed finance and accounting, including annual audits, tax management, and financial statement consolidation.• Presented fiscal performance and recommendations to owners, board members, and executives.• Provided friendly, accessible leadership to cross-functional teams—cultivating talent and deepening the culture.

Seattle, Washington, United States

Influenced the success—and compliance—of large, publicly traded companies such as Expedia and Symetra Financial. Directed teams in auditing financial statements and controls including deep-dive investigation of financial statement close, revenue, consolidation, payroll, accounts payable and receivable, equity compensation, treasury, and cash on hand.

Mba, Business Management

Education record