Rick Daniel Email & Phone Number

Toronto, ON, CA

• Assisted team in reconciling $90M in fixed assets for AutoNation, correcting $4.7M in discrepancies; which resulted in ensuring of GAAP compliance, boosting financial statement reliability & investor confidence.
• Supported a $1.24 billion real estate portfolio audit (34,000 homes in 48 communities in FL and SC) uncovered lack of documentation, which strengthened internal controls, and reduced financial risk by 2-5%.
• Streamlined the asset management audit process of $300M in hedge funds, mutual funds, and ETFs with advanced data analytics. Resulted in ensuring compliance & improving the teams work efficiency by 10%.

San Jose, CA, US

• Helped company make a decision worth over $100M by analyzing 800,000 data points across 3 teams. Ultimately prepared PowerPoint & presented findings to the Chief Accounting Officer and her 7 Directors.
• Conducted M&A due diligence and provided recommendations for liquidating 15 global legal entities by using Excel-SAP analytics, resulting in $90M annual cost savings and a 20% reduction in legal complexities.
• Reconciled accounts across 30 countries using Blackline software, identifying and resolving $2M in discrepancies, which significantly improved Controllership teams financial accuracy on a global scale.
• Performed research for Startup Venture investments, advising on $50M in venture investments, leading to strategic decisions that increased portfolio returns by 12% and enhanced overall investment strategy.

Hollywood, FL, US

• Developed revenue and expense sheets, consolidating financial statements for 10 high income clients with earnings of $500K+, resulting in a 20% improvement in their financial reporting accuracy.
• Prepared and filed over 100 tax returns (990, 1099, W-2, 1120, 1040, Schedule A), ensuring compliance and accuracy, which resulted in a 15% reduction in client tax liabilities and maximize tax deducting benefits.
• Led a team of 6 members increasing overall firm efficiency, by reducing tax return preparation time by 25% leading to an estimated annual cost saving of $60,000.

• Worked with clients and firm partners to understand client wants & objectives and lead the coordination of client satisfaction to meet goals.
• Interviewed clients to obtain additional information on taxable income, deductibles, and expenses.
• Success: Prepared tax returns for non-resident aliens, clients with international income, and dual-status citizens.

Master Of Business Administration - Mba, Data Analytics

Bachelor Of Business Administration - Bba, Accounting

Bachelor Of Business Administration - Bba, Finance, General

., High School

High School