Scott Danes, Aif® Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Forest Capital Management, LLC (FCM) is an independent investment advisor registered with the SEC. Our focus is providing expert advice to 401(k) plan sponsors as well as their plan participants. FCM recognizes that the employee demographics of each company we work with are not the same. Using our industry knowledge, our team takes a tailored approach to every client to ensure that every 401(k) plan is managed appropriately based on the plan participant's age, compensation, and risk profile.I support FCM by managing the day to day operations of a plan sponsor's retirement plan. Through monitoring the current investment lineup, and making adjustments backed by the principals of Modern Portfolio Theory, I ensure that each 401(k) plan participant has the tools and knowledge to build a worthy retirement nest egg.

Greater Chicago Area

• Guided companies through the auditing process by reviewing sales tax and unclaimed property liabilities as well as financial statements to reduce potential liabilities owed to states.• Communicated directly with clients to provide strategic input in order to maintain adherence to industry deadlines, working closely with executives to update processes and data as needed.• Supported a team through merger and acquisition (M&A) deal, preparing voluntary disclosure statements and maintaining additional registration documentation to facilitate the acquisition.• Collaborated cross-functionally with multiple departments to develop own Bloomberg Terminal proficiency, allowing for improved financial analysis acumen.• Assisted in the preparation of financial analysis, modeling, and annual business plans for clients in accordance with tax regulations and policies.

Chicago, Il

• Conducted review and due diligence for client company financials, developing strategies to quantify unclaimed property exposure for Fortune 500 companies across manufacturing, retail, and technology.• Utilized intricate estimation and modeling techniques to quantify unclaimed property exposure for clients, including $3M for a healthcare management company.• Prepared detailed summaries of client data evaluations for each reporting period, working directly with clients to alleviate issues related to compliance reporting.• Managed and led the 10-week summer internship program, supporting extensive training in organizational best practices which resulted in seven new hires from the program.

Chicago, Illinois

Specialize in voluntary disclosure agreements, audit defense, unclaimed property exposure identification and quantification and annual compliance services.• Complex analysis of large datasets to derive liability estimations• Forensic evaluation of general ledger transactions from various ERP systems • Interview C-level executives to gather facts and document business processes and controls• Present to live audiences to provide technical advice to mitigate business risk and exposure• Negotiate with state officials and third-party auditors resulting in savings of millions for clients

600 West Chicago Ave

• Work with developers and computer software technicians to regularly update Echo Global Logistics client and employee software. Test new updates to the software that adhere to client specifications every 2 weeks.• On-the-job-training to execute a real-world project, making the direct impact to Echo’s overall business and company goals, as well as the IT department’s enterprise development objectives. As a QA analyst, one will work directly with Echo's QA team to develop and execute test scenarios to verify the software solutions developed for defined business problems to meet the expectations of the clientele based on the requirements specified for that project.• Adhere to strict deadlines in order to meet the needs many of Echo's respected clients.• Work daily in an Agile based company atmosphere

Bachelor Of Arts (B.A.), Economics

Bachelor Of Arts (B.A.), Communication, General