Wayne Daniel, Cfa, Cpa Email & Phone Number

New York

Charged with implementing the vision and mission of the company and formulating the company’s strategic plan achieve its objectives with the goal of maximizing return and minimizing risk for the company. Ultimately responsible for the overall performance of all construction projects and contracts. Evaluate financial, operational, and business development structures to plan for continual improvements and a continual increase of operating efficiencies

New York, New Jersey

New Jersey

Manage teams across multiple engagements and jurisdictions Provide technical direction on assurance matters across the treasury cycle over multiple industries Train and develop teams in global service centers

Bermuda

Head Sox Year 1 Evaluation at a global financial institution Project manage SOX assessments over multiple jurisdictions Train and develop a team for post Year 1 SOX assessments Provide technical accounting solutions to engagement teams

Sydney, Australia

Identify and deliver assurance and advisory services to clients based on tailored service offeringsManage client engagements in their entirety and maintain strong relationships with all clients and build new networks and businessesProvide effective counselling, coaching and mentoring to counselees, engagement and other team members towards the development of skills and talent in the teamHelp clients solve complex problems leveraging knowledge, business acumen and innovative points of view.Actively contributing to the strategic direction of the financial services practice as part of a collegiate leadership group.

Jacksonville, Florida Area

Plan, coordinate and document the execution of specific assurance procedures (external and compliance audits) as defined by the engagement objectives, client history and engagement approachManage engagement economics (scheduling, budget, profit margin)Train, supervise and counsel team while fostering a productive and learning environment Challenge past procedures and contribute ideas to enhance/re-design processes and techniques in order to improve efficiency for both client and engagementRespond to client requests and maintain productive client relationshipMeet with management to discuss findings to take to audit committee meetings as well as present them to the CEO, CFO and Audit Committee

Jacksonville, Florida Area

Prepare estimated federal and state income tax payments Research and prepare work papers for various book to tax differences (deferred tax analysis)Prepare/Review other various tax filings: Annual reports, Intangible Tax, Sales and Use TaxAssist in federal and state auditsAssist in financial planning and analysis

Macc, Accounting

Activities and Societies: Community Involvement: Jacksonville, Fl; Designed and implemented a capital markets project for high schools..

Mba, Finance

Activities and Societies: America Institute of Certified Public Accountants (AICPA Florida Institute of Certified Public Accountants.

Bba, Finance

Activities and Societies: Honors graduate – Summa Cum Laude Valedictorian – Class of 2004 Honor Student - MSU Honors Program President’s.