Results-oriented executive skilled in enhancing operational efficiency and implementing policies for growth. Demonstrated success in financial planning and team leadership, fostering engaged work environments that contribute to strategic objectives.
Overview
28
28
years of professional experience
Work History
CEO and President
Dan Jefferson Tax & Financial Consulting , Inc
Dallas, TX
11.2002 - Current
Crafted strategic vision for company growth and innovation, leading to increased annual sales.
Managed financial planning and budgeting processes to support strategic objectives.
Oversaw daily operations, ensuring efficiency and compliance across all departments.
Collaborated with executive team to align organizational goals and initiatives effectively.
Implemented policies that enhanced organizational effectiveness and operational excellence.
Championed culture initiatives that increased employee engagement and satisfaction.
Recruited, trained, and mentored employees at all levels to build a skilled workforce.
Analyzed market trends and customer data to inform strategic decision-making.
JD Edwards Implementation Specialist
BDO
Dallas, TX
06.2000 - 10.2002
Engaged with clients to clarify implementation requirements and align on expectations.
Developed detailed project plans for software and system integrations.
Conducted training sessions for users on how to use the newly implemented software program.
Facilitated training sessions for end-users, enhancing their proficiency with new systems and processes.
Created comprehensive documentation of system configurations and user guides to support ongoing user needs.
Auditor
Bank of America
Dallas, Texas
05.1998 - 06.2000
Conducted audits of financial statements, ensuring compliance and accuracy to uphold financial integrity.
Evaluated internal controls, identifying potential areas of risk to strengthen organizational safeguards.
Coordinated with teams to gather documentation, streamlining audit processes and enhancing collaboration.
Prepared detailed reports outlining audit findings and recommendations.