Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Dan Jefferson Jr

Dallas,TX

Summary

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.

Education

Bachelor of Arts - Accounting Control Systems

University of North Texas
Denton
05-1998

Skills

  • Strategic vision
  • Financial management
  • Operations oversight
  • Policy implementation
  • Market analysis
  • Organizational alignment
  • Executive leadership
  • Problem solving
  • Crisis management

Timeline

CEO and President

Dan Jefferson Tax & Financial Consulting , Inc
11.2002 - Current

JD Edwards Implementation Specialist

BDO
06.2000 - 10.2002

Auditor

Bank of America
05.1998 - 06.2000

Bachelor of Arts - Accounting Control Systems

University of North Texas
Dan Jefferson Jr