Dan Wagner
Accounting
Plainfield,IL
Summary
Skilled Controller/Director bringing 25+ years of experience working across multiple industries. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial accountability and growth strategies.
Overview
46
46
years of professional experience
1
1
Certification
Work History
Controller
Ensure Trucking Inc.
07.2022 - Current
- Utilizing QuickBooks, built accounting and reporting system for 8-million-dollar growth intermodal trucking company with features that provided account categories for Financial Statements and tax preparation
- Tracked direct expense (Cost of Goods Sold) at truck level, including operating expenses, regulatory expenses, driver settlements (contractors)
- Built integrations from Profit Tools Dispatching system which collected detailed income, driver income, and invoicing data
- Integrated ADP payroll feeds into QuickBooks
- Built Accounts Receivable Aging and Open Invoice Settlements
- Performed mechanized bank reconciliations, initiated cash management transactions (2 part for internal controls) and provided bank summary information for management.
Financial Analyst
DOMA Inc.
01.2021 - 01.2022
- Facilitated transition to new Payroll system
- Built pivot table that converted data into accounting records.
Financial Analyst
Rockford University, Inc
11.2019 - 01.2020
- Analyze $26 million budget and financial activity, identifying and/or adjusting timing differences, errors in estimates and economic assumptions.
Controller
Corporate Services, Inc
11.2018 - 07.2019
- Overcame antiquated accounting software by building a data center created from downloaded bank recs and augmenting the process with a series of non-cash accounting
- Mentored staff members on General Ledger disciplines and strategies, and analysis
- Improved documentation and internal controls for workers compensation entries, 940/941 filings and balance sheet reconciliations.
U.S. Director
INDIA RURAL EVANGELICAL FELLOWSHIP
03.2017 - 07.2018
- Non-profit NGO that helps lower caste, high-risk, impoverished people in south-east India rise out of poverty and flourish through boarding schools, child development centers, vocational training and community churches and services
- Provided donor analytics and formulated a multi-tiered strategic development plan
- Improved standardized metrics and communication for external communication
- Implemented a donor sponsorship software and designed the data architecture in a manner that would provide a visual and interactive platform for donors and years of actionable data for management
- Coordinated medical missions to serve 1,200 on-campus students and hundreds of remote villagers
- Created and presented development presentations for boards, foundations, and large donors.
Director of Finance and Administration (Treasurer, Audit Finance Committee)
FAR EAST BROADCASTING COMPANY
09.2009 - 02.2017
- Non-profit Broadcasting Company which broadcasts and distributes media in 60 countries and in over 134 Languages around the world
- Worked with executive team in developing budget priorities and creating a balanced budget for all 7 years
- Improved daily cash management tools and created cash forecasting tools for executive management and board
- Streamlined accounting by segmenting the sub account data and departments, thus efficiently creating an easy and improved method for detailed reporting and audit schedules
- Participated in fundraising strategy meetings connecting needs and strategy
- Developed monthly management and board level reports and streamlined project management accounting
- Oversaw and evaluated the selection of new investment advisor for planned giving assets and general reserves
- Assisted in developing new planned giving agreements and facilitated estate and trust settlements.
Case Manager/Director Performance Analysis
UNITED CAPITAL FINANCIAL ADVISERS
03.2002 - 06.2009
- Provides innovative investment plans for personal wealth management and institutional clients ($1.8 billion under management)
- Firm specializes in providing non-profit organizations with investment advice for pensions, donor advised funds, trusts, charitable gift annuities, endowments, and domestic/international operating funds
- Led a team that develops and produces concise and insightful board level investment performance reports and analysis, providing accountability to relative indices, peer universes, investment policy and pure return
- Participated in board/investment committee meetings providing analytical details and documenting key decisions and action items
- Reviewed, compile and/or provide written commentary on key economic data on weekly/quarterly basis
- Executed complex investment plans over multiple investment platforms
- Oversaw data integrity and reporting for portfolio performance software that was foundational to client reporting
- Formulated and modified investment policies for new and existing institutional clients.
General Accounting Manager
FOCUS ON THE FAMILY
01.1998 - 01.2002
- International Christian Non-Profit with an annual budget over $130 million and over sixty outreaches including magazine and book publishing, counseling, film and animation features, and radio broadcast reaching 165 countries in 25 languages
- Provided leadership for a staff of 14 professionals in General Accounting, Accounts Receivable, Royalty Accounting, Cash Management, Inventory, and Fixed Assets
- Introduced an accounting calendar and conducted monthly pre and post-close accounting meetings reducing error rates by over 90% and improving the reporting cycle by over a week
- Developed a variety of policies and procedures on emerging accounting and business issues
- Provided over $10,000 in savings through competitive bidding of financial services and improved cash management
- Formal Project Manager representing Finance on a variety of new enterprise systems, upgrades and specialty software
- Improved lead schedules and acted as principal contact with the public auditors.
Second Vice President - Controller Department
THE NORTHERN TRUST COMPANY
01.1988 - 01.1998
- Managed AP, AR, Intercompany Accounting functions for one of Chicago's largest independent banks
- Participated in Total Quality Management Program (Malcolm Bald rich Award) by introducing an error tracking and process improvement system, supported quality vendor protocols, introduced EDI payment solutions and international currency payment process.
Various Positions
MONTGOMERY WARD & COMPANY
01.1978 - 01.1988
- Former retail giant operated retail and catalog outlets across the country for nearly century
- The firm was wholly owned by Mobil Oil Corp during the 1980s
- Several Positions held as staff accountant and supervisory roles
- Supervised Accounts Payable and oversaw the operation increase from 50,000 invoices to 1,000,000 invoices per year
- Assisted in the development of an energy management module of the Accounts Payable system.
Education
B.S.C. in Accountancy -
DEPAUL UNIVERSITY
Chicago, IL01.1984
Skills
Financial Reporting
Financial Analysis
A/P A/R and GL Accounting
Bank and Account Reconciliation
Risk/Insurance Management
Intercompany Transactions
Project Cost Accounting
Preparing Financial Statements
Accounting/Reporting Construction
Payroll Processing
Budget Development & Administration
Cash Flow Forecasting
Internal Control Management
Audit Prep & Coordination
Staff Management and Review
Project Management
Board Level and Audit Committee
Investment Performance Analysis
Quality Management program
Continual Process Improvement
JD Edwards, Netscape, Quickbooks, Great Plains
Portfolio Center
Profit Tools
Excel w/Pivot Table, Word, PowerPoint
Certification
Series 7, 07/01/06, 06/01/09
Timeline
Controller
Ensure Trucking Inc.
07.2022 - Current
Financial Analyst
DOMA Inc.
01.2021 - 01.2022
Financial Analyst
Rockford University, Inc
11.2019 - 01.2020
Controller
Corporate Services, Inc
11.2018 - 07.2019
U.S. Director
INDIA RURAL EVANGELICAL FELLOWSHIP
03.2017 - 07.2018
Director of Finance and Administration (Treasurer, Audit Finance Committee)
FAR EAST BROADCASTING COMPANY
09.2009 - 02.2017
Case Manager/Director Performance Analysis
UNITED CAPITAL FINANCIAL ADVISERS
03.2002 - 06.2009
General Accounting Manager
FOCUS ON THE FAMILY
01.1998 - 01.2002
Second Vice President - Controller Department
THE NORTHERN TRUST COMPANY
01.1988 - 01.1998
Various Positions
MONTGOMERY WARD & COMPANY
01.1978 - 01.1988
B.S.C. in Accountancy -
DEPAUL UNIVERSITY
Series 7, 07/01/06, 06/01/09
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