Dana Zakes
East Amherst
Summary
Financial leader with strong track record in strategic planning, risk management, and financial analysis. Adept at driving financial growth through effective team collaboration and adaptive strategies. Known for reliability, flexibility, and results-driven approach. Skilled in budgeting, forecasting, and ensuring fiscal health and organizational success.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Chief Financial Officer/Director of Finance
The Summit Center
05.2015 - Current
- Leverages in-depth financial acumen to provide reporting and strategic initiatives to ensure the growth and sustainability of agency programs and departments.
- Directs the day-to-day accounting operations and the billing function including monthly close, preparation of monthly financial statements, monthly dashboards, and projections
- Coordinates, directs, and assists in the preparation of the consolidated annual budget which includes budgeting for 35 different programs and 6 administrative functions
- Oversees the finance function of the Behavioral Health Clinic including supervision of the billing manager, credentialing with insurance companies, and payment of contract employees
- Directs and coordinates the audits of the agency wide financial statements, the foundation financial statements, as well as the two required CFR audits
- Supervises the facilities and administrative services departments
- Develops and maintains relationships with internal stakeholders and external vendors and stakeholders.
- Reports monthly to the Board of Directors and the financial position of the agency.
Contracted Accounting Manager
Willcare
03.2015 - 05.2015
- Assisted the controller in the direction and preparation of day to accounting operations including account reconciliation and the preparation of financial statements
- Assisted the controller in the supervision of 3 staff accountants
Corporate Controller
Hamister Group
09.2014 - 03.2015
- Responsible for reviewing and coordinating monthly closing of general ledger and internal financial reporting in accordance with Company deadlines
- Coordination and oversight of the 2015 budget process in absence of the budget director for all properties
- Planning and coordination of the year-end audit by the external auditors
Segment Controller
First Niagara Financial Group
10.2012 - 09.2014
- Administer equity compensation plans including grants, terminations, and vestings
- Assist in the development in processes and controls surrounding Human Resource accounting matters including incentive compensation, equity compensation, salary accruals, and benefits accounting
- Develop budgeted and forecasted numbers for equity compensation, salary, and benefit expense accounts and preparation of month and year end analysis for medical benefits, incentive compensation, and severance accruals
Director of Accounting/Controller
Seevast Corp/Pulse 360/Kanoodle.com
04.2006 - 10.2012
- Plan, coordinate and supervise monthly, quarterly, and year-end financial closes in accordance with generally accepted accounting principles and Company deadlines
- Plan, coordinate, and supervise the completion of the year-end audit by the external auditors and year-end tax returns and annual company valuation by external preparers
- Evaluate and implement internal controls surrounding revenue/receivables, expenses/payables, payroll and all other accounting cycles
- Special projects including corporate restructuring, due diligence, subsidiary sales, forensic audit
Manager
PricewaterhouseCoopers
09.2000 - 04.2006
- Plan, coordinate and supervise day-to-day execution of audit engagements for healthcare, not-for-profit, manufacturing, and SEC clients, and employee benefit plans to meet aggressive reporting deadlines on a consistent basis
- Prepare and review deliverables including financial statements, internal control reports and agreed-upon procedures reports for presentation to internal firm and client management
- Simultaneous involvement in various audit engagements while supervising several audit staff to ensure adequacy and accuracy of work performed
Education
BBA/MBA - Accounting
St. Bonaventure University
St. Bonaventure, NY05.2000
Skills
- Strategic financial planning
- Financial management
- Financial reporting
- Financial policy creation
Certification
Certified Public Accountant, New York
Other
Board of Directors, The Summit Foundation., July 2024, Present
Board of Directors, Aspire - November 2022- January 2025.
Timeline
Chief Financial Officer/Director of Finance
The Summit Center
05.2015 - Current
Contracted Accounting Manager
Willcare
03.2015 - 05.2015
Corporate Controller
Hamister Group
09.2014 - 03.2015
Segment Controller
First Niagara Financial Group
10.2012 - 09.2014
Director of Accounting/Controller
Seevast Corp/Pulse 360/Kanoodle.com
04.2006 - 10.2012
Manager
PricewaterhouseCoopers
09.2000 - 04.2006
BBA/MBA - Accounting
St. Bonaventure University
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