Daniel J. Beale

• Served numerous organizations operating in manufacturing, technology, healthcare, and non-profit industries through fractional CFO and Controller engagements
• Executed various advisory consulting engagements assessing systems, people, process, and capital structures to deliver improved operational and financial results
• Delivered functional support to large scale system implementation and process optimization projects through business first approach, management of cross-functional teams, and reporting to executive steering committees
• Managed, planned, and executed internal audit engagements for multiple SEC registrants advising clients on the design, implementation, and execution of internal controls for compliance with Sarbanes Oxley

Accomplishments include:

• Cloud ERP implementation project lead for large Health Plan responsible for architecture, configuration, and migration of legacy systems to Workday Finance module
• Interim Controller of Financial Reporting for SEC registrant specializing in Restaurant Software Solutions
• Interim CFO of Rochester Jewish Community Center overseeing financial operations and advising CEO through period of financial distress
• Re-engineering of internal and external reporting processes for a large insurance underwriter to improve accuracy, control, and automation while meeting operational and regulatory reporting needs
• Review of business combination accounting for a $115M acquisition by a multi-national industrial products manufacturer
• Executed multiple assessments of procurement, inventory management and costing systems for a multi-national technology manufacturing firm

• Responsible for management of the finance department including oversight of accounts, ledgers, and reporting systems of an emerging optics manufacturer to ensure compliance with appropriate GAAP standards
• Project team leader for an IT system implementation project, tasked with the establishment, improvement, and automation of business processes, including financial reporting, accounts receivable, accounts payable and production costing
• Applied technical accounting guidance for business combinations, state and federal taxes, and fair value assessments through research, coordination with external auditors, and reporting to the executive management team

• Planned and executed financial statement and internal control audits, managed client relationships, and supervised staff on multinational SEC registrant engagements within the manufacturing, technology, and retail business sectors
• Assisted in providing technical accounting expertise relating to business combinations, pension accounting, derivatives, complex leasing arrangements, and intangible asset valuations by conducting accounting research, analysing treatment across comparable reporting entities, and reviewing FASB issued statements and other policy guidance
• Contributed to the success, in consecutive years and without any comments, of an Internal Firm Review and simultaneous PCAOB Quality Review over a large, Fortune 500 Company/SEC registrant engagement
• Assisted in multiple SEC registrant carve-out financial statement projects by leveraging strong client relationships and knowledge of shared service-center business processes