Daniel J. Gardner
Centerville
Summary
Dynamic Client Manager at Fenton Advisors with a proven track record in financial reporting and team leadership. Spearheaded initiatives that improved cash flow and enhanced operational efficiency. Expert in budgeting and forecasting, driving significant process improvements while fostering strong client relationships. Passionate about delivering exceptional results and supporting business growth.
Overview
13
13
years of professional experience
Work History
Client Manager - CPA & Business Services
Fenton Advisors
Salt Lake City
06.2023 - Current
- Managed team providing financial, operational, and tax advisory services to business clients, enhancing performance, cash flow, and long-term planning.
- Managed team of accounting professionals, overseeing workflow and ensuring timely client deliverables.
- Lead client billing and collections processes, improving cash flow and timeliness of fee recovery
- Support budgeting, forecasting, and financial planning for business clients
- Led software implementation initiatives, streamlining processes and boosting operational efficiency.
- Identify cost-saving opportunities and process improvements
Manager - Financial & Business Services
MountainWest Pipeline
Salt Lake City
10.2022 - 04.2023
- Led financial planning and forecasting for multimillion-dollar budgets
- Oversaw financial planning activities and team operations, enhancing support for capital and operating budgets.
- Managed team employees across financial operations, fostering collaboration and accountability.
- Coordinated cross-functional efforts to align financial and operational priorities, driving strategic initiatives.
- Built reporting dashboards to improve visibility for executive leadership
Account Executive - SMB & Mid-Market
Filevine
Salt Lake City
08.2021 - 09.2022
- Managed $420K quota; top performer in Q4 2021
- Facilitated onboarding and implementation processes to drive long-term client success.
- Collaborated with law firms to analyze operational workflows, billing structures, and system needs for tailored solutions.
- Built strong familiarity with law firm operations and processes
Senior Market Development Representative
Dominion Energy Questar Pipeline
12.2017 - 08.2021
- Managed $50M+ portfolio with ~90% contract renewal
- Contributed to 30% revenue growth through targeted data-driven initiatives.
- Managed strategic client relationships to drive revenue growth across large portfolio.
- Developed pricing and forecasting models to enhance business strategy.
Senior / Planning Analyst - FP&A
Dominion Questar Corporation
12.2014 - 12.2017
- Conducted forecasting and variance analysis for $285M capital budget to inform decision-making.
- Delivered financial insights to executive leadership, enhancing strategic planning discussions.
- Facilitated enterprise-level financial planning and capital investment analysis to align strategic objectives.
- Developed financial models for $900M LNG infrastructure project
Accountant - General Accounting
Dominion Questar Corporation
03.2013 - 12.2014
- Executed journal entries and reconciliations to ensure accurate financial reporting
- Facilitated month-end close process to enhance financial statement accuracy
- Negotiated vendor contracts, achieving ~$100K in cost savings
Education
MBA - With Distinction
Keller Graduate School of Management
B.S. - Accounting
Utah Valley University
Skills
- Financial Reporting
- Budgeting & Forecasting
- Cash Flow Management
- Collections
- Internal Controls
- Financial Modeling
- Process Improvement
- Excel (Advanced)
- QuickBooks
- Salesforce
- Law Firm Operations
- Team Leadership
Leadership And Community Involvement
DiversAbility ERG - Dominion Energy (West Chapter), Chair & Vice Chair, 01/01/19, 12/31/20, Spearheaded launch across Utah and Wyoming, Led initiatives supporting 100+ employees
Selected Achievements
- Financial planning support for $285M capital budget
- Financial modeling contribution for ~$900M LNG infrastructure project
- Managed $50M+ client portfolio with ~90% contract renewal
- Contributed to ~30% revenue growth through data-driven initiatives
- Negotiated vendor savings of ~$100K
- Lead accounting teams (3 current; 4 prior)
- Manage billing and collections processes to improve cash flow
Timeline
Client Manager - CPA & Business Services
Fenton Advisors
06.2023 - Current
Manager - Financial & Business Services
MountainWest Pipeline
10.2022 - 04.2023
Account Executive - SMB & Mid-Market
Filevine
08.2021 - 09.2022
Senior Market Development Representative
Dominion Energy Questar Pipeline
12.2017 - 08.2021
Senior / Planning Analyst - FP&A
Dominion Questar Corporation
12.2014 - 12.2017
Accountant - General Accounting
Dominion Questar Corporation
03.2013 - 12.2014
MBA - With Distinction
Keller Graduate School of Management
B.S. - Accounting
Utah Valley University