Daniel Tritch
Poulsbo,WA
Summary
Dynamic manager and analytical problem-solver with a proven track record in team building, leadership, and motivation, complemented by exceptional customer relations and relationship-building skills. Expertise in independent decision-making and sound judgment consistently drives positive outcomes for organizational success. Committed to leveraging training, monitoring, and morale-boosting strategies to enhance employee engagement and elevate overall performance. Passionate about fostering a collaborative work environment that empowers teams to achieve their full potential.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director
Your Part-Time Controller, LLC
Phoenix, AZ And Poulsbo, WA
04.2019 - Current
- Grew Phoenix, AZ accounting team from 4 to 23 in the span of 3 years
- Increased client base for West Coast markets by over 280% in 3 years
- Grew West Coast staff size from 14 to 45 in 3 years
- Currently lead a staff of approximately 45 nonprofit accountants
Controller
mAccounting
Indianapolis, IN
01.2019 - 04.2019
- Served 5 local clients as their primary controller/accountant
Manager
Katz, Sapper & Miller, LLP
Indianapolis, IN
10.2015 - 01.2019
- Assisted in preparing financial statements for compilations, reviews and audits of manufacturing, hospitality, nonprofit (including Uniform Grant Guidance) and governmental entities, as well as benefit plans
- Managed teams of 2 - 5 auditors to successfully plan and complete audits of over 20 organizations/companies
8th Grade Mathematics Instructor
Tindley Preparatory Academy
Indianapolis, IN
07.2015 - 10.2015
- Taught Algebra I and Problem Solving to over fifty students
10th Grade Mathematics Instructor
Imhotep Institute Charter High School
Philadelphia, PA
08.2013 - 06.2015
- Taught Keystone Algebra I
- Taught Summer School Algebra I, Algebra II, Geometry, and Pre-Calculus
Associate
Your Part-Time Controller, LLC
Philadelphia, PA
10.2012 - 06.2013
- Maintained general ledger of nonprofit client
- Provided advice and suggestions for improvement of internal controls and accounting entry processes
- Prepared work-papers for the organization’s first audit
Audit Senior – Nonprofit and Government
CliftonLarsonAllen, LLP
Philadelphia, PA
09.2010 - 10.2012
- Prepared financial statements for audits and reviews of various nonprofit and for-profit clients, including entities with A-133/Uniform Guidance compliance requirements
- Scheduled and supervised staff during audits
- Managed and monitored engagements through the planning, fieldwork, wrap-up and tax/cost report preparation phases
- Led a team of six accountants on a successful project to assist the firm’s largest client in collecting over $45M in overdue receivables
Hedge Fund Accounting Specialist
JPMorgan Chase
Boston, MA
04.2010 - 09.2010
- Prepared net asset valuation reports for two hedge funds monthly
Manager
Katz, Sapper & Miller, LLP
Indianapolis, IN
01.2008 - 04.2010
- Assisted in preparing financial statements for compilations, reviews and audits of manufacturing, hospitality, nonprofit (including Uniform Grant Guidance) and governmental entities, as well as benefit plans
Education
Bachelor of Science - Business
Indiana University, Kelley School of Business
Bloomington, IN12.2007
Skills
- Proficient with Microsoft Excel, Word, and PowerPoint
- Experience using Copilot to accelerate individual and team productivity
- Financial oversight
- Cultivating strong partnerships
- Long-term strategic planning
- Clear and concise communication
- Informed decision-making
- Team leadership
- Team development
- Talent nurturing
- Recruitment and retention
Affiliations
- American Institute of Certified Public Accountants - Member
- Social Venture Partners - Partner
Certification
- Certified Public Accountant, Indiana (License # CP11000047) - Active
AWARDS/HONORS
Dean’s List, Kelley School of Business, Indiana University, Bloomington, IN, Fall 2003, Spring 2003, Fall 2004, Spring 2004, Fall 2005, Fall 2006, Spring 2007, Fall 2007, Graduated with Distinction, Kelley School of Business, Indiana University, Bloomington, IN
Timeline
Director
Your Part-Time Controller, LLC
04.2019 - Current
Controller
mAccounting
01.2019 - 04.2019
Manager
Katz, Sapper & Miller, LLP
10.2015 - 01.2019
8th Grade Mathematics Instructor
Tindley Preparatory Academy
07.2015 - 10.2015
10th Grade Mathematics Instructor
Imhotep Institute Charter High School
08.2013 - 06.2015
Associate
Your Part-Time Controller, LLC
10.2012 - 06.2013
Audit Senior – Nonprofit and Government
CliftonLarsonAllen, LLP
09.2010 - 10.2012
Hedge Fund Accounting Specialist
JPMorgan Chase
04.2010 - 09.2010
Manager
Katz, Sapper & Miller, LLP
01.2008 - 04.2010
Bachelor of Science - Business
Indiana University, Kelley School of Business