Daniel Winters
Homer Glen,IL
Summary
Skilled accounting professional bringing 30 years of experience working with food and beverage organizations. Proven leadership and successful in leading teams in achieving financial goals. Accomplished in working with executive leaders to develop business, financial and growth strategies. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
28
28
years of professional experience
Work History
Chief Financial Officer
Infusion Management Group, Inc.
Chicago, IL
04.2009 - 09.2023
- Streamlined financial processes by implementing new POS software, payroll software, and automation techniques.
- Enhanced profitability with cost reduction initiatives, such as renegotiation of supplier contracts and process improvements.
- Ensured accurate financial reporting, maintaining compliance with GAAP, SEC regulations, and internal policies.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
- Assisted in Operational decision making to ensure financial growth.
- Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Implemented tax planning strategies with accountants that minimized liabilities while ensuring full compliance with local, state, and federal laws.
- Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Participated in Union Negotiations as well as meetings to settle Grievances on a monthly basis along side the Human Resources team.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Established financial goals for the Operations management team and evaluated the success of such goals.
Controller
Infusion Management Group, Inc.
Chicago, IL
03.2004 - 03.2009
- Completed journal entries, reconciliations, and account analysis to prepare monthly financial documents and general account management.
- Reconciled bank activity, credit card processing, gift card processing, and sales tax collection.
- Prepared and filed sales & use tax returns for city, county, and state.
- Ensured compliance with local, state, and federal government requirements in respects to payroll, taxes, and licensing.
- Created and distributed reports on marketing budget and trade balances.
- Provided accurate balance sheets and income statements.
- Managed accounts payable, accounts receivable, and general financial reporting procedures.
- Managed payroll process for hourly, salaried, commissioned, and union employees.
- Assisted in benefit administration for both union and non-union employees.
- Handled day to day accounting processes to drive efficiency and financial accuracy.
- Supported audits from accountants, insurance, union, landlord, and city.
- Followed up on delinquent accounts to obtain funds and reduce aging balances.
- Hired, managed, developed, and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Positively interacted with all partners, employees, and customers using exemplary communication and interpersonal talents.
Assistant Controller
Infusion Management Group, Inc.
Chicago, IL
09.1996 - 02.2004
- Processed monthly accounting close with journal entries and reconciled accounts to accurately report financial information.
- Managed accounts payable, accounts receivable, and payroll processing.
- Check payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Maintained financial databases for data entry, tracking, and reporting.
- Reconciled daily sales and deposits.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reconciled monthly bank accounts.
- Generated monthly financial statements for executive review.
Accounting Clerk
Infusion Management Group, Inc.
Chicago, IL
04.1995 - 08.1996
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Assisted in payroll processing tasks such as timesheet validation, overtime calculation, benefits administration, and tax deductions.
- Input high volume of monthly invoices with consistent accuracy.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Education
BBA - Accounting
Loyola University of Chicago
Chicago, IL05.1996
Skills
- Preparing Financial Statements
- GL Account Reconciliation
- Statement Reconciliation
- Bank Account Reconciliation
- General Ledger Management
- Financial Statement Review
- Financial Forecasting
- Accounting Principles Understanding
- Tax Planning and Strategy
- Strategic Financial Planning
- Documentation Compliance
- Budget Development
- Audit Coordination
- Sales & Use Tax Filing
- CBA Compliance
- Contract Review and Edits
Affiliations
- Microsoft Office Suite
- MS Dynamics Great Plains
- Quickbooks Professional
- Quickbooks Online
- ADP Workforce Now Payroll
- Paycom Payroll
- Focus POS
- Givex Gift Cards
- Google Drive
Timeline
Chief Financial Officer
Infusion Management Group, Inc.
04.2009 - 09.2023
Controller
Infusion Management Group, Inc.
03.2004 - 03.2009
Assistant Controller
Infusion Management Group, Inc.
09.1996 - 02.2004
Accounting Clerk
Infusion Management Group, Inc.
04.1995 - 08.1996
BBA - Accounting
Loyola University of Chicago