Daniel Lindsay
Chief Financial Officer
Las Vegas,NV
Summary
Results-driven CFO with expertise in budget management, financial forecasting, and team leadership. Proven track record in enhancing operational efficiency and driving profitability through strategic planning and risk management.
Overview
13
13
years of professional experience
4
4
Certifications
Work History
Chief Financial Officer
AXEL
Las Vegas, Nevada
02.2019 - Current
- Created annual budgets and monitored performance against them to ensure objectives were achieved.
- Prepared financial forecasts to support fiscal planning and management.
- Conducted financial analysis to identify trends and inform strategic decision-making.
- Recruited, trained and managed staff responsible for accounting functions within organization.
- Conducted regular financial reviews of operations to identify areas for improvement in terms of cost savings or process improvements.
- Provided mentorship and guidance to finance team, fostering professional development and enhancing team performance.
- Led a team of finance professionals, fostering collaboration and skill development.
- Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Negotiated favorable payment terms with vendors while maintaining a positive working relationship with suppliers.
- Evaluated new business opportunities from a financial standpoint in order to determine viability of projects.
- Collaborated with IT department on implementation of software solutions that streamline financial processes.
- Monitored economic conditions in order to provide insight into potential impacts on the organization's finances.
- Reviewed contracts prior to execution by the company to ensure they are financially sound decisions.
- Oversaw requisition and procurement processes to guide purchasing decisions.
Managing Director
Prater Capital
Battle Creek, Michigan
04.2014 - 02.2019
- Managed investment portfolios to optimize returns and mitigate risks.
- Analyzed industry trends to identify opportunities for expanding market share.
- Oversaw compliance with regulatory requirements in financial operations.
- Oversaw day-to-day operations of the company while coordinating with staff members.
- Created strategies for increasing revenue streams by leveraging existing customer relationships.
Treasury Management Officer
Huntington Bank
Troy, Michigan
01.2013 - 04.2014
- Facilitated treasury management solutions for corporate clients.
- Managed client inquiries regarding treasury operations and services.
- Collaborated with internal teams to enhance client service delivery and streamline treasury processes.
- Analyzed cash flow patterns to optimize client liquidity positions.
- Managed customer relationships to ensure satisfaction with treasury services.
Education
Master of Laws - Taxation
Western Michigan University
Kalamazoo, MI05-2015
J.D. - Law
Western Michigan University
Kalamazoo, MI05-2014
MBA - Finance
University of Nevada, Las Vegas
Las Vegas, Nevada, NV05-2010
Bachelor of Arts - Finance
Michigan State University
East Lansing, MI05-2008
Skills
- Budget management
- Financial forecasting
- Financial analysis
- Team leadership
- Contract review
- Compliance oversight
- Strategic planning
- Process improvement
- Effective communication
- Risk management
- Customer relationship management
- Staff development
- Negotiation skills
- Change management expertise
- Cash flow management
- Data analysis
- Treasury management
- Problem solving
- Tableau software
- Power BI
Certification
Certified Financial Planner (CFP)
Timeline
Chief Financial Officer
AXEL
02.2019 - Current
Managing Director
Prater Capital
04.2014 - 02.2019
Treasury Management Officer
Huntington Bank
01.2013 - 04.2014
Master of Laws - Taxation
Western Michigan University
J.D. - Law
Western Michigan University
MBA - Finance
University of Nevada, Las Vegas
Bachelor of Arts - Finance
Michigan State University