Danielle Toledo

• Part-time consulting for various startups and small businesses while also acting as full-time caregiver at home

Delivered accurate and timely accounting, financial management and fractional controller services to over 20 clients across various industries including consumer goods, construction, digital marketing, engineering, medical, real estate and more.

• Improved month-end closing process by implementing standardized procedures and automated workflows, reducing time spent on manual tasks
• Identified cost-saving opportunities with thorough analysis of financial data, resulting in improved budget management
• Enhanced financial system efficiency by implementing new software and optimizing existing processes
• Streamlined financial reporting for increased accuracy and timely decision-making
• Presented financial results in easily digestible manner during monthly meetings with board members and other key stakeholders, fostering transparency and confidence in organizational performance metrics

High-tech Startup Incubator with focuses on MedTech, FinTech and DeepTech. Non-profit 501c6 organization with $3.5M-$5M annual revenues and supporting 501c3 organization.

• Directed all financial and operational activities including accounting, budgeting, human resources, contracts, IT, facilities and program operations
• Ensured cash flow was compatible with company operations. Assessed company resources and made adjustments to keep operations efficient and cost-effective
• Oversaw deployment of strategic business plans to accomplish revenue and operational targets and achieve company vision
• Partnered with CEO to evaluate, secure and maintain all funding partnerships with special emphasis on Strategic Partnerships
• Implemented portfolio tracking including equity investments, contracts, headcount and institutional financing for 200+ incubated companies
• Executed expansion of new FinTech incubator to first NorCal location including budgeting, planning, facilities, and legal

• Strategized and partnered with CEO to secure new model of corporate partnerships increasing revenues 100% YoY, surpassing revenue targets
• Partnered with legal counsel to transition organization from pro-bono incubator model to equity-based incubator model, earning 1-5% equity in all startups admitted, contributing to future financial sustainability of organization
• Led and executed expansion to 2 new locations in Southern California
• Directed and managed all financial, operational and HR-related activities including: cash management, accounting, budgeting, financial reporting, insurance, contracts, IT, personnel development and coaching and hiring

• Improved month-end close procedures including journal entries, accruals, fixed asset schedule, amortization, reconciliations and account analysis to achieve timely financial reports within 7 days
• Prepared detailed variance analyses on monthly basis, enabling more effective tracking of actuals versus forecasted figures
• Contributed to long-term strategic planning initiatives by providing valuable input
• Managed customers, vendors, budgets, assets, contracts, IT, facilities, HR, payroll, insurance, accounts payable and receivable and general financial reporting procedures
• Accurately projected monthly cash expenditures through efficient budgeting
• Prepared and presented monthly financial report and cash flow projection to Executive Committee of both entities in easily digestible manner

Custom Home Builder: specializing in the construction of multi-million dollar estates

• Constructed detailed client proposals consisting of 30+ vendor estimates for project from start to completion
• Managed business operations including payroll, insurance, HR, record-keeping, vendor and client relations
• Managed accounting operations including maintenance of accounting records, AR, AP, fund requests, purchase orders, bank reconciliations, cash management, financial institution relations and account management
• Established compliance with external and annual audits for Insurance, Worker's Compensation, and General Liability
• Performed excellent customer service, website maintenance and updates, and troubleshooting

Designer Swimwear and Apparel Manufacturer

• Simultaneously fulfilled responsibilities of Office Manager, Bookkeeper, Sales Manager and Manager for both Sauvage Inc. and Sauvage Retail Stores, Inc.
• Responsible for full charge bookkeeping for both entities including maintenance of accounting records, AR, AP, purchase orders, collections, bank reconciliations, financial reports, California sales and use tax, sales and commission reports, HR, employee payroll, and insurance
• Provided exceptional customer service for domestic and international wholesale accounts and retail customers
• Led sales presentations at all conventions in addition to organization and scheduling of conventions, organization and communication with wholesale account sales representatives, and extensive product knowledge