Summary
Overview
Work History
Education
Skills
Timeline
Generic

Don Donnell

Santa Rosa,12

Summary

Proven leader in financial management and strategic planning, with a history of boosting profitability for Ace Insulation Inc. through innovative cost reduction and tax planning. During employment with Ace Insulation the companies gross went from 100k to20m per year. Operated four shops in California and Nevada. Managed all contractor licensing, Skilled in client service and staff development, adept at fostering professional growth and optimizing operations. Currently enhancing expertise by pursuing an Enrolled Agent License renewal. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices.

Overview

48
48
years of professional experience

Work History

Owner

Donnell Tax and Financial Services
06.1976 - Current

Performed recordkeeping and Tax Services for monthly clients.

Level of service varied per client, mainly Bank A/R, A/P and Financial Statements.


Over the years I have worked positions with many companies including - A/R A/P clerk, staff accountant, senior accountant, controller and CFO in addition to my own tax and accounting practice.


Also CPA firms, mostly tax season.


I held an Enrolled Agent License for many years, which I let expire when I was working private. I am currently working to retake the test and resume my license.



Chief Financial Officer

Ace Insulation Inc.
11.2011 - 06.2023
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
  • Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
  • Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Increased cash flow by optimizing working capital management and reducing outstanding receivables.
  • Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws.
  • Enhanced profitability with cost reduction initiatives, such as renegotiation of supplier contracts and process improvements.

Education

Bachelor of Science -

National College of Business
Rapid City, SD
06.1976

Associate of Science -

Heald College
San Francisco, CA
06.1973

High School Diploma -

St. Vincent High School
Petaluma, CA
06.1971

Skills

  • Customer Relations
  • Client Service
  • Small business operations
  • Verbal and written communication
  • Operations Management
  • Business Management
  • Strategic Planning
  • Staff Management
  • Staff hiring
  • Negotiation
  • Employee Development
  • Financial Planning

Timeline

Chief Financial Officer

Ace Insulation Inc.
11.2011 - 06.2023

Owner

Donnell Tax and Financial Services
06.1976 - Current

Bachelor of Science -

National College of Business

Associate of Science -

Heald College

High School Diploma -

St. Vincent High School
Don Donnell