Daniele L.

Experience

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  Kushner, Smith, Joanou & Gregson, LLP

  Jan 1999 - Nov 2002

  Audit Senior

  • Performed financial statement audits and reviews, including completion of required disclosures and internal controls. Responsible for full audit planning; technical research and application of findings. Clients included multinational and multidivisional corporation in manufacturing, distribution and professional service industries with $10 million to $100 million in annual sales.

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  The Walt Disney Company

  Dec 2002 - Mar 2004

  Senior Accountant Financial Reporting

  • Prepared monthly journal entries and balance sheet reconciliations in order to analyze the reasonableness of account balances.• Compiled twenty monthly financial statements by profit center along with supporting documentation.• Presented monthly and year-to-date operating results with variance analysis to executive management.• Directed questions and coordinated responses with ten departments in order to prepare a detailed monthly analysis of actual operating results to budgeted operating results. Show less

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  Dulcinea Farms, LLC

  Mar 2004 - Mar 2007

  • Performed inventory control, tracking and reconciling for up to ten warehouses.• Prepared monthly accrued expenses for the growing costs and Travel & Entertainment on behalf of the Operations department, and calculated the inventory reserve adjustment.• Created reports for yield tracking and materials inventory held at multiple locations.• Analyzed fixed and variable costs and pricing based on age of product, crop yield and compared to cost to destroy product to determine the most beneficial financial direction. Show less

  • Reporting & Analysis Manager

    Jan 2006 - Mar 2007

  • Senior Financial Reporting Analyst

    Oct 2004 - Jan 2006

  • Grower Accountant

    Mar 2004 - Oct 2004
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  McGrath RentCorp

  Mar 2007 - now

  • Lead the annual operating plan with over $500 million in annual revenues and capital budgeting of over $1 billion in assets, though to Board of Directors presentation. Organize and lead quarterly reforecast meetings to assess business outlook for guidance purposes.• Perform capital investment analysis (ROI, IRR, DCF) to determine economic viability by product and industry.• Created a monthly dashboard of Key Performance Indicators (KPI) for five regions covering twenty-two branch locations.• Established a monthly business review meeting with the CEO and Senior VP’s to review, discuss, question and take action on the current direction of the business.• Worked with CFO on the refinance of the Company’s Shelf Agreement.• Perform stock buyback accretion / dilution analysis.• Perform profitability, cost/benefit, capital expenditure, and headcount analyses for the Board of Directors, Audit Committee, and C-support.• Analyze data on competitors.• Prepare Investor Relations (IR) presentation for CEO and CFO to facilitate meetings with shareholders and potential investors. Show less • Lead all corporate accounting responsibilities for the Company, including the monthly close process, consolidation process, as well as external and internal financial statement reporting.• Finance lead in integration team on a $91 million acquisition. Deal closed twenty days before year-end. Developed complex Management Reporting package, which included income statements, revenue analysis and other Key Performance Indicators (KPIs) to enable reporting to the SEC.• Lead in successful design, testing and documentation of the Company’s ERP system implementation of Oracle R12 during 2011. Through redesign of the asset valuation process, was able to reduce the monthly closing process time by 3 days and increase the accounting support for valuation changes.• Managed a department that includes one senior accountant and two staff accountants, which required completion of performance and development plans, formal and informal feedback throughout the year, documented performance results, and on the job training. Show less

  • Director of FP&A

    May 2020 - now

  • Principal Financial Analyst

    Nov 2012 - May 2020

  • Manager of Accounting

    Mar 2007 - Nov 2012