Daniel Applegarth

Experience

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  EY

  Jan 2004 - Jan 2006

  Senior Auditor

  Influenced the success—and compliance—of large, publicly traded companies such as Expedia and Symetra Financial. Directed teams in auditing financial statements and controls including deep-dive investigation of financial statement close, revenue, consolidation, payroll, accounts payable and receivable, equity compensation, treasury, and cash on hand.

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  NorthStar Financial Services Group, LLC

  Oct 2006 - Dec 2009

  Controller

  Recruited to add structure and consistency to the finance function—paving the way for future growth while overseeing financials for eight NorthStar entities. Developed and implemented new policies, procedures, systems, and communications strategies. Led the human resources team and supervised HR to support and enable business operations.• Positioned this family-owned house for an amazing, high-growth future by developing a robust, scalable financial and operational infrastructure.• Directed finance and accounting, including annual audits, tax management, and financial statement consolidation.• Presented fiscal performance and recommendations to owners, board members, and executives.• Provided friendly, accessible leadership to cross-functional teams—cultivating talent and deepening the culture. Show less

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  Orion

  Dec 2009 - now

  CFO

  Provide insight and direction for all aspects of finance, administration, and human resources while steering the organization through transformation and growth—including the transition to private equity ownership. I step in as a corporate and finance executive, trusted advisor, and tireless problem solver whenever and wherever needed.• Prepared the firm for PE ownership and guided the post-acquisition transition.• Embedded controls, standards, and transparency into financial and administrative operations to create a growth-oriented, data-driven institution with an eye on the future and a commitment to rapid, sustained growth.• Up-leveled business and financial reporting, introduced multiyear forecasts, overhauled processes and workflows, and improved FP&A.• Influenced ten M&A transactions in seven years—overseeing due diligence, banking relations, negotiations, etc.• Headed IPO preparations.• Developed programs for equity incentives, sales compensation, and executive bonuses.• Managed P&L for individual organizations and consolidated P&L for the parent company. Show less