• An Intellectually Curious CPA with 40+ Years of Experience
• A Subject Matter Expert Who Understands the BIG Picture
• Business Strategist and Tactician
Experienced
I am a Southern California based and Nationally focused Certified Public Accountant (California License 25627, Active) who, in my 40+ year career, has been a Chief Financial Officer, Chief Operating Officer, President, Consulting Partner with a Large Regional CPA Firm and Owner of a Local CPA firm.
I have a Big 4 Accounting Pedigree in both Audit and Finance Transformation Consulting.
Industries Previously Served
Manufacturing
Retail
Service
Technology
Construction
Agriculture
Sectors Previously Served
Aerospace
Defense
Complex Manufactured Parts
Consumer Products
Structural Steel
Cannabis
Food & Beverage
Transportation
Medical Devices
Retail
Convenience Stores & Fuel Retailing
Professional Services
Industrial Construction
Automotive
CEO Advisory
Interim CEO
CFO Advisory
Interim CFO
Fractional CFO
ERP Implementation
ERP Integration
CRM Implementation
Forensic Accounting
Manufacturing Cost Accounting
Turnaround Consulting
Family Business Consulting
Litigation Consulting
Business Transformation
Financial Planning & Analysis
Mergers & Acquisitions
Complex Financial Modeling
Business Planning
Cash Flow Forecasting & Management
CXX Recruiting
Education
BA –
MSBA –
Claremont Mckenna College
MSBA – California State University, Northridge
RECOMMENDATIONS
"Dan is one of the best bosses that I ever had, mainly because he trusted me to do my job and gave me great guidance along the way."
...Jeff Franks, Director IT at American Torch Tip Company
"I worked with Dan for a year and a half. He was our ERP Consultant and also stepped in as acting Controller for a period of time. Dan has a very broad range of skills from Operations to Finance and successfully implemented our ERP System in addition to setting up the majority of the Accounting system and processes. Dan worked closely with each department to ensure proper processes and setups were in place. I highly recommend Dan Engel. He is an excellent asset."
...Kristin Folse, Manager, Supply Chain at Spectrolab, Inc. (a Boeing Company)
"Dan is one of the smartest CFO’s I’ve ever worked with."
...Kurt Nanney, President, Lamsco West
"Dan has very detailed knowledge of ERP and how it works in a real manufacturing environment. If you couple this with his knowledge of accounting, and his experience in operations, he can rapidly help implement an ERP system."
...Peter Knapp, President at Microtone-Nadir U.S. Inc.
“I often refer to you when talking with my own staff. Everything we do is for the success of everyone in the group. I’ve told my associates that I'm only suggesting taking a different route than you would like to because I believe in the long run it will help more of us on that track to success. Funny thing is, I learned this from you, but you never got credit for it because by the time I had figured it out, we had both moved on to other companies. Hard to believe that next year marks what would be my 25th anniversary at Wilwood. Time flies.“
...Terri Schladetszky, IT Manager at Wilwood Engineering
Reflecting on our time together, I'm grateful for the challenges you presented, even if they meant working until late to rectify errors or your constructive critiques when I fell short. These experiences, though demanding at the time, have proven instrumental in shaping me into a better individual. Your mentorship has been invaluable, and I genuinely appreciate your dedication to my growth.
...Stuart Jett, Controller at American Torch Tip Company