Daniel White
Highlands Ranch
Summary
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Overview
16
16
years of professional experience
Work History
Staff Auditor
Fortner Baynes, PC
2021.07 - Current
- Executed financial statement audits for community banks, ensuring compliance with regulatory standards.
- Reviewed and assessed critical accounts such as loans, deposits, investments, and accruals to support financial reporting and decision-making.
- Conducted detailed testing and analytical procedures to identify discrepancies, variances, and potential misstatements.
- Analyzed cash receivables, liabilities, and equity accounts through detailed testing to verify accuracy and completeness.
- Engaged with clients to gather insights, troubleshoot challenges, and optimize financial workflows.
- Enhanced analytical capabilities through proficient use of Excel for large dataset analysis and account reconciliation.
Client Relationship Consultant
U.S. Bank
2019.01 - 2021.07
- Assessed customer financial accounts to identify and implement strategies supporting financial aspirations.
- Executed transaction processing including deposits, withdrawals, and payments with high accuracy.
- Facilitated account maintenance and reconciliation processes to ensure financial accuracy.
- Developed strong client connections and delivered clear, concise financial data.
Front End Manager
Safeway
2010.06 - 2019.01
- Managed daily cash operations, ensuring precision in financial transactions.
- Oversaw reconciliation of registers and addressed discrepancies.
- Facilitated training sessions on financial procedures and internal controls to enhance team compliance.
Education
Bachelors - Accounting
Metropolitan State University of Denver
Denver, CO2022-12
Associates - Business
Aims Community College
Greeley, CO2018-12
Skills
- Financial services expertise
- Responsive to new challenges
- Reliable professional commitment
- Problem-solving skills
- High-pressure performance
- Experienced in data analysis with Excel
Timeline
Staff Auditor
Fortner Baynes, PC
2021.07 - Current
Client Relationship Consultant
U.S. Bank
2019.01 - 2021.07
Front End Manager
Safeway
2010.06 - 2019.01
Associates - Business
Aims Community College
Bachelors - Accounting
Metropolitan State University of Denver