Daniel Courtney, CPA, CMA
Consultant at Pereview Software- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certificate in Public Accounting (CPA)
American Institute of Certified Public Accountants (AICPA)Feb, 2016- Nov, 2024 -
Certificate in Managerial Accounting (CMA)
Institute of Managerial Accountants (IMA)Oct, 2012- Nov, 2024
Experience
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Pereview Software
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United States
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Real Estate
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1 - 100 Employee
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Consultant
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Jul 2023 - Present
Implementation and Support Consultant working with internal and external stakeholders. Implementation and Support Consultant working with internal and external stakeholders.
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Wangard Partners
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United States
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Real Estate
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1 - 100 Employee
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Accounting Controller
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Dec 2021 - Mar 2023
Led the Accounting team through the implementation of Yardi ERP Systems.
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Business Strategy Analyst
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May 2019 - Dec 2022
Implementing company-wide strategic initiatives to transform business operations for scalable growth.
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Titan Financial LLC
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Milwaukee, WI
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Owner
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Dec 2014 - Dec 2022
Prepared Annual Tax Returns for Individuals and Small Businesses Prepared Annual Tax Returns for Individuals and Small Businesses
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Spot Realty Management, LLC
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Greater Milwaukee Area
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Co-Owner
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Aug 2015 - Dec 2019
Invested In and Managed Rental and Rehab Real Estate Projects Invested In and Managed Rental and Rehab Real Estate Projects
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Wangard Partners
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United States
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Real Estate
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1 - 100 Employee
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Senior Accountant and Project Manager
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Nov 2016 - Dec 2018
Prepared recurring accounting duties and led process improvement initiatives including but not limited to: - Automated Excel-based Financial Statements - Consolidated Property Budgeting Tool - Uniform Account Reconciliations for all Properties - Transaction Import Templates - Consolidated CEO Dashboard - Job Cost Implementation Prepared recurring accounting duties and led process improvement initiatives including but not limited to: - Automated Excel-based Financial Statements - Consolidated Property Budgeting Tool - Uniform Account Reconciliations for all Properties - Transaction Import Templates - Consolidated CEO Dashboard - Job Cost Implementation
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Veolia North America
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United States
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Environmental Services
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700 & Above Employee
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Accountant I to Accountant III
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Aug 2013 - Nov 2016
Prepared recurring accounting duties for corporate business units, led process improvement initiatives, and trained employees across the US on the new accounting system. Example of a few projects I led: - Uniform Journal Entry Import Template - Corporate Cost Center Budgeting Tool - Testing, Piloting, and Training for the transition from PeopleSoft to SAP - Consolidated Cash Reconciliations - Blackline Journals and Reconciliations Prepared recurring accounting duties for corporate business units, led process improvement initiatives, and trained employees across the US on the new accounting system. Example of a few projects I led: - Uniform Journal Entry Import Template - Corporate Cost Center Budgeting Tool - Testing, Piloting, and Training for the transition from PeopleSoft to SAP - Consolidated Cash Reconciliations - Blackline Journals and Reconciliations
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Oshkosh Corporation
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Plant Operations Accounting/Finance Intern
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Mar 2012 - Aug 2013
Preparation of financial and non-financial reporting and process engineering using Excel/VBA. Some projects include: - Learning how to use Visual Basic for Applications (VBA) to automate Excel processes - Automating daily and weekly operations metrics for 5 manufacturing plants - Reverse Engineering and Reimplementation of "Truck Costing" process, saving 4 hours per week - Development of Operations Reporting Dashboard Preparation of financial and non-financial reporting and process engineering using Excel/VBA. Some projects include: - Learning how to use Visual Basic for Applications (VBA) to automate Excel processes - Automating daily and weekly operations metrics for 5 manufacturing plants - Reverse Engineering and Reimplementation of "Truck Costing" process, saving 4 hours per week - Development of Operations Reporting Dashboard
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University of Wisconsin Oshkosh
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United States
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Higher Education
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700 & Above Employee
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Community Adviser
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Aug 2011 - May 2012
I supervised 35 students living in a UWO Residence Hall and developed programs to keep them engaged in school and their community. I supervised 35 students living in a UWO Residence Hall and developed programs to keep them engaged in school and their community.
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University of Wisconsin Oshkosh
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United States
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Higher Education
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700 & Above Employee
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Math Tutor
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Sep 2010 - May 2011
Tutored and Mentored struggling Math students. Tutored and Mentored struggling Math students.
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Kewaskum High School
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Kewaskum, Wisconsin
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High School Chess Coach
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Aug 2008 - Jun 2010
I instructed and coached the Kewaskum High School chess team for two years. My students looked up to me as a respectable coach and as a friend. In the second year, our Junior Varsity team took 1st place in the Scenic Moraine Chess Association conference of 11 teams. The students and myself learned how hard work and dedication pay off. Above all, this opportunity taught me how to be patient with people that learn in different ways. I instructed and coached the Kewaskum High School chess team for two years. My students looked up to me as a respectable coach and as a friend. In the second year, our Junior Varsity team took 1st place in the Scenic Moraine Chess Association conference of 11 teams. The students and myself learned how hard work and dedication pay off. Above all, this opportunity taught me how to be patient with people that learn in different ways.
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Education
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2010 - 2013
University of Wisconsin-Oshkosh
Bachelors of Business Administration, Accounting and Economics -
2008 - 2010
University of Wisconsin - Washington County
Associates of Arts, General Studies
Community
