Daniel Vertes

Financial Controller / Microsoft Dynamics 365 Implementation Lead at United Malt
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU

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5.0

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John Gavallas

Daniel was amazing in his role with us both at Mexia and Deloitte. He made life easier for us financially, by taking the pain away of deep dive number crunching and empowering with the right level of financial detail we needed to make business decisions. He streamlined our financial and operational processes and really "levelled" us up from start-up into a mature, fiscally conscious organisation that helped us not only be more profitable but allowed us to be easily acquired. I strongly recommend Daniel to any organisation; he’s is a gun!

Dean Robertson

Daniel was our Finance Lead at Mexia for several years, bringing fiscal discipline to every single aspect of rapid growth. From board reports to project profitability insights, we knew we could trust every number he produced. He was unflappable in all situations and could explain every figure, calculation, trend and insight with geniune knowledge and depth of understanding. As a business owner and CEO, it's a wonderful thing to have trust in your numbers and your financial metrics. I cannot recommend Daniel highly enough.

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Experience

    • United States
    • Food and Beverage Services
    • 1 - 100 Employee
    • Financial Controller / Microsoft Dynamics 365 Implementation Lead
      • Feb 2022 - Present

    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Financial Controller
      • Aug 2021 - Feb 2022

      Introduced real-time dashboard reporting including three-way financial modelling to the Board Implemented an AP automated Optical Character Recognition (OCR) solution eliminating manual entry resulting in output increasing by 80% Introduced real-time dashboard reporting including three-way financial modelling to the Board Implemented an AP automated Optical Character Recognition (OCR) solution eliminating manual entry resulting in output increasing by 80%

    • United Kingdom
    • Personal Care Product Manufacturing
    • 1 - 100 Employee
    • Group Financial Controller
      • May 2021 - Aug 2021

      Partnered with the Group Finance Director to deliver immediate and substantive performance improvements Shifted the commercial focus away from revenue generation at the expense of profits to an e-commerce led business to generate sustainable profitable growth Partnered with the Group Finance Director to deliver immediate and substantive performance improvements Shifted the commercial focus away from revenue generation at the expense of profits to an e-commerce led business to generate sustainable profitable growth

    • Australia
    • Veterinary Services
    • 1 - 100 Employee
    • Grouip Financial Controller
      • Nov 2020 - Apr 2021

      Delivered month-end consolidated financial reporting after a four-month gap due to ERP implementation complexities following a successful $10m capital raise Enhanced financial reporting with the introduction of Business Intelligence and resolved complex business process reconciliation issues Delivered month-end consolidated financial reporting after a four-month gap due to ERP implementation complexities following a successful $10m capital raise Enhanced financial reporting with the introduction of Business Intelligence and resolved complex business process reconciliation issues

    • Business Consulting and Services
    • 700 & Above Employee
    • Senior Manager - Finance Transformation
      • Oct 2018 - Jun 2020

      Restructured the finance function to provide accurate real time financial reporting, and continuous improvement systems integration Leveraged Microsoft’s Power BI to create dashboards visualising financial data analysis Championed a data driven culture and enhanced user experience Restructured the finance function to provide accurate real time financial reporting, and continuous improvement systems integration Leveraged Microsoft’s Power BI to create dashboards visualising financial data analysis Championed a data driven culture and enhanced user experience

    • Australia
    • Information Technology & Services
    • 1 - 100 Employee
    • Financial Controller
      • Oct 2015 - Oct 2018

      Mexia was a Microsoft digital transformation partner with a specialised focus on Azure cloud integration. The company experienced significant growth resulting in a trade sale to Deloitte in 2018 Collaboratively designed and implemented a managed service SaaS recurring revenue framework which resulted in an increase to contributed revenue from 2% to 20% in eighteen months Cash flow forecasting and C-level education regarding financial risk management Mexia was a Microsoft digital transformation partner with a specialised focus on Azure cloud integration. The company experienced significant growth resulting in a trade sale to Deloitte in 2018 Collaboratively designed and implemented a managed service SaaS recurring revenue framework which resulted in an increase to contributed revenue from 2% to 20% in eighteen months Cash flow forecasting and C-level education regarding financial risk management

    • Australia
    • Mining
    • 1 - 100 Employee
    • Chief Financial Officer & Company Secretary
      • Jun 2010 - Oct 2015

      AMIRA Global is an influential driver of collaborative research delivering efficiency focused techniques to global mining companies Managed and rebuilt a substantial increase in net equity, reduction in outstanding debtors and improved board reporting Manage and control all financial, human resources, legal and corporate secretarial aspects of the Company's activities in Australia and regional operations in South Africa, USA and Chile in compliance with local laws AMIRA Global is an influential driver of collaborative research delivering efficiency focused techniques to global mining companies Managed and rebuilt a substantial increase in net equity, reduction in outstanding debtors and improved board reporting Manage and control all financial, human resources, legal and corporate secretarial aspects of the Company's activities in Australia and regional operations in South Africa, USA and Chile in compliance with local laws

    • United States
    • Advertising Services
    • Financial Controller
      • Jul 2006 - Apr 2010

      Acquisition strategy reviews / opportunity assessments / due diligence and transaction risk mitigation Acquisition strategy reviews / opportunity assessments / due diligence and transaction risk mitigation

    • Australia
    • Defense and Space Manufacturing
    • 1 - 100 Employee
    • Chief Financial Officer
      • May 2005 - Jun 2006

      Mentored C-level executives and the Company Secretary during a transition from a private company to the first homeland security listed on the ASX Consolidated XTEK Limited parent and subsidiary entities under IFRS one month after year end, resulting in the timely issuance of the Prospectus (including audited financial statements) in August 2005 Preparation of statutory financial statements for inclusion in Initial Public Offering Prospectus, Annual Report, Half Yearly Report and Quarterly Report Show less

    • United States
    • Software Development
    • Financial Controller
      • Mar 2004 - May 2005

      Facilitated the capital-raising strategy and preparation of statutory financial statements for inclusion in Private In Public Out (PIPE) OfferingPreparation of quarterly 10-QSB and annual 10-KSB reports as filed with the Securities and ExchangeCommission under US GAAP accounting standardsPreparation of Annual Report, Half Yearly Report, Cash Flow Report and Form 20-F (Foreign Private Issuer Filing for NASDAQ ADR listing)

    • Finance Manager
      • Nov 2002 - Feb 2004

    • Accountant
      • Dec 1999 - Oct 2002

Education

  • CPA Australia
    Certified Practising Accountant
  • Monash University
    Bachelor of Commerce/Bachelor of Economics, Accounting and Finance

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