Daniel Patak
Finance. Operations. Leadership. I offer curated Bookkeeping/Business Management services for SMB's at all levels of growth.
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About
Engaging and effective Accounting/Operations Manager, with over 20 years progressive freelance experience, brings high levels of organization, detail and communication.
Specialties include: improving end-to-end systems and internal controls, financial planning & analysis, data "clean-ups,” asset/liability management, controllership and credit facilitation. Supportive leadership approach blends sincerity with focused work methods and conservative advisement.
Experience
OmniWealth Solutions | Metro New York 06/2005 - Present
Proprietor - Accounting, Lending, Consulting and Advisory
> Career contracts include standard Accounting/Back Office/Tech/Credit functions across 50+ clients/locations.
> Consistently retained by SMB’s as weekly, monthly or quarterly Service Provider with an expandable team.
> Able to manage financial system continuity and process improvements across multiple business units.
SAMPLE CLIENTS
A. Big State Sports | Finance Manager | Remote 06/2023 - Present
> Brought current 12 months of General Ledger, focused on A/R accuracy and Balance Sheet revisions.
> Established new procedures for Payroll/1099 processing and high-transaction A/R to improve general reporting.
> Manage monthly reporting and process improvements based on periodic closings across financial systems.
B. Complete Martial Arts | Finance Manager | Remote 06/2023 - Present
> Brought current 8 years of General Ledger activity, focused on decreasing tax liability for late filings (per CPA).
> Currently refining FOH sales protocols to both streamline Payment/Receivable reporting and increase revenue.
> Manage monthly reporting and process improvements based on periodic closings across financial systems.
C. RP Illusions | Finance Manager | Remote 01/2019 - 04/2023
> Brought current 18 months of General Ledger and maintained through the initial phase of corporate buy-out.
> Supported internal Accounting/Operations team and external CPA’s with national, multi-city expansion.
> Refined various protocols to streamline reporting, including implementation of 1099 processing.
Education
Bachelor's – Montclair State University (1994-09 – 1998-05)
♦ Honors Program, Wilkins and Frank Music Scholarships
♦ Honors Interdisciplinary Tract ♦ Dean’s List ♦ GPA: 3.5
