Daniel Oswald

About Daniel Oswald

I\'m a finance and operations leader with 20+ years of experience helping organizations…

Experience

1. Managing Member

   Cable Services Company, Inc.

   Jan 2006 — Present · San Diego, US

   Most clients are small to mid-size companies. Recent major work includes:1. Preserved $20MM of shareholder value when serving as CEO of a small public company by reviving the asset holding subsidiary. Communicated with attorneys, shareholders, & lender on a regular basis.2. Created full financial statement & operating models for several angel stage companies used to secure nearly 2 MM in funding successfully.3. Served as an outsourced CFO for a small publicly traded company with a small internal team to support me. Responsibilities included all management reporting and analytics, forming multiple new subsidiaries, advising on acquisitions, and integrating those new acquisitions.4. Prepared all financial statements and audit documents for a reverse triangular merger involving two public companies including subsequent audited quarterly filings.5. For a different company, completed preparation of publicly filed consolidated financial statements including minority interest and deferred taxes. This included a personal review of historical periods and correction of prior errors.6. Advised on angel stage capital raising strategies and prepared associated decks.7. Prepared public company amendments, designations, stock conversions, shareholder resolutions, and filed with appropriate regulators.8. Advised on optimal structure for a new private real estate investment fund, prepared LLC and LP Operating Agreements, and filed appropriate documents with state regulators. Other client work performed includes: valuation, cap table modeling, competitive review, business process optimization, financial system development & optimization, and informal Legal & HR consulting.

Education

• The Wharton School

  Bachelor of Science, Economics with Concentrations in Finance and Accounting

Skills

• System Architecture
• Accounting
• Sap
• Sql
• Strategic Planning
• Sap Erp
• Leadership
• Due Diligence
• Pricing
• Financial Analysis
• Financial Planning
• Executive Management
• Business Planning
• Strategic Financial Planning
• Business Analysis
• Analytics
• Business Strategy
• Forecasting
• Business Process Improvement
• Valuation
• Analysis
• Mergers
• Start-Ups
• Credit
• Financial Modeling
• Income Statement
• Strategy
• E-Commerce
• Business Intelligence
• Real Estate
• Erp
• Financial Reporting
• Management Consulting
• Vba
• Budgeting
• Process Improvement
• Integration
• Mergers & Acquisitions
• Entrepreneurship
• Private Equity