Daniel Porter
Financial Transformation Leader | Driving Revenue Growth, Operational Efficiency, and Team Excellence in Client Accounting, Audit & Advisory Services | Proven Success in High-Growth Industry Practice Segments
- Role
- Director of Audit & Advisory Services at DGPerry CPAs + Advisors
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Daniel Porter
Proven leader in transforming client accounting, audit, and advisory services. I excel in driving revenue growth, streamlining operations, optimizing technology use, and cultivating dynamic teams, resulting in sustained success in high-growth industry segments. Enjoy fostering a culture of continuous improvement and creating an engaging learning environment.
Experience
Director of Audit & Advisory Services
Feb 2024 — Present · Pittsburgh, PA, US
As the director of the audit and advisory services practice, I lead the design, marketing, and delivery of our assurance and advisory service offerings while harmonizing operations across all offices, including recent acquisitions. I establish a comprehensive risk management system, define industry verticals, identify vertical leaders, and transition client service to teams of industry experts. I coach and mentor managers and emerging leaders, implementing AI-enhanced technologies to drive efficiency and elevate service quality. I also work with staff in both classroom settings and client coaching sessions to enhance professionalism, advisory confidence, and technical competencies. Additionally, I coordinate our quality management system, which achieved a pass rating with no findings in 2024.
Education
University of Baltimore
Bachelor of Applied Science (BASc)
Skills
- Change Management
- Internal Controls
- Gaap
- Us Gaap
- Cpa
- Financial Analysis
- Financial Accounting
- Finance
- Financial Reporting
- Tax
- Sarbanes-Oxley Act
- Business Process
- Accounting
- Training
- Auditing
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