Daniel Patak

About Daniel Patak

SUMMARY:Mid-Career, Entrepreneurial Accounting and Operations Professional, with 20 Years of Progressive Management Experience and high levels of Organization, Detail and Cultural Sensitivity. Specialties include: Start-Up Structuring/Pace-Setting, Protocols, Data Management, ERP, Real Estate,\"Clean-Ups,” Commercial Credit and Analysis, paired with successes in Team/Project Management, Sales and Business Development.Supportive management style blends emotional intelligence (EQ) with confidence, ambition, market sensibility and fiscally-conservative forecasts.CORE CAPABILITIES:I. Full-Charge Accounting, Controllership and Technology:* General Ledger Clean-Up/Maintenance* Monthly/Quarterly/Year-End/Ad Hoc Reporting* Cost Containment, Internal Controls, Process Optimization* Internal Auditing, Specialized Reporting, Budgeting/Forecasting* Online Account Connectivity, Workflow Management, Data Migration* Full-Cycle A/R, Client Account Statements and related Collections* Full-Cycle A/P, Vendor Bidding and related Vendor Management* Merchant Account Reconciliations and Sales/Local Tax Filings* Sales Process Integrations, including Web/E-Commerce/POS* Client Invoicing and related Payment/Credit Applications* Credit Card/Credit Line/Loan Account Reconciliations* Bank Reconciliations and Cash Management PoliciesII. Business Management and Advisory:* Business Entity Administration, Compliance, New Hire/Payroll Processing, Group Benefits Administration * Leadership on Accounting Staff/Financial Meetings, Team Recruitment, Data-Driven Advisement* Liaise with all Third-Party Professionals: Outside Legal Counsel, CPA, Construction Firms, et al.* Asset Protection, Maintenance and Coaching/Speaking/Workshops:* Organizational Development, including Technical Trainings, Best Practices, Management Consulting* Comprehensive Workshops, tailored to teach Skills, deepen Culture or support Growth Strategies* Professional Coaching, based in established Wellness, Leadership, Educational and Business MethodologiesSTRENGTHS: Professionally, I am solutions-oriented, self-motivated and focused on increasing bottom-line through sustainable business decisions. Interpersonally, I am committed to creating long-term, mutually-beneficial outcomes; and I aim to communicate clearly, listen actively and appreciate the diversity of contributions and efforts.

Experience

1. Controller-for-hire

   Omniwealth Solutions, Llc

   Jul 2001 — Present · NY, US

   OmniWealth Solutions specializes in creating and improving the following:A. Fully-Realized Entrepreneurial Visions through Sustainable ProceduresB. Small Business and Startup Cashflow SystemsC. Financial Clarity and Relevant DataD. Operational EfficiencyE. Bankable ClientsOur model is simple: Empathize. Rationalize. Centralize. Optimize. At each Client\'s request, OWS identifies and implements any of the specific solutions, below, to alleviate business challenges and stagnancy:1. Bookkeeping, Accounting and Financial Management 2. Operations, Human Resources and Business Management3. Sales, Marketing and Customer Relationship Management Our focus is on maintaining the accuracy of the Client\'s business data, improving \"data flow\" and leveraging technology - i.e, placing the right information in the right hands - which ultimately increases Bottom Line and decreases Variance.Our service and partnerships allow our Clients to succeed with greater ease and enjoy their progress!CLIENT PORTFOLIO: Please see details of various Client engagements in the \"Projects\" section, below.PROCESS:Please feel free to download PDF\'s of our Workflow Chart and Service Menu in the \"Featured\" section, above.

Education

• Warren Hills Regional High School

  High School Diploma, Liberal Arts and Sciences, General Studies and Humanities, Performing Arts, Honors/AP Tract

  1991 — 1994

• Montclair State University

  Bachelor of Arts, English (major) | Music (minor)

  1994 — 1998

Skills

• Administration
• Budgets
• Finance
• Financial Education
• Negotiation
• Fundraising
• Marketing Strategy
• Mentoring
• Cash Flow
• Team Building
• Management
• Program Development
• Crm
• Financial Analysis
• Public Speaking
• Volunteer Management
• Training
• Social Networking
• Forecasting
• Entrepreneurship
• Word
• Program Management
• Sales
• Budgeting
• System Administration
• Bookkeeping
• Business Strategy
• Writing
• Credit
• Grant Writing
• Leadership
• Social Media
• Microsoft Excel
• Marketing
• Excel
• Problem Solving
• Strategy
• Nonprofits
• Strategic Planning
• Research