
Areas of Expertise
Mergers & Acquisitions
Leads the full M&A lifecycle—from valuation and diligence through integration, delivering accretive deals and seamless Day-1 execution.
Team Building & Leadership
Builds high-performing, cross-functional finance teams by setting clear priorities, coaching emerging leaders, and instilling accountability and continuous improvement.
Treasury Management
Optimizes liquidity and risk through disciplined cash forecasting, working-capital programs, debt strategy, and strong banking relationships to safeguard and deploy capital effectively.
Planning & Analysis
Drives FP&A excellence by turning data into insight—owning budgets, rolling forecasts, and KPI dashboards that inform strategy and accelerate profitable growth.
BEFORE GROWTH OPERATORS
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Daxtra Technologies
- CFO
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Malk Partners
- CFO
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PandoLogic
- VP Finance
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r4 Technologies
- CFO
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The Economist
- VP Finance & Operations
-
Thomson Reuters
- VP Finance
ALMA MATER
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New York University
- MBA - Finance & International Business
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Northeastern University
- Bachelor of Arts Political Science & Economics
Something You Should Know

I tend to decompress on a large sheet of ice, chasing a puck around. Adult rec league hockey keeps me well-balanced.
Dan is a finance and operations executive with over 20 years of experience in leading tech and SaaS companies. He has a broad range of domestic and international experience and is known for driving organic and acquisition growth. Dan began his career in large multinational corporations, holding a range of finance positions that included mergers & acquisitions, corporate planning, commercial finance, and strategy, among others. More recently, he has led finance in smaller high-growth companies. Dan provides needed leadership to companies in transition and develops high-performing finance teams.
STRENGTHS
- Value Creation Analytics
- Skilled in conveying information clearly and effectively, ensuring understanding across diverse audiences.
- Collaborative
- Leadership
- Problem Solver
- Strategic Business Partner