Dan Martin is a director in Baker Tilly’s CFO advisory practice. He brings more than 30 years of experience leading high-performing accounting, finance and accounting advisory teams in providing industry leading accounting advisory and assurance services to large, public and private companies. Dan has extensive accounting knowledge and experience includes U.S. GAAP financial reporting, SEC reporting, PCAOB audits, technical accounting research and resolution, accounting and finance department operations, internal controls and various other financial management areas.
His career experience includes leading integrated audit service engagements for several public retail and consumer product companies including a Fortune 100 public retailer. He has worked in the national office professional practice and as part of a national retail and consumer products practice at two of the world’s four largest CPA firms. He has also been a controller and director of financial reporting for two public companies which included leading one of those companies to a successful initial public offering on NASDAQ. Dan’s industry experience includes e-commerce, retail, distribution, healthcare, hospitality, manufacturing and construction.
Dan focuses on leading teams and providing impactful accounting advisory, transaction and financial advisory services.
- Technical accounting research and resolution
- SEC reporting and filing matters
- Accounting error remediation
- Audit preparation and support
- Interim CFO/controller roles
- SOX/internal control design, implementation of internal control policies and procedures
- Board/committee reporting
- Process design/reengineering
- Inventory management and control
- Accounting policies and procedures
- Due diligence
- Governance support
- Dan has a strong history of successful implementation of projects
- Director of accounting and financial reporting: Served as director of accounting/financial reporting for an emerging growth public company with more than $600 million market capitalization. Successfully lead the technical accounting and financial reporting for an initial, confidential filing of S-4 with the SEC as the company moved to a public listing on the NASDAQ. Coordinated with SEC counsel, external auditors, and international subsidiary auditors to address all technical matters related to accounting and reporting. Directed the implementation of internal control and governance structure and supported operations with internal reporting requests
- Audit and assurance projects: Lead senior manager on fortune 100 public company audit and large private pre-IPO audit. Successfully executed audits under PCAOB rules for filings with the SEC and under AICPA rules. Presented value-added audit and internal control findings to audit committees and management to improve accounting and control structure at client entities
- Litigation support: Provided technical accounting support and interpretation of audit results to support client as part of litigation stemming from an acquisition. Collaborated closely with legal counsel and CFO of company to provide valuable insight and support in connection with the purchase agreement for a successful outcome
- Process improvement projects: Leader of southeast business unit as chief of staff for the fourth largest national public accounting firm. Provided process improvement recommendations and tracked implementation of suggested solutions, including real time audit progress monitoring and issue resolution. key point of contact for senior leadership for the 14 firm offices in the Southeast region of the U.S.
- Quality control team for national office of the fourth largest national public accounting firm: Selected as member of national office quality control team responsible for implementation and monitoring of quality control for audit and assurance services
- National instructor: served as national audit and assurance training instructor for the fourth largest public accounting firm responsible for delivering technical accounting and audit training to professional audit staff
Location
Tampa, FL
Education
Master of Business Administration
University of North Florida
Bachelor of Science in accounting
Jacksonville University