Dan Martin is a director in Baker Tilly’s CFO advisory practice. He joined Baker Tilly in 2022 and brings more than 25 years of experience leading high-performing accounting and finance teams, providing assurance and consultative services, and conducting financial statement audits. He has considerable experience providing corporate leadership, financial management, operational support, financial reporting, technical accounting and internal control support to companies of all sizes.
Dan’s industry experience includes e-commerce, retail, distribution, healthcare, hospitality, manufacturing and construction. Prior to joining the firm, his experience included three years as a controller and director of financial reporting for public companies and more than 20 years in public accounting performing assurance services.
- 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 supported 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 large, national 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 large national CPA 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 large national public accounting firm responsible for delivering technical accounting and audit training to professional audit staff
- AICPA
- United Way
- Boys and Girls Club
Location
Education
Master of Business Administration
University of North Florida
Bachelor of Science in accounting
Jacksonville University