Dan is a Principal Consultant at Alta Via Consulting, LLC, responsible for designing and implementing advanced costing and corporate performance management systems. Prior to joining Alta Via in 2012, Dan spent 7 years with CorePROFIT Solutions, a consulting firm that specializes in performance management in the financial services industry. Prior to CorePROFIT Dan spent 25 years at Bank of America, where he designed their enterprise-wide customer, product and organizational profitability information system and worked with Activity Based Costing, Funds Transfer Pricing, managerial costing, branch performance modeling, and capital investment modeling. Dan has a BS in Economics and an MBA and holds the Certified Management Accountant (CMA) and Certified Financial Manager (CFM) accounting certifications. He coauthored the Institute of Management Accountant’s 2010 Statement on Management Accounting titled “Customer Profitability Management,” as well as published articles in Strategic Finance and The Journal of Bank Cost Accountingmagazines. Dan is a current member of the Institute of Management Accountants, Charlotte NC Chapter. He speaks frequently on costing and customer profitability systems and their strategic significance, including IMA’s 2012 National Conference, Carolinas’ Council IMA Conferences, and MBA guest lecturer.
Read Dan's Publications:
- Using Customer Profitability To Mine Your Most Valuable Customers [IMA's 93rd Annual Conference—Jun 2012]
- Statement On Management Accounting: Customer Profitability Management [IMA Business Performance Management—2010]
- Excel Macro Combines Financial and Non-Financial Data [Journal of Bank Cost & Management Accounting—Jun 2000]
- Cooperation or Competition? [Strategic Finance—Feb 2000]