Daniel Kretzenger
Tewksbury
Summary
Accomplished Outsourced Accounting Manager at Withum, adept in client advisory and reporting. Spearheaded financial and operational guidance, enhancing client trust and satisfaction. Proven leader in multi-client management, driving process improvements. Expert in team leadership and client needs assessment, delivering tailored solutions that align with business objectives.
Overview
14
14
years of professional experience
Work History
Advisory Services Manager
Withum
Burlington
09.2012 - Current
- Managed 8–12 monthly client engagements, including startups and companies up to $50 million.
- Acted as trusted advisor, providing financial and operational guidance to business owners.
- Led teams of 2–5 professionals, overseeing quality control and project execution.
- Reviewed financial statements for accuracy in reporting and compliance, enhancing client trust.
- Directed system implementations, cleanups, and process improvements for operational efficiency.
- Supported budgeting, forecasting, and financial decision-making processes.
- Assessed client needs to tailor services that aligned with management goals, improving client satisfaction.
- Developed scope, budget, and fees for engagements to meet profitability objectives and client expectations.
Education
Bachelor of Science - Business Administration
Merrimack College
Andover05-2012
Skills
- Client advisory
- GAAP reporting
- Financial analysis
- Financial operations
- Job costing
- Outsourced accounting services
- Process improvement
- Multi-client management
- Team leadership
- Coaching and mentorship
- Client needs assessment
Websites
Core Expertise
- Outsourced Accounting
- Client Advisory
- GAAP Reporting
- Financial Operations (AP/AR/Payroll/Close)
- Budgeting & Forecasting
- Job Costing
- Process Improvement
- Team Leadership
- Multi-Client Management
- Audit Coordination
Affiliations
- MSCPA
- Naturally New England, Finance Committee
- Associated Industries of Massachusetts
Timeline
Advisory Services Manager
Withum
09.2012 - Current
Bachelor of Science - Business Administration
Merrimack College