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Portfolio Contributing Advisor

Results-oriented professional with expertise in process and performance improvement. Over eighteen years bookkeeping and accounting experience including twelve years as controller in public accounting and retail environment. Hands-on leader with demonstrated success supervising all aspects of accounting and office management functions. Accomplished negotiator with participative management style and excellent relationship and team-building skills. Consistently achieved and frequently exceeded organizational goals and objectives. Knowledgeable in training preparation and implementation. Thirteen years U.S. Army.  

•	Identified and championed superior long-term investments for the Phoenix 1 Portfolio
•	One of the best performing portfolios in The Motley Fool universe, achieving 85% total returns since April 2012 inception and 16.3% annualized returns


Responsible for all aspects of the accounting and reporting function and local HR 

•	Rebuilt and manually entered 7 months of accounting records from scratch
•	Achieved 17% average annual revenue growth over six years during challenging economic environment
•	Created and maintained bill of materials for all company products
•	Implemented collection process and procedures and reduced Days Sales Outstanding to low 20’s
•	Streamlined month-end-close process reducing close time by 25%
•	Oversaw website redesign to mobile-friendly resulting in 100% increase in web sales with one year 


Business Unit Controller

Responsible for Accounts Receivable, GL, month-end close and sales tax returns

•	Automated high-dollar AR by initiating electronic funds transfer agreements with customers
•	Consistently exceeded cash collections goals
•	Reduced Days Sales Outstanding by an average of 26%

Accounts Receivable Manager/Senior Accountant

Supervised three-person accounting staff for a twenty franchise, multi-market company.

•	Initiated cost controls in high-expense areas resulting in savings of 20 – 80% per area
•	Identified inefficiencies and recommendations for improvement in back office operations
•	Requested by franchise owner to remain through corporate acquisition to execute comprehensive knowledge transfer 


Controller

Responsible for all aspects of payroll and HR function for 20 employees in multi-office environment

•	Project manager responsible for transition to paperless office systems
•	Identified and instituted various cost saving measures resulting in a reduction of annual back-office expenses by 20% within two years
•	Preparation of indiviual and business tax returns
•	Six months audit experience

•	Reduced annual office expenses by 20% within two years
•	Full charge bookkeeping to financials
•	Managed payroll and office for multiple companies with varied ownership


Bookkeeper/Office Manager

•	Successfully supervised and trained up to forty personnel in a variety of working environments 
•	Controlled distribution and inventory of ammunition valued at $1.7 million annually
•	Maintained and accounted for training equipment valued at $4.5 million
•	Instructed 3,400 students annually.  Achieved 95% pass rate among students	
•	Participated in successful rewrite of course curriculum that is now used throughout the US Army


Staff Sergeant

Find out detailed information about Daniel Vena, Portfolio Contributing Advisor in Longmont, CO

Daniel Vena: Portfolio Contributing Advisor in Longmont, CO

Daniel Vena

The Motley Fool

Heel-O-Matic, Inc.

Rogue Wave Software

LA Weight Loss

Marty, Lyle, Doty and Jones, LLC (Public Accounting Firm)

Leisure Trends Group

US Army Infantry

Keller Graduate School of Management

University of Phoenix