Daniel Maxwell

Daniel Maxwell

Chief Financial Officer | Multi-Entity Scale & Financial Systems Architect

Macc
Available for New Clients

Expert Rating

No reviews yet

Location

Knoxville, TN

Services Listed

3 active

25+

Yrs Exp

11

Industries

100%

Satisfied

Executive Summary

Professional Bio

I am a strategic Chief Financial Officer, Master of Accountancy (MAcc), and financial systems architect with over 25 years of institutional financial leadership experience. My career is defined by an unconventional blend of deep GAAP accounting rigor, corporate capital allocation strategy, and advanced data-automation engineering. I specialize in stepping into ambiguous, high-transaction, or multi-entity data environments and transforming fragmented records into clean, audit-ready financial infrastructure that drives sustainable business growth.

Throughout my career, I have sat on both sides of the executive table—serving as an internal corporate director, a trusted fractional advisor to rapidly scaling organizations, and a technology founder. I have successfully shepherded organizations through massive operational inflection points, including guiding a multi-entity medical and clinical network through a 600% revenue explosion while overseeing a $24M annual operating budget. Additionally, I spent 14 years co-managing the strategic financial oversight, demographic underwriting, and capital allocation for a global real estate portfolio of over 550 locations at Regal Entertainment Group, presenting P&L sensitivity analyses directly to C-suite executives and corporate boards.

As the founder of Maxwell Consulting and the core architect behind Maxsis (an AI-powered financial intelligence and deterministic risk analysis platform), I move organizations past historical hindsight into real-time operational foresight. I build dynamic, integrated 3-statement predictive forecasting models, automate tedious recurring reporting pipelines, and implement forensic internal controls to safeguard enterprise assets. Whether diagnosing leakage via forensic transaction tracing or modeling scalability thresholds for an acquisition, I deliver the institutional-grade execution required to protect margins and satisfy sophisticated stakeholders.

25+

Yrs Experience

11

Industries

3

Services

Background

Education

Master of Accountancy (MAcc) | Auburn University

Bachelor of Arts in Business Administration & Economics | King College

International Business Studies Residency | Shanghai University (China), Peking University (China), and Ewha University (South Korea)

Core Expertise

Bookkeeping CFO Advisory Financial Planning bookkeeping cfo fin_planning QuickBooks Xero TurboTax FreshBooks NetSuite

Industries Served

Technology Healthcare Real Estate Retail Construction tech healthcare real_estate retail construction non_profit
$2,500/mo

Fractional CFO & Strategic Financial Advisory

Accounting

High-impact fractional CFO advisory built to help mid-sized businesses, multi-entity networks, and growing organizations move past historical hindsight into real-time operational foresight. This service provides comprehensive executive-level decision support, including building integrated 3-statement predictive forecasting models, driving long-range capital allocation strategies, managing cash flow runway, and establishing robust internal controls. I specialize in guiding leadership teams through complex structural growth phases, drawing on a proven background of shepherding a multi-entity infrastructure through a 600% revenue explosion while managing a $24M operating budget. Delivers institutional-grade reporting, metric visibility, and strategic financial architecture designed to protect your margins and satisfy sophisticated stakeholders.

$3,500/proj

Financial Systems Architecture & Automated Bookkeeping Workflows

Bookkeeping

A comprehensive evaluation, restructuring, and automation of your back-office financial data pipeline. Designed for businesses whose accounting workflows have outgrown standard spreadsheets, this service implements advanced data-normalization frameworks and automated reporting pipelines. Utilizing Python, Excel/VBA systems, and modern software workflows, I design custom executive dashboards and automated forecasting models that streamline month-end close operations and eliminate manual accounting bottlenecks. As a Master of Accountancy (MAcc) and creator of secure financial intelligence platforms, I ensure your automated data flows map cleanly to strict GAAP accounting rules and internal control structures.

$1,500/proj

The Real Estate Specialty (Asset Focus)

Accounting

Institutional-grade financial underwriting, profitability analysis, and strategic risk modeling for commercial and multi-family real estate investments. This service delivers a polished, investor-ready pro forma package including integrated Income Statement, Balance Sheet, Cash Flow projections, Pro Forma NOI calculations, and Rent Roll evaluations. Grounded in a 14-year corporate tenure as Director of Real Estate for Regal Entertainment Group—where I co-managed strategic financial oversight and capital allocation for a global real estate asset portfolio spanning 550+ locations—I help operators stress-test deal economics, analyze capital structures, and identify hidden operational risks before clearing contract contingencies.

Credentials & Certifications

Macc

Verified Professional

25+ Years Experience

Professional Practice

Daniel Maxwell

Daniel Maxwell

Chief Financial Officer | Multi-Entity Scale & Financial Systems Architect

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