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Daniel Engel CPA,MBA

REGIONAL PRESIDENT -California

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Dan has been a CPA for over 45 years. He has occupied C-Suite positions such as CFO, COO and President for 35 years with the balance of his career having been spent in public accounting, where he was a Consulting Partner with a large regional CPA firm as well as owning his own CPA practice where he specialized in organizational transformation, systems integration and CEO and CFO advisory services.

He has a history of growing an organization’s revenue, improving its margins and EBITDA for both employers and clients.

Dan is well versed in a large number of business sectors including manufacturing, retail, service and construction.  

He has also worked with several Private Equity companies, as both a CFO and Consultant.

His career has focused primarily on middle market companies with revenues ranging from $10 million to $1.2 billion.

Skilled in both tactical and strategic management, he has …

  • Prepared 70 business plans resulting in significantly improved Revenue and EBITDA,

  • Implemented 35 fully integrated ERP systems,

  • Implemented 20 fully integrated manufacturing cost systems,

  • Implemented FP&A & Reporting Systems (including integrated KPI reporting), and

  • Implemented Inventory, Planning and Manufacturing Shop Floor Systems resulting in improved visibility and accuracy.

Dan holds a bachelor’s degree in economics from Claremont McKenna College and an MBA degree from California State University, Northridge.


Contact Info

Email: info@learncosi.com