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Aaron Daniels, CPA (New York)

Senior Financial Executive · two decades of financial leadership across complex, multi-entity organizations — and $600 million in consolidated assets.

Background

Aaron brings two decades of senior financial leadership across complex, multi-entity organizations. As Diocesan Controller for the Catholic Diocese of St. Petersburg, he directed financial oversight of $600 million in consolidated assets across 74 parishes, schools, cemeteries, and ministries — spanning the Operating Fund, Savings & Loan Trust, Insurance Benefits Trust, and Catholic Foundation — presenting quarterly to the Board and Bishop.

Previously he served seven years as Chief Financial Officer / Deputy Treasurer of the Fairport Municipal Commission — New York State’s third-largest municipal electric utility, serving more than 50,000 customers — where he managed a $25 million budget and a $50 million capital plan under Public Service Commission requirements, and chaired the Accounting & Finance Committee of the Municipal Electric Utilities Association, mentoring peers across 40 municipal utilities. His early career was in public accounting, performing audit and risk-assessment work for more than 70 school districts and municipalities.

He holds an M.S. in Forensic Accounting and a B.S. in Accounting from SUNY Brockport, and specializes in fund accounting, audit readiness, internal controls, and multi-entity consolidation.

Featured engagements

Six engagements, six measurable outcomes.

01 · Utility rate design & financial stabilization

Electric rate redesign, long-term solvency restored.

Led the financial analysis and rate-design process for a municipal electric utility, developing a sustainable rate structure within New York State Public Service Commission requirements. The resulting strategy aligned rates with operating and capital needs while avoiding a projected $10 million cumulative deficit.

$10M
Projected deficit avoided
50,000+
Customers served
Rate Design
Financial modeling
Regulatory
PSC compliance
02 · Customer billing modernization

Billing operations modernized, collections accelerated.

Modernized a municipal utility’s customer billing operation through mobile payment technology, self-service kiosks, online forms, and redesigned office processes. The transformation reduced dependence on in-person cash handling while improving customer access and cutting Days Sales Outstanding by more than 50%.

50%+
DSO reduction
Self-Service
Mobile + kiosk payments
Cash Risk
Exposure reduced
Experience
Customer service digitized
03 · Financial reporting & chart of accounts transformation

Complex financial reporting, rebuilt from the ground up.

Redesigned the diocesan chart of accounts and financial statement structure to provide clearer, more decision-useful reporting across a complex multi-entity organization. Simplified intercompany accounting, eliminated unnecessary due-to/due-from activity and overly complex sweep-account structures, and created a cleaner foundation for consolidated financial reporting.

$600M
Financial environment
CoA
Full restructure
Intercompany
Accounting simplified
Reporting
Clarity improved
04 · Internal controls & treasury risk

Financial controls strengthened, high-risk transactions secured.

Designed and implemented internal controls across treasury and accounting operations, including high-risk wire transfers, construction-project accounting, payroll reimbursements, and Savings & Loan Trust activities. The new control environment strengthened asset protection, accountability, and audit readiness.

Wire Controls
Fraud risk reduced
CWIP
Controls implemented
Policies
Standardized
Audit Readiness
Strengthened
05 · Enterprise accounting system migration

Accounting system migrated, operations uninterrupted.

Led the financial side of a large-scale accounting software migration, coordinating processes, reporting requirements, controls, and operational needs to transition the organization without disrupting core accounting functions. The implementation improved reporting efficiency while maintaining operational continuity.

ERP Migration
Successfully completed
Continuity
Operations maintained
Reporting
Efficiency improved
Finance Team
Transition managed
06 · $400M investment custodian transition

$400M investment platform transitioned, reporting strengthened.

Oversaw the transition of approximately $400 million in investments to a new custodian, redesigning rollforward procedures and strengthening reporting to individual parishes and organizational leadership throughout the transition.

$400M
Assets transitioned
Custodian
Transition managed
Rollforwards
Process strengthened
Parish Reporting
Improved

Controls, close, and consolidation — at any scale.

If your organization needs the discipline of a $600M controllership without the payroll of one, this is the team.