Results-driven financial leader with a proven track record of directing high-performance finance teams, managing P&L, and overseeing reporting, forecasting, and cash flow. Skilled in internal control development, SOX compliance, and collaborative cross-departmental relationships with expertise across finance, operations, and process improvement. A decisive problem-solver focused on financial solutions, driving enterprise accountability, and data-driven decision-making to enhance profitability.
Key Areas: Financial Leadership, Budget Development, Financial Planning & Analysis, Revenue Growth, Risk Management, Process Improvement, Executive Leadership, Staff Development, and Process Automation.
Marty earned an MBA from Pepperdine Graziadio business school and a Bachelor’s degree in Accounting from Cal State Fullerton.
Daniel is a finance and operations leader with two decades of experience helping lower–middle market companies create order, discipline, and scalability within their finance and back-office functions.
He specializes in supporting organizations experiencing rapid growth but lacking the infrastructure, processes, and visibility needed to sustain performance and profitability.
His expertise includes ERP optimization across Oracle EBS, NetSuite, Salesforce, and HubSpot; financial consolidation; strategic planning; budgeting and forecasting; financial modeling; OKRs and KPI frameworks; dashboard development; and cross-functional project management.
As the Founder & CEO of CuroWork, Daniel has built a unified operating system that delivers clear visibility into workload, capacity, and execution—empowering teams to work with focus and consistency instead of burnout and guesswork.
Daniel holds an MBA from UCLA Anderson, a bachelor’s degree from UC Irvine, and is a licensed CPA (inactive).