About Daniel

Dan is a Principal at Cicero Group. In this role, he partners with executive teams to turn strategy into execution, redesigning how their organizations operate and building the plans, metrics, and governance needed to deliver results. He brings a combination of consulting and corporate finance experience, which helps clients connect operational decisions to their financial impact. Dan has supported clients across sectors that include technology, healthcare, financial services, higher education, and the social sector, with project experience that includes:
- Operational Transformation and Implementation: Leads operating model redesign and implementation efforts for service, support, and operations organizations, helping leadership teams define the future state, sequence the work, and manage change through go-live.
- Post-Merger Integration: Supports integration planning and execution for combining organizations, aligning teams, processes, and reporting so leadership can capture expected value from the deal.
- Financial Planning and Performance Management: Builds forecasting models, KPI frameworks, and operating cadences that give executives clear visibility into performance and create accountability across functions.
Dan began his career at Cicero Group, where he co-founded the firm’s Strategy and Transformation practice and developed many of its core methodologies and training programs. As an Engagement Manager, he led pricing, customer segmentation, go-to-market, and operating model engagements for public, private, and nonprofit clients. Dan also spent several years in strategic finance at BILL, a public fintech company, where he served as Director of FP&A and the finance partner to the leader of its Spend & Expense business. In that role, he oversaw forecasting, long-range planning, and pricing and investment decisions, and he redesigned the finance operating model following a major reorganization. That experience as an operator gives him a practical view of what it takes for recommendations to succeed after the consultants leave.
Dan earned an MBA from the University of Utah David Eccles School of Business. He graduated with a bachelor’s degree in accounting, with a minor in international business, from the Utah State University Jon M. Huntsman School of Business, where he was a Huntsman Scholar.
Career Highlights
- Director of FP&A, BILL
- Engagement Manager, Cicero Group
- Associate Consultant, Cicero Group
- University of Utah David Eccles School of Business, MBA
- Utah State University, BS Accounting
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