Consultant, Financial Planning and Analysis (FP&A)
Background: Dalton serves as a Consultant for Westover Strategic Advisors in its CFO advisory practice. He enjoys analyzing financial positions and cultivating ideas for improving the performance of a company’s operations. Dalton has a strong background in business planning, financial modeling, corporate strategy and business performance improvement. He uses his skillsets to help clients analyze and optimize their businesses across a broad range of functions. At Westover, he partners directly with CEO’s and other c-suite executives to understand their needs and develop customized financial and operational models that drive strategic business initiatives.
Experience: He has expertise in fundraising, developing pitch decks, forecasting, business planning, acquisitions and system implementation. He has a passion for workflow optimization and has helped enhance the sales and operational processes of an early-stage medical services company to increase recurring revenue. In a past position, he assisted in the Series B round of funding for a healthcare services company.
Dalton has experience in the healthcare services and marketing industries where he served as a financial analyst and manager of financial planning.
Education: Penn State University.