Profile
Fifteen years of dealership finance, built on a foundation of public accounting at BDO and sharpened across a decade and a half as the financial backbone of a multi-rooftop RV and automotive group in BC and Alberta. Direct GM franchise experience. Fluent in PBS Systems dealership management software. Precise with a deal jacket, disciplined on a close schedule, and steady in a lender meeting. Dan brings the kind of broad, reliable competence that lets ownership and general management focus on selling cars, confident the numbers are right, the controls are tight, and nothing is falling through the cracks.
Career Highlights
50%
Contributed to group expansion through capital structuring, floor plan strategy, and tax planning
7 Rooftops
CFO/Controller across RV, GM, Hyundai, Volkswagen, Ford, Nissan, and Subaru stores spanning two provinces
4 Stores
Reynolds and Reynolds to PBS migrations completed without reporting gaps or restatements
15 Years
Unbroken dealership finance track record from public practice through full CFO scope
Experience
Chief Financial Officer / Controller
2011 – Present
Runners RV and Automotive Group · Cranbrook and Creston, BC
CFO across all group entities: Runners RV, Kokanee RV Sales, Runners Automotive Group, Castle Ford, Sun Valley Nissan, Subaru of Cranbrook, Hillcrest Hyundai, and Arrow Motors Volkswagen, with a dedicated controller supporting operations at Westcastle Motors. Responsible for every aspect of financial operations across two provinces.
Capital and Floor Plan
- Managed all floor plan credit facilities across RV and automotive inventory lines, overseeing lender relationships, curtailment schedules, and interest optimization to keep carrying costs lean without constraining inventory availability.
- Monitored aged inventory across all rooftops, flagging units approaching cost thresholds and coordinating with sales and GM teams to accelerate turns before floor plan interest eroded deal margins.
- Supported a 50% expansion of the dealer group through floor plan structuring and tax planning that gave ownership the financial runway to act on acquisition opportunities as they arose.
- Maintained full covenant compliance reporting across all credit facilities, delivering accurate financial packages to lenders on schedule and surfacing potential ratio concerns well before reporting deadlines.
- Managed inter-company loan accounts and holdco/opco balances across all entities, keeping inter-entity positions clean, reconciled, and audit-ready at all times.
Reporting and Deal Integrity
- Closed monthly books consistently on a tight schedule, delivering financial statements to ownership and GMs with enough lead time to make decisions rather than simply receive results.
- Tracked front and back end gross profit per unit across all departments and rooftops, giving ownership a reliable read on margin performance and flagging compression before it became a pattern.
- Reviewed every deal for accuracy prior to funding, catching structuring errors, missing documentation, and compliance gaps before they reached the lender and created delays or triggered chargebacks.
- Managed F&I chargeback tracking and recovery across all stores, maintaining reconciliation processes that protected reserve income and ensured disputes were resolved promptly.
- Submitted all OEM financial statements across GM, Ford, Nissan, Subaru, Hyundai, and Volkswagen franchises monthly, maintaining the accuracy and performance ratios that underpin healthy manufacturer relationships.
- Oversaw warranty and OEM incentive reconciliation across all franchises, ensuring every eligible claim was captured, submitted correctly, and followed through to payment.
Operations and Risk
- Built and maintained internal controls around cash handling, deal funding, and segregation of duties, creating processes that held up cleanly under external review and gave ownership genuine peace of mind.
- Led four complete DMS conversions from Reynolds and Reynolds to PBS Systems, managing data integrity, staff retraining, and parallel reporting across staggered rollouts at each location.
- Assisted ownership through multiple real estate and land transactions tied to group expansion, coordinating legal counsel, lender requirements, and financing structures at each step.
- Recruited, trained, and developed office staff across the group including bookkeepers, office managers, and AR/AP personnel, building back office teams that ran reliably day to day.
- Managed group-wide payroll, HR, IT systems, insurance, and risk programs while serving as the primary internal point of contact for all external legal counsel and government compliance matters.
Senior Staff Accountant
May 2006 – Sep 2011
BDO Canada · Cranbrook, BC
- Delivered audit, review, and compilation engagements across owner-managed businesses, real estate, agriculture, and professional services throughout the East Kootenay region.
- Built a rigorous technical foundation in financial reporting, tax compliance, and client advisory work that continues to shape the precision and discipline brought to every controller function.