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Dan Y.

Chief Accounting Officer at Ohio Catholic Federal Credit Union

Dan Y. has a diverse work experience spanning over 25 years. Starting in 1996, they served as the Director of Accounting at Weltman, Weinberg & Reis, where they managed accounting activity across three locations, developed accounting structures, and oversaw a team of supervisors and staff. From 2006 to 2009, Dan Y. worked at SIRVA Relocation as the Director of SPV Accounting, responsible for managing accounting activity for receivable securitization, including month-end close, reconciliation, and budgeting. Dan then joined Litigation Management, Inc. in 2009 as an Accounting Manager, overseeing daily accounting operations and fixed asset accounting. In 2013, Dan Y. joined Ohio Catholic Federal Credit Union as the Controller, where they managed financial operations, investments, and regulatory reporting. Dan then advanced to Vice President of Finance and currently serves as the Chief Accounting Officer at the credit union.

Dan Y. completed their Master of Business Administration (MBA) with a concentration in Accounting from Cleveland State University between 1988 and 1990. Their coursework included financial accounting, auditing, management, and marketing. Prior to this, from 1983 to 1987, they obtained a Bachelor of Arts (BA) in English from Case Western Reserve University. Dan Y. attended Hawken School from 1971 to 1983, although the specific degree or field of study is not provided. Additionally, they received training, but no further details about the training program are mentioned.

Links

Previous companies

Weltman, Weinberg & Reis logo

Timeline

  • Chief Accounting Officer

    April, 2020 - present

  • Vice President Of Finance

    February, 2017

  • Controller

    April, 2013