About Us
- Home
- About Us
PRINCIPAL
Daniel Oswald
Dan Oswald is a successful finance professional with diverse skill sets and experience. He has over 17 years of experience spanning finance, accounting, and technology augmented with some legal and HR experience. He has particular expertise in designing and building financial systems, ERP implementation, and financial modeling including cap tables.
Earlier in his career, he was a member of the original team starting the Reverse Mortgage business at Countrywide Bank, FSB. In that capacity, he managed the finance department for the Reverse Mortgage business unit overseeing reporting, budgeting, forecasting, and associated systems development. He also assisted with the development of additional business channels and was responsible for negotiating deals with other business units.
While at Countrywide and throughout his career since then, he has pursued numerous entrepreneurial opportunities and worked on several systems implementations projects as a freelance consultant. Before returning West, he worked in the Mergers & Acquisitions group of Merrill Lynch’s Investment Banking Division in New York.
Our Mission
At Oswald Consulting, our mission is simple to empower our clients to thrive in their financial journey. We understand the unique challenges and opportunities that self-employed individuals and limited companies face. That’s why we’re here to simplify complex financial matters, provide expert guidance, and help you make informed decisions to reach your financial goals.
Why Choose us
Your Financial Success, Our Expertise
Tailored Solutions
We know that every client is different. We work closely with you to create custom solutions that match your unique needs and circumstances. Your success is our success.
Personalized Attention
We pride ourselves on our personalized service. You're not just a number to us. We take the time to understand your goals and challenges, offering one-on-one support and advice.
Expertise
Our team at Oswald Consulting consists of skilled and experienced accountants who stay updated with the latest tax regulations and accounting practices. You can trust us to handle your financial matters with utmost professionalism.
