Daniel Cerio

Director of Finance & Internal Audit

As a CPA and team leader, Daniel Cerio wears multiple hats within Online Trading Academy. His financial background allows him to help franchise owners improve their internal accounting functions and ensure they are in good standing with their franchise agreement. He also manages the master budget and financial forecast for the entire organization. Finally, he takes a strategic approach in helping departments maintain agility and get traction in a fast-growing enterprise. This involves brainstorming with internal executives and franchise owners to implement their vision into an actionable format that can be tracked and measured month by month.

Mr. Cerio was recruited by our CFO Aaron Nielsen, whom he has known since high school. The two worked together at KPMG LP, a ‘Big 4’ global accounting, tax and consulting firm they joined after college. Daniel has held a variety of positions at several large companies in the financial services, manufacturing and healthcare industries. More recently he was employed with a smaller company focused on loss prevention systems for retailers, where he remained for over 10 years before moving to OTA. He learned best practices through his vertical experience at major public companies, and then was able to see the big picture of managing finances company-wide at his latest post where he served as a Management Consultant, Corporate Controller, Management Consultant and Vice President of Finance.

Mr. Cerio has lived in Southern California his entire life. He and his wife have two school-age daughters, and their current focus is enjoying as much family time as possible. He is also an active volunteer in various capacities at his church.

Over 100,000 Lessons from the Pros readers. Check out last week's issue.

Free Class