A strategist
Aligns financial priorities with business goals, capital needs, and growth plans.
About Dan Cloward
Strategic finance leadership for owners who need clarity.
Dan brings senior CFO judgment to companies that need stronger planning, cleaner reporting, and confident financial decisions.
Advisory profile
Dan works as a strategic partner to leadership.
A forward-looking advisor
Uses forecasts and scenarios to help leaders prepare before decisions become urgent.
A data-driven decision maker
Turns reporting, KPIs, and operating metrics into clear management direction.
A business growth planner
Supports expansion, acquisitions, profitability improvement, and scalable finance systems.
How Dan shows up
Calm, direct guidance when the financial picture needs to be clearer.
Dan helps owners move from scattered financial information to a confident operating view. His work is practical, measured, and built around the decisions leadership needs to make next.
Clear priorities
Useful reporting
Prepared decisions
Experience
Experienced across finance leadership, transactions, and growth.
Dan’s background spans CFO leadership, outsourced CFO work, M&A consulting, multi-entity organizations, shared services, dashboards, automation, and operational finance.
CFO leadership
Chief Financial Officer at Caddis Capital Management
Led finance across multiple entities, teams, dashboards, acquisitions, and growth initiatives.
Fractional advisory roots
Partner and owner at Sorenson
Provided outsourced CFO, M&A, turnaround, accounting systems, and tax strategy support.
Community leadership
Board and volunteer service
Served on nonprofit boards, volunteered with the Utah Microfund credit committee, and participates in the CFO Leadership Council.
Specialties
Where Dan is especially useful.
M&A, modeling, and multi-location growth
Experience with mergers and acquisitions, financial modeling, cost transformation, and multi-entity organizations.
Industries
Healthcare, management consulting, accounting services, retail, construction, higher education, and manufacturing.
Education
MBA from University of Phoenix and BS in Business Administration from Southern Utah University.
Working style
Practical, direct, detail-oriented, and focused on decisions that improve business performance.