Harold Daniels, MBA, Managing Principal of Daniels BudgetWorks Advisory
Harold Daniels, MBA Managing Principal

Managing Principal

Harold Daniels, MBA

Financial planning and analysis, public finance, reporting modernization, and decision support.

Professional biography

Harold Daniels brings extensive experience in financial planning and analysis, public and private sector budgeting, forecasting, financial modeling, accounting, and management reporting. His background spans local government, Fire and EMS operations, higher education, publicly traded companies, and privately held businesses.

He has developed multiyear operating and capital models, evaluated staffing and overtime alternatives, standardized budget processes, and improved recurring reporting through automation. His approach combines detailed analysis with plain-language recommendations leaders can use.

As Managing Principal of Daniels BudgetWorks Advisory, Harold works directly with clients throughout each engagement—from defining the financial question through presenting the analysis and recommended next steps.

Selected professional impact

Experience measured by the decisions it supports.

$3.7M

Projected annual savings identified through staffing and overtime analysis.

20-year

Operating and capital cash-flow model developed for broader planning.

75%

Approximate reduction in recurring financial-reporting time.

Working style

Direct, defined, and decision-oriented.

Harold believes financial consulting should leave a client with a clearer decision, a usable tool, and a practical next step. He emphasizes defined scope, transparent assumptions, direct communication, and documentation that staff can maintain.

He holds an MBA and serves clients from Naples, Florida, and Ellicottville, New York, with remote availability across the United States.

Work directly with the principal

Discuss your financial need with Harold.

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