Dan saved $1.2 million dollars for his client by outsourcing packaging to a third-party. He now freelances to diversify his knowledge and to experience new challenges. He has a successful history working directly with CFOs of large multi-national organizations across several industries to drive financial and operational improvements.
Developed a dynamic financial and operational key data file that was leveraged during a joint venture between Bosch and United Technologies. Updated monthly financial statements, developed current forecasts, and adjusted projected key figures to reflect the operations.
Facilitated the transition of a manufacturing site from the US to Malaysia by directly managing $16 million in inventory. Regulated inventory levels, tracked asset depreciation, and provided recommendations around cycle count for various products and machinery.
Managed the transition to a new Essbase database for a team of 20 people. Led the database management update, and reorganized the profit and loss statement structure for the new system.
Restructured the reporting of accounts receivable value, accounts receivable turnover, and the internal capital cost charges to provide Executive leadership with improved visibility of the business’ health.
Presented a monthly report to the executive management of the Automotive Aftermarket on the KPI’s of the Engine Management division and advised on how to improve the business drivers.
Generated a $1.4 million cost savings in a measuring tools business by planning a $92 million budget, which included a 35 person headcount across 8 departments.
Engaged in an international finance management rotational program that developed my cross-functional and cross-divisional business acumen, while solidifying my finance, accounting and management skills in 4 locations across the world.
Reviewed and analyzed balance sheets, reconciliations, income statements, firms' cash activity, firms’ net capital computations, proper classification of assets and liabilities. Also, assessed internal controls and verified whether firms have a going concern.
Managed relationships with the investing public to review and investigate complaints in the futures and foreign exchange markets, in order to provide recommendations to the Executive Board, so the firms could avoid regulatory discipline. Evaluated potential employees and trained new staff on the trading aspect of the derivatives industry.
Inspected the profit and loss statement for abnormally high returns and examined trial balance for unusual activity for firms ranging in revenue from $5 million to $10 billion.