Caleb Daniel Email & Phone Number

Cincinnati, Ohio, United States

Loveland, Ohio

Responsible for all opening and closing tasks, cash drawer reconciliation, amending and answering any and all customer complaints or questions, and keeping the cafe in peak condition for all customers.

Cincinnati, Ohio, United States

• Constructed a live-updating, filterable data dashboard for company product penetration rates that replaced previous manual Excel reporting using the data visualization platform, Qlik• Demoed the company product penetration rates dashboard to vice presidents, directors, and managers within the Finance, Sales, and Product teams and published the dashboard for company-wide use• Spearheaded a company-wide RPA initiative to increase employee productivity by gathering a scope of processes with potential for automation through meetings with directors and managers across all company departments• Quantified processes across the company with RPA potential by estimating dollar and hour savings through an Excel scoring tool and prepared high-level summaries for the CFO and Executive Committee of these quantified processes in four-quadrant matrices• Prepared an Excel NPV model for a new product feature and high-level summary of the model’s results• Remedied differences in NPV assumptions across the FP&A department by documenting the scope of different assumptions and creating a dashboard of standardized assumptions• Updated company product attach rates dashboard by formulizing an adjustment to the product attach rate calculation into Qlik code and presented high-level summary of the rationale, implications, and results of the calculation change to directors and vice presidents in the Finance department

Cincinnati, Oh

• Shadowed the investment management, financial planning, relationship management, sales, legal, tax, and executive leadership teams• Led projects spanning across each of these teams, such as identifying and developing strategies for improving the firm’s retention of existing client assets and the firm’s overall protocol for trading of client accounts• Built an economic indicator dashboard with live-updating graphs to be used by the sales team, evaluated client accounts and their eligibility for automatic rebalancing, and analyzed funds and benchmarking studies• Populated legal documents, assisted tax team in preparing clients’ returns, and performed database management• Attended client meetings from initial prospect presentation to financial plan delivery to on-going semi-annual reviews for existing clients• Analyzed and reconciled reports of net flows in order to ensure accurate financial reporting• Recruited, interviewed, and trained new interns

Shift manager, barista, and cookResponsible for initiating authentic and welcoming conversations with customers