Dan Bertolini Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, United States

Houston, Texas, United States

• Support Amperon sales leaders by bringing deep market and domain expertise into engagements with prospective and current customers• Work closely with customers to understand their data, analytical, and forecasting needs• Conduct data analyses based on customer requests and Amperon initiated ideas for ways to help customers identify compelling value propositions• Regularly write market insights reports to bring thought leadership and well-rounded analysis into an evolving marketplace• Partner with Customer Success team to support customer requests to better understand data and product capabilities.

Houston, Texas, United States

• Responsible for onboarding new clients while managing and escalating customer complaints and concerns• Work closely with the sales team to ensure a clean handoff from prospect to client• Power user of the Amperon platform, which provides electricity load forecasts and settlement analytics, to enable our clients to maximize their use of our platform to manage their wholesale positions and mitigate risk.• Build ongoing relationships with clients leading to renewals and upselling of products

Philadelphia, Pennsylvania, United States

• Lead the Settlements team which provides reporting and analysis to clients on wholesale invoiced costs, including validation of invoiced amounts, trended cost analysis, and historic variance analysis. Upon assuming lead on this team, improved reporting by replacing Excel-based models with automated SQL scripts and increased efficiency of execution• Serve as key member of Retail team that participates in the SDLC by providing internal development team with business and technical requirements for ongoing development projects • Utilized PowerBI to replace Excel-based daily short-term forecast reporting to increase operational efficiency and reduce execution time

Philadelphia, Pennsylvania

• Primary member of Forecasting team responsible for updating daily models which provided short-term load forecasts to be bid into day-ahead markets on behalf of our clients; also executed updates to long-term forecast models to assist clients in developing strategic positions in futures markets• Created client-specific settlement reports to be distributed externally showing validation of invoiced costs, which was performed through data gathering from various SQL scripts, and updating Excel sheets with that data• Conducted key analyses to improve our forecasting models, which allowed us to compose a list of additional attributes to supplement the existing model and improve short-term load forecasting accuracy by 5.5% in the first year of including additional attributes

Secaucus, Nj

• Primary finance business partner for Quest’s Cardiovascular, Infectious Disease, General Health, and Prescription Drug Monitoring clinical franchises; key responsibility of position included partnering with testing experts to help construct the yearly budget of the General Diagnostic Franchises, which totaled over $4B of revenue• Assisted internal finance team in understanding the sales cycle for a new line of business and modeled out first year volume expectations to align with marketing efforts; became the foundation to create the first full-year budget of Quest's new Direct to Consumer offering• Assisted in the launch of new products by understanding effects of marketing efforts in relation to product ramp-up in the current market conditions for that line of testing• Delivered key finance support for new testing opportunities (e.g., acquisitions, pricing strategies, etc.) • Streamlined reporting distribution for General Diagnostic franchises and subsequent regional operations by creating FTP file drops to eliminate file size concerns, while implementing additional visuals in existing reports to promote quicker analysis of the underlying data sets

Camden, Nj

• Trended hospital charges for prior periods and compared the historical averages to current utilization. Analysis required data normalization and variance analysis. I was able to identify areas where utilization showed statistically significant change and worked with the relevant business units to understand the root cause of the variance.• Identified $750k in missed charges through variance analysis of a nursing floors room and board accommodation level utilization.• Performed an analysis of denied hospital accounts to identify avoidable versus unavoidable errors. Identified relevant variables that enhanced the analysis and provided a basis for action planning and issue resolution.

Bachelor Of Business Administration - Bba, Finance, Business Analytics

Activities and Societies: Club Golf, Business Analytics Society, Corporate Finance Society

Finance, General

Study Abroad Program