Dan Burke

Dan Burke Email and Phone Number

Advisory Partner @ Finray
Ramsey, NJ, US
Dan Burke's Location
Ramsey, New Jersey, United States, United States
Dan Burke's Contact Details
About Dan Burke

Accomplished financial and operational risk professional with a track record of implementing positive change on organizations. Change agent who thrives in a dynamic environment can create and communicate organizational strategy while driving business improvements on tactical and strategic levels. Disciplined problem solver with proven ability to translate complex operational root causes into themes and action plans for executive management. Enthusiastic team motivator and strong leader focused on the development of organizational talent.Specialties: Business Planning and Analysis, Client and Product Profitability, Activity Based Costing, New Initiative Assessment, Headcount Reporting, Sarbanes Oxley, Financial Reporting, ICARA/ICAAP Development and Management Board Support.

Dan Burke's Current Company Details
Finray

Finray

View
Advisory Partner
Ramsey, NJ, US
Website:
finray.io
Employees:
25
Dan Burke Work Experience Details
  • Finray
    Advisory Partner
    Finray
    Ramsey, Nj, Us
  • Bloomberg
    Chief Financial Officer - Regulated Entities
    Bloomberg Jul 2013 - Present
    Design, recruit and supervise CFO and Controllers function for electronic trading platforms and regulated products. Responsibilities include strategic financial planning and analysis, financial modeling for new products and acquisitions, legal entity controllership, external board of director’s support, audit coordination and competitive analysis.
  • Sgb Llc
    Principal
    Sgb Llc Jan 2012 - Jul 2013
    Design financial plan and coordinate regulatory applications for regulated businesses. Responsibilities include revenue, expense liquidity and reg capital modeling and creation of prospective multi-year financial statements filed with regulators for initial license applications as well as financial control design for future operational businesses. Develop accounting model, general ledger, financial reporting and regulatory reporting for an agency broker dealer transitioning to self-clearing. Evaluate potential strategic acquisitions and business combinations.
  • Credit Suisse
    Director
    Credit Suisse Oct 2009 - Dec 2011
    Responsible for development and control of global operational exposure reporting platform used daily by 300 Investment Bank operations managers. Analyze monthly changes in aged exposure and present root cause analysis to Global Operational Risk Governance Committee. Identify risks associated with operational processes and develop metrics to measure effectiveness of controls, ensuring completeness of front to back processes and operational objectives.
  • Fidelity Investments
    Vice President
    Fidelity Investments Sep 2007 - Sep 2009
    Provide direction, supervision and oversight for Business Planning and Analysis, Client and Product Profitability, Activity Based Costing, New Initiative Assessment, and Headcount reporting. Build analytical models for correspondent clearing business enabling senior management to understand cost of idle capacity and the impact of additional customer volumes on fixed and variable expenses, models also produced unit cost per trade to optimize pricing of prospective clients. Participate in the annual planning and budgeting cycle by driving key financial measures and metrics.
  • Merrill Lynch
    Director
    Merrill Lynch Feb 1999 - Sep 2007
    Led team evaluating impact of transition from SFAS 133 and 115 AFS to SFAS 159, develop alternative portfolio strategies to maximize benefit for the firm under the accounting adoption standard. Developed firm wide approach and training for Sarbanes Oxley compliance program, at 60-80 million less than similar sized competitors. Evaluate management’s observations during testing of SOX 404 controls and classify observations for Senior Management and Audit Committee of the Board of Directors.Led cross-functional team formed to define and implement P/L structure to reflect commercial operating model for security services division which provided clearing, custody and settlement services to internal and external customers.
  • Painewebber
    Divisional Vp
    Painewebber Feb 1996 - Feb 1999
    Developed and implemented a senior management reporting system designed to track organizational initiatives and monitor budgetary goals.

Dan Burke Skills

Fiduciary Executor Payments Expenses Narrative Cost Finance Structure Oversight Driving Savings Adoption Cross Functional Team Leadership Trusts Legal Assessment Merrill Lynch Management Revenue Activity Based Costing Science Short Security Assurance Unit Costing Metrics Commissioned Art Settlement Services Clearing Monitors Accounting Profit Portfolio Management System Cell Data Recovery Asset Allocation Slate Strategy Supervision Balance Sheet Consolidation Budgeting Variable Microsoft Excel Testing Piloting Training Policy Idle Unit Pricing Calculations Financial Support Global Services Annual Planning Fed Ml Reporting Estate Law Commercial Real Estate Controller Board Of Directors Sox 404 Analysis Root Headcount Reporting Cut Jersey Cognos Fidelity Home Operations Mbs Credit Liquidity Project Planning Remediation Project Sarbanes Oxley Act Governance Legal Reporting Accounts Receivable Income Cash Receipts Pricing Computer Proficiency Encompassing Responsibility Internal Audit Long Haul Six Sigma Distribution Executive Management Portfolio Analytical Models Root Cause Analysis Accounting Policy New York Spreadsheets Investments Relief Financial Services Business Objects Compliance Audit Committee Business Planning Phase Microsoft Word Volatility Cash Internal Controls Interest Rates Weaknesses Operational Risk Invoicing Trustee Treasury Organizational Initiatives Budgets Directives Afs Trading Conceptual Modeling Delivery Liabilities Distribution Analysis Evaluation Databases

Dan Burke Education Details

Frequently Asked Questions about Dan Burke

What company does Dan Burke work for?

Dan Burke works for Finray

What is Dan Burke's role at the current company?

Dan Burke's current role is Advisory Partner.

What is Dan Burke's email address?

Dan Burke's email address is da****@****ail.com

What schools did Dan Burke attend?

Dan Burke attended William Paterson University Of New Jersey.

What skills is Dan Burke known for?

Dan Burke has skills like Fiduciary, Executor, Payments, Expenses, Narrative, Cost, Finance, Structure, Oversight, Driving, Savings, Adoption.

Not the Dan Burke you were looking for?

  • Dan Burke

    New York, Ny
    3
    capitalone.com, palantir.com, wholefoodsmarket.com
  • Dan Burke

    Summer Associate At Next Frontier Capital
    New York, Ny
    3
    conceptarts.com, marine-snow.co, marine-snow.co

    1 +132346XXXXX

  • Dan Burke

    Irvine, Ca
    5
    yahoo.com, sjk.com, jafra.com, georgetown.edu, pacificdentalservices.com

    4 +171484XXXXX

  • Dan Burke

    Capital Investor
    Greater Chicago Area
    1
    gmail.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.