Daniel Heller Email & Phone Number

New York, US

Founded in 2004, World Wide Land Transfer, Inc. (“WWLT”) has grown into one of the Northeast region’s largest full-service title insurance agencies with a rapid growth trajectory, reputation for operational excellence, and stellar client reviews.WWLT is committed to providing consistent, time sensitive, excellent service while representing our clients with.

Narberth, PA, US

Insigniam is a global management consulting firm. For over three decades, the firm has been a pioneer in the field of organizational transformation, serving as a trusted partner to senior executives of the world's top companies.In my role as CFO & CAO, I was accountable for Finance, IT, HR, Database Administration, Facilities, and Customer Service. I was a.

New York, NY, US

Chief Financial Officer (2012 – 2021) As Chief Financial Officer reporting to the CEO, direct finance and accounting operations with 8 direct reports and various outsourced providers with full P&L accountability spanning 3 operating companies, each with individual accounting and agency management systems. Serve on 5-person senior leadership team making all.

Jenkintown, PA, US

Built deal infrastructure for family office investment firm. Managed all aspects of deal identification and flow including initial screening, due diligence, term negotiations, attainment of financing, and documentation / closing. Served as integral part of operations of portfolio managing marketing, finance, accounting, and business development functions.

Bala Cynwyd, PA, US

• Sourced, evaluated, and executed venture capital and private equity transactions for one of the largest Private Equity Firms in the region. Developed deal evaluation strategy maps and acquisition/forecast models..
• Developed and maintained relationships with 1,200+ contacts, which represented a 20% increase in the number of contacts within the region.
• Negotiated 8 transactions to the letter of intent stage, including 3 that progressed forward.
• Identified publicly traded companies that met the firm’s investment criteria. Developed plan to pursue a “going-private” transaction with a target company and orchestrated purchase of 40,000 shares of company stock.
• Analyzed strategic alternatives of portfolio company in the home and garden space, which resulted in the purchase of Gardenfountains.com in 2008.

Worked alongside CFO of SCP’s $70 million healthcare portfolio company to help improve the company’s financial controls and performance. Initiated procedures and built comprehensive forecast model and variance analysis to monitor key revenue/cost drivers, unit economics, customer profitability and on going capital needs. Presented findings and procedures.

Morristown, New Jersey, US

US

• Helped create the infrastructure for the startup of the investment bank. Managed the hiring process and developed/led the training platform for new analysts, which resulted in the hiring of 4 new analysts. Completed.
• Consulted with major convenience store operator on capital raising alternatives for $200 million buyout of major shareholder; created analysis and strategy used to secure $80 million in financing for the acquisition of.
• Advised $150 million automotive supplier on its sale to a major competitor.

Philadelphia, US

• Worked with emerging markets group to secure financing for international firms.
• Participated in due diligence and the drafting of memorandum for many public offerings.
• Co-authored Bank and Thrift Statistical, an institutional research report on financial institutions.
• Created a comprehensive model to deliver weekly market analysis to over 1,000 contacts.

Mba, Finance

Ba, Finance And Marketing

Education record