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 the highest business and ethical standards in the industry. We take great pride in helping our clients’ businesses obtain efficiencies of process while providing title services which are unparalleled. What sets WWLT apart is the skill and knowledge of our team of attorneys and title professionals, all dedicated to providing customized service tailored to our clients’ needs.

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 key member of the 4-person executive committee that governed the firm and served as a trusted advisor to the founding partners on strategic direction. My role required an in-depth understanding of accrual accounting and a deep knowledge of ontological consulting and its application to the business world.Key Accomplisments:*Successfully audited the previous year's financials, uncovering over $200k in additional profits*Quickly learned the accounting processes in a volatile environment, which led to a comprehensive understanding of accrual accounting. *Hired a team and implemented best-in-practice processes for Finance, Accounting, and HR for both US and French entities. *Formulated and implemented process improvements and other innovations to enhance client value and service while reducing costs*Migrated the core reporting infrastructure into an ERP system and created daily/weekly KPI dashboards, providing real-time visibility into the metrics used to run the company *Improved revenue recognition processes, achieving 99% accuracy to the monthly budget. *Rebuilt the budget and forecasting process, enabling management to reallocate funds mid-year and enhance profitability*Managed internal financial matters for partners, projecting distributions, cash needs, and tax payments across 6 separate entities.*Created analysis on consultant tenure and development, demonstrating the firm's scalability. *Worked with Fortune 500 clients in negotiating and enforcing contracts. *Doubled the size of the line of credit and established a treasury function.

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 major financial decisions. Negotiate all major vendor contracts including multi-million-dollar annual IT budget. Navigate organizational growth and cash flow fluctuations while adhering to all bank covenants. Chief Technology Officer (2012 – 2018)Designed and led implementation of technology strategy. Created and managed 3 different accounting and agency management systems for each operating company. Implemented and operated stable and scalable systems and negotiated with software partners for licensing fees. Conducted technological analyses and research to build strategy. Oversaw KPIs and IT budgets to assess technological performance.Selected Skills:* Financial & Accounting Operations Management* Accounting & Agency Management Systems* Full P&L Management* Leadership & Team Building* Vendor Contract Management & Negotiations * Budgeting & Cost Control* Cash Flow Optimization* Technology Strategy Design & Implementation* Strategic Partnership Development* Technological Analysis & Research* Performance Measurement* Continuous Process Improvement* Collection Automation & Data Management* Dashboard Development & Transparency* KPI Implementation & Metrics Management* Acquisition Management & EBITDA Improvement* Divestiture & Integration Management* Accounting Infrastructure Development* Profit Improvement & Revenue Generation

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 for portfolio companies. Directed sourcing, evaluation, and execution of venture capital and private equity transactions. Reviewed and recommended new deals – 1,400+ deals, 2 closed, 10+ letters of intent delivered, and 3 signed.Selected Skills:* Deal Identification & Acquisition Management* Negotiations, Financing, & Closing* Portfolio Management* Finance & Accounting Operations* Marketing & Business Development* Venture Capital & Private Equity Transactions* Investment Strategy Development* Marketing Material & Brand Development* Staff Recruitment & Training* Pricing System Automation* Gross Margin Improvement* Dashboard Development

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. Spearheaded due diligence and actively participated in management meetings, site visits, and document drafting. Attended industry conferences and developed quarterly marketing materials.• 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, which has appreciated 500%+ in 3 years.• 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 to the board of directors. The portfolio company was successfully sold in 2008

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 and/or provided advice on various transactions for clients across diverse industries, including private placements (equity and debt), PIPEs, M&A, going-private transactions, and fairness opinions.• 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 70+ gas stations.• 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