Dan Merkel, Mba Email & Phone Number

Pittsburgh, PA, US

Pittsburgh, Pennsylvania, United States

• Provide project management support for control and risk teams through data governance of operations and AI.
• Ensure data lineage is accurately depicted in authoritative datasets.
• Support and document data issues as encountered.
• Gather and maintain data quality requirements.
• Create and maintain associated procedures for data quality management.
• Analyze data and prepare summaries related to key outcomes such as metrics, trend analysis, and supporting commentary.

Pittsburgh, Pennsylvania, United States

• Track and research Section 302 corporate action events for NRA clients.
• Use pivot tables and V-Lookup to analyze and extract tax data.
• Reconcile movement of money between suspense accounts and individual section 302 events.
• Work within PSS to scrape data. Set up event spreadsheets for all participating accounts during corporate action events according to IRS timelines.
• Maintain internal payment systems to distribute client payments accurately.
• Assemble reports using Oracle ad-hoc reporting tools to manage client data, track data trends, balance general ledgers, ext.

Pittsburgh, Pennsylvania

• Support for preparation and maintenance of tax records, returns, and reports for internal and external clients.
• Gather required data elements for various regulatory filings.
• Update tax forms and information return layouts to comply with regulatory changes.
• Perform quality assurance of tax deliverables for clients in accordance with department policies.
• Produce and track data needed for tax calculations.
• Assist the management team by researching, gathering, and consolidating information that may be needed to support audits, inquiries from regulators, internal tax attorneys, and operations control.

Pittsburgh, Pennsylvania, United States

• Perform first level quality assurance of tax deliverables for less complex clients.
• Resolve straightforward data discrepancies and escalate issues to appropriate team.
• Produce 1042S tax forms for assigned accounts.

Robinson Township, Pennsylvania, United States

Work with Omni-Channel team to make sure all SFS and BOPIS orders are fulfilled in an accurate and timely manner as well as meeting all metrics.

Pittsburgh, Pennsylvania

• Supervise the freight flow processing function including shipping/receiving, transfers, RTV’s, claims, Key-Recs, claim processing, and misdirected freight processing.
• Maintain receiving and stock areas.
• Assist store management team with general supervision within the store, including opening and closing the store and front end coverage as assigned.
• Comply with cash office procedures and preparing deposits and balancing cashiers.
• Meet compliance to loss prevention standards and audit requirements.
• Supervise the maintenance crew to ensure standards are maintained for the overall upkeep of the building.

Pittsburgh, Pennsylvania

• Coordinate the preparation, execution and delegation of price and signage advertisements.
• Manage weekly tabs, re-ticketing, pricing and visual marketing.
• Audit and validate pricing and signage processes throughout all store departments.
• Provide training to increase associate knowledge and overall store performance.
• Maintain price change percentages at 92% or above.
• Provide feedback to management team on required scheduling and staffing.

Master Of Business Administration - Mba, Data Analytics, 4.0

Bachelor Of Science (B.S.), Business, 3.7

Activities and Societies: National Society of Leadership and Success

Certification, Human Resource Management

Associate Of Science (A.S.), General Studies