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I have over 20 years of experience leading complex, high-profile, multidisciplinary projects and programs in various sectors, including global health, biotechnology, conservation, and education. I hold a PMP certification and two other credentials in project management for the NGO sector and from the University of Washington, and have served as an organizational leader and instructor of best practices in project management. Most recently, as Director of Finance and Operations at Yellow Wood Academy, I oversaw all aspects of financial planning and analysis, accounting, budget development and monitoring, IT, business operations and administration, and human resources management. I also led the implementation and improvement of business processes, systems, and policies to ensure the efficient and effective operation of the school. I am passionate about creating a positive, inclusive, and supportive work environment for the staff, faculty, and students, and fostering a culture of excellence, collaboration, and innovation. I am skilled in communicating and engaging with various stakeholders, including the Board of Directors, executive teams, partners, and donors.AREAS OF EXPERTISEFinance and Accounting: Financial planning and analysis (FP&A), budgeting, forecasting, cost controls, KPI tracking, BI dashboardsProgram and Project Management: Full project lifecycle PM delivery and mentorship, PMO tools, portfolio assessmentAdvancement / Development: Government and foundation proposal leadership, partnership building, pitch delivery, award terms/legal negotiationHuman Resources: Compliance, payroll and benefits, recruiting, hiring, mentorship, conflict resolution, change managementOperations: Policy development, business process improvement, IT systems/software implementation, facilities/lease managementProcurement: formal RFQ, RFP, bid, contract, vendor negotiation and management, monitoring & evaluationCommunications: stakeholder analysis and engagement, meeting facilitation, marketing content management, executive reportingGrants and Contracts Administration: Governmental (NIH, USAID, DFID), multi-lateral (WHO, Unitaid), and foundations (BMGF), etc
Daniel Phillips Consulting
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Principal Consultant - Finance, Operations And Project ManagementDaniel Phillips ConsultingSeattle, Wa, Us
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Director Of Finance And OperationsYellow Wood Academy Sep 2022 - Jul 2024Mercer Island, Wa-Member of the executive leadership team of this private, non-profit school serving neurodiverse learners in grades 4-12; led a 5-member team responsible for all corporate needs related to Finance and Accounting, Human Resources, Information Technology, Facilities, Scheduling & Logistics and General Operations - Assessed existing operations and implemented more effective solutions across numerous areas of the business—including creation of new forecasting/analytics tools, process flows, salary structures, budgeting processes, financial controls, and auditing documentation - Authored and/or updated an extensive range of documentation needs by the business—including revising student enrollment agreements, clarifying job descriptions, and employee handbook - Built a diverse, talented, and cohesive team to provide needed support in numerous specialized areas, providing daily mentoring and support to enable employees to thrive and do their best work - Implemented best practices from past organizations to restructure and/or turn around areas of the business that were failing or suffering from severe inefficiency - Led ongoing special projects and change initiatives, including a real estate search and related lease negotiations to help the organization relocate to a new facility in 2025
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Manager Of Business Operations - Biotechnology (Position Ended With Company Restructure)Zymeworks Inc. Apr 2021 - Feb 2022Seattle, Washington, United States-Led company-wide planning for this top biotech firm to change to shared workspaces by 450+ staff after COVID-19, coordinated physical infrastructure changes and delivered all employee communications - Managed the company's first Environmental, Social and Governance (ESG) reporting project, preparing a strategic framework and implementation plan for a 5-year phased ESG program; facilitated interviews with senior staff and stakeholders and delivered a comprehensive, public-facing 75-page ESG corporate report - Drove SAP Concur software planning/implementation efforts in support of a new ERP initiative -
Manager Of Program OperationsUniversity Of Washington - Center For Conservation Biology May 2020 - Apr 2021-Initiated and led strategic planning and business process change management processes to elevate the performance of the University's world-renowned environmental research center - Led all day-to-day business operations functions including Finance, Administration, and HR—supervising a 12-person team and administering an annual budget of $1.04 million - Overhauled all financial analysis, reporting and accounting processes—developing a far more consistent set of budgeting processes, along with new monthly budget reconciliation, analysis, and reporting systems - Developed written guidelines for financial management, including documentation on general cost principles, donor compliance rules, expense coding, the use of restricted/unrestricted funds, etc.
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Senior Project Management And Operations Consultant, Global HealthDaniel Phillips Consulting May 2017 - Jul 2019Greater Seattle AreaLed multi-disciplinary project teams to reach ambitious project and program goals across the project lifecycle. Developed and implemented strategies for project operations, staffing, governance, financial management, reporting and operations. Facilitated meetings with donors, crucial stakeholders, and executive level management teams. Proposal development and negotiation. - Co-led multi-disciplinary team to land a high profile $28.5 million Unitaid grant to improve fever Dx and treatment for children in low-resource countries: India, Senegal, Myanmar, Kenya, and Tanzania. - Led project initiation and planning to introduce new pharmaceutical and diagnostic technologies for radical cure of P. vivax malaria in eleven countries, leading to follow-on funding of $15.5 million. - Led complex financial and administrative processes in tandem with financial administrators, legal services and Grants and Contracts office.
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Director Of Finance And Administration, Diagnostics Global ProgramPath Sep 2012 - Apr 2017Seattle, Washington- Directed operational, financial, contractual, and compliance activities for the PATH Diagnostics Global Program, a $60 million portfolio with up to 24 projects, 45 staff and an annual budget up to $15 million. - Recruited and hired over 20 team members and managed up to 14 direct reports concurrently including all group project managers, financial and program administrators, and communications staff. - Designed and implemented rigorous financial, administrative and portfolio management processes to guide rapid program growth, control risks, and effectively navigate a changing environment. - Prepared and delivered detailed annual financial forecasts, management plans, analyses, and reporting. - Regularly interfaced with PATH executive level management (CFO, COO, General Council) for strategic planning, reporting and decision-making. - Interfaced with interdisciplinary stakeholders across the organization to ensure clear communications, consistency of practices and knowledge sharing. -
Project Management Instructor, Advisor And AdvocatePath Jan 2009 - Apr 2017- Founded and led the PATH Project Management Community of Practice.- Facilitated the 4-day InsideNGO Project Management for Development Professionals certification course (PMDPro1) and other training programs, including project administration and team leader training.- Provided PM consultation to PATH-wide project teams for project initiation, planning, performance improvement, and “project rescue” for struggling teams.
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Senior Project ManagerPath Sep 2007 - Apr 2017Led many complex, multidisciplinary health technology projects related to scientific research and development, product commercialization and introduction, field and laboratory assessment, market development, and business process improvement. Representative projects: - PRODUCT DEVELOPMENT/COMMERCIALIZATION: Tools for surveillance of poliovirus: Co-managed a 20+ member team to develop and commercialize poliovirus environmental sampling tool in collaboration with the University of Washington. Conducted field assessments in Kenya and Pakistan. Oxytocin in Uniject: Collaborated with a private pharmaceutical firm on development and regulatory approval of a novel, low-cost delivery device of oxytocin to prevent post-partum hemorrhage in low-resource settings.- PRODUCT EVALUATION/BUSINESS CASE DEVELOPMENT: Merck for Mothers. Co-led 20+ member team to develop investment recommendations for Merck and Company, Inc. for groundbreaking health technologies to reduce maternal mortality. Co-led technology landscape and impact prioritization to guide decisions and ROI of highest impact investments.- INTRODUCTION PLANNING/MARKET SHAPING: Sayana Press. Managed project to plan introduction for Sayana Press (subcutaneous delivery of depot medroxyprogesterone acetate using the Uniject device). Managed complex regulatory schedules and communications for global stakeholders, pharmaceutical partners, and USAID. Facilitated multi-day workshops of global stakeholders for USAID. Led RFQ/RFP processes for cost of goods sold (COGS) analysis.- BUSINESS PROCESS IMPROVEMENT/PORTFOLIO MANAGEMENT: Health Innovation Portfolio. Co-developed portfolio management framework for a $25 million tech innovation grant. Developed and authored guidelines for evaluating, funding, reporting, and monitoring an internal grant program. Led a multi-disciplinary team to identify business requirements and build a highly successful portfolio and business intelligence dashboard.
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Global Health Project Administration OfficerPath (Through Agency) Jan 2007 - Sep 2007SeattleManaged financial, contractual and compliance activities for the $8.7 million NIH-funded Center for Point of Care Diagnostics for Global Health and $25 million privately funded Health Innovation Portfolio. Led financial oversight and compliance activities for the Japanese Encephalitis project for development and market development of a Japanese encephalitis vaccine.
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Capital Projects ManagerWoodland Park Zoo Jan 2002 - Jul 2006Seattle, Washington- Led concept, design and construction of complex private and public works capital projects valued up to $30 million, including a LEED Gold office building (through design development), a children's interactive educational center, a multi-story parking structure, emergency power retrofits, zoo exhibits, animal holding areas, and food service facilities. - Negotiated and managed architectural and engineering design contracts. Designed and led formal procurement processes (RFQ/RFP) for design and construction services.- Led and documented business requirements workshops, authored comprehensive design programs, and led interdisciplinary work teams and consultants to find creative solutions to complex challenges.- Developed and implemented public relations and political strategies. Represented projects to large public events and workshops, the media, and formal architectural design commissions.- Researched and authored a historic review of a zoo facility and successfully argued the zoo position to the City of Seattle Historic Landmarks Preservation Board. -
Events And Concerts ManagerWoodland Park Zoo Mar 1999 - Dec 2001- Directed all aspects of the ZooTunes Summer Concert Series, including artist booking, marketing and promotion, concert production, and neighborhood relations. Negotiated cash title sponsorship and built promotional partnerships. Managed 3 full time employees and up to 75 volunteer staff per event.- Increased ZooTunes net profit by 286 percent in first year of concert management; increased zoo special events from 90 events in 1999 to nearly 350 events in 2001.- Designed and implemented a user-friendly MS Access-based event management system, greatly streamlining interdepartmental coordination.
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Company Founder And Managing PartnerCascade Alpine Guides, Llc Jan 1994 - Oct 1998Bellevue, Wa- Founded a successful adventure travel and mountaineering school in a highly competitive marketplace.- Directed strategic planning, business development and marketing, course content and logistics, permit negotiation, staff hiring and development and accounting.- Negotiated the first new commercial climbing permit in Mount Rainier National Park in nearly 30 years.- Led dozens of domestic and international outdoor adventure and mountaineering trips.
Dan Phillips Skills
Dan Phillips Education Details
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English
Frequently Asked Questions about Dan Phillips
What company does Dan Phillips work for?
Dan Phillips works for Daniel Phillips Consulting
What is Dan Phillips's role at the current company?
Dan Phillips's current role is Principal Consultant - Finance, Operations and Project Management.
What is Dan Phillips's email address?
Dan Phillips's email address is da****@****rks.com
What is Dan Phillips's direct phone number?
Dan Phillips's direct phone number is +120662*****
What schools did Dan Phillips attend?
Dan Phillips attended University Of Washington.
What skills is Dan Phillips known for?
Dan Phillips has skills like Program Management, Project Management, Strategy, Event Management, Nonprofits, Leadership, Public Relations, Training, Strategic Planning, Management, Business Development, Fundraising.
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