Daniel A. Email & Phone Number

San Francisco, California, United States

Commercial Money Movement Deals

San Francisco Bay Area

• Support global deals across Issuing, Acceptance, Visa Direct and Value-Added Services in partnership with regional and local account teams. • Work cross functionally with Sales & Finance to build a business case, determine a deal structure, build a financial model, and get the appropriate approvals to present an offer to the client. At times, this includes creating the offer materials and presenting the offer directly to the client. • Manage the contracting process in coordination… Show more • Support global deals across Issuing, Acceptance, Visa Direct and Value-Added Services in partnership with regional and local account teams. • Work cross functionally with Sales & Finance to build a business case, determine a deal structure, build a financial model, and get the appropriate approvals to present an offer to the client. At times, this includes creating the offer materials and presenting the offer directly to the client. • Manage the contracting process in coordination with Sales & Legal to draft an agreement, negotiate the terms, and execute the contract. This includes negotiating directly with clients, helping draft language and finding the right contractual solutions for Visa. • Contribute to best practices around commercial structures, legal terms, and other deal assets (e.g., finance tools and pitch materials) that can be leveraged for future deals, including providing advisory support to sales teams. • Identify barriers and challenge the status quo for the global deal process; Working in partnership with internal teams to identify opportunities to improve deal outcomes and sales velocity.• Manage global deal activities within deal portfolio like billing analysis, operational (CIO) handover, financial modelling, and extensive client research. • Major contributor to some of Visa’s biggest deals over the past 3 years across Issuing, CMS and VAS. With direct experience negotiating with clients, modelling deals, and driving process improvement. Show less

San Francisco Bay Area

Foster City, California

• Supported deals going to the Global Interchange & Pricing Committee (GPIC) for approval. This included conducting deal evaluation, vetting materials, and ensuring policy compliance. • Developed and maintained financial forecasting models used by Sales & Finance across Issuing & Debit Processing Services (DPS) opportunities. Subject matter expert to regional teams on P&L best practices. • Worked cross-functionally with Finance, Treasury, Contract Management… to update and optimize the… Show more • Supported deals going to the Global Interchange & Pricing Committee (GPIC) for approval. This included conducting deal evaluation, vetting materials, and ensuring policy compliance. • Developed and maintained financial forecasting models used by Sales & Finance across Issuing & Debit Processing Services (DPS) opportunities. Subject matter expert to regional teams on P&L best practices. • Worked cross-functionally with Finance, Treasury, Contract Management… to update and optimize the deal modelling process across all regions. • Created and supported the DPS contracting tools used by Sales & Contract Management to create contracts and amendments for deal opportunities. • Conducted ad hoc analysis on key Visa subject areas (FX, Incentives, Net Revenue, Cross-border...) to aid leadership in decision making and deal strategy.• Liaison to the regional deal teams (Asia Pacific, CEMEA, Latin America & Caribbean and Canada) regarding GPIC deals and Client Incentives procedures & policy. • Led all compliance risk initiatives including audits, BCM assessments and risk scorecards. Show less

Foster City, Ca

• Responsible for the global implementation of the Business Continuity Management (BCM) program• Conducted Business Impact Analysis (BIA) across Visa to identify & evaluate the potential impact of business disruptions, estimate the maximum allowable downtime and the acceptable level of losses• Worked cross-functionally with operational stakeholders to understand the various inter-dependencies of Visa’s business functions from a technology, vendor, internal team, and geography… Show more • Responsible for the global implementation of the Business Continuity Management (BCM) program• Conducted Business Impact Analysis (BIA) across Visa to identify & evaluate the potential impact of business disruptions, estimate the maximum allowable downtime and the acceptable level of losses• Worked cross-functionally with operational stakeholders to understand the various inter-dependencies of Visa’s business functions from a technology, vendor, internal team, and geography perspective• Developed Business Continuity Plans (BCP) for critical business functions, focused on mitigating potential threats and risks while maintaining the safety of Visa personnel• Led the Recovery Capability Alignment program responsible for mitigating any gaps between Visa’s disaster recovery capabilities• Facilitated tabletop and functional continuity exercises for recovery teams across the globe• Conducted qualitative and quantitative analysis to identify business continuity risks and provide actionable recommendations to reduce risk and increase organizational resilience Show less

San Francisco Bay Area

• Analyzed external impacting issues across Intel Security's Consumer, Mobile, and McAfee Labs divisions to determine the business (Internal) and user experience (external) impact for all critical services.• Conducted monthly and quarterly reviews with leadership to establish quality goals and expectations, review data trending, and make improvement recommendations.• Expanded the Quality of Service (QoS) program to 5 divisions within 5 years.• QoS drove significant reductions in… Show more • Analyzed external impacting issues across Intel Security's Consumer, Mobile, and McAfee Labs divisions to determine the business (Internal) and user experience (external) impact for all critical services.• Conducted monthly and quarterly reviews with leadership to establish quality goals and expectations, review data trending, and make improvement recommendations.• Expanded the Quality of Service (QoS) program to 5 divisions within 5 years.• QoS drove significant reductions in external impact, issue count, and time to resolution. Consumer had an average 26% reduction in impact YoY; 72% reduction for Labs in 2015; and a 39% average reduction in Mobile over the past 4 years.• Developed and coordinated Continual Service Improvement projects to uplift or mitigate high risks identified within our infrastructure and software functions. In 2015, we uplifted key infrastructure availability from 98% to achieving 99.99% consistently.• Performed Service Level Agreement (SLA) analysis for partner contract negotiations to determine appropriate performance and availability commitment levels. Show less

Santa Clara, Ca

- Lead analyst to the Quality of Service Program, a bonus incentive program based on the user experience provided by IT and engineering teams.- Designed and implemented reporting solutions enabling stakeholders to manage the business more efficiently.- Worked with the business and technical teams to understand business drivers, goals, and actionable outcomes using analytics.- Drove an average 25% reduction in external issues 3 years in a row. - Analyzed the… Show more - Lead analyst to the Quality of Service Program, a bonus incentive program based on the user experience provided by IT and engineering teams.- Designed and implemented reporting solutions enabling stakeholders to manage the business more efficiently.- Worked with the business and technical teams to understand business drivers, goals, and actionable outcomes using analytics.- Drove an average 25% reduction in external issues 3 years in a row. - Analyzed the success of large scale infrastructure projects and product releases.- Drove a 55 % reduction in negative user impact in 2012 and 44% in 2013. Show less

San Francisco Bay Area

- Reported to the Board on the status and activities of the Office of Financial Aid and Scholarships. - A.S. representative to the Campus Fee Advisory Committee member on the Traffic, Transit, and Parking Committee of the Academic Senate. - Member of the University Affairs Committee. - Liaison of the Office of Financial Aid and Scholarships. - Member of the A.S. Lobby Corps pursuant to Act 33. - Participated in the annual CSSA Budget Summit. -… Show more - Reported to the Board on the status and activities of the Office of Financial Aid and Scholarships. - A.S. representative to the Campus Fee Advisory Committee member on the Traffic, Transit, and Parking Committee of the Academic Senate. - Member of the University Affairs Committee. - Liaison of the Office of Financial Aid and Scholarships. - Member of the A.S. Lobby Corps pursuant to Act 33. - Participated in the annual CSSA Budget Summit. - Resource and advocate for subsidies made available for students such as: alternative transportation solutions, and the book loan program. Show less

Bachelor, Finance

Activities and Societies: Director of Student Fee Affairs - Assoiciated Students, SJSU Sigma Chi - Epsilon Theta Chapter

Education record