Daniel Bauer Email & Phone Number

Kansas City, MO, US

Kansas City Metropolitan Area

• Provide assurance to the organization that proper controls are maintained to fulfill the objectives of the Company and to safeguard the Company's assets
• Perform required operational audits of accounting and internal control systems to ensure compliance with Company policies and procedures
• Perform semi-annual warehouse inventory audits
• Assist external auditors with year-end financial audit
• Review the reliability and integrity of financial and operating information and systems
• Assist departments within the Company with analysis, counsel and recommendations concerning area audited

• Ownership of accounting of AP/AR for all premium related accounts o Journal entries o Payment remittance
• Reconcile MGA payments, record journal entries, & determine best practice to deploy as business scales
• Record independent agent commissions
• Auditing to ensure correct premiums shown in salesforce to allow for accurate commissions, taxes etc
• Manage licenses of all sales agents and support staff (Renewals, Appointments, Lines of Business)
• Execute onboarding /off-boarding procedures & other HR related tasks such as E/O compliance survey

• Analysis of business key performance indicators and other metrics in Excel and other database systems to help determine overall efficient flow of daily production..
• Analyze inventory data to identify trends producing maximum value to both shareholders & department without redundancy, through reporting dashboards to aid in compliance & department inventory reporting.
• Strong verbal communication skills enabling self to provide relevant strategic insight and valuable recommendations which aid management in the decision-making process
• Serve as subject matter expert (SME) of multiple critical technical functions within the department supply chain.
• Identified and helped stimulate a $7M increase in premiums by correctly identifying risk exposures through comprehensive analysis of financial statements while balancing branch pricing strategies and risk exposure.
• Collaborate with system developers, due to high level knowledge of internal systems, through different user stories promoting a more agile environment.

• Tasked with tracking, reporting, & presenting analysis of departmental data for management to aid in forecasting, competitor analysis, growth & resource management initiatives.
• Illustrated key roles the department plays within the product supply chain & highlighted areas needing further guidance and research; updated training materials to account for current emerging trends business wide.
• Coached and trained new internal & external customers due to passion for team oriented structure.
• Implementation of centralized email receiver resulting in improved customer service in hopes of establishing customer service oriented competitive advantage.

• Revamped departmental learning resource through cross department collaboration resulting in streamlined information easily distributed to internal / external customers.
• Educated key external customers with in depth, personalized application to further enhance customer experience.
• Showcased analytical skills through financial statement analysis and knowledge of GAAP/NON GAAP reporting differences to quantify effect on premium development.
• Spearheaded a 15% increase in processing efficiency through collaboration with departments and negating duplicitous efforts because of detail-oriented thinking.
• Designed and tested different spreadsheets mimicking internal rating & pricing system as solution for time consuming manual processes.

Tore down and refurbished building

Returns, Packing, Picking, Stock

Finance, Accounting And Finance, 3.92

Summa Cum Laude

Criminology