Daniel Lawson Email & Phone Number

Greater Los Angeles, California, United States

Greater Los Angeles Area

• Financial Operations
• Financial Reporting o Prepares and leads the financial monthly review for the business segmento Compiled dual monthly financial reporting packages for the Board and Leadership, assessing the performance of both the.
• Financial Analysis o Identifies financial/operating trends and variances; responds to inquireso Recommends improvements to financial reporting processeso Assist with various ad hoc analyses and provide general.
• Budgeting & Forecasting o Participates in the development of annual Budget, as well as quarterly forecastso Monthly, Quarterly, & Yearly Cash-flow forecasting and management. o Trend Analysis & Scaling Growth across.
• Balance Sheet Reconciliation o Monthly reconciliation of all Balance Sheet accounts. o Performed adjustment journal entries, reversals, accruals, & other relevant tasks in compliance with Generally Accepted Account.
• Payroll Administrator o Pays employees by directing the production and issuance of paychecks or electronic transfers to bank accounts.

Baton Rouge, Louisiana Area

• Ultimately responsible for managing a team of representatives who provide technical troubleshooting in a customer-facing position that is designed to address wireless device and service issues in a call center format.
• Awarded most successful representative during an internal competition that tracked performance data for the first six months out of training.
• Coordinate strategic troubleshooting processes that are specific to the market area, equipment type and customer experience.
• Complete and submit urgent technical tickets mobilizing ground technicians.
• Determine equipment end of useful life cycle and completes replacement requests.
• Finalize certificate network registration while ensuring service quality

Baton Rouge, Louisiana Area

• Used interpersonal communication skills to directly address our customers’ financial needs by matching their needs to the appropriate products and services provided by the financial institution.
• Exceeded monthly external sales standards by building relevant contacts and maintaining a productive relationship with existing clients.
• Completed customer service transactions while identifying areas of improvement.
• Maintained efficient and accurate vault balances exceeding $250,000.
• Worked as an adviser and implemented plans for long-term financial gain.

Greater Los Angeles Area

• Monitor product liability claims from start to finish which includes analyzing all viable claims and providing recommendations to the referring law firms on whether to retain or reject specific claimants based on their.
• Generated reports that compiled the findings from each product liability case that were designed to detail the ‘success ratio’ and forecast the financial reward for each case.

Lafayette, Louisiana Area

• Introduce customers to the banker platform as well as develop key skills in products and services, sales, disclosures, account openings and maintenance during personal banker internship.
• Complete day-to-day transactions for banking clients in a customer service format as well as assist with general account maintenance.

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science - Bs, Finance, General