Daniel Edelson Email & Phone Number

Greater Chicago Area

I design and develop learning solutions to educate the company's customers, partners and workforce on how to best utilize Workday Adaptive Planning. I effectively translate highly technical concepts into user-friendly, professional learning programs, with an emphasis on advanced planning within Adaptive Planning.•I am an SME on Adaptive Planning based on multiple years of implementing models from requirements gathering to initial rollout. Experienced with all pieces of the product suite… Show more I design and develop learning solutions to educate the company's customers, partners and workforce on how to best utilize Workday Adaptive Planning. I effectively translate highly technical concepts into user-friendly, professional learning programs, with an emphasis on advanced planning within Adaptive Planning.•I am an SME on Adaptive Planning based on multiple years of implementing models from requirements gathering to initial rollout. Experienced with all pieces of the product suite including Planning, Dashboards and Reporting.•Designed and created all new training content with rollout of new Learning Management System, including design of new courses, technical guides, models, and videos.•Work collaboratively with Product Management to develop new release training programs for each new product release.•Assisted in development of Partner certification program to improve consistency and quality of Adaptive Planning partner implementations.•Designed and created three new courses for Adaptive Planning largest customer event, Adaptive Live. Included onsite training for hundreds of customers, creation of the technical guide, building of guided exercises and Adaptive Insights model.•Utilize classroom, one-on-one and Live Meeting for group and individual training needs. Delivered classroom training at Adaptive Live to groups of 60+.•Leverage use of Screensteps, Articulate Rise, Storyline, and Camtasia for projects.•Experienced with Litmos Learning Management System. Show less

Greater Chicago Area

Implementation expert for cloud based financial budgeting, forecasting, & reporting system. Responsiblities include the design, build, support, and project management of the implementation from inception through rollout of the financial model to end-user.•Reviewed customer internal financial budgeting model and build customized financial model to customers' expectations in all modules from revenue planning, workforce planning, capital planning, and reporting.•Created and manage project… Show more Implementation expert for cloud based financial budgeting, forecasting, & reporting system. Responsiblities include the design, build, support, and project management of the implementation from inception through rollout of the financial model to end-user.•Reviewed customer internal financial budgeting model and build customized financial model to customers' expectations in all modules from revenue planning, workforce planning, capital planning, and reporting.•Created and manage project timeline and adaptive model buildout to comply with SOW.•Trained and managed staff to assist in the build of the financial model. Show less

-Served as administrator over Adaptive Planning financial modeling software and preparation of monthly financial reporting package. -Assisted in quarterly and annual budgeting process and special projects including: contract centralization documenting terms, revenue reporting, profitability analysis, and creation of new analytical reports.

Chicago

•Responsible for creation of Hyperion financial reports. Review the monthly consolidated financial statements for all entities, verify proper elimination of accounts, perform high-level review of major accounts, and prepare the monthly cash flow statement. •Reviewed monthly results to verify proper reporting and classification of expenses and explain variances to budget to department managers.

Greater Chicago Area

•Performed analysis for fifteen separate real estate properties including: variance analysis, monthly journal entries, interpretation of tenant leases for common area maintenance and real estate settlements, and analyzed compliance for properties situated in Tax Increment Financing project areas.•Responsible for cash management of properties and all other operating entities. Prepared weekly cash management position reports, performed month/year end close and all audit workpapers, completed… Show more •Performed analysis for fifteen separate real estate properties including: variance analysis, monthly journal entries, interpretation of tenant leases for common area maintenance and real estate settlements, and analyzed compliance for properties situated in Tax Increment Financing project areas.•Responsible for cash management of properties and all other operating entities. Prepared weekly cash management position reports, performed month/year end close and all audit workpapers, completed the year end consolidation and financial statements. Created the corporate budget and forecasted cash needs and revenues for the year. Show less

Deerfield, Illinois

-Developed analytical and substantive audit tests to address ongoing financial reporting concerns and analyzed results to ensure accurate year end financial information and compliance with generally accepted accounting principles.-Prepared year end financial statements and reports with recommendations suggesting improved processes in financial reporting. -Conducted research regarding accounting standards codification and IRS tax codes to assist clients in proper financial reporting.

Master Of Science (M.S.), Finance

-Completion of Wallstreet Prep financial modeling -Courses included: Financial Statement Analysis, Investment Analysis, Risk Management.

B.S., Accounting