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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• 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
• 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.

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..

Master Of Science (M.S.), Finance

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

B.S., Accounting