Daniel Emanuel Email & Phone Number

Chicago, IL, US

Chicago, Illinois, US

• Created and maintained weekly pipeline report, tracking CPG KPIs and open pipeline items while improving forecasts by making changes to account for incorrect data entry.
• Designed ad hoc reports in Salesforce, Power BI, and Microsoft Dynamics to streamline the collection of information and perform analyses while helping with the transition from Salesforce to Dynamics.
• Developed the 2023 budget and three-year plan in collaboration with upper management, ensuring alignment with company objectives and targets.
• Prepared detailed financial models and forecasts to analyze cash flow projections and a variety of CPG KPIs, including revenue variance, revenue per FTE, and new customer wins.
• Tracked accounts receivable and missing revenue, reducing unrecorded revenue by 60% for 2022 and 85% for previous years.

Batavia, IL, US

• Developed the 2021 budgeted income statement and five-year plan by analyzing financial statements and creating models used to forecast future revenue streams and expenses.
• Created weekly cash flow projection, monthly cash, and quarterly debt covenant models, giving greater visibility of short-term liquidity, interest and debt reduction, and current debt covenant ratios.
• Produced monthly sales vs. budget report to assess sales performance and perform trend and variance analysis, implementing new data to forecast future sales more accurately.
• Built ad hoc Excel and BI reports/dashboards for a better look at KPIs and to perform data analysis on the abundance of valuable data not being utilized.
• Generated an automated weekly finished goods inventory report and dashboard to assist in identifying old inventory, leading to 85% of goods produced before 2020 being moved out of the warehouse.
• Streamlined the accounts payable entry process by 75% while paying around $500,000 in invoices per week and assisting in the related month-end journal entries and account reconciliations.

• Continued to learn the construction business with the intent of eventually taking over the family business in anticipation of getting my general contractor’s license.
• Interacted with clients to update them on the status of projects and assisted them in modifying blueprints to meet their satisfaction, both of which often led to recommendations for future work
• Demonstrated quality work independently and as part of a of team, collaborating with colleagues to ensure our projects passed strict government specifications
• Completed 100% of projects on time and under budget by clearly communicating with team members and management.
• Saved the company tens of thousands of dollars by identifying and solving numerous problems with building code violations to keep projects on track for completion.

Bachelor Of Science - Bs, Finance & International Business

High School Diploma, General Studies

Finance, General