Senior Business Transformation Consultant – Financial Services
Aggrego Consulting (Kpmg)
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Daniel Guzman Email & Phone Number
Senior Business Transformation Consultant – Financial Services
at
Aggrego Consulting (KPMG)
4 phones found
area 917 and 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Business Transformation Consultant – Financial Services
Location
New York, United States
Who is Daniel Guzman? Overview
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Quick answer
Daniel Guzman is listed as Senior Business Transformation Consultant – Financial Services at Aggrego Consulting (KPMG), based in New York, United States. AeroLeads shows phone signal with area code 917, 212 and a matched LinkedIn profile for Daniel Guzman.
Daniel Guzman previously worked as Business Transformation Consultant – Financial Services at Aggrego Consulting and Financial Services Consultant at Resources Global Professionals. Daniel Guzman holds Master Of International Management - Mim, International Finance from Thunderbird School Of Global Management.
Company email context
Email format at Aggrego Consulting (KPMG)
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Aggrego Consulting (KPMG)
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Profile bio
About Daniel Guzman
• Produced Daily P&L’s for various Fixed Income Products (Credit Derivatives/Credit Default Swaps, Asset/Synthetic Trading, Latin America, Loan Trading, Interest Rate Derivatives/IRS's & Asset Liability Mgmt) & Equities (Statistical Arbitrage).• Global Management Reporting of Fixed Income product P&L to Executive Board in Zurich and regulators.• Daily reconciliation of Front Office Trading P&L to Back Office General Ledger.• Reconciliation of: Daily Transactions, Cash/Hedge Positions, Cash Ledger, Tax Lots, Futures, and Foreign Exchange.• Preparation of Tax Adjusted Financial Statements for multiple Alternative Investment Funds.• Calculated and Allocated NAV’s to Hedge Fund LP investor’s in multiple funds that included Private Equity side pockets.• Involved in FPB&A, monthly closes, including: GL postings, account signoffs, accrual/reserve accounting, and ad hoc projects.
Listed skills include Accounting, Derivatives, Finance, Financial Modeling, and 14 others.
Current workplace
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12 roles
Daniel Guzman work experience
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Business Transformation Consultant – Financial Services
Financial Services Consultant
Consultant on specific projects for financial services firms. Projects include:o Balyasny Asset Management (BAM) – Fund Accountant, FPB&A and Compensation Analyst
Market Risk Limits Analyst Contractor
• Daily monitoring and reporting of all risk limits and corresponding exposures to senior management across divisions.• Review of breached risk limits in limit monitoring system, including following up with relevant risk managers.• Implementation of new risk limits and associated mappings in limit monitoring system.
May 2021 - Jul 2021
Contractor - Fixed Income Risk Management
Sep 2017 - Jul 2018
Contractor - Fid Admin - Global Fid Commentary
Nov 2014 - Mar 2015
Contractor - Fixed Income Product Controller
Sep 2012 - Aug 2013
Contractor - Fid Admin - Global Fid Commentary
Mar 2011 - Sep 2012
Contractor - Fixed Income Product Controller
Nov 2007 - Dec 2010
Contractor - Partnership Accounting
Gso
Partnership Accountant
Jun 2007 - Nov 2007
Business Area Controller - Infrastructure
Jun 2005 - Dec 2006
Financial Controller - Equity Cash/Equity Derivatives
Credit Suisse First Boston
Aug 1998 - Feb 2002
4 education records
Daniel Guzman education
Master Of International Management - Mim, International Finance
Thunderbird School Of Global Management
Master Of Business Administration - Mba, Finance
Arizona State University
Bachelor Of Business Administration - Bba, Finance Major, Political Science Minor
Texas Tech University
Master Of Business Administration - Mba, Finance, General
Arizona State University
FAQ
Frequently asked questions about Daniel Guzman
Quick answers generated from the profile data available on this page.
What company does Daniel Guzman work for?
Daniel Guzman works for Aggrego Consulting (KPMG).
What is Daniel Guzman's role at Aggrego Consulting (KPMG)?
Daniel Guzman is listed as Senior Business Transformation Consultant – Financial Services at Aggrego Consulting (KPMG).
What is Daniel Guzman's phone number?
AeroLeads has found 4 phone signal(s) with area code 917, 212 for Daniel Guzman at Aggrego Consulting (KPMG).
Where is Daniel Guzman based?
Daniel Guzman is based in New York, United States while working with Aggrego Consulting (KPMG).
What companies has Daniel Guzman worked for?
Daniel Guzman has worked for Aggrego Consulting (Kpmg), Aggrego Consulting, Resources Global Professionals, Bank Of America, and Portigon Ag.
How can I contact Daniel Guzman?
You can use AeroLeads to view verified contact signals for Daniel Guzman at Aggrego Consulting (KPMG), including work email, phone, and LinkedIn data when available.
What schools did Daniel Guzman attend?
Daniel Guzman holds Master Of International Management - Mim, International Finance from Thunderbird School Of Global Management.
What skills is Daniel Guzman known for?
Daniel Guzman is listed with skills including Accounting, Derivatives, Finance, Financial Modeling, Management, Product Control, Fixed Income, and Risk Management.
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