Daniel Herman Email and Phone Number
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I have worked in the energy industry since 2008, with Phillips 66 since early 2014 and with Exelon Energy (formerly Constellation Energy) prior to that. My experience has been almost entirely within Finance and Accounting, with approximately nine years of FP&A experience involving variance analysis, external reporting, budgets, forecasting, strategy, M&A, and ERP. Additionally, I have significant experience working directly with executive leadership, specifically in my current role supporting the EVP of Midstream in managing $1.5 to $2 billion dollars of annual EBITDA and in my prior role working directly for the CFO building out and preparing for all Board of Directors and sell-side analyst presentations. I have five years of supervisory experience, including currently managing a team of eight supporting all facets of the Phillips 66 Midstream business, both wholly owned and joint venture assets. Over the past year my group has heavily influenced the transformation of the financial reporting processes across all of Phillips 66 moving away from spreadsheets to utilizing Tableau dashboards, providing senior and executive management dynamic, on-demand, deeper analytical reporting. The Midstream FP&A team has led the effort on all fronts creating executive level financial reports as well as an enterprise-wide daily pricing report utilized by over 1,000 users daily. The push to Tableau dynamic reporting has changed the enterprise-wide strategy for all internal reporting moving forward.
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Senior Manager, Finance TransformationLyondellbasell Sep 2022 - PresentHouston, Tx, UsKey leader in the LyondellBasell Transformation Office, setting strategy, and capturing the value created through the recently announced Value Enhancement Program work streams. -
Director Of Strategy And Enterprise Planning And AnalysisWeyerhaeuser Mar 2022 - Sep 2022Seattle, Wa, UsLead the company’s financial planning and forecasting processesCreate materials for presentation to Senior Management Team and Board of Directors (Quarterly business conditions, capital allocation, strategic transactions, and specific topics for the CFO)Collaborate with FP&A personnel and IT on the continued design, implementation and management of an integrated financial planning model/system and management information system delivery framework -
Director Of Financial Reporting, Midstream Fp&APhillips 66 Feb 2019 - Mar 2022Houston, Texas, UsAccountable for consolidation, reporting, and forecasting of Midstream segment financials.Provide strategic support to EVP Midstream and executive management, which includes monthly financial reporting packages as well as operational reviews with Midstream leadership team.Manage team of eight professionals responsible for all aspects of Midstream segment financial reporting. Support the Midstream organization’s dynamic reporting needs around major growth capital projects. My team is responsible for providing analysis and business support on wholly owned projects, such as the Beaumont Terminal expansion, as well as major joint ventures, both under construction and fully operational. -
Specialist - Cfo Direct Support And Company-Wide Forecast Coordinator, Controllers Fp&APhillips 66 Aug 2017 - Feb 2019Houston, Texas, UsProduce six Board of Directors presentations annually for the Phillips 66 CFO. Primary point of contact for the CFO to ensure he is fully prepared for Board of Directors meetings by providing executive level notes and details to support all topics presented. Consolidate company-wide financial forecasts on a quarterly basis and ensure all business’ forecasts align with corporate level assumptions and expectations. Present forecasts to Controller and finance management prior to Board of Directors meetings. Key contributor to the ongoing development and improvement of the Phillips 66 corporate long-term strategy model. Subject matter expert of the flow of accounting information and financial reporting impacts within the strategy model. Provide strategic support to CFO and executive management. Cross-functional leader between Controllers, Treasury, Economist, and Strategy groups to ensure accurate and consistent messaging to executives, the Board of Directors, and external parties. -
Specialist - Chemicals Segment, Controllers Fp&APhillips 66 Mar 2016 - Aug 2017Houston, Texas, UsResponsible for analyzing the results of the Phillips 66 Chemicals segment financials. Primary responsibilities include:Perform monthly and quarterly variance reporting for the Chemicals segment and present analysis to Controller, CFO, and Investor Relations. Main point of contact for financial statement and investor relations questions for Chevron Phillips Chemical Company joint venture. Produce quarterly Q&A package for the Chemicals segment and assist investor relations and executive management to prepare for quarterly earnings release call as well as external analyst presentations. Developed curriculum and administered finance professional development program responsible for providing both company and industry education to experienced finance professionals within Phillips 66. Approximately 300 employees have completed the program since 2016. -
Specialist - Corporate Segment, Fp&APhillips 66 Jan 2014 - Mar 2016Houston, Texas, UsResponsible for analyzing and projecting the results of the Corporate segment business of Phillips 66 as well as various special assignments. My primary responsibilities include:Completing monthly and quarterly variance reporting for the Corporate segment and presenting analysis to the Controller, CFO, and Investor Relations.Complete monthly outlook, annual budget and Long Range Plan for the Corporate segment including analysis and presentations for the Controller and CFO.Networking with Accounting, Tax, Treasury, and other groups across the company to facilitate accurate reporting, analysis, and forecasting for the Corporate segment.Preparing portions of the monthly financial review presentations for senior management.Coordinating preparation of monthly earnings forecast for P66 and preparing forecast report for the CFO and Controller.Ad hoc requests and presentations for senior management. -
Sr. AccountantConstellation Mar 2013 - Jan 2014Baltimore, Md, UsMember and team lead of the retail power gross margin accounting team. Primary responsibilities included performing month end close processes, maintaining and reconciling the general ledger accounts, and performing a monthly gross margin variance analysis. -
Staff AccountantConstellation Sep 2012 - Mar 2013Baltimore, Md, UsMember of the retail power gross margin accounting team. Primary responsibilities included performing month end close processes, maintaining and reconciling the general ledger accounts, and performing a monthly gross margin variance analysis. -
Senior Analyst, Fp&AConstellation Mar 2011 - Aug 2012Baltimore, Md, UsResponsible for creating and developing budget forecasts and financial models, performing variance analysis, and preparing ad hoc reports as needed from senior management and executives. -
AnalystConstellation Sep 2008 - Mar 2011Baltimore, Md, UsAs a billing analyst, my main responsibilites included maintaining and analyzing trends within the daily unbilled report, working directly with other operational groups in order to resolve usage and contract issues, and creating and uploading complex bills for products outside of the billing system. During my tenure, participated in multiple regional system conversions. -
Regional Sales RepresentativeJeld-Wen Aug 2007 - Sep 2008Charlotte, North Carolina, UsAs a regional sales representative, I was responsible for managing 31 Lowes corporate accounts throughout Maryland, Delaware, New Jersey, and Pennsylvania. While visiting stores, I was responsible for training store associates on new product developments and assisting different departments on different issues that would arise.
Daniel Herman Skills
Daniel Herman Education Details
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University Of Oklahoma College Of LawAnd Energy Law -
University Of Houston-Clear LakeAccounting -
University Of OregonFinance
Frequently Asked Questions about Daniel Herman
What company does Daniel Herman work for?
Daniel Herman works for Lyondellbasell
What is Daniel Herman's role at the current company?
Daniel Herman's current role is Senior Manager of Finance Transformation at LyondellBasell.
What is Daniel Herman's email address?
Daniel Herman's email address is da****@****ail.com
What schools did Daniel Herman attend?
Daniel Herman attended University Of Oklahoma College Of Law, University Of Houston-Clear Lake, University Of Oregon.
What skills is Daniel Herman known for?
Daniel Herman has skills like Cisco Technologies, Ethernet, Mpls, Bgp, Cisco Routers, Ip, Cisco Ios, Mpls Vpn, Qos, Routers, Adtran, Lan Wan.
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