Daniel Jansen Email & Phone Number

Chicago, Illinois, United States

• Use of an Applicant Tracking System (PCRecruiter) to track and analyze hiring metrics for over 40 positions weekly, ensuring efficient allocation of resources and time management.
• Regularly updated and maintained over 50 candidate profiles, ensuring data accuracy to support decision-making and strategic workforce planning.
• Enhanced and refined training materials to improve knowledge transfer, resulting in increased efficiency and better outcomes for onboarding and team development.
• Collaborated with supervisors and mentors in one-on-one meetings to review performance metrics, address operational challenges, and develop actionable strategies for achieving team objectives

Lebanon, Illinois, United States

• Manage daily operations for a top five regional branch, including scheduling, document preparation, client record maintenance, and creating Excel dashboards for business analytics
• Provide client services, addressing inquiries, resolving issues, and facilitating communication with the financial advisor
• Support the financial advisor by preparing meeting materials, conducting research, and creating presentations, while job shadowing to gain insights into financial advising strategies and client interactions.
• Analyzed client portfolios and generated reports to assist in the development of personalized investment strategies

Carlyle, Illinois, United States

• Demonstrated expertise in Excel, effectively employing functions like pivot tables and VLOOKUP for inputting over 200 papers weekly into well-organized spreadsheets
• Monitored price fluctuations for purchased and sold hogs, aiding in informed market decisions
• Diligently reviewed and verified data entered into the master file, maintaining data accuracy and consistency
• Assisted in the preparation of financial statements and reports, providing insights for management decision-making