Daniel Jeffries Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Charlotte, North Carolina, Us

As a strategy analyst, I have created and owned Discovery Educations process of developing $10M-100$M business cases. The strategy vertical takes items that the C Suite is not yet able to answer and we provide a data based solution. I have worked with pricing and Go to Market Strategy to M&A integrations.This role requires cross functional expertise from sales, product, finance, accounting and marketing. I lead the project management and implementation of the developed business cases. Finally reporting the progress and findings to the executive stakeholders.I have led the financial modeling and project management for 4 statewide curriculum adoptions. This entails outlining sales and pipeline expectations, product costing estimates and timelines, and creating a custom scorecard for C Suite and Board level review. Adoptions range from 2nd largest in the US at $700M TAM to $40M TAM in the Pacific Northwest.

Charlotte, North Carolina, Us

Worked to create intelligent financial reporting of subsidiaries to the Service Logic executive team▪ Created the initial monthly reporting structure through Power BI for the executive team▪ Worked with the team to create efficient reporting metrics and budgeting templates for 18 subsidiaries

Charlotte, North Carolina, Us

As an analyst with Discovery Ed, I led the financial operations for three business units. On a monthly basis, I led data collection, analysis and reporting to the executive leadership, while forecasting future period pipelines, billings, deliverables and expenses. While at Discovery, I implemented our financial modeling tool(Tagetik) and created a framework of reporting detail for department, line of business, and company heads. My team led the effort to streamline financial reporting within the company, as well as create a framework of reporting for the Board of Directors. I completed two full budget cycles and 2 years of quarterly reforecasts.

Charlotte, Nc, Us

Plan and lead month end close procedures. Implemented and maintained SaaS revenue recognition policies. Produced financial forecasts and projections to predict cash flow and tax liability. Managed 401(k) compliance issues. Worked hand in hand with C level executives to produce timely financial reports.

Chicago, Illinois, Us

As a Dynamics Consultant. I have worked in areas of finance, production control, and inventory management. While my focus has been as a Finance Architect.I designed and implemented financial solutions within the Finance ERP system. We designed business processes for reconciliations, foreign exchange, revenue recognition, consolidation/eliminate, VAT, and intercompany accounting. I regularly led internal and end user training for the newly implemented ERP. I am comfortable working with clients and internal teams. I assisted with project management and deadline tracking

Chicago, Illinois, Us

As an auditor, I was charged with developing tests and documenting results for different financial areas. I have written audit reports and created analytical financial statements. We worked regularly as a team and always at a client site. this job required constant communication with clients in order to get the people information in a timely matter.

Bachelor Of Business Administration (Bba), Applied Economics

Bachelor Of Accounting

Bachelor Of Arts - Ba, History

Bachelor'S Degree, Accounting, Economics, History