Daniel Jeffries Email and Phone Number
Daniel Jeffries work email
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Daniel Jeffries personal email
I am an individual who strives to understand why. I like to tell stories and solve problems. I have a deep finance background consisting of annual budgeting, business case modeling, predictive analytics and data analytics. Operationally, I prioritize facilitating conversations while providing a clear and concise scope. I have years of experience working side by side directors, VP's, and executive representation. I am a confident communicator who wants to understand and provide value.I thrive in horizontal environments where I have the ability to wear different hats. I have a strong desire to learn how each task impacts the big picture. I am people oriented and enjoy building relationships.
Discovery Education
View- Website:
- discoveryeducation.com
- Employees:
- 1122
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Senior Strategy And Growth AnalystDiscovery EducationCharlotte, Nc, Us
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Senior Financial Analyst, Global Tech & Ops - Fp&ABank Of America Dec 2023 - PresentCharlotte, Nc, Us -
Senior Strategy And Growth AnalystDiscovery Education Dec 2021 - Oct 2023Charlotte, North Carolina, UsAs 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.
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Senior Financial AnalystService Logic May 2021 - Dec 2021Charlotte, North Carolina, UsWorked 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 -
Senior Financial AnalystDiscovery Education Jul 2019 - Apr 2021Charlotte, North Carolina, UsAs 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.
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Business Process Engineer/Interim ControllerTresata Feb 2019 - Jul 2019Charlotte, Nc, UsPlan 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. -
Microsoft Dynamics ConsultantRsm Us Llp May 2017 - Jan 2019Chicago, Illinois, UsAs 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 -
AuditorRsm Us Llp 2016 - Nov 2017Chicago, Illinois, UsAs 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.
Daniel Jeffries Skills
Daniel Jeffries Education Details
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University Of Minnesota DuluthApplied Economics -
University Of Minnesota DuluthBachelor Of Accounting
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University Of Minnesota DuluthHistory
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University Of Minnesota DuluthHistory
Frequently Asked Questions about Daniel Jeffries
What company does Daniel Jeffries work for?
Daniel Jeffries works for Discovery Education
What is Daniel Jeffries's role at the current company?
Daniel Jeffries's current role is Senior Strategy and Growth Analyst.
What is Daniel Jeffries's email address?
Daniel Jeffries's email address is da****@****mus.com
What schools did Daniel Jeffries attend?
Daniel Jeffries attended University Of Minnesota Duluth, University Of Minnesota Duluth, University Of Minnesota Duluth, University Of Minnesota Duluth.
What skills is Daniel Jeffries known for?
Daniel Jeffries has skills like Microsoft Word, Microsoft Office, Microsoft Excel, Cq, Custom Cms Development, Outstanding Interpersonal Communication Skills, Quickbooks, Learning Quickly, Enthusiasm To Learn, Accounting, Social Media, Customer Service.
Who are Daniel Jeffries's colleagues?
Daniel Jeffries's colleagues are Kendall Howard, Michelle Morrell, Esperanza Agnew, Isabelle Bridger Eames, Kristen Olson, Muhammad Iqbal, Jaime Laforgia.
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