Daniel Kim Email & Phone Number

As a senior financial analyst for the FP&A team, my role consists of creating and maintaining complex financial models to support budgeting, forecasting, and expansion of CBS Sports media properties. To assist with the financial models, I work with different business partners around the company (Operations, Production, HR, Sales, Marketing, Network Finance) gaining insight and knowledge that could affect forecast. In addition to maintaining financial models, I assist the Controllership group in monthly/quarterly close which includes preparation of accruals as well as reconciliation and variance analysis of forecast to actual results.

Greater New York City Area

Greater New York City Area

• Inspected and authored Request For Proposals (RFPs), Request For Information (RFIs) and Due Diligence Questionnaires (DDQs) using RFP content tool (Qvidian). Request forms were sent to potential investors, providing a detailed description of the company including current and historical data in regards to strategy AUM, employee turnover, and investment philosophy.

• Analyzed the ETFs offered by the wealth management business unit. Recommended the removal of ETFs that failed to meet the investment group’s monitoring criteria; and in some instances suggested the replacement of ETPs with those that offered more attractive characteristics. Recommendations were adopted by the head of product management.

• Contributed in trade execution, trade settlement and notification of settlement activity.• Broadened independent initiatives aimed to improve efficiency in daily operations in different departments. Developed batcher files to decrease the amount of time to retrieve reports from Portia. Utilized within the firm-wide share folder.

Long Island

• Organized and oversaw teams of 6-8 workers.• Made client facing visits and explained procedures.• Maintained daily general ledger activity, daily client activity, and cash flows for management reporting purposes.• Efficiently and effectively allocated resources among team members for equipment and accommodations.• Participated in client lead generation, including client facing activities such as business dinners.• Exhibited excellent time management and leadership skills during time of high volume activity.

Bachelor'S Degree, Corporate Finance And Accounting, 3.34

Activities and Societies: Bentley Rugby Team, BIG (Bentley Investment Group)

High School, 94/100

Activities and Societies: Varsity Football Team, Wrestling Team, Jazz Band, Korean Club (Vice President), Model UN, Lacrosse Team