Daniel Lua Email & Phone Number

New Brunswick, Nj, Us

New Brunswick, Nj, Us

Northfield, Il, Us

Managed pricing, demand planning, and operations for a $40M national account, spanning 900+ facilities.Streamlined departmental efficiency by automating reporting processes with VBA, saving 100+ work hours weekly and improving bid efficacy by 30%.Analyzed key metrics and developed custom year-over-year reports for profit growth and forecast analysis.Oversaw end-to-end distribution projects, coordinating timelines across multiple business segments to ensure timely deliverables.Built strong client relationships through quarterly growth strategy meetings, spend management guidance, and new program implementation.Collaborated with senior managers to identify and implement mutually beneficial business opportunities, enhancing communication and client satisfaction.

Princeton, New Jersey, Us

• Presented companies software products on behalf of GEM to various industries including Department of Defense, Boeing, and NASA.• Engaged in marketing activities by attending the national SBIR conference to gather contractors for funding. • Reviewed web-page structures and made minor alterations as required• Gathered technical reports for research engineering using key word search base. • Created daily/monthly reports for deliverable tracking and generated expense reports for financial controller

Boston, Ma, Us

• Acted as an administrative intern for two years within the Corporate Actions team (Bond Redemptions, Voluntary and Mandatory Corporate Actions, and Survivor Options)• Facilitated the daily reconciliation of key metric reports to confirm incoming payments from the depository reflected allocated payments to clients• Created a database for efficient identification of foreign CUSIPs for Bond Redemptions• Identified high market value mandatory corporate actions for reporting to Senior Management • Captained the winning 2016 summer intern team in Fidelity’s Key Presentation who presented to senior management a new platform to train recent brokerage hires.