Daniel Lupia, Ctp Email & Phone Number

Mclean, Virginia, United States

Leads the preparation of both internal and external presentations including executive, investor, and board presentations as well as public facing reporting and analysis while partnering with other teams in the organization.Provides analytics and improves accuracy through process implementation for cash-based working capital forecast and opportunities for improvement of working capital profile by working closely FP&A and Accounting.Review analytics around foreign currency exposure and sensitivity around cash forecasting and financial impacts including mitigation strategies for foreign exchange volatility.Assist with sensitivity analysis around potential transactions and business opportunities.

Harrisburg, Pennsylvania, United States

Client-facing consulting professional focused on achieving data-driven goals for clients via negotiations, RFP processes and reorganizations. Inspired to strengthen organizations, improve internal and external processes, and strengthen client financial positions through customized and focused project work.Responsible for client relationships from data-analysis to RFP writing and reviewing to implementing banking solutions for not-for profit entities including Healthcare, Municipalities, and Higher Education entities. Focused on rebidding and refining banking services via negotiation and RFPs to create process efficiencies and fee savings for clients while serving as the central contact for clients and banking partners.

Harrisburg, Pennsylvania

Secondary lead on a centralized 9-member team of asset management analysts. Coordinated projects between field sales representatives and team members managing project loads, analyst interests, and team development.

Harrisburg, Pennsylvania Area

After completing a highly intensive two month training program focusing both on Financial Analysis and Asset Management topics I completed a two year rotational program. Every fourth months I moved from team to team through 6 major divisions of PFM's asset management practice.

Florham Park, Nj

Interpreted sales data to improve reporting and forecasting strategies, including analyzing overhead costs within the division, saving over $110k in unutilized resources

Newburgh, Ny

Constituent-facing support person focused on responding to constituent needs and other administrative organizational tasks. Helped constituents to navigate government systems and apply for benefits and services. Worked with veterans affairs cases, connecting veterans to resources and helping to escalate their claims and resolve their problems.