Daniel Pickett Email & Phone Number

Boise, Idaho, United States

Owings Mills, Maryland, United States

Supervised and mentored team of eight accountants, assessed performance, evaluated training needs, and devised results-driven plans to optimize productivity and efficiency.Oversaw entire scope of mutual funds, trusts, 529 plans, additional outsourced funds, and pension product expenses, with consolidated value of over $3B and 900+ products.Steered the full life cycle management of conversion project for retained T. Rowe Price expense function from legacy accounting platform to new Eagle Star platform at Bank of New York Mellon. Finalized fund general ledger conversion process within established constraints by leading end-to-end management of system requirements, training, and collaboration with technology.Designed and implemented a cutting-edge accounting platform to process 60K accrual and payment transactions per month and $3B annually. Drove restructuring of products and boosted revenue through conducting comprehensive expense ratio analysis on target dated products at T Rowe Price.Related Skills: Team Building and Leadership, Performance Evaluation / Improvement, Fund Management, Full Life Cycle Project Management, Process Redesign, Accounting Transactions Processing, Expense Ration Analysis

Owings Mills, Maryland, United States

Supported the execution of semi-automated process to streamline administrative budget calculation and forecast estimation, utilizing databases and rules engines.Facilitated finance teams with crediting administrative budgets to client accounts through the development and implementation of innovative reporting improvements.Substantially decreased the throughput time on invoicing external mutual fund clients through identifying bottlenecks and executing process improvement initiatives.Related Skills: Process Redesign / Improvement, Data Analysis and Reporting, Team Leadership / Collaboration, Issues Identification and Resolution, Key Stakeholder Engagement, Multitasking and Self-Management, Data Accuracy

Owings Mills, Maryland, United States

Performed comprehensive analysis of fund expense accruals and payments from mutual fund accounting systems, authorized wire payments to vendors, and created accurate fund expense reports.Led all facets of customized in-house accounts payable and expense accrual software (SAGE) development and implementation project for TRP mutual funds.Prepared and delivered wide range of annual reports to key stakeholders while ensuring stringent compliance with applicable policies and procedures.Embedded an efficient control environment and maximized the accuracy of financial data through the design and implementation of robust controls. Earned positive feedback and recognition from executive management for displaying dedication and strong commitment to work ethics: received promotion to Analyst from entry level associate.Successfully decreased single invoice processing time from eight hours to 20 minutes through coordinating the development of internal accounting system, including writing business requirements.Related Skills: Financial Analysis and Reporting, Transaction Preparation and Processing, System Implementation / Project Management, Internal Controls Design and Execution, Process Redesign / Improvement, Issues Resolution

Master Of Business Administration (Mba)

Bachelor Of Arts (B.A.), Business Administration And Economics