Daniel Pitts Email & Phone Number

• Assist in the preparation and delivery of transfer pricing documentation reports, obtaining and documenting the facts necessary to support and establish the clients’ transfer pricing policies
• Prepare benchmarking and comparability analytics for key intellectual property, goods, service and financing transactions using databases by Dun & Bradstreet and Standard and Poor’s
• Analyze financial statements and produce data requests to gather financial and descriptive information from customers
• Responsible for > 10 clients with accounts covering over 15 jurisdictions

New York, NY, US

• Built a data automation tool that calculates core bank M&A transaction metrics by pulling fundamental data directly into MS Excel from a structured relational database
• Conducted quality assurance tests of M&A metrics by analyzing public company financial statements, bank regulatory filings and M&A disclosure documents to ensure M&A metrics meet data quality standards for the product
• Collected historical transactional data on announcement and completion dates for over 300 M&A events
• Data will be part of a new data platform providing complete coverage for banks, insurers and real estate companies

San Diego, California, US

• Learned various aspects of the Mortgage Banking Industry
• Reviewed client mortgage pipeline performance reports using Excel
• Summarized key hedging performance metrics in a client overview sheet
• Managed easy methodology for clients to view performance progress mortgage loan pipeline

• Inputted and paid bills using QuickBooks and processed deposits into Excel and into QuickBooks

Bachelor Of Science - Bs, Finance

High School Diploma