Daniel Sullivan Email & Phone Number

San Francisco, California, US

San Francisco, California, US

Managed Unlearn's Finance function as the only full-time Finance employee, with responsibilities including banking, AP, AR, corporate credit card oversight, financial reporting and analysisAssisted with implementation of new Treasury policyAnalyzed and tested various financial tools (Jirav, Causal, Mosaic) to replace current financial models (housed in.

Manchester, Connecticut, US

FP&A forecasting and budgeting using BPCS, Domo, Excel, Oracle, and TableauLed project centered around bringing in financial data from acquisition into existing CRM systemDeveloped Python script to extract information from old system for over 7,000 itemsMonthly closing responsibilities including journal entries, reconciliations, data upload/consolidation.

Philadelphia, PA, US

Beta tested course material in CourseraParticipated in virtual synchronous office hours, small group and individualHosted virtual synchronous recitations, covering problems chosen by course staff and addressing the current difficulties of the studentsGraded student work according to an established rubric, provided feedback and uploaded grades to the.

Lancaster, PA, US

Investor Relations and Corporate Financial Planning and Analysis (IR and FP&A) AnalystWork alongside CFO, controller, and VP of Corporate Finance to prepare financial reports for both external (analysts, investors) and internal (management, Board) parties.Responsible for creating and filing quarterly 8-K earnings material, including a press release of.

Lancaster, PA, US

FP&A experience using Excel, Hyperion Enterprise, Business Warehouse, and SAP.Automated files to drive process improvement with knowledge of Excel, VBA, and Python scripting.Cost accounting experience in a manufacturing plant with daily and weekly production reports, variances versus standard, and variances versus budgetData management and visual analytics.

St. Louis, MO, US

Managed client accounts, including investments, risk tolerance, and planningProspected for new clients by going door-to-door (face-to-face) and building rapportProduced and presented client-facing reportsCreated financial forecast models within Excel to analyze risk scenarios and determine financial goal feasibility by modifying model inputsEarned Series 7.

Worked with client vendor portalsCollected/researched information relevant to client needsLearned and worked with NetLogo sociology molding software

Recruited/trained student volunteersLed group of UMBC students to Baltimore public school to teach STEM topics in an after-school program targeted at below-average studentsCreated enrichment activities pertaining to science, engineering, NASA

Baltimore, MD, US

Collected statistical data and research relevant to studyTranscribed interviews with research participantsInput information into statistical data tables

Master'S Degree, Computer And Information Technology

Bachelor Of Science (B.S.) Financial Economics, Minor Entrepreneurship, Financial Economics