Daniel Wright Email & Phone Number

Los Angeles, Ca, Us

Los Angeles, California, United States

Developed and owned the comprehensive, 3-statement financial models and led financial planning processes around annual budgeting (+$700M), rolling forecasts and variance analysis of targets and milestones developed with operational stakeholders and senior leadership.Acted as a key financial partner to cross-functional teams to enhance operational efficiencies and drive strategic business growth through ROI analysis.Communicated complex financial data effectively with stakeholders including auditors, investors, and internal/external customers; built and maintained relationships for the benefit of the organization.

San Diego, California, United States

Managed the company-wide, annual budget process; evaluated market/pricing dynamics, regulatory changes, market revenue/share growth, COGS standard costing for in-house & 3rd party products, SG&A based on SOP changes and CapEx timing to build out the 3-statement operational models.Consolidated the financial and operational monthly reporting package with variance analysis to deliver meaningful insight into business performance for C-Suite and Board/Lenders review.

San Diego, California, United States

Managed the $85MM Southwest budget/FCST process and participated in key decisions pertaining to revenue targets, margin expansion projects, 280E tax reduction, staffing levels and all other expenditures.Lead cross-functional CapEx analysis, valuation, project finance and operational execution of strategic growth initiatives including new dispensaries, expansions, distribution sites and cultivation/processing facilities.

San Diego, California, United States

iAnthus Capital Management is a US Multi-State Operator with operations in 9 states, providing investors with diversified exposure to the regulated cannabis industry. The Company develops, owns and operates licensed cannabis cultivation, processing, and dispensary facilities in markets across North America.Created and maintained costing information/pricing models to drive effective pricing strategies, spend allocations and insights on cultivation, manufacturing and distribution with a view of meeting established budget and forecast targets. Developed standardized reporting packages, with cross-functional inputs, that streamlined reporting processes and drove the Company’s financial planning cycles, including quarterly forecasts, annual budgets and multi-year, financial plans.Provided Executive & Operations teams with data-driven decision support in ad-hoc analysis and deep dives into strategic issues to improve the collective understanding of risks and opportunities related to the business.Lead critical, cross-functional financial analysis, valuations and due diligence to identify, quantify, and execute on the high-potential strategic growth initiatives across the largest region in the organization.

Carlsbad, Ca

Managed the monthly P&L forecast, reporting, and close processes from a division standpoint; consolidated inputs and provide analytics to support the division’s strategy.Served as main finance support for division-level business partners, including Marketing, Strategy, Portfolio & Business Development, Human Resources, and Channel Management.Managed and forecasted all direct and assigned operating expenses, headcount, and capital expenses for the division and partnered with all teams to drive accountability for targets and initiatives

San Diego

In March of 2015, CareFusion was acquired by Becton, Dickinson and Company (BD) in a $12.2bn deal. The Plan 2 Forecast team was tasked with converting the way both company's employees produced all Financial Planning and Analysis deliverables using the best practices from both organizations. My team was responsible for spearheading this change, using Scrum, Lean Six Sigma and Agile methodologies.Partnered with management and 13 product-level, FP&A teams to develop a harmonized, financial reporting and analytics model that integrated data elements and business drivers following the closure of a $12.2BN acquisition.Pioneered the Scrum methodology to lead an international team of 20 cross-functional individuals to establish and test said reporting/analytics model using both Qlikview and Excel, resulting in an annual cost savings of +$35MM.Scrum Master and Lean Six Sigma Certification

Greater San Diego Area

Led 3 strategic initiatives simultaneously to identify process improvements, support implementations, and deliver data analysis/reporting solutions with a minimum of $1MM cost savings per initiative.Managed a long-term, end-to-end project to comply with the Unique Device Identification (UDI) ruling of the FDA to avoid regulatory issues without disturbing current, domestic and global sales.

Greater San Diego Area

Collaborated with engineering, purchasing, and data management individuals to calculate a standard cost of raw materials and rolling up the BOMs for sub-assemblies/finished goods of +100,000 products. Created management reports identifying and comparing factors affecting price and profitability of products as well as booking journal entries for 20 monthly-reconciled accounts to the General Ledger.Compiled Monthly Operating Review using BPC and Excel to analyze variance to budget/plan/forecast and inventory levels as well as explain any drivers to management.Month-end journal entries, headcount reports, and account reconciliations, in addition to using BPC to track purchase price variance at a supplier and material levels.Calculate intercompany profit on the transfer of goods between legal entities and work with the accounting group to eliminate.

Greater San Diego Area

Recruited students using strong communication skills to convey program information with respect to admission requirements, financial aid, and degree options with a 20% lead conversion rate.Utilized referrals and source clients to build a strong customer base bringing in $25,000 in sales monthly.

Oceanside, Ca

Managed a base of +200 international clients with $300,000 in monthly sales and a growth of 8% quarter over quarter.Coordinated with warehouse and various logistical organizations to ensure delivery of goods while maintaining compliance with international customs and regulations in +30 countries.Conducted market research, studied import regulations, and analyzed existing, competitive environment of 15 countries to determine potential profitability of exportation of core products.

Coordinated with 30 San Diego executives who donated their time to act as a bridge between the International Trade Administration and Congress.Met with members of Congress to promote pieces of legislature supporting free trade.Researched market potential, importation regulations, and the competitive environment of various countries for the exportation of local, San Diego products.Organized “Complying With U.S. Export Control” Seminar, a two-day program led by the Bureau of Industry and Security's professional counseling staff and provided an in-depth examination of the Export Administration Regulations (EAR).

Master'S Degree, Advanced Finance

Activities and Societies: IE Real Estate Club

Bachelors Of Arts, International Business Finance/Chinese

Activities and Societies: Finance and Investment Society, American Marketing Association, Sigma Phi Epsilon

Mandarin Chinese