Daniel Wright, Mba Email & Phone Number

Philadelphia, Pa, Us

Elverson, Pa, Us

Phoenixville, Pa, Us

-Utilizes Canvas for organizing courses and assessments.-Teaches courses in-person, online, and guided independent studies.-Constructs syllabi for four business courses.-Teaches the courses listed below. -BUS 383 International Aspects of Business -BUS 313 Business Management -BUS 233 Business Ethics -BUS 200 Exploration in Business

Villanova, Pa, Us

Philadelphia, Pa, Us

Philadelphia, Pa, Us

• Monitored and journalized the daily financial transactions in the operating account.• Deposited and journalized checks such as grants, estates, perpetual trust income, and royalties three times a week.• Supported accounts payable by performing vendor setup and inputting domestic/international wire payments weekly.• Tracked and forecasted mineral right royalties’ revenue as well as tax payments for each property.• Entered 403(b) payments into the treasury management system.• Reclassed and reverses journal entries as needed.• Performed credit card refunds based on donor request.• Created a Smartsheet logging wire gifts for the Advancement Team to log into Blackbaud.• Managed the returned check processing by tracking returned checks and inputting reversal entries.• Updated the policies and procedures statement for Cash Receipts.• Submitted documentation to auditors for cash receipts audits and annual audits.• Provided research for the CFO regarding funds spent on programs, fundraising, and administration.• Participated in Board of Directors meetings by handling PowerPoint slides and writing meeting minutes.• Trained new hires on the journal entry process.• Led and managed devotions for the Finance Team weekly.

Langhorne, Pa , Us

- Served as the main point of contact with clients’ Aggregate Spend and Compliance Department- Investigated discrepancies between financial forecast and monthly billing to recommend solutions- Promoted compliance among all PharMethod clients and departments- Provided company with weekly updates on clients’ financial status and monthly closeout counts- Analyzed work process of the Reconciliation department and provide solutions for efficiency- Evaluated current closeout procedures and improved communication among departments- Reviewed and adjusted monthly/quarterly sales forecast- Managed attendee reconciliation and program expenses using Salesforce- Conducted weekly audits of financial breakdowns for each program to ensure accuracy

Langhorne, Pa , Us

- Collaborated with third party planners to obtain sign-in sheets, speaker expense reimbursement receipts, and food/catering receipts- Managed six pharmaceutical clients by following specific business rules and ensuring each program is in budget- Assessed specific management fees and purchase orders for every program based on each client's statement of work- Reviewed each program to determine that there are no discrepancies between receipts and the American Express credit card report- Investigated discrepancies to come to resolutions in order to close programs for invoicing - Developed standard operating procedures for reconciling and closing out programs

Wayne, Pa, Us

-Assisted shareholders of 529 and mutual fund accounts by processing transactions: 30-50 calls daily.-Directed shareholders in terms of navigating and operating the website.-Crafted individual, custom correspondences to be sent to shareholders: 5 to 7 daily.-Compiled mail correspondences that included forms to send to shareholders: 10-15 daily.-Fashioned a new idea for sending out correspondences regarding the age of majority for UTMA/UGMA accounts which was implemented.-Developed two new ideas for implementing customer satisfaction surveys and chat boxes on the website.-Innovated a new idea for emailing automated confirmation statements to financial representatives on 529 accounts as soon as a distribution was requested.-Collaborated with new employees by teaching them best practices to implement on the phone.-Managed an innovation team for developing new creative ideas in terms of improving the contact center.

Quakertown, Pa, Us

-Created and implemented a new marketing plan-Implemented a database management system-Compiled over one-hundred old project photos and edited them using Picasa-Developed and implemented strategies for using five social media platforms-Analyzed the company website and developed a strategy for improving it-Communicated a new system to improve job costing

Certificate, Lean Six Sigma

Master Of Business Administration (M.B.A.) Focus On International Business

Bachelor Of Science - Bs, Business Administration And Management, General

Bachelor Of Science - Bs, Bible/Biblical Studies