Daniel Boyer (M.B.A) Email & Phone Number

Shirley, Ma, Us

Shirley, Ma, Us

Waltham, Massachusetts, United States

Shirley, Massachusetts, United States

o Actively drive annual and long-range Logistics budgeting processes as well as regular forecast updateso Perform high-level and detailed Weekly, Monthly and Quarterly reporting to understand Logistics’ performance and opportunitieso Independently perform month end close dutieso Build and maintain complex financial models to support corporate decision makingo Partner with operational specialists as well as Divisional finance to coordinate and execute analyses with… Show more o Actively drive annual and long-range Logistics budgeting processes as well as regular forecast updateso Perform high-level and detailed Weekly, Monthly and Quarterly reporting to understand Logistics’ performance and opportunitieso Independently perform month end close dutieso Build and maintain complex financial models to support corporate decision makingo Partner with operational specialists as well as Divisional finance to coordinate and execute analyses with cross-functional teamso Oversee multiple projects including long and short-term ventures, weekly deliverables, and ad-hoc analyseso Present analysis results across all levels of management, including key members of Finance, Logistics and C-level executiveso Oversee management of a team of 3 analysts Show less

Leominster, Massachusetts, United States

o Work across multiple departments to establish client objectives and throughout the lifecycle of client projects including onboarding requirementso Manage on-boarding and purchasing for outside service vendorso Act as the Project Manager for client deliverables across multiple end client users including robotics, medical devices,and capital equipmento Produce financial analysis reporting for FP&Ao Produce revenue projectionso Assist in budgeting across multiple… Show more o Work across multiple departments to establish client objectives and throughout the lifecycle of client projects including onboarding requirementso Manage on-boarding and purchasing for outside service vendorso Act as the Project Manager for client deliverables across multiple end client users including robotics, medical devices,and capital equipmento Produce financial analysis reporting for FP&Ao Produce revenue projectionso Assist in budgeting across multiple companies using financial modeling as needed by C-suite level managemento Act as the subject matter expert and project manager for the onboarding and continued compliance of ISO standards.o Drive production through KPI’so Document new and examine existing processes for efficiency re-engineeringo Manage supply chain deliverables with multiple vendorso Oversee management of a team of approximately 15 individuals Show less

Leominster, Ma

Work closely with production management to establish client objectives throughout the lifecycle of client projects including onboarding requirements, expediting processes, and managing deliverables. Act as the subject matter expert and project manager for the onboarding of ISO standards.·Report directly to CEO and owner with weekly frequency regarding status of client and ISO projects-Successfully implemented ISO:9001 2015 standard into company leading to a 15% increase in on time… Show more Work closely with production management to establish client objectives throughout the lifecycle of client projects including onboarding requirements, expediting processes, and managing deliverables. Act as the subject matter expert and project manager for the onboarding of ISO standards.·Report directly to CEO and owner with weekly frequency regarding status of client and ISO projects-Successfully implemented ISO:9001 2015 standard into company leading to a 15% increase in on time delivery.·Manage client deliverables while communicating with clients about project status·Partner with external vendors for required processes in client projects including quick turn and high-volume deliverables.·Manage and participated in all aspects of the ISO project life-cycle including research and analysis, requirements documentation and execution. Show less

Merrimack, Nh

Worked closely with relationship managers to establish project timelines and client objectives throughout the lifecycle of projects including business requirements of key stakeholders.· Acted as a liaison between business partners, internal clients and technology teams to ensure goals and expectations were met; leading to multiple successful project completions.· Documented and improved both new and existing procedures for analysts decreasing processing time by 75%.· Managed… Show more Worked closely with relationship managers to establish project timelines and client objectives throughout the lifecycle of projects including business requirements of key stakeholders.· Acted as a liaison between business partners, internal clients and technology teams to ensure goals and expectations were met; leading to multiple successful project completions.· Documented and improved both new and existing procedures for analysts decreasing processing time by 75%.· Managed external client account setups including loading and calculating performance history from prior trustees and related inquiries.· Produced daily, weekly, monthly and quarterly reports used by various internal and external clients for informed decision making.· Played a key role in supporting all project work requested by internal advisors including the launch of FidelityGo and private wealth management supported products.· Participated in all aspects of the project lifecycle including research and analysis, requirements documentation, user acceptance testing and implementation. · Developed several unique and custom solutions for investment advisors using Excel and SQL fully adopted by the requesting advisor. · Responded to complex questions regarding performance calculations and reports posed by various departments. Show less

Dallas/Fort Worth Area

Performed database queries to analyze and validate data. Supported monthly re-allocation process of portfolio assisted services for internal clients.· Performed detailed data analysis to support changes to reports and/or processes.· Collaborated with the asset management technology team to resolve data issues and relay requirements.· Assisted in data transition from specific client database to common data environment.· Worked closely with mutual fund data to assist investment… Show more Performed database queries to analyze and validate data. Supported monthly re-allocation process of portfolio assisted services for internal clients.· Performed detailed data analysis to support changes to reports and/or processes.· Collaborated with the asset management technology team to resolve data issues and relay requirements.· Assisted in data transition from specific client database to common data environment.· Worked closely with mutual fund data to assist investment managers overseeing tax-sensitive products for client savings.· Monitored corporate action processing between Lipper, Morningstar and Vestmark. Show less

Merrimack, Nh

•Reviewed activities executed by agency lending ensuring these activities were compliant with the conditions of the SEC’s affiliated lending exemptive relief and FMR’s Board approved procedures.•Developed and maintained procedures and records relating to lending •Participated in associated SAS70 review and testing.•Produced periodic reporting summarizing the lending activities during the period, including quarterly FMR Board meeting materials.

•Organized and sorted real time energy usage data -Gathered data from various sources -Organized data in Excel spreadsheet -Prepared reports for analysts for solid market development•Worked closely with the VP of Corporate communications and media director and organized social media outlet including: -Twitter program -LinkedIn Accounts•Analyzed in real time the potential for new deregulated energy markets including: -Ohio -Pennsylvania… Show more •Organized and sorted real time energy usage data -Gathered data from various sources -Organized data in Excel spreadsheet -Prepared reports for analysts for solid market development•Worked closely with the VP of Corporate communications and media director and organized social media outlet including: -Twitter program -LinkedIn Accounts•Analyzed in real time the potential for new deregulated energy markets including: -Ohio -Pennsylvania -New Jersey -Texas -California Show less

-Helped prepare and organize clients' revenue streams for tax forms-Accessed and organized information related to company's taxes

-Completed general labor tasks -Worked as a Shipper/Receiver-Worked in the fabrication department

Master Of Business Administration - Mba

Bachelor Of Science, Finance And Economics