Daniel Davis Email & Phone Number

California, United States

Bristol, Pennsylvania, US

New York, NY, US

Naples, Florida, US

New York, New York, US

• Report to CEO and partner with Leadership team to drive strategic vision of Whil.
• Oversee the finance, strategy, contracts, accounting, compliance, people, and administration functions.
• Own fundraising, partnership negotiations, forecasting and budgeting, Board and departmental financial reporting, taxes and SOC 2 compliance.

Irving, Texas, US

• Report to VP of Sell-Side, manage four program managers and direct analysts; Lead the Health Systems' segment and establish segment-wide strategy, drive customer growth, direct generics' portfolio pricing, and tailor.
• Partner with Sales VPs to negotiate customer contracts, architect deal structure, and expand customer base.
• Devise eight FY17 strategic sell-side initiatives worth $25M+ incremental margin.
• Establish national sales compensation structure and quarterly, variable incentive plan.

Irving, Texas, US

• Report to VP of Sell-Side, manage three PMs and two analysts; oversee strategic accounts to drive financial growth, product portfolio strategy & pricing, and customer programs
• Implement cross-functional data sharing initiative to drive cost reductions, prevent leakage, present competitive bids, and identify market-wide supply disruptions
• Devise six new FY17 initiatives to drive $10M+ incremental EBIT
• Partner with Strategic Pricing team to develop comprehensive RFP processes and to enhance Program team decision-making via financial tools and reporting, including customer scorecards
• Improve FP&A model forecasting accuracy by accounting for various customer-specific considerations, complex contractual terms, and macro-economic events
• Collaborate with Deals team to refine customer profitability models by incorporating unique customer-specific considerations

London, GB

• Perform financial due diligence engagements related to acquisitions and divestitures for private equity investors and strategic corporate buyers (largely SaaS/technology). Transactions ranged from $5M to $8B.
• Perform quality of earnings, run-rate and pro-forma, quality of net assets, retention rate, price / volume, and revenue recognition analyses. Assess working capital requirements, identify debt & debt-like items, and.
• Review and assist clients with financial deal models and modeling considerations.

San Jose, California, US

Redwood City, California, US

Review unique term software & professional service contracts in accordance with SOP 97-2 & SOP 81-1, implement stock option software (OptionEase) in accordance with FAS123R, and assist with the first-year KPMG audit.

Fort Lauderdale, Florida, US

Identified $100k+ in cost savings during contract review (lease, and debt) and reduced go-forward expenses via new process improvements.Perform financial analysis over P&L accounts and partner with internal department VPs to reconcile and reclassify accounts in SAP.Champion projects to administer stock plan via OptionEase and accounting for stock.

GB

Private Company Services in San Francisco, CA.Planned, performed, and supervised staff during GAAP financial statement audit engagements for entities ranging in size from developmental stage companies ($10M in revenue) to mid-sized public companies ($500M in revenue).Provided assurance services for three audit busy seasons to clients in the construction.

Taught up to 30 students in Mathematics, Business, Science, History, and Theater at North Pocono High School and Scranton High School.Provided assistant coaching to the North Pocono girls' volleyball team with Coach Joe Vitali and Coach Joanne Perry.

Villanova, PA, US

Campus - Tutored college freshmen through senior grade level in: calculus, statistics, differential equations, and business courses (e.g., accounting, finance, and economics).Private - Tutored students one-on-one in math (calculus and statistics) and business (accounting and economics) courses.

Villanova, PA, US

Local dining feature critiquing restaurants

GB

Investment Management InternAudit trained; assumed 1st year-associate level responsibility in the JP Morgan Chase funds audit. Participated in Franklin Templeton audit and shadowed Barclay Global Investors audit.

San Francisco, California, US

Assist customers with purchasing decisions, product returns, and complaint resolution.Handle routine sales transactions, register counts, and inventory replenishment.

Bachelor, Accountancy, Minor: Mathematics

Certificate, Project Management