Dan Dodson Email & Phone Number

Washington D.C. Metro Area

Miami/Fort Lauderdale Area

• Enhanced a $300 million Private Equity Investment in childcare and daycare centers by designing software to automate several of the company’s processes
• Saved the firm three hours per week by developing an automated operations dashboard using Visual Basic, SQL, and Microsoft Excel which generates operating reports from raw data
• Achieved a 75% size reduction in the firm’s financial models by creating an Excel Visual Basic Macro to find and eliminate redundant data
• Automated the search for attractive acquisition candidates with a searchable database that interfaces with the CrunchBase API
• Worked with a five member team to underwrite a $7 million school acquisition using Excel financial models; was primarily responsible for testing the model’s calculation logic

Greater Atlanta Area

• Increased the data integrity and efficiency of the company’s $1.6 billion asset tracking by transitioning them from an Excel based system to a Microsoft Access database
• Identified five attractive securities for the company’s active exchange traded fund using the Bloomberg API to quickly screen through thousands of potential securities
• Valued $60 million in Oil and Gas Royalty trusts by creating statistical regression and discounted cash flow models in Excel

Greater Atlanta Area

• Created an Access database to track lent and borrowed Federal Funds
• Automated the creation of deposit summary reports in Excel; saved a half an hour per day
• Reviewed insufficient fund check reports and detected three instances of likely fraud; saved the bank thousands of dollars
• Installed check scanners for local businesses and trained employees how to use them

Greater Atlanta Area

• Supported a team that managed consumer sales promotions for Captain D’s, UPS, Food Lion and others
• Resolved consumers’ issues with online instant win games and facilitated sweepstakes prize distribution
• Analyzed the common issues consumers were having and suggested a way to improve them; made the sales promotions more user friendly and effective
• Created Excel databases to track prize winners and Power Points to convey promotion results to clients