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