Daniel Klein Email & Phone Number

New York, New York, United States

Greater New York City Area

Manage all financial aspects for a portfolio of clients earning $25MM+ in revenue including revenue recognition, forecasting, variance analysis, reconciliations, staff plan reviews, and billing. Partner with Project Management and Account teams to establish process, manage both internal and client-facing reports, provide guidance on contract related questions, and ensure compliance with audit requirements. Created and maintained master file used to analyze resourcing and staffing needs across all agency clients based on actual and forecasted revenue by employee, role, department, brand, and client. Help provide and organize key financial information to New Business team require for new client pitches.

Greater New York City Area

Greater New York City Area

Greater New York City Area

Greater New York City Area

Effectively communicate and collaborate with fiscal officers of academic and administrative units within the university to support the management of their budgets in accordance with university guidelines.Successfully work with each unit’s fiscal officer in the preparation and review of their Principal’s Meeting presentation to the university’s CFO and Provost that must accurately explain the unit’s fiscal performance and the rationale behind any funding requests.Prepare reconciliations between different versions of financial plan updates made throughout the fiscal year; provide timely and detailed summaries to the fiscal officers of each unit.Prepare variance analyses for academic and administrative units comparing actual results to budget figures for a variety of different revenue and expense categories in their financial plans.In direct collaboration with the Bursar’s Office, work effectively to create, improve, and implement new university processes for collecting, reviewing, and billing tuition and fees for several different programs by academic semester across individual schools within the university. Review, analyze, and process correcting entries for the university’s Balance of Trade rules which govern the flow of tuition revenue between schools. Also, prepare and provide detailed summaries that display the sources of each school’s Balance of Trade revenue by school, revenue account, and the number of student credits.With the Program Services Office, working to implement a new, improved, and automated Balance of Trade report that follows budget guidelines and is easily accessible to school fiscal officers.Using the university’s Net Tuition Revenue Model, prepare and upload new enrollment projections and actuals into Hyperion Essbase throughout the year in support of updates to the university’s financial plan. Also provide detailed and accurate headcount updates to other analysts within the Budget Office for the schools that they manage.

Created and maintain the Large Enterprise division ‘Dashboard’ encompassing all aspects of the business (sales, revenue, OPEX, headcount, productivity).Created and maintain the headcount database for Level 3 Large Enterprise Sales division.Research, develop and prepare monthly, quarterly, and annual sales revenue forecasts for a variety of defined geographic regions within Level 3's Enterprise customer base.Effectively analyze and provide timely updates of monthly, quarterly, and annual revenue performance results for various sales teams.Effectively analyze, update and maintain the new orders database for Level 3 customers.Provide timely maintenance and synchronize Level 3's customer database with other team financial reports.

Researched, analyzed, presented gross margin results for a variety of Global Crossing services.

Researched and reconciled the costs of problematic vendor access circuits resulting in an $80,000+ increase in revenue for the company.Researched, identified, and recovered expenses charged to Global Crossing for compliance with the Universal Service Fund resulting in $500,000+ worth of back billing and revenue generation.

Provided excellent customer service support to all library patrons; assisted patrons with research and material location, maintained all library materials and adhered to library specifications including procedures for opening, securing and closing the facility.

Researched, audited, and resolved significant billing issues for the company's collocation product in the North American Region resulting in a $200,000+ increase in revenue generation annually.