Daniel Kohl Email & Phone Number

Apex, Nc, Us

Raleigh, North Carolina, Us

Vice President of Financial Operations responsible for leading Investor Relations, FP&A, Actuarial and Accounting.

Raleigh, North Carolina, Us

Advisor to the CFO responsible for onboarding Finance workflow across the organization while providing guidance as the CFO-proxy while leading Investor Relations and acting as the Chief Sustainability Officer.

Raleigh, North Carolina, Us

Internally recruited and promoted by the CFO for deep knowledge of the business and five years of success in an FP&A leadership position. I assumed IR (Investor Relations) oversight responsibility to manage and lead investor relations processes, including writing MD&A for 10K, preparing playbook to support CEO/CFO, support sell-side analyst calls, and earnings call preparation. My role included collaborating with Executive Leadership in developing CEO/CFO scripts, earnings presentations, and press releases. I oversee and lead the relationship with three rating agencies. Notable Contributions:📌Achieved positive sell-side analyst coverage with majority buy-ratings by developing and issuing the first-ever earnings release, investor presentation, and financial supplement.📌Instituted regular investor and sell-side touch points, spearheading the tracking of estimates, meetings, and contacts with key shareholders.📌Emphasized Social Responsibility with investors and shareholders through developing an ESG (Environmental, Social, and Governance) strategy and implementation.

Raleigh, North Carolina, Us

Led a seven-person FP&A team creating and influencing financial analysis, reporting and forecasting, expense management, and strategic sourcing. As GSE & NCDOI liaison, I oversaw and directed the relationships with the NC Dept. of Insurance for monthly and quarterly financial reporting and analysis. Notable Contributions:📌Conducted a gap analysis that prompted a reassessment of the organizational structure of FP&A. Capitalized on experience across multiple industries to establish a Finance Mission and Vision with a five-year roadmap. Added headcount to accelerate the transition from competitive analysis into FP&A. 📌Streamlined monthly reporting to provide greater visibility into key drivers and reduced cycle time to report financial results and analysis by business day four.📌Owned the MD&A plus Business Section during the development of S-1 – filed multiple times with SEC without questions (considered unheard of by IB). Achieved a successfully executed IPO in Sep21 for a 19.9% spin-off allowing all three rating agencies to upgrade our insurance financial strength ratings.📌Led the financial projections, modeling, and covenant analysis, owning the MD&A section during the launch of a successful debt raise of $750M. Our parent was able to pay off debt and showcased Enact’s ability to access the capital markets, paving the way for our partial IPO with a nearly $4B valuation (P/B 1x).📌Reigned in $200M of operations spend for the first time and achieved $5M in yearly savings by improving financial visibility and analysis from request to booking with Tableau. Completely revamped and overhauled expense management across all functions (C-suite, Operations, IT, Pricing, Legal, Risk, HR).📌Introduced best practices and process improvements that achieved expense spending 10% below budget and increased the speed of consolidating spending by 50%

Cary, Nc, Us

I was hired through an internal introduction to implement best practices in the expense management of the IT department. Notable Contributions:📌Yielded consistent and accurate accounting of actuals and reduced time spent compiling the budget by reengineering the entire lifecycle of the IT budget process. Created new spend categories to more easily create visualizations of trends and performance and introduced a controlled approach to generate the budget.📌Implemented the concept of IT Cash Outlay to remove depreciation and amortization from the budget and add capital spending to ease negotiations with executive leadership.📌Controlled spending through ongoing collaboration across all functions within SAS. Facilitated a gap analysis against strategic plans to prioritize and rank investment spending, layered on top of the recurring expenditure, to show the necessary build-up of total spending. 📌Introduced a full show-back of expenses to see the total burden Sales was creating through IT (Client showcases, conferences, etc.) that replaced prior views that were limited to hardware items.

Provide 1st time quality service in a wide breadth of value added services: Valuation, Financial analysis, Bookkeeping, process improvement, cost control, M&A, and business start-up Client: Triangle Wine Company 📌Identified over $13K of savings through thorough analysis and reconciliation of books. 📌Reconcile over two years of transactions including start-up equity, debt, and establishment of fixed assets.📌Improve, develop, and maintain Chart of Accounts to establish clean and visible cost and revenue collections📌Implemented multiple new processes to ensure internal controls on cash, credit, and receiving.

Durham, North Carolina, Us

Finance executive and officer for largest brick manufacturer in North Carolina. I led financial strategy, pricing analysis, budget analysis and all strategic financial analysis. In this role, I was responsible for management of real estate holdings and coordination of legal and tax engagements. I managed and led the Treasury and Accounting functions and acted as 401K administrator. Developed and maintained key corporate relationships in banking, 401K, law, and insurance.Notable Contributions:📌Developed first-ever integrated leverage model producing full financial pro-formas with dynamic scenarios.📌Led evaluation and ultimately the transition of new banking relationship; reducing fees by 100% and increasing interest on cash holdings.📌Developed margin and pricing analysis and recommended pricing to ensure maximization of margin capture.

Research Triangle Park, Nc, Us

Create financial projections and provide analysis on Mergers and Acquisitions targets, coordinate and assist in development of valuation models and provide RTI-wide cost-efficiency analysis and implementation.Notable Contributions:📌Provided detailed financial analysis on M&A targets, identified due diligence focus areas, and created projections for valuation.📌Analyzed efficiency and effectiveness of managed print service implementation by developing independent financial modeling for Request-For-Proposal and vendor selection.📌Developed process and model for measuring Accounting functional performance against KPIs using system-generated reports, creating new system reports, and integrating the reporting in Excel with graphical output.

Research Triangle Park, Nc, Us

Shape, rebuild and direct finance team for a $55M business unit focused on applied science research and technology commercialization. I was the Finance Executive for business unit level budgeting, accounting, forecasting, capital spending, resource planning, and investment decision analysis for the fastest growing business unit. Managed seven employees.Notable Contributions:📌Managed financial waterfall, assisted in working capital analysis and led business unit due diligence for strategic divestiture yielding a cash price approximately 50% of RTI annual earnings. 📌Enabled business unit to meet overhead targets for first time by creating new financial statements / metrics, providing timely analysis, and building a suite of mitigation plans – a savings of $500K in earnings.📌Led financial analysis and negotiations for RTI’s largest ($70M) Defense contract enabling profit targets in excess of expectations.

Sant Cugat Del Vallès, Barcelona, Es

Charged with building and running 10-year financial plan. I provided advanced modeling and analytics support of mergers and acquisitions, IPO preparation, capital investments, debt recapitalization, and company valuation while ensuring appropriate GAAP compliance.Notable Contributions:📌Improved long range plan model resulting in a reduction of integration cycle-time from days to hours and regaining investment bank confidence.📌Automated debt buy-down scenarios to ensure optimization of cash and IPO proceeds.📌Created and integrated tax computations within model allowing for forecasting of tax expense and tax assets. 📌Created first-ever financial and operational metric packages for senior level management enabling visibility into 40+ Plasma collection centers.

Arlington, Va, Us

Managed Long Range Business Plan from inception to board of director’s approval. I served as Corporate liaison for multiple business units with combined annual revenue in excess of $50B. Provided Senior Executives with independent analysis and recommendations for investment allocations, financial target setting, and forecasting.Notable Contributions:📌Led corporate financial analysis of $15B Tanker proposal comprising multiple businesses and transfer pricing.📌Improved Investor Relations analytical support by aligning reporting, integrating models, and formalizing process resulting in 30% reduction in cycle time that allowed increased analytics and greater preparedness for quarterly earnings call.📌Managed and coached employee responsible for automating competitive analysis resulting in a 25% cycle-time reduction allowing for new in-depth studies such as: economic profit targets, the impacts of not providing EPS guidance.

Arlington, Va, Us

Highly visible position responsible for forecasting revenue and depreciation of a $9B portfolio. I worked closely with the Boeing Capital’s executive leadership and The Boeing Company’s CFO. Sole financial analyst for Boeing Capital’s investment committee with $18 billion annual throughput.Notable Accomplishments:📌Led team that developed and implemented improved cash forecasting process reducing forecast variance by 50%.📌Created new opportunities and risks tool and process resulting in over 50% reduction of missed forecast events.📌Received cash award for analytical support of $2B asset sale that included creation of robust analytics and coordination with investment banks.

Arlington, Va, Us

Accepted into Boeing’s Leadership Development program enabling exposure to multiple business units, functions, geographic locations and executive management. On a new assignment / audit every three months requiring Senior Executive interaction, rapid risk assessment, advanced organizational skills and focus on value-add recommendations.Notable Contributions:📌Managed 9 people over two three-month engagements spanning the US and Australia resulting in improved change control process for $1B program and promotion of employee to a permanent position in Australia. 📌Identified potential derivative instruments resulting in company-wide external review of equity investments.📌Improved processes to monitor $60M in supplier performance within NASA space shuttle payload processing.📌Recognized for researching and identifying potential and on-going fraud perpetrated by a vendor.

Arlington, Va, Us

Replaced two retiring senior Finance leaders in an autonomous assignment with increasing responsibility that included managing financial condition of $104 million program and hiring and training college new-hire. My assignment included interaction and negotiations with US government customer. I created additional cost measurement statistics enabling 98% profit capture and built new tools and implemented improved process for budgetary change control yielding a $400K annual savings.

Bethesda, Md, Us

Dynamic and autonomous assignment within small team environment. I developed cost and schedule controls which increased management visibility and reduced budget change requirements. Created and implemented the first training manual for finance new hires.

Ms, Finance

Mba Studies

Bs, Economics