Danielle Oliver Email & Phone Number

Newark, New Jersey, United States

New York City Metropolitan Area

• Project Management support for a capital markets project team to plan and manage a project with multiple workstreams and reporting streams.
• Stakeholder meeting coordination: meeting invites, minutes, and leading meetings
• Project Management - consolidating data for weekly status reporting meetings
• Assisting in other program governance meetings

• National Trusted Business Advisor for the International Tax Practice Group, managing $650M of revenue. Reports on weekly financial position to Operation Leadership, highlighting insights and recommending action steps.
• Led a team of 2 direct reports, US, and India personnel to support the National Service Line; advised international partners on performance management platform while fostering collaborative work environments
• Facilitated forecast and planning processes by leveraging all stakeholders to ensure plan reflected service line P&L goals while being compliant with the overall Firm goals
• Participated in strategy sessions with key Partner and Director–level leadership to perform an in-depth review of financials
• Collaborated with Shared Services channels including Sales, Talent, Global Accounting, and client services staff regarding financial performance and overlapping processes

• Regional Trusted Business Advisor of Service Lines within the Tax and Consulting Functions, managing $350M of revenue. Provides Operation leadership with insight and recommendations needed to make effective business.
• Managed forecast and planning processes by leveraging all stakeholders; implemented a streamlined, efficient plan and a forecast template for the Tax Finance team
• Achieved a reflected growth of 10% and achieved over 12%+ of actual growth through disciplined analysis and application of best practices
• Performed month-end closing duties including journal entry management, revenue management, accounts receivable reporting, late time analysis, rate analysis, balance sheet analysis, daily projections financial results.
• Verified the firm's accounting policies and practices and ensured 100% compliance with GAAP
• Coached and mentored staff on financial data and procedures; authored and delivered informational training sessions for individual or group settings

• Conducted financial planning, analysis, and projection for the company; forecasted future revenues and expenditures to establish cost structures and to determine capital budgeting for projects.
• Maintained accurate and timely monthly expense variance and full year expense projection reporting to departments and divisional expense controller; identified risks, opportunities, and variances to plan.
• Support in coordination of financials for the strategic planning process; assisted in completing the final deliverable.
• Responsible for financial analysis projects and reporting.
• Monitored and provided recommendations on project and functional spending against department objectives. Worked with project leads to make certain projects stayed within budget.

• Led, coached, and developed a team of 2 direct reports while overseeing performance of Internal Reporting Team responsibilities; conducting OJT and formal training to enhance staff performance and efficiency.
• Conducted month-end closings and reviewed/validated the accuracy of the financial data in the CGI Internal Reporting Database.
• Compiled monthly reporting data through collection of P&L statements and key metrics for regions and markets.
• Contributed to the accounting team by assisting in quarter-end and year-end reporting including managing the quarterly Sarbanes-Oxley review.

Greater Philadelphia

(Formerly Intracorp)

Wilmington, Delaware, United States

(Formerly PNC Global Investment Servicing and PFPC Worldwide)

Six Sigma Green Belt

Onward to Opportunity

Master Of Science - Ms, Accounting, Finance

Bachelor Of Science - Bs, Accounting

Activities and Societies: Member, Beta Alpha Psi