Danielle Monroe Email & Phone Number

Charlotte, North Carolina Area

· Analyze and prepare financial and operation results presentation, including variance analysis, trending, KPIs, margin analysis, other ad-hoc reporting and analysis for internet, VoIP, and phone services· Leverage advanced software functionality to create user guided dashboards, reports, queries, and summaries· Interacts with all levels of management to gather, analyze, and prepare recommendations regarding financial plans, new product introductions, variance analysis, and operating… Show more · Analyze and prepare financial and operation results presentation, including variance analysis, trending, KPIs, margin analysis, other ad-hoc reporting and analysis for internet, VoIP, and phone services· Leverage advanced software functionality to create user guided dashboards, reports, queries, and summaries· Interacts with all levels of management to gather, analyze, and prepare recommendations regarding financial plans, new product introductions, variance analysis, and operating forecasts· Develop and deliver reporting and analysis utilizing product, operating, sales and compensation data to deliver valuable/actionable business information directly to internal users Show less

Charlotte, North Carolina Area

· Audit $2.4M in provider compensation statements monthly for multiple products including Energy, Satellite TV, Cable, Internet, VoIP, and Home Security· Ensure accurate calculation and reporting of monthly compensation payments to over 50k individual business owners· Automate and streamline weekly/monthly product reporting to Agency VP detailing sales, activations, churn, product/market mix for trend analysis, forecast, and to identify issues· Produce reporting, trending and… Show more · Audit $2.4M in provider compensation statements monthly for multiple products including Energy, Satellite TV, Cable, Internet, VoIP, and Home Security· Ensure accurate calculation and reporting of monthly compensation payments to over 50k individual business owners· Automate and streamline weekly/monthly product reporting to Agency VP detailing sales, activations, churn, product/market mix for trend analysis, forecast, and to identify issues· Produce reporting, trending and root-cause analysis regarding inquiries and escalationsAnalyze and prepare financial and operation results presentation, including variance analysis, trending, KPIs, margin analysis, other ad-hoc reporting and analysis for internet, VoIP, and phone services· Leverage advanced software functionality to create user guided dashboards, reports, queries, and summaries Show less

Charlotte, North Carolina Area

• Manage the capital leases for over 16,000 vending machines including maintaining and reconciling all rent expenses, divestures buyouts, and end of lease term buyouts • Process approximately $1.5 million in invoices for new capital leased vending machines monthly• Process client investments and ensure they are properly classified and amortized in compliance with policy

Charlotte, North Carolina Area

• Supported the Broker Dealers and Back Office Personnel with 99% accuracy• Researched and analyzed individual account variances• Reconciled mutual fund trades and adjustments according to NASD and SEC regulations