Danielle Phillips Email & Phone Number

On the Fund Analytics team within Valuation Services, work with multiple Private Equity clients to assist with portfolio monitoring and reporting with a focus on data ingestion and streamlining processes.

Business Operations specialist, subject matter expert in onboarding dealership contracts into applicable systems including Polly’s proprietary software platform, Vertafore AMS360, and Salesforce. Conduct contract review and ensure compliance with contract terms for dealership Software License agreements and Sub-Producer agreements. Manage the Sub-Producer program, to include serving as the licensing concierge for prospective entities, maintaining updated records for all agreements, and facilitating reporting and payments. High focus on data integrity across all systems, implementing audit systems to identify discrepancies and ad hoc reporting. Additionally, manage special projects as needed including bringing our organization into compliance with the California Consumer Privacy Act.

Ensure timely and accurate processing of contracts and amendments for agents, in compliance with state and federal licensing regulations. Evaluate qualifications based on criminal and credit backgrounds, state regulatory issues, and other factors, working with home office and external contacts to obtain appropriate review and approvals. Ensure systems are properly coded to reflect agent’s information, licensing status and commission structure. Governs the issuance of new business based on agent’s licensing and contracting status with National Life.

South Burlington, Vt

Manage permitting and inspections for over 1700 jobs; solar array installations (10.7 megawatts), backup energy storage systems, re-roofing, and electric vehicle charging stations. Became familiar with the product specifications and governing codes in order to determine designs are compliant and answer questions from regulators (Authorities Having Jurisdiction -AHJs- local and state). Timely follow up on all design changes and inquiries from sales and customers regarding regulations for their project. Work with the focus on efficient throughput of every project, approval and the close out process, to provide a positive customer experience while developing and maintaining productive relationships with AHJs. Learn and navigate several proprietary software systems. Responsible for local fleet of 35 vehicles. Ensure local office is supplied for smooth operation. Financial duties include management of regional office operating bank account and procurement card expense reporting.

Burlington, Vermont Area

Manage permitting and inspections for over 1700 jobs; solar array installations (10.7 megawatts), backup energy storage systems, re-roofing, and electric vehicle charging stations. Became familiar with the product specifications and governing codes in order to determine designs are compliant and answer questions from regulators (Authorities Having Jurisdiction -AHJs- local and state). Timely follow up on all design changes and inquiries from sales and customers regarding regulations for their project. Work with the focus on efficient throughput of every project, approval and the close out process, to provide a positive customer experience while developing and maintaining productive relationships with AHJs. Learn and navigate several proprietary software systems. Responsible for local fleet of 35 vehicles. Ensure local office is supplied for smooth operation. Financial duties include management of regional office operating bank account and procurement card expense reporting.

South Burlington, Vt

On the cash applications team, apply payments to accounts, code deductions and match credits. Reconcile vendor of record accounts with a third-party company.

Focus on support for the Director of Mountain Operations and project organization with group of 16 managers in operations; data collection, preparing final reports, and presenting of information, formally and informally. Identified various needs for data recording and updating existing methods of collection and reporting, primarily utilizing excel based systems. Monitor compliance with OSHA and company specific safety and training requirements for up to 500 employees across 16 departments during peak season, as well as tracking all incident reporting. Conduct weekly financial reporting for all operations departments and perform variance analysis with managers. Other financial responsibilities include purchase orders and receiving, and purchase card reconciliation.Manager for the mountain Dispatch department during operational season, overseeing and facilitating all emergency communication (first aid, lift maintenance, and facilities). Training a team of 3-4 staff, development and implementation of standard operating procedures, and continually seeking process improvements striving for the most efficient communication.

Supervise 120 lift operators, including a diverse group of international workers. Organized the hiring process from interviews to candidate selection as well as setting up and conducting training for both new and returning staff. Responsible for weekly scheduling of all staff, timekeeping, organizing weekly safety training, disciplining staff, and other tasks as required.

Bachelor Of Science (Bs), Business Administration And Management, General

Activities and Societies: Minors in Economics and Communications

High School Diploma