Danielle Barber Email & Phone Number

Plan, organize, analyze, and review budget and reforecast data for assigned contractsPrepare mid month and monthly status reports highlighting problem areasPrepare and analyze Estimate of Completion (EACs) for assigned contractsSupport assigned managers in managing, tracking, monitoring, and reporting financial data as requested.Support program managers with invoicing, help resolve issues, and keep management updated on DSOMonitor contract funding to prepare and initiate Risk requests Assist with ad hoc reporting for our Business AreaAssist with contract setup and review all direct purchases made against contractsPrepare indirect budget, monitor, and send out monthly report to Division Management Assist Division Management with Bid & Proposal and Selling account setup. Track spending and provide bi monthly status reporting.Review, approve, and provide weekly status updates for labor and non-labor adjustmentsReview and monitor timesheets

Licenses: Series 7, Series 66, and Life Insurance Review client accounts through the utilization of internal resources and research data Create and run financial reports for Financial Advisor and clientsPrepare data summaries for inclusion on a variety of reportsAdministrative functions including gathering, analyzing, and reviewing dataAnalyze investment opportunities and client needsResearch, compile, and summarize data concerning various investments and productsEnter wide variety of client information on select forms, reports, and softwareMonitor and track client activity such as purchases, sales, withdrawals, deposits, etc.Take and execute client orders and provide market quotes Communicate with clients regularly; provide full customer serviceInvestigate and resolve operational problemsProvide follow-up with clients and operations staffAssist in the training of less experienced staffComply with all industry rules and regulations

Review and imported employee time cards into PeopleSoft payroll system Review payroll documentation for accuracy by audit reportsCommunicate with Human Resources to ensure integrity of payroll data related to new hires, terminations, transfers, and rate changes

Lead analyst for the Healthcare sector of Salisbury University’s portfolioResearched different stocks in the healthcare sector to help diversify the risk Used forecasting models in excel to help predict 6 month, 1 year, and 10 year performance Written reports and oral presentations Performance analysis throughout