Daniel Levenson Email & Phone Number

Boston, Massachusetts, United States

Commercial credit analysis of large regional, national and international corporations, both public and private, across all industries. Played a prominent role for numerous projects, including: development of new internal credit risk management system; evaluation and selection of third-party credit rating product and development of new policies and procedures to incorporate its use; development and implementation of new Quality Review process; and transition of department electronic file storage from shared server to SharePoint.

In this contract position, I debugged, maintained and developed SQL Server 2005 stored procedures used to build, populate and report from a medical data warehouse. In conjunction with this work, I completed the Human Research Curriculum of CITI (Collaborative Institutional Training Initiative).

Designed, developed, implemented and maintained data migration and feed solutions across relational databases for multiple applications, primarily using Informatica PowerCenter with extensive use of SQL. Informatica workflows consist of up to 80+ mappings. Provided off-hours support. Developed, tested and implemented periodic data change releases.  Served as the only dedicated Extract, Transform and Load (ETL) resource in department, down from a team of 5. Created “fast-track” processes and stored procedures to simplify, standardize and accelerate certain maintenance tasks, delivering time savings of 30-95%. Completed Informatica Powercenter Level 2 Developer and Level 1 Administrator training. Earned Lean 6 Sigma yellow belt. Served as main subject matter expert in pilot project.• Position was eliminated in an organizational restructuring

Analyzed and reported financial results and input budget using Hyperion Pillar, EssBase and Access. Developed various budget line items and allocations. Generated cash flow exhibit and market and monthly splits of P&L and cash.  Designed and created models to develop rate proposals for chargeback services. Developed Excel macros to automate the process of Essbase retrievals. Supported 3 different supervisors in less than 1 year during organizational transition.

Managed staff of 5 in delivery of HRD training programs to internal customers, who included all managers and all new employees. Coordinated activities among Program Managers, Conference Center, Catering, Conference and Meeting Management, and course participants. Prepared department budget and monitored actual performance.  Realigned staff roles and responsibilities and reduced staffing from 9 to 5 to align with new curriculum and delivery model Managed creation of new system for administration of training programs and generation of management reports. Simplified administration and shortened reporting cycle while eliminating manual processes that were subject to human error. Created and implemented plan for transitioning acquired company to our tuition reimbursement policies and procedures.

Coordinated the annual forecast and budget process with managers of 30 departments. Consolidated forecasts and budgets, and input into Hyperion Pillar software. Produced monthly financial reports for senior level managers. Identified and analyzed expense and revenue variances.  Co-chaired and prepared materials for semi-annual customer service meetings and coordinated follow-up activities. These meetings generated significant goodwill with internal customers by opening communication channels and enhancing customer understanding of our products, services and pricing.

Analyzed financial statements and business prospects of commercial customers having annual insurance premiums up to $5 million each to assess and quantify financial risk. Advised underwriters about payment and security terms. Instrumental in developing work tracking and management reporting standards, systems, and procedures that the corporate department rolled out nationally. Supervised 3 analysts.

Analyzed monthly business unit financial results and highlighted critical issues for senior management. Monitored and reported the financial impact of actuarial transactions to business unit managers. Advised and supported corporate and regional managers in use of newly created business forecasting models and annual business planning templates. Created computer model (Excel/IFPS) to forecast “involuntary” market business in 50 states. Acted as department liaison to actuarial group.

Contract position. Produced detailed specifications for instrumenting, assembling, testing and disassembling development aviation turbine engines. Coordinated and oversaw those activities within a unionized shop.

Electrical power distribution engineering. Assessed customer load or service requirements. Produced engineering specifications and plans. Provided field support during construction. This was a customer facing position. Began work with the company as a Marketing Services Representative.

Mba, Finance

Bs, Mechanical Engineering

Certificate, Client/Server Programming And Web Development

Intensive 33 week, 360 hour, instructor led, hands-on training and lab curriculum. Training included Visual Basic, HTML, Active Server.