Daniel Levenson

Daniel Levenson Email and Phone Number

Financial Credit Analyst at Liberty Mutual Insurance
Daniel Levenson's Location
Weston, Massachusetts, United States, United States
Daniel Levenson's Contact Details
About Daniel Levenson

Retired as of November 2021, I want to do something either for fun or to help other people and make this world a better place. Societal issues of special concern to me now include housing insecurity; food insecurity; mass incarceration; felony criminal sentencing reform and community justice; the growing influence of hate groups; systemic racial oppression; and antisemitism.I have spent the major part of my career in the property / casualty industry as a data analyst, financial analyst or credit analyst. Prior to that, I worked in an electric utility company and then with a maker of aircraft engines as an engineer. Between careers, I earned an MBA degree and a certificate in client/server programming and web development.I spent 5 years in an Information Systems group in a technical role involved with ETL projects (Extract, Transform and Load), using tools like Informatica PowerCenter to move and process data between databases. My financial experience included planning and budgeting, as well as commercial credit analysis, where I have now spent more than half my career.Some of my strengths are: learning and applying new skills to take on new roles (e.g., Hyperion Pillar for budgeting, Informatica PowerCenter, SQL coding, credit analysis); being dependable and reliable; and working collaboratively to solve business problems.Specialties: Corporate financial statement analysis; ETL (Informatica PowerCenter, DB2 UDB, SQL Server, SQL coding); financial analysis, including planning, budgeting and variance analysis (Hyperion Pillar, Essbase)

Daniel Levenson's Current Company Details

Financial Credit Analyst at Liberty Mutual Insurance
Daniel Levenson Work Experience Details
  • Liberty Mutual Insurance
    Lead Credit Analyst
    Liberty Mutual Insurance Jun 2009 - Oct 2021
    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.
  • Recombinant Data Corp
    Etl Developer
    Recombinant Data Corp Feb 2009 - May 2009
    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).
  • Liberty Mutual
    Data Analyst
    Liberty Mutual May 2001 - Jan 2009
    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
  • Liberty Mutual Insurance
    Senior Financial Analyst
    Liberty Mutual Insurance 2000 - 2001
    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.
  • Liberty Mutual Insurance
    Operations Manager – Human Resource Development
    Liberty Mutual Insurance 1998 - 2000
    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.
  • Liberty Mutual Insurance
    Financial Analyst - Corporate Human Resources And Administration
    Liberty Mutual Insurance 1996 - 1998
    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.
  • Liberty Mutual Insurance
    Financial Analyst - Business Credit Department
    Liberty Mutual Insurance 1991 - 1996
    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.
  • Liberty Mutual Insurance
    Financial Analyst – Department Of Business Markets Controller
    Liberty Mutual Insurance 1988 - 1991
    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.
  • General Electric
    Turbine Engine Development Engineer
    General Electric 1984 - 1986
    Contract position. Produced detailed specifications for instrumenting, assembling, testing and disassembling development aviation turbine engines. Coordinated and oversaw those activities within a unionized shop.
  • Fpl
    Assistant Service Planner
    Fpl 1981 - 1983
    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.

Daniel Levenson Skills

Financial Analysis Db2 Sql Server Sql Planning Budgeting Financial Reporting Etl Analysis Informatica Forecasting Credit Analysis Business Analysis Flute Woodworking

Daniel Levenson Education Details

Frequently Asked Questions about Daniel Levenson

What is Daniel Levenson's role at the current company?

Daniel Levenson's current role is Financial Credit Analyst at Liberty Mutual Insurance.

What is Daniel Levenson's email address?

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What is Daniel Levenson's direct phone number?

Daniel Levenson's direct phone number is +161787*****

What schools did Daniel Levenson attend?

Daniel Levenson attended Carnegie Mellon University - Tepper School Of Business, University Of Pennsylvania, Clark University.

What are some of Daniel Levenson's interests?

Daniel Levenson has interest in Investing, Freshwater Fishing, Music Performance, Golf, Woodworking.

What skills is Daniel Levenson known for?

Daniel Levenson has skills like Financial Analysis, Db2, Sql Server, Sql, Planning, Budgeting, Financial Reporting, Etl, Analysis, Informatica, Forecasting, Credit Analysis.

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