Danielle Winder Email & Phone Number
@plicards.com
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Who is Danielle Winder? Overview
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Danielle Winder is listed as Financial & Tax Advisor at Winder Wealth Management, based in Las Vegas, Nevada, United States. AeroLeads shows a work email signal at plicards.com and a matched LinkedIn profile for Danielle Winder.
Danielle Winder previously worked as Business Owner at Winder Wealth Management and Treasury Manager at Pli Card Marketing Solutions. Danielle Winder holds Master Of Business Administration (M.B.A.) from University Of Arizona.
Email format at Winder Wealth Management
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AeroLeads found 1 current-domain work email signal for Danielle Winder. Compare company email patterns before reaching out.
About Danielle Winder
Growth-oriented Treasury Manager with a decade of experience overseeing and administering business capital to drive daily operations and organizational and business financial goals. Demonstrates proficiency in financial markets, business economics, and associated financial risks while working with industry SMEs to ensure effective portfolio management and minimize asset liability. Assesses financial performance and liquidity needs to develop long term financial strategy and policies that facilitate C-Suite and Stakeholder informed decision-making and ensure compliance and support capital markets, leasing, and related corporate finance activities.
Listed skills include Management, Microsoft Office, Customer Service, Microsoft Excel, and 18 others.
Danielle Winder's current company
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Danielle Winder work experience
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Treasury Manager
* Ensures the coordination of the statutory audit, year in year out, and resolves all possible queries* Ensures the efficient management of the Company's bank accounts* Maintains and manages all financial records, logs, spreadsheets, and registers* Ensures the company's banking operations; seeing to it that all funds are appropriately banked ensuring efficiency and returns* Ensuring conformity of company bank account with IFR Standards. Reconciling of bank statements against the GL, and clearing accounts assigned* Provides inputs and advice to the company. This includes recommending changes that will maximize revenue and profit* Ensures tax regulations comply with established standards* Ensures robust and efficient tax planning and filing with the relevant bodies* Sees to it that the financial position of the company is well calculated daily* Checks and verify cash transactions; and also investigate and propose a possible resolution for any discrepancies* Responsible for interest and debt analysis, with the provision of relevant information and report* Takes care of the cash management system of the company and its payment mechanism* Responsible for following up on financial proceedings, and ensuring tasks are completed on schedule.
Sr Treasury Analyst Ii
• Managed $400 million dollar line of credit and reduced interest expense by 15% by improving accurate forecasting. • Managed 10 corporate bank accounts which served different purposes with 100% accountability.• Processed Federal wires and ACH payments to pay suppliers, payroll, taxes (property, income, etc.), fees/fines, and all other company expenses, maintaining 100% accountability.• Reconciled bank accounts daily to ensure each account has enough money to pay upcoming expenses. • Corresponded with bank lenders and executive management to process weekly Libor loans to sustain liquidity for daily cash needs.• Developed a yearly budget to forecast liquidity needs and produce financial reports such as journal entries, interest expense, short-term and long-term liability, etc. • Submitted financial reporting documents for month-end, quarter-end, and year-end accounting activities.• Managed and participated in the development and implementation of goals, objectives, and policies.
Financial Analyst Ii
• Financial and trend analysis resulted in department overhead reduction of $297k• Grassroots reporting using cost accounting for direct labor had an outcome of identifying $550k risk• Product factory assembly analysis resulted in customer price reduction of $40k for over 600 units• Product labor analysis caused accurate financial planning of $300k previously missed by predecessors• Departmental analysis of 450 employees reduced risk for the company by $60k• Created monthly financial reporting packages for Directors of Quality & Mission Assurance• Submitted monthly and quarterly cost center variance analysis and research
Asset Manager
• Generated over $300k in revenue for the company• Expanded company assets by $4 million using client consolidation tactics• Managed over $101 million in assets with a 95% client retention rate
Financial Advisor
• Increased company assets by $1 million using client asset consolidation strategies• Developed and communicated market data to clients which resulted in 30% risk reduction to portfolios • Presented Subject Matter Expert topics to peers and assigned team members resulted in asset growth of $500k
Retirement Plan Specialist
• Trained and coached 30 employees by facilitating new-hire trainings• Implemented root cause analysis to improve departmental inefficiencies and improved customer quality by 5%• Expanded company assets by $5 million through 20% conversion rate of terminated 401k participant accounts
Danielle Winder education
Master Of Business Administration (M.B.A.)
Bachelor Of Science (Bs), Economics
Frequently asked questions about Danielle Winder
Quick answers generated from the profile data available on this page.
What company does Danielle Winder work for?
Danielle Winder works for Winder Wealth Management.
What is Danielle Winder's role at Winder Wealth Management?
Danielle Winder is listed as Financial & Tax Advisor at Winder Wealth Management.
What is Danielle Winder's email address?
AeroLeads has found 1 work email signal at @plicards.com for Danielle Winder at Winder Wealth Management.
Where is Danielle Winder based?
Danielle Winder is based in Las Vegas, Nevada, United States while working with Winder Wealth Management.
What companies has Danielle Winder worked for?
Danielle Winder has worked for Winder Wealth Management, Pli Card Marketing Solutions, Southwest Gas Corporation, Raytheon, and Vanguard.
How can I contact Danielle Winder?
You can use AeroLeads to view verified contact signals for Danielle Winder at Winder Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Danielle Winder attend?
Danielle Winder holds Master Of Business Administration (M.B.A.) from University Of Arizona.
What skills is Danielle Winder known for?
Danielle Winder is listed with skills including Management, Microsoft Office, Customer Service, Microsoft Excel, Investments, Finance, Retirement Planning, and Series 6 Holder.
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