Daniel Beck Email and Phone Number
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I am a well-rounded and versatile Finance and Treasury professional with over a decade of experience at leading public and private companies across several industries including financial services, automotive, and technology. I am an expert in applying my experience, analytical and quantitative skills, strategy, and collaboration skills to successfully achieve objectives, solve challenging problems, and add significant value.I started my career in the Corporate Finance Analyst Program at JPMorgan in New York and worked in various Finance roles across several businesses there including the Private Bank, Investment Bank, and Treasury Services including during the Financial Crisis. After being exposed to Treasury at JPMorgan, I became very interested in it and moved into JPMorgan's Treasury group where I last served as a Vice President in the Corporate Treasury Analytics & CFO Group. After 7 years at JPMorgan, I moved into the automotive industry and worked as a Senior Treasury Analyst at Porsche Financial Services. After 2 years at Porsche, I moved to Los Angeles where I worked as a Senior Treasury Consultant for Toyota Motor North America and supported the Treasury team when Toyota was moving its North America headquarters to Plano, TX. In 2021, I joined a HR SaaS company (Cornerstone OnDemand) as Treasury Manager and first dedicated Treasury employee where I built and ran the Treasury and Insurance function at the company. I moved to a private personal finance company (NerdWallet) in 2021 where I worked as Treasury Manager and was the first dedicated Treasury hire there as well where I built and ran the Treasury and Insurance function as well. I left NerdWallet in 2022 and am now working as a Corporate Finance Consultant providing finance advisory services to companies.• I have successfully built and ran Treasury function including banking, cash management, cash flow forecasting, foreign exchange, investments, letters of credit, capital markets, debt management, and insurance at two public companies (Cornerstone OnDemand and NerdWallet) as the first dedicated Treasury employee.• I have extensive experience in capital markets transactions including supporting an IPO, raising $2.7 billion in low-cost funding, executing interest rate swaps and FX trades, executing a $150 million stock buyback program, supporting several acquisitions including a $1.3 billion acquisition.
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Advanced Medical Management, Inc.Long Beach, California, United States -
Finance And Treasury ConsultantFreelance 2022 - PresentProvide finance advisory and services including treasury management, financial planning and analysis, internal controls, tax, and accounts payable and receivable management to corporate clients.• Built 3 statement model for startup raising seed funding• Proposed and supported successful seed round funding of over $1M that included individual and institutional investors; moved US banking to new banking partner, set up cash forecasting, budgeting, and financial KPI reporting; set up accounts payable and receivable processes including controls; managed tax requirements and accounting; proposed and assisted in cost-cutting initiative that resulted in reducing total expenses by over 50% for entertainment production client.• Managed Treasury project to consolidate and rationalize global banking, migrated letters of credit and bank guarantees to credit facility to recover cash collateral, and supported development of treasury policies and process improvement for internet services client.
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Treasury ManagerNerdwallet 2021 - 2022San Francisco, California, UsBuilt and ran Treasury and Insurance functions which included global banking relationship management, cash management, cash forecasting, letters of credit, debt management, and corporate insurance.• Supported successful IPO of company in November 2021 that raised $130 million.• Supported acquisition of On the Barrelhead for $120 million which was primarily financed with funding from credit facility -
Treasury ManagerCornerstone Ondemand 2018 - 2021Santa Monica, Ca, UsBuilt and ran Treasury and Insurance functions which included global banking relationship management, cash management, cash forecasting, foreign exchange management, investments, letters of credit, capital markets, debt management, and corporate insurance.• Supported multiple acquisitions including $1.3 billion acquisition of Saba Software which was primarily funded by $1 billion term loan• Created cash forecasting process for the company• Analyzed foreign exchange exposures and created balance sheet hedging strategy• Led process to select and add two new banking relationships.• Created processes to add new critical controls for investments and bank portal access. -
Vice PresidentHeritage Financial Partners 2018 - 2018Responsible for providing financial advisory, data analysis, and consulting services to startups and middle market companies.• Performed complex financial modeling and analysis to help raise investment funding for clients• Produced forecasting, reporting for banks, and key metrics such as churn/LTV/CAC for clients• Produced valuation reports for real estate projects and deals using IRR analysis
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Senior Treasury AnalystToyota North America 2016 - 2017Plano, Tx, UsConsultant at Robert Half Management Resources assigned to Toyota Motor North America Treasury responsible for cash flow forecasting, cash management, management reporting, and special projects. • Integrated treasury operations of NA manufacturing entities with over $4 billion, 40 accounts, and 10 bank relationships• Set up lockbox for Accounts Receivable group to replace manual processing of over 200 checks/month• Developed and implemented official wire request form for North America companies• Supported relocation of treasury operations from Torrance, CA to Plano, TX -
Senior Analyst, Porsche Financial Services TreasuryPorsche 2013 - 2015Stuttgart, DeResponsible for supporting company's asset-backed securitization portfolio for US and Canada.• Raised funding through financing warehouse programs and issuance of auto asset backed securities • Co-issued $700mm lease term deal (PILOT 2015-1) that includes initial hard overcollateralization .75% lower than any other lease issuer • Co-issued $850mm lease term deal (PILOT 2014-1) that is Porsche's largest term deal to date and included Lamborghini and Bentley leases for the first time in company's history • Co-issued $488mm retail term deal (PFAST 2014-1) that included loans for Lamborghinis and Bentleys in addition to Porsches for the first time in company's history• Co-issued $688mm lease term deal (PILOT 2013-1)• Co-executed first cleanup call of term transaction (PILOT 2011-1) and two additional term transactions (PILOT 2012-1, PFAST 2011-1)• Created Internal Rate of Return (IRR) model to determine economic costs and benefits of company's financing strategies• Modeled and executed interest rate and cross currency swaps to hedge risk• Led and coordinated audits of securitization programs• Directly reported to CFO during interim period• Produced external and internal reporting on all ABS programs and swaps• Revamped numerous core processes to add significant improvements, automation, and controls including reducing turnaround time for monthly reports from 2 weeks to 2 days and reducing turnaround time for daily payment process from 2 hours to 20 minutes• Successfully transitioned treasury operations from Chicago, IL to Atlanta, GA -
Vice President, Corporate Treasury Analytics & Cfo GroupJ.P. Morgan 2011 - 2013New York, Ny, UsManaged function for reporting, analyzing, and forecasting the internal and external funding of firm's $2 trillion balance sheet• Generated multi-year/multi-scenario Budget for Treasury presented to CFO• Led and produced stress test results for net interest income submitted to Federal Reserve• Developed and implemented new reporting processes and process improvements -
Assistant Vice President, Treasury & Securities Services Liquidity Solutions Cfo GroupJ.P. Morgan 2009 - 2011New York, Ny, UsResponsible for financial planning, reporting, and analysis for global treasury and investment products• Improved central reporting and analysis processes to cut turnaround time, improve accuracy, and implement consistency• Tracked and planned headcount/expenses with global regional heads• Produced authoritative and comprehensive source of financial information for treasury and investments product group
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Financial Associate, Investment Bank Balance Sheet GroupJ.P. Morgan 2007 - 2009New York, Ny, UsCapital management and credit, market, principal, and operational risk reporting• Supported transition from Basel I to Basel II international regulatory capital framework by operationalizing Basel II program from project to standard operating model• Compiled high level analysis for senior management to decide on post-merger IB capital strategy and integrated off-line / non heritage JPM systems data to successfully report combined capital as part of Bear Stearns merger integration• Coordinated and created IB capital budget plan for IB CFO and Global Controller to set direction and strategy for future capital use• Successfully supported migration to new financial data source system, adapted appropriate reporting processes to latest capabilities and requirements, assisted in transition of business partners
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Financial Analyst, Private Bank Profitability GroupJ.P. Morgan 2006 - 2007New York, Ny, UsResponsible for production and accuracy of monthly Market and Regional P&L reports distributed to regional CFOs, market CFOs, and PB senior management• Supported transition to new profitability model platform, providing base for team to report profitability at product and client level, for which there was no such capability before • Collected all model data, calculated expense allocation drivers, and implemented new 2007 structure for whole scale build and update of 2007 Profitability model that serves as basis for Profitability reporting• Served as point man for group’s transition to new expense data source system to allow decommissioning of the existing system, resulting in significant savings in maintenance costs to firm• Implemented rules and methodology for client profitability reporting
Daniel Beck Skills
Daniel Beck Education Details
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Northwestern UniversityBusiness Institutions -
Yonsei UniversityKorean Language
Frequently Asked Questions about Daniel Beck
What company does Daniel Beck work for?
Daniel Beck works for Advanced Medical Management, Inc.
What is Daniel Beck's role at the current company?
Daniel Beck's current role is Finance and Treasury Professional.
What is Daniel Beck's email address?
Daniel Beck's email address is db****@****sod.com
What schools did Daniel Beck attend?
Daniel Beck attended Northwestern University, Yonsei University.
What skills is Daniel Beck known for?
Daniel Beck has skills like Financial Modeling, Forecasting, Risk Management, Analysis, Capital Markets, Corporate Finance, Strategy, Management, Financial Reporting, Fixed Income, Process Improvement, Treasury.
Who are Daniel Beck's colleagues?
Daniel Beck's colleagues are Valerie Owens, Graham Bishop, Katelyn Ragusa, Elizabeth Camacho, Mary Aguilar, Roselyn Mirasol, Mackenzie Palacio-Davis.
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