Daniel Mcglynn Email & Phone Number

Avenu - Senior Financial Analyst November - currentFinancial Analyst May 2022 - November 2023Lenderworks – Junior Financial Analyst 2020 – May 2022o Completed daily calculation of fundings available on bank line,allowing for immediate reallocation between banks when nearing limitso Created monthly analysis of bank line usage and comparison with pastperformance, leading to removing less profitable warehouse lineso Created dashboards so executives could quickly track loan andfinancial KPIs (Commission, Fundings) and balanceso Submitted financial statements monthly & quarterly to each bank asrequired in bank covenants on tight deadlines with high accuracyo Completed Mortgage Bankers'; Financial Reporting Form quarterlyo Built monthly analysis of vendor costs, leading to increased profitability Accountingo Created step by step guide on how to optimize various accounting tasksand generate user guide, new team members were onboarded quickero Generated excel schemas to speed up transfer process, saving time foraccounting team on daily basis Miscellaneouso Prepared presentation materials and assisted with board decks forcompany executiveso Initiated and maintained accounting team’s file move to SharePoint,allowing whole financial team to work from anywhereAffinity Group Infusion – Reconciliation Accountant 2018 – 2020 Led an important project to reconcile over $4M dollars in corporate checkso Built and executed a systematic approach for more quickly reconciling70 different manufacturer lineso Methodically identified account discrepancies then led efforts to coordinatewith clients to resolve errors and speed up outstanding receivable collections Reduced reconciliation time by 25% or more by implementing Excel formulas,macros, and pivot tables, enabling me to:o Quickly work through two months of my predecessor’s reconciliationbacklogs, and absorb a 20% increase in newly added workload (in terms ofcheck volume and total dollars accounted for)o Create an accounting manual to help staff understand the complex detailsof certain general ledger account types and transaction flowsEDUCATIONCollege of William and Mary, May 2018 Bachelor of Arts in Economics • Minors in Mathematics and Psychology SKILLS | HONORS | ACTIVITIESTechnology: Excel (Formulas, Macros, Pivot Tables, VLOOKUP), Loan Vision, Encompass, Optifunder,Sharepoint Stata & R; Tableau Data Scientists class; Coursera People Analytics classWilliam and Mary James Monroe Scholar (SAT Scores: 800 CR  760 M) 2014 - 2018Boy Scouts of America - Eagle Scout

Listed skills include Microsoft Excel, Data Analysis, Stata, R, and 3 others.

• 

  William & Mary

  Economics