Daniel Cruz Email and Phone Number

OneStream Software provides a revolutionary corporate performance management (CPM) solution that unifies and simplifies financial consolidation, planning, reporting, analytics, and financial data quality for sophisticated organizations. Delivered via the cloud or on-premise, OneStream is the first and only solution that delivers corporate standards and controls, with the flexibility for business units to report and plan at additional levels of detail without impacting corporate standards – all through a single application. The OneStream XF MarketPlace features downloadable solutions that allow customers to easily extend the value of their CPM platform to meet the changing needs of finance and operations.We are driven by our mission statement that every customer must be a reference and success. To learn more visit www.onestreamsoftware.com70% - Conversion Rate2.6 Million generated in Pipeline (as of 11/1/2024)

- Cast vision for what the Client/Contractor partnership could be long-term (assessing the current scope and future opportunities for growth).- Growth mindset. Invest time, trust, and care in order to strategically enhance and grow the client's business by up-selling additional solutions offered by BELAY.- Consulting for best practices, efficiency, and strategy recommendations. - Collaborate with all necessary individuals regarding contract changes.- Manage crisis situations and escalate when appropriate.- Collaborate with the BELAY Placement team for all contractor placements.- Create and foster self-managing engagements through resources and coaching.- Ensure documentation and communication are current and accurate (SecureSync, Salesforce CRM, etc.).- Provide insight and recommendations to strategically enhance the overall experience by collaborating with leadership and teams across the organization.- Conduct quarterly account reviews with Client Relations Manager to proactively identify sales opportunities and areas of improvement and growth.

Ability to independently lead client communications and interactionsDetermine asset allocation based on clients’ needs, willingness & ability to take riskPartner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.Engages in business planning efforts and actively supports the firm’s strategic priorities

The Financial Planning Associate position includes the opportunity for career progression in financial planning through learning and developing technical financial planning expertise, including the ability to analyze confidential client financial information and integrate the financial planning philosophy and biblical principles upon which the company serves its clients into customized financial plans to help clients achieve their goals.

The Investment Operations Analyst, Trading is responsible for performing operational activities pertaining to the daily firm brokerage trading, centralized trading, and servicing of client brokerage accounts for the company.Principal Accountabilities:1. Trading• Develops expertise in understanding and utilizing all facets of Orion Eclipse trading platform• Performs quality control functions• Prepares trades for electronic upload and execution2. Centralized Trading• Processes trade submissions and executes trades for centralized trade tickets submitted by the field• Performs weekly checks to verify all centrally traded accounts are flagged properly• Performs various checks to minimize trading issues (e.g., Cash Check, Dividend Check, Holdings Check, Margin Holdings Check, & Account Restrictions Check)• Performs quarterly rebalancing for centrally traded strategies; performs series of checks before trading to minimize trade issues3. Trade Corrections• Reviews trade correction information provided by advisor teams and follows up if changes are needed or provides additional information so correction can be processed with custodian• Creates proper formatting of equity and mutual fund trade corrections to meet custodian requirements4. Profit and Loss Reporting• Runs transaction report in Fidelity Wealthscape and Schwab Advisor Center and uses trade correction backup to match equity trades and dividend adjustments• Notates trade error information on Trade Error Log

The Portfolio Analyst ensures clients’ portfolios are invested in accordance with the stated goals, conducts annual investment reviews, and partners with the other functional areas of the company to formulate a total investment solution designed to meet institutional and individual client needs.

As a Youth Director, my duties include planning and facilitating all youth group and individual meetings, coordination of weekly student progress, financial accountability, and student development. • Coordinate weekly events, planned and scheduled year-long calendars• Responsive to emails, phone calls, and follow up conversations in person, in a timely manner• Interview, hire, direct, and train college interns for our yearly summer teen internship• Manage all administrative and financial decisions including maintaining a budget, developing a vision statement, and coordinating a yearly calendar of events

-Responsible for overseeing 40+ teenagers aged 14-18.-Planned and coordinated multiple multigroup events with numbers above 150+ teenagers-Trained in overseeing budgets, calendars, and -Responsible for training and managing 8 college interns

-Content adviser-Ensured that links were working properly to ensure maximum web traffic-Effectively managed web content to operate efficiently on web pages