Daniel Rincon Email & Phone Number

Plano, TX, US

New York, NY, US

• Define critical metrics, process weaknesses, and strategies to improve workflow and enable the department to meet goals and exceed expectations
• Partner and collaborate with internal cross-functional leaders and stakeholders to align operations and refine processes with the broader organization
• Lead a management team in redefining team expectations while fostering and emphasizing a collaborative environment
• Collaborate with Product and Engineering to provide input on key features for future program and product rollouts

New York, NY, US

• Managed and oversaw Transaction Coordinators responsible for the contract-to-close process ensuring compliance to SLAs
• Led the creation and implementation of a restructure that allowed for greater processing efficiencies and greater CX
• Ensured all members of the team were trained and efficient in all policies, process changes, and protocols

New York, NY, US

• Directed and maintained daily operations of all transaction functions as well as workload of up to 19 direct reports
• Collaborated with regional, inter-departmental, and international teams to implement processes that reduce time to pay and increase team efficiency
• Led a team that saw its transaction volume increase 280% and client base increase 130%
• Created and implemented detailed process documents for the transition of responsibilities to the offshore team
• Led change management for all Texas markets and oversaw the rollout of 4 major software changes critical to the team’s day to day workflows

New York, NY, US

• Collaborated with the Broker of Record to ensure compliance requirements are being met
• Partnered with Accounting to reduce audit errors and implemented a showcase with other regions to share best practices
• Curated reporting for leadership on local and regional levels for presentations and contract negotiations
• Owned the processing and release of payments for the Texas and Colorado markets

New York, NY, US

Eugene, Oregon, US

• Researched current holdings and prospective companies to produce valuation reports (discounted cash flow and comparables methods) using historical financial statements and country and industry economic trends to.
• Led weekly asset performance and allocation presentations to manage $250,000+ toward emerging economies
• Provided feedback regarding analysts’ valuations to improve quality of analysis, reports, and presentations
• Created organizational structure to accommodate and manage 30+ analysts (250% increase in staff over previous years)

Oregon, US

• Performed due diligence activities that included competitor analysis, report creation, and business analysis on 30+ companies seeking equity funding.
• Conducted preliminary questioning with founders of various startups to determine growth and exit strategies.
• Created and presented investment memorandums and bottom line recommendations to the Managing Director and group of Angel investors.

Dublin, Coolock, IE

• Analyzed product complaint cases and determined level of reportability to the FDA and whether to escalate the case under Medical Device Reporting Regulations
• Structured and prioritized workflow of 400+ records around strict FDA deadlines to maintain compliance by closing all cases within 60 days of receipt
• Maintained a knowledge and understanding of current Medical Device Reporting regulations and guidelines through regular departmental updates and trainings
• Created daily workflow reports for the department and ad hoc reports for leadership

Master Of Business Administration (Mba), Finance And Securities Analysis, Advanced Strategy/Leadership

Bachelor Of Business Administration (B.B.A.), Finance