Daniel Roberts

Daniel Roberts Email and Phone Number

Partner and Director and Licensed Fiduciary @ Coventry, Vernon, & Roberts, LLC
Glendale, AZ, US
Daniel Roberts's Location
Glendale, Arizona, United States, United States
Daniel Roberts's Contact Details

Daniel Roberts work email

Daniel Roberts personal email

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About Daniel Roberts

Accomplished finance leader with extensive experience in overseeing and leading financial functions of an organization through comprehensive performance and risk analysis. Expertise in strategic financial planning, financial modeling, acquisition synergies, financial planning & analysis, risk management, finance IT systems, audit and internal controls, relationship building, forecasting, and regulatory compliance and process improvement. Trusted financial advisor to CFO and CEO. Exemplary communication, interpersonal, and leadership skills with unstoppable work ethic and integrity. Fluent in English and Spanish. Core Competencies include:Strategic Planning & Execution, Finance Operations, Financial Planning & Analysis (FP&A), Cross-Functional Collaboration, Audits & Compliance, Team Leadership, Financial Modeling, Acquisition Synergies, Process Improvement

Daniel Roberts's Current Company Details
Coventry, Vernon, & Roberts, LLC

Coventry, Vernon, & Roberts, Llc

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Partner and Director and Licensed Fiduciary
Glendale, AZ, US
Website:
arizonafid.com
Employees:
16
Daniel Roberts Work Experience Details
  • Coventry, Vernon, & Roberts, Llc
    Partner And Director And Licensed Fiduciary
    Coventry, Vernon, & Roberts, Llc
    Glendale, Az, Us
  • Coventry, Vernon, & Roberts, Llc
    Partner / Director / Licensed Fiduciary
    Coventry, Vernon, & Roberts, Llc Mar 2021 - Present
    Glendale, Arizona, United States
    Dan directs all aspects of the Estate Administration division, including conservatorship, probate and Trust estates. • Directs and supervises the legal and financial services. • Conducts accounting reviews, legal coordination, tax planning and preparation. • Directs the investigation and analyzes the facts pertinent to our appointment as conservator, personal representative, and Trustee. Coventry, Vernon, & Roberts, LLC provides fiduciary services in the capacity of court appointed Conservator and/or Guardian to vulnerable individuals, Trustee, Agent under POA (financial and/or medical), Personal Representative for estates, as well as Healthcare Advocate services.
  • Honeywell
    Finance Director
    Honeywell Jul 2018 - Jul 2020
    Phoenix, Arizona, United States
    Aerospace Americas Aftermarket Financial Planning & Analysis● Led Americas Aftermarket FP&A supporting $4B in Sales across Aerospace product portfolio (Airlines, Business and General Aviation, Defense and Space).● Provided counsel and strategy insight to the Americas Aftermarket CFO & CEO● Led team of 6 Financial Analysts driving standard process, accountability and ownership● Improved speed & quality in forecasting, budgeting, financial analysis & reporting management operating system by designing and implementing enhanced and standardized analytics tools.
  • Honeywell
    Finance Director
    Honeywell Dec 2015 - Jul 2018
    Phoenix, Arizona, United States
    Home & Building Technologies (HBT) Integrated Supply Chain (ISC)● Led Sourcing Finance Global Team of 13, drove over $100M productivity on $2.2B Direct Material spend● Developed Direct Material and Indirect Spend inflation forecasting model to support the Pass-Through Pricing initiative to pass on changes in commodity inflation to end-customer and expand Honeywell margins.● Supported the spin off the the Residio business into a stand alone corporationAutomation and Controls Solutions (ACS) Indirect Spend Program Management● Led ACS Indirect Spend Reduction, achieved $83M, 6% savings on $1.4B Indirect Spend,● Designed the new management operating system for Indirect Spend across ACS including organization structure, enhancedanalytics (Tableau Online), price and consumption reduction productivity.● Lead team of 9 (direct report) and matrix team of 22 driving Indirect Spend productivity and investment● Coordinated executive sponsorship and project plans to sustainably change organizational policies and behaviors to achieve aggressive spend reduction to support future investment
  • Honeywell
    Sr Finance Manager
    Honeywell Feb 2013 - Dec 2015
    Phoenix, Arizona, United States
    Automation & Controls Solutions (ACS) Integrated Supply Chain (ISC)● Built and Trained Finance team of 13 overseeing $97M in productivity on $3.2B Direct Material spend● Developed management operating system to measure direct material productivity that aligns with the P&L.● Led the automation of streamlined and transparent Sourcing metrics in OLAP, Business Objects, Tableau● Coordinated the presentation of ACS ISC monthly Decision Day presentation to ACS CEO● Coordinated the STRAP storyline for ACS ISC/Sourcing for ACS CEO presentation
  • Honeywell
    Finance Manager
    Honeywell Aug 2008 - Feb 2013
    Phoenix, Arizona, United States
    Automation & Controls Solutions (ACS) Integrated Supply Chain (ISC)● Led financial support of $137M of identifiable cost savings over 5 years of Integrated Supply Chain factory and rooftop transition actions and divestitures in alignment with business globalization strategy.● Partnered with business leaders on acquisitions due diligence to identify and forecast synergy savings.● Developed Emerging Region Wage and Factory Cost Database including currency fluctuation and inflation forecasts to identify regional solutions for global manufacturing strategy.● Maintained the Manufacturing Rooftop Database for emerging vs high cost regions including the tracking of sites, square footage and headcount changes due to acquisitions, divestitures, new construction and closures.● Coordinate the monthly Factory Steering Committee calls to review transitions in execution
  • Honeywell
    Principal Analyst
    Honeywell Aug 2006 - Aug 2008
    Phoenix, Arizona, United States
    Honeywell Process Solutions Global Operations Finance● Drove measurement, planning, modeling and reporting of Operations Productivity for a $2.8 billion business● Coordinated the financial impact of multiple transition/product relocation programs.● Coordinated the global Capital Council and reported $50M+ appropriations by business function and region
  • Honeywell
    Senior Financial Analyst
    Honeywell May 2004 - Aug 2006
    Phoenix, Arizona, United States
    Honeywell Process Solutions Financial Planning & Analysis● Coordinated FP&A for a $700M business including AOP, STRAP, formal estimates, predictive modeling, budgeting, working capital, billings, free cash flow, FX, capital expenditures, backlog and past due receivables● Drove completion of selling function budget with business partners across multiple regions● Lead the transition to Hyperion Financial Management and Solutions Planning
  • Honeywell
    Accounting Supervisor
    Honeywell May 2003 - May 2004
    Phoenix, Arizona, United States
    Honeywell Process Solutions General Accounting● Led staff of 8 including performance evaluation, staffing and skill development. Motivated staff in processing 3250 invoices ($60M monthly) to/from 160 Honeywell affiliates throughout the world while reducing staff by 20%.● Lead Six Sigma Greenbelt Inter-company PO Project - invoice processing cycle time reduction (26 to 12 days). Green Belt Certified● Championed process improvement to reduce intercompany aging over 90 days from $17M to $200K receivables and $1.1M to $100K payables, resulting $10M favorable to Free Cash Flow
  • Honeywell
    Financial Analyst
    Honeywell Dec 2001 - May 2003
    Phoenix, Arizona, United States
    Honeywell Process Solutions Tax/General Accounting

Daniel Roberts Skills

Process Improvement Financial Analysis Hyperion Enterprise Six Sigma Strategic Planning Variance Analysis Financial Reporting Financial Modeling Capital Budgeting Hyperion Financial Systems Financial Planning Productivity Measurement Annual Financial Planning Financial Accounting Trusted Business Partner Business Acumen

Daniel Roberts Education Details

Frequently Asked Questions about Daniel Roberts

What company does Daniel Roberts work for?

Daniel Roberts works for Coventry, Vernon, & Roberts, Llc

What is Daniel Roberts's role at the current company?

Daniel Roberts's current role is Partner and Director and Licensed Fiduciary.

What is Daniel Roberts's email address?

Daniel Roberts's email address is da****@****ell.com

What schools did Daniel Roberts attend?

Daniel Roberts attended Arizona State University - W. P. Carey School Of Business.

What skills is Daniel Roberts known for?

Daniel Roberts has skills like Process Improvement, Financial Analysis, Hyperion Enterprise, Six Sigma, Strategic Planning, Variance Analysis, Financial Reporting, Financial Modeling, Capital Budgeting, Hyperion, Financial Systems, Financial Planning.

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