Daniel Roberts
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Daniel Roberts Email & Phone Number

Partner and Director and Licensed Fiduciary at Coventry, Vernon, & Roberts, LLC
Location: Glendale, Arizona, United States 10 work roles 1 school
1 work email found @honeywell.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Role
Partner and Director and Licensed Fiduciary
Location
Glendale, Arizona, United States
Company size

Who is Daniel Roberts? Overview

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Quick answer

Daniel Roberts is listed as Partner and Director and Licensed Fiduciary at Coventry, Vernon, & Roberts, LLC, a company with 16 employees, based in Glendale, Arizona, United States. AeroLeads shows a work email signal at honeywell.com and a matched LinkedIn profile for Daniel Roberts.

Daniel Roberts previously worked as Partner / Director / Licensed Fiduciary at Coventry, Vernon, & Roberts, Llc and Finance Director at Honeywell. Daniel Roberts holds Mba from Arizona State University - W. P. Carey School Of Business.

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{first}.{last}@honeywell.com
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Profile bio

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

Listed skills include Process Improvement, Financial Analysis, Hyperion Enterprise, Six Sigma, and 13 others.

Current workplace

Daniel Roberts's current company

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Coventry, Vernon, & Roberts, LLC
Coventry, Vernon, & Roberts, Llc
Partner and Director and Licensed Fiduciary
Glendale, AZ, US
Website
Employees
16
AeroLeads page
10 roles

Daniel Roberts work experience

A career timeline built from the work history available for this profile.

Partner / Director / Licensed Fiduciary

Current

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.
Mar 2021 - Present

Finance Director

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.
Jul 2018 - Jul 2020

Finance Director

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.
Dec 2015 - Jul 2018

Sr Finance Manager

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
Feb 2013 - Dec 2015

Finance Manager

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
Aug 2008 - Feb 2013

Principal Analyst

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
Aug 2006 - Aug 2008

Senior Financial Analyst

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
May 2004 - Aug 2006

Accounting Supervisor

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.
  • 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
May 2003 - May 2004

Financial Analyst

Phoenix, Arizona, United States

Honeywell Process Solutions Tax/General Accounting

Dec 2001 - May 2003
1 education record

Daniel Roberts education

FAQ

Frequently asked questions about Daniel Roberts

Quick answers generated from the profile data available on this page.

What company does Daniel Roberts work for?

Daniel Roberts works for Coventry, Vernon, & Roberts, LLC.

What is Daniel Roberts's role at Coventry, Vernon, & Roberts, LLC?

Daniel Roberts is listed as Partner and Director and Licensed Fiduciary at Coventry, Vernon, & Roberts, LLC.

What is Daniel Roberts's email address?

AeroLeads has found 1 work email signal at @honeywell.com for Daniel Roberts at Coventry, Vernon, & Roberts, LLC.

Where is Daniel Roberts based?

Daniel Roberts is based in Glendale, Arizona, United States while working with Coventry, Vernon, & Roberts, LLC.

What companies has Daniel Roberts worked for?

Daniel Roberts has worked for Coventry, Vernon, & Roberts, Llc and Honeywell.

How can I contact Daniel Roberts?

You can use AeroLeads to view verified contact signals for Daniel Roberts at Coventry, Vernon, & Roberts, LLC, including work email, phone, and LinkedIn data when available.

What schools did Daniel Roberts attend?

Daniel Roberts holds Mba from Arizona State University - W. P. Carey School Of Business.

What skills is Daniel Roberts known for?

Daniel Roberts is listed with skills including Process Improvement, Financial Analysis, Hyperion Enterprise, Six Sigma, Strategic Planning, Variance Analysis, Financial Reporting, and Financial Modeling.

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