Daniel J Mckelvey Email & Phone Number

Austin, Tx, Us

Chicago, Illinois, Us

London, Gb

London, Gb

Executive leader in charge of a team with responsibility over 4 areas of the company: client analytical services, forecasting, collections analysis, and commissions. Report directly to the CFO.

Redmond, Washington, Us

Senior FP&A lead directing the financial analysis for Microsoft’s multi-billion dollar product portfolio in the Latin America region. Worked across all business lines to analyze revenue streams, transforming market information into issues and opportunities, on which I advised senior management. Additionally responsible for product forecasting, budgeting and strategic plan processes.* Uncovered $500M in new product revenue opportunity through in-depth PC market analysis. Local success of the project led to adoption in Asian and European markets.* Built 9-member international team dedicated to cloud finance initiatives, engaging each country in awareness, external partner outreach, and forecasting* Directed over-arching financial modeling between strategic review and budget. Responsible for all modeling analysis and communication to area leadership* Introduced new reporting infrastructure for all internal reviews based on MS Power View technology. Trained entire area finance team on the technology.

Redmond, Washington, Us

Deputy financial lead for Microsoft’s Colombian office. Responsible for coordinating market and business analysis for the country, leading all financial processes, and developing financial analysts. Financial lead specifically for Small and Medium businesses, Original Equipment Makers, Retail and all product groups.* Established investment analysis platform for country that led to a 17% increase in profitability over three years. Analysis and process determined at what levels and into what areas to invest people and operating expenses* Co-created growth plans for Small and Medium business segment that doubled top-line growth over 3 years and increased operational efficiencies 10 pts* Developed standardized pipeline performance metrics that filled a need for stronger oversight into strategic sales motions, helping surpass strategic products target by 15%* Managed two analysts to superlative yearly rankings and successful promotions* Awarded Gold Star award twice, given by Regional VP to top 100 (of 2,000) employees for contribution to business results

Redmond, Washington, Us

Key member of 4-person team that led all planning and planning analysis activities for Microsoft’s $20B WW sales group. Responsibilities included budgeting and strategy analysis, restatement coordination, and competitive analysis.* Led development of financial metrics used in WW country benchmarking analysis and collaborated with marketing and product groups to successfully land results with country leadership teams * Led FY08 budget modeling process for WW sales group. Responsible for the design and cross-group implementation of models used, quality control on all modeling inputs, and analysis and communication to senior leadership* Authored quarterly COO report on the financial, business, and hiring trends of competitors * Awarded CFO Key Achiever, WW Marketing Collaboration, Outstanding Mentor, and WW Finance Excellence awards

Beaverton, Or, Us

* Analyzed demand forecasting for Nike’s $1 billion US Men’s Apparel department and improved visibility into overstock inventory risks, enabling more accurate purchasing decisions

Sole foreign worker in TSE’s headquarters, responsible for international communications and liaising with foreign correspondents* Managed TSE’s global PR activities and represented exchange at various finance conferences and industry events* Negotiated corporate sponsorship terms for promotional activities, winning discounts of $40,000+* Led publishing team for 2002 Annual Report; took charge of project 15% behind schedule and revamped production process resulting in on time and under budget publication

Foreign attaché to local government, spearheading city’s efforts to introduce foreign cultures to local population of 410,000 people* Organized and executed various international goodwill delegation visits, including groups of 100+ members* Elected to 12-member board representing 6,500 foreigners to Japanese government

Mba, Economics, Finance

Ba, Economics, Asian Studies (Minors In Japanese And Statistics)

Education record