Daniel Montoya Email & Phone Number

Alpharetta, Ga, Us

Atlanta, Ga, Us

• Responsible for leading the business with a concrete BI Roadmap for accessible and actionable reporting aligned with business goals +10% top line growth YoY; revenue tracking, margin/profitability, improve fill rates, costing, syndicated data analysis, pricing, cost reductions analysis, SKU rationalization analysis, promotion analysis, etc. to support strategic business management• Creator and manager of the pricing decision support team through robust tools for field sales, Business Unit and Business Intelligence teams to build and share pricing scenarios with context/perspective on net impact to business prior to sales call • Leader in establishing business dashboards that drive visibility to POS performance, reduce cancelled orders, S&OP forecasting accuracy to improve fill rates, ISR reporting & exception management, maximize turns & warehouse efficiency and drive revenue & profit with new product launch performance & visibility• Own the creation and cross functional management of the annual operating plan with gap management • Established a 3-year operating cycle through true long-range planning• Keep organization focused on Gross Margin actions by driving tools and actions for Top customer GM actions• Project leader in 3PL portfolio optimization and SKU rationalization strategy, improving warehouse efficiency by 3X• Developer and manager of NPI decision making and tracking tools to ensure better transparency, accountability & alignment throughout product life cycle & development• Assist in analysis and tools to help map out future needs for number of product launches, refreshes to hit growth plan

Atlanta, Ga, Us

• Responsible for leading and executing strategic initiatives and business readiness for optimizing Kids2 global pricing processes• Work in close partnership with finance organizations as well as cross-functional project teams in business segments, legal, audit and corporate/field finance functions• Manage and drive process/systems readiness for roadmap. Focusing on influencing and enabling business readiness to land key strategic investments• Key representative member of the One Demand team and creator of the multi-year strategic plan including Long Range Planning and Annual Operating Plan• Own end to end processes, enabling the use of business management systems and financial readiness roadmap for business expansion and integrations with field impact• Create and maintain relationships with key international sales field members, represent, coordinate, and validate worldwide input with finance communities and focus groups• Ability to work with staff in global sales marketing and commercial finance organizations to influence global investments, lead global projects, drive change and work with all levels in the organization that assures requirements are met• Responsible for audit, consult and train with a variety of teams, creating opportunities to simplify, improving effectiveness, eliminating redundancies and balance between the need to respond to immediate local needs while maintaining the strategic mandate to adhere to global governance

Atlanta, Ga, Us

• Responsible for delivering national brand selling stories to field sales team and customers by working with the internal category managers, program managers and marketing leads • Entrusted as the sales portfolio manager and consultant for field sales team in establishing and deploying tactical best practices-assortment, pricing, shelving, and promotion• Collaborate with national account managers in creating account plans and execution with a portfolio approach top of mind• Proven ability in building collaborative relationships while working cross-functionally with account teams, business units, the brand team, operations and finance• Provide strong financial and analytical skills in managing profitability and investment recommendations• Experienced in leading eCommerce Tier 1 projects that drive efficiencies, reduce costs and improve ETE margins

Milwaukee, Wisconsin, Us

• Participate in Financial Planning & Analysis Function for a $600M operating unit of Fiserv• Performed monthly close and forecast process• Prepare monthly, quarterly and annual reporting for functional leaders within Digital Channels Solutions• Support creation of annual and multi-year strategic plan including Long Range Planning and Annual Operating Plan• Monitor and establish internal controls to assure proper compliance• Establish and communicate monthly and quarterly guidance on requirements for Operations, Board of Directors, and other key reports• Own direct partnership with functional leaders to understand and report financials results and operating metrics• Perform ad hoc analyses for operational and financial management

Langley, Berkshire, Gb

• Entrusted as a subject matter expert in the travel industry global distribution system business model to serve the commercial team in having a market advantage in deal negotiating when seeking to convert or re-contract regional and large online travel agencies• Provide business performance reporting for commercial deal reviews by presenting line of sight to data quality and gaps where issues need to be addressed• Regularly liaison with multiple levels of the organization (Staff, Managers, Vice-Presidents, etc.) by presenting findings and translating the data into an understandable documentation• Provide timely and accurate analysis and reporting against key business drivers and ability to articulate results to all levels in the organization• Responsible for the semi-annual forecast and annual budget process of over 5,000 regional and global customers, allocating over $60M in designated expenditure• Ability to research anomalies independently that arise from analysis and reporting• Closely worked together with the development team through designing and implementing the internal global modeling financial tool known as Dealbuilder• Responsible for the commercial deal approval process and reporting of complex excel deal modeling within the Americas.• Member of the decision support team in charge of Airline financial modeling when negotiating airline yields and terms

• Analyze corporate business to processes to develop customized solutions, reduce costs, and improve performance• Manage and develop the finance department of the dealerships through Ethos Analytics to ensure maximum potential• Perform data analysis through a regional database characterizing potential client resulting in a $300,000 profit for the firm through the assessment of thousands of newly registered customers that qualified for financial benefits• Act as a liaison for the dealership to strengthen and form relationships with financial institutions• Provide financial services to automotive customers• Coordinate with departments and evaluate customer credit worthiness while maintaining a balanced look to book portfolio• Evaluate automobile purchase information and contract data• Analyze credit reports for all information and prepare required transaction documents and loan agreements• Monitor data provisions and disclosure data for automobile contracts while ensuring compliance to local, state regulations

Bachelor Of Business Administration (B.B.A.), Banking, Corporate, Finance, And Securities Law

Associate Of Science In Engineering, Aerospace, Aeronautical And Astronautical Engineering