Daniel O'Connor Email and Phone Number

• Manage a team of individuals responsible for maintaining and enhancing our internal pricing tool, including both system functionality and pricing template algorithms• Serve as subject matter expert of the internal pricing application, assisting users with issues and questions related to service offerings, pricing algorithms, reporting, and system functionality• Provide training and support to Account Management team for all major template/system releases• Develop new and enhance existing pricing algorithms to optimize profitability and streamline RFP experience for Account Management team• Managed the development and rollout of a new pricing template for a laboratory business unit, enhancing their budgeting capabilities, streamlining internal processes, and enabling business intelligence• Oversaw the creation of excel-based payment schedule templates that helped to formalize and standardize the process, reduce inefficiencies, and produce accurate and desired outputs

• Develop and enhance algorithms for internal pricing template to optimize profitability and streamline RFP experience for Account Management team• Serve as subject matter expert of the internal pricing application, assisting users with any and all issues and questions related to algorithms, reporting, and functionality• Built enhanced offline excel models that provide the Account Management team with quick and easy-to-use tools to further develop budgets, gain additional insights, and build payment schedules.• Perform in-depth analyses to support algorithm development process, including working with operational subject matter experts to understand the function, analyzing historical effort vs. budget trends, and coordinating with Account Management team to understand market acceptance and ensure ease of use

• Created an automated forecast model in PowerBI that is rooted in complex historical trending analyses, giving upper management a real-time, up-to-date forecast that is integral for company-wide project / FTE planning• Coordinated the integration and rollout of Microsoft's PowerBI platform, becoming a super user of the tool and developing several widely used dashboards that have served to increase workflow efficiencies and enhance visibility of key metrics• Liaise with Software Development and Business Intelligence teams to enhance capabilities in reporting and analytics through the establishment of a centralized enterprise data warehouse• Automated all regular (monthly, quarterly) reporting packages to streamline workflow and refocus team's energy on enhancing analytics for New Business Development

• Develop, enhance, and manage financial models that support budgeting and reforecasting processes, serving as the owner/co-owner of key line items on the Income Statement, including but not limited to demand, gross sales, product returns, and shipping income. • Generate daily, weekly, monthly, and quarterly reports that provide upper management with detailed and thorough analyses, • Summarize and recap actual performance on key financial metrics that directly impact the company’s profitability, benchmarking against prior year, budget, and reforecast.• Construct demand and sales forecasts at more granular (weekly and daily) levels to optimize inventory flow and better gauge top-line performance to assess near-term promotional schedule.• Compile and analyze statistical data to identify trends, calling out any foreseeable risks/opportunities.• Build and maintain formula-based P&L models that allow for quick analysis on a given period’s forecast in relation to budget and prior year actuals.

• Aided in the development, coordination, and implementation of third-party reporting and development of a Data Warehouse that specifically handles and maintains Bureau reporting data across multiple lines of business.• Assisted in initial phase of project to automate elements of our bureau reporting procedures, including rewriting data extract and balancing queries that were standardized across all lines of insurance, effectively reducing data extraction time from 1-2 weeks to a matter of hours.• Generated daily error reports in an effort to minimize errors through trending analyses and to ensure accurate compliance reporting across all lines of insurance.

• Researched DMV reporting procedures and submission errors in order to correct policy information in accordance with Federal and State guidelines.• Assessed and developed in-house DMV reporting processes in order to eliminate redundancies, minimize error counts, and increase the efficiency of DMV bureau reporting.• Participated in the outsourcing of DMV reporting requirements to third-party vendor through all stages of implementation, from initial testing phases to final movement to production, eliminating in-house responsibilities of statutory compliance in the commercial auto line of business.• Actively served and responded to customers’ needs and requests, resolving DMV issues and suspensions in a timely manner.