Daniela Qaasim (Placinta) Email & Phone Number

Irvine, Ca, Us

Irvine, California, Us

- Led cross-functional teams in a dynamic startup environment, successfully establishing a strong presence in the financial services, real estate, and mortgage brokerage community.- Collaborated directly with the CEO to successfully manage multiple projects and priorities: navigate the licensing process, implement policies and procedures, set up company accounting and finance operations, deliver management reporting, and execute technology stack implementations.- Led the Salesforce implementation (Admin)- Developed and customized Salesforce business analytics KPI Dashboard , created dynamic company data and financial reports- As acting CFO, developed a comprehensive strategic financial plan, analyzing key performance metrics to drive business sales and revenue growth. in a very fast paced environment.- Prepared and managed the financial reporting, annual budgeting, forecasting, and cash flow projections.- Ensured timely reporting of company financials to regulating agencies and tax accountants.- Reviewed and negotiated business contracts, especially related to financial terms.- Proactively monitored and evaluated risk on an ongoing basis, escalating red flags to CEO directly.- Solely responsible for monthly, quarterly, and annual financial and revenue reporting to licensing bureaus and agencies (DRE, DFPI, NMLS).- Oversaw SEO and Content Creator teams, driving marketing and advertising strategies to boost lead generation and revenue growth.- Played a key role in developing effective marketing and advertising strategies, resulting in substantial lead generation and sales growth.- Developed solid understanding of different customer segments and catered customer sales opportunities to attract new leads and grow pipeline of leads.- Sustained communication and follow up with our customers to ensure we served our clients and their financing needs for their investments as well as their businesses.

- Business Services Consultant performing financial analysis, business tech consulting, accounting, and forensic accounting for clients- Performed forensic accounting services for client, responsible for identifying over $4M in fraudulent credit transactions - Interim Controller responsibilities; managing team of staff and junior accountants

- Managed a team performing financial and business management consulting for business clients - Business & management consultant working on behalf of Institutional Investors performing waterfall calculation analysis

Mba, Finance

B.A., Political Science- International Relations