Jen Daniel Email & Phone Number

Seminole, Florida, Us

• Strategic Planning• Forecasting, Budgeting and Reporting• Pricing Administration• Sales Support and Administration• Business Support and Analysis

Seminole, Florida, Us

Seminole, Florida, Us

Seminole, Florida, Us

Seminole, Florida, Us

Newcastle Upon Tyne, Gb

• Managed financial reporting, forecasting and budgeting of more than $150 million in annual operating expenses• Created ad hoc financial analyses for executive management, including due diligence reports to facilitate the division’s sale to Sage Group plc and post-transaction account mappings and schedules• Participated in the carve out and ongoing implementation of COGNOS business intelligence software, involving the PowerPlay, ReportNet, and Enterprise Planning modules• Supervised the division’s Treasury department, including management of bank accounts, cash flow reporting and weekly cash forecasting• Other responsibilities included:• Served as primary liaison for all financial reporting with parent company• Created financial analyses and internal control documentation for external auditors• Managed the chart of accounts

Us

• Managed engagements with middle market and early stage clients, with experience in the business services, manufacturing, healthcare, engineering and construction, restaurant, consumer product, software, and financial services industries • Workload averaged 8 simultaneous transactions; Clients included both public and private companies raising $3 to $90 million in capital• Served as lead client contact, conducted client meetings and managed client relations throughout engagements• Evaluated the operational and growth initiatives of prospective and new clients, including expansions, acquisitions, and recapitalizations• Created and analyzed complex financial analyses, including pro forma financial statements• Developed comprehensive business plans, documenting the client’s history, products and services, industry and competition, management team, and growth and marketing strategies • Constructed fully-integrated, five-year financial models that quantified the impact of growth initiatives • Created marketing presentations and prepared management teams for meetings with potential investors• Identified and distributed transactions to targeted financial institutions, including banks, venture capitalists, mezzanine funds, investment banks, and corporations• Arranged and attended client meetings with financial institutions and analyzed term sheets• Other responsibilities included:• Administered proprietary database of institutional investors • Networked with financial institutions• Managed staff recruiting and project staffing • Trained and developed new consultants and interns

• Managed the accounting for two subsidiaries, including Digex, Inc., a publicly traded web hosting subsidiary • Supervised a staff of three accountants and coordinated efforts with the finance and tax departments• Prepared consolidated financial statements and financial analyses, including SEC disclosures • Managed complex accounting issues, including equity issuance and minority interest• Conducted special projects, including:• Digex IPO: created carved out financial statements; prepared supporting SEC disclosures; and coordinated with multiple other departments• PeopleSoft System Integration: established Digex carved out accounting data; designed and created financial reports and queries; and documented and tested the internal control structure for cash and accounts receivable

Worldwide, Oo

• Conducted audits for public and private clients within the insurance, retail, manufacturing and non-profit industries• Served on the MetLife engagement team; directly responsible for four investment funds with SEC filings • Conducted special projects, including:• Governmental fraud investigation• Review and forecast for technology firm subsidiary• International consolidation of more than 10 participating audit teams for the MetLife engagement

Ma, Accounting

Bs, Accounting & Finance