Joe Daniel Email & Phone Number

Support Business leaders within a market providing financial advice and guidance to support the achievement of market revenue, margin, cashflow and profit targets.Key responsibilities:• Partners with senior management and supplies them with the timely analysis, intelligence, insight, challenges, and recommendations they need to make operational, financial, and strategic decisions.• Leads the monthly financial analysis process for the market ensuring business leaders understand all the key drivers of performance. Facilitates and drives the annual budgeting and monthly and quarterly financial forecasting processes. Is responsible for developing improved financial reports and analysis, developing best in class forecast models and ensuring appropriate escalation of business-critical issues. Ensures key trends in financial performance key are understood and that management understands the options to improve performance.• Works with Business Leaders to improve revenue and margin forecasting, including enhanced pipeline management and analysis. Supports the various Group initiatives to improve OP % margin delivery through the business by offering timely analysis and support, providing valuable insight and costed options to improve performance and deep analysis of client/revenue trends. Works with the business to drive the client profitability workstream and ensure that margin improvement plans are developed within the business.• Supports and manages the in market commercial finance team. Tasked with building a strong commercial finance team and ensuring they partner to have impact across the business• Supports the Operational Finance Director, Financial Controller and / or Market FD, as necessary with high quality and insightful analysis as requested from time to time and works with them to deliver impact with the business.• Supports analysis of Client Profitability and identifies and supports initiatives to improve profitability/margin.

Remote

Leverages Power BI & Salesforce to identify variances each month in order for leadership to make key decisions regarding profitability.Influenced process and increased efficiency by developing a weekly reporting and meeting structure to consolidate data informing the risk of work ahead of contract commencements.Generates reporting illuminating financial risk across a segment of business accounts in order to support action that promotes in-month revenue hygiene.Manages the internal deal review and pricing processes, ensuring proper approvals are obtained.Drives consistent margins across client accounts by enforcing compliance to price & discount guidelines.Works hand-in-hand with senior client partners assisting with pipeline hygiene, contractual inquiries, operational support, training, and more.Ensures contracts and intercompany agreements are without conflict.Analyzes client profitability in order to identify actions to improve margin.Aligns integrated companies' financials into current system environments ,working with the newlyacquired team to ensure accuracy of the integration data.Develops, maintains, and distributes ad hoc reports, assisting stakeholders with special projects.Pipeline management of in-flight deals in addition to existing contract work.Promoted from Junior to Senior in January 2021 as the result of increased responsibility and years ofservice appreciated by a diverse group of senior stakeholders.Handles highly confidential information, maintaining high ethical standards including confidentiality, discretion, and exemplary judgment with respect to such information.

Charlottesville, Virginia Area

Developed visual diagrams including maps showing areas impacted by a catastrophe event (severe weather, looting, etc.) along with relevant individual insurance claims to support high-impact decision making.Analyzed catastrophe claims data to determine appropriate response based on severity and event type.Led stakeholder meetings in order to facilitate claims response decisions through presenting relevant evidence, responding to direct questions, and supporting dialogue.Educated leaders and team members through presentations and one-on-one trainings to use enterprisesoftware specific to claim and weather mapping to meet catastrophe demand.Led the effort to engage and educate other departments regarding the new team's role and impact.Created an internal guide to support team members in following a consistent and effective process when producing claims heat maps and dashboards.

Charlottesville, Virginia, United States

Answered and made calls, documenting relevant data to handle diverse categories of auto claims.Determined liability on a segment of auto claims below a certain risk threshold.Investigated claims-related-inspections and reviewed invoices to validate them and ensure adherence to operational process for our insured customers.Obtained proper licensing to handle auto claims across 7 states by meeting insurance educational requirements and passing state-specific exams.Assisted with consistent claim escalation, working hand-in-hand with various claims professionals to ensure appropriate investigations were conducted.

Charlottesville, Virginia, United States

Made connections with potential wholesale buyers through representing the brand at food and wine expos.Managed the retail location as a keyholder, opening and closing the store.Oversaw inventory management of perishable and shelf-stable goods, ensuring production matched demand while minimizing product waste.Managed quality control of all brand confections and packaging.Led a small team to package over 10,000 pieces of chocolate a day during peak production seasons.Supported and led high volume shipping of product across the U.S.