Owen Daniels Email & Phone Number

Boulder, Co, Us

Boulder, Colorado, Us

Cross-Functional Department Development | Transformative Loan & Monthly Close Processes Promoted to Financial Analyst II in recognition of operational, analytical, and reporting innovations, which provided valuable intelligence while propelling enterprise productivity, risk mitigation, and cost control. Partnered across functions to develop a new Servicing Department at 100+ employee fintech company that facilitates home financing and real estate transactions. Coordinated hiring, onboarding, training, and development of job duties of new department employees optimizing loan servicing and high-performance culture. Improved efficiency of loan application, processing, and closing processes by designing and distributing a companywide loan pipeline dashboard, which detailed trends in applications and turnaround times while providing key metrics (status, forecasted closing dates, closing dates, priority level, etc.). Designed and deployed methodologies and SOPs for monthly close while streamlining loan sales, application, and closing processes.-Reduced loan sales closing turn times by six days through using SQL within Domo BI software to program a post-closing dashboard to track volume, turn times, upcoming fees, and priority levels -Revamped Neat’s monthly close process increasing speed and accuracy via creation of workbooks and streamlining closing schedules using MySQL and Excel to build automations-Reduced total local close processing time by two weeks-Drove data and reporting integrity via overhaul of reconciliation process for 10s of balance sheet accounts-Elevated customer experience while ensuring quality of A/R process through mentorship of Servicing staff collecting and analyzing servicing data to improve service and prevent missing receivables

Boulder, Colorado, Us

Actionable Data-Driven Insights, Innovative Accounting Solutions & Optimized Vendor ManagementLeveraged accounting operations and real estate/mortgage industry expertise to transform financial systems while growing FP&A, modeling, and data analytics skillset at a startup fintech company. Gathered and analyzed data, including market dynamics. Evaluated trends as well as current and historical financial performance. Integrated diverse systems and applications to generate reports (projections, KPIs, active loan pipeline reports). Provided monthly metrics and key insights to upper management and Board of Director to guide leadership decision-making. Managed Accounts Payable across three organizational entities while developing and deploying new accounting controls and standards.-Led the migration of accounting software from QuickBooks to Loan Vision using SQL to create specialized datasets and setting up schema mapping, and new work processes; completed project over a six-month span on-time, on-budget, surpassing objectives with the following key results: * Streamlined Chart of Accounts driving efficiency, compliance, and Board and investor satisfaction *Skyrocketed accounting system speed and accuracy by 90%+ via automating majority of accounting entries-Optimized efficiency and resource management through in-depth analysis of vendors which identified unnecessary vendors that could be eliminated and highlighted key vendors; bolstered key vendor relationships via new vendor management system, accounting standards, and SOPs, which expedited payment schedule

Manage 6+ employees in a high-pace food service settingResponsibilities include closing cash drawers, assembling deposits with reports, & ensuring high quality customer service at all timesFeatured on the Food Network's "Diners, Drive-Ins and Dives"