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Daniel P. Email & Phone Number
Managing Partner – Fractional CFOs for Businesses with $1M–$30M in Revenue
at
Balanced-Ledger.us
2 work emails found
@google.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner – Fractional CFOs for Businesses with $1M–$30M in Revenue
Location
United States, United States, United States
Company size
Who is Daniel P.? Overview
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Quick answer
Daniel P. is listed as Managing Partner – Fractional CFOs for Businesses with $1M–$30M in Revenue at Balanced-Ledger.us, a company with 2 employees, based in United States, United States, United States. AeroLeads shows a work email signal at google.com and a matched LinkedIn profile for Daniel P..
Daniel P. previously worked as Chief Executive Officer at The Finance Consulting Group and Finance Manager - Emerging Markets at Greenhouse Software. Daniel P. holds Bachelor Of Business Administration (Bba), Finance from Brigham Young University - Idaho.
Company email context
Email format at Balanced-Ledger.us
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{first}.{last}@google.com
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Profile bio
About Daniel P.
Passionate Latino leader empowering Main Street with Google-caliber Business, Strategy, Finance & Data Analytics for Small and Medium-Sized Businesses.Among other business skills, I consider myself an avid reader, cyclist, and podcast enthusiast.Let's partner to help you harness the power of data to grow your revenue and improve profitability.
Listed skills include Leadership, Microsoft Office, Financial Modeling, Teamwork, and 25 others.
Current workplace
Daniel P.'s current company
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Balanced-Ledger.Us
9 roles
Daniel P. work experience
A career timeline built from the work history available for this profile.
Chief Executive Officer
CurrentFractional Business Analyst.Empowering Main Street with Google-level business & data analysis for small and medium-sized businesses
Apr 2024 - Present
Finance Manager - Emerging Markets
Oct 2023 - Mar 2024
Finance Analyst
Mar 2021 - Jun 2023
Finance Manager - Growth Ventures
Evolv Group (Kraft Heinz Startup Arm) main financial lead.+Strategic Planning - headed company-wide strategic planning agreement valuation analysis impacting the coming 10 years of growth strategies by partnering with VP’s, zone CFO’s and senior leadership. + M&A Finance Lead- led M&A for the group while owning the competitive, risk, commodities impact.
Jan 2019 - Jan 2021
Senior Financial Analyst
- Main financial lead for two regions of ~40 team members or ~1.3BN dollars in gross sales ensuring profitable use of our resources by helping increase ~12MM in Nest sales value vs PY through efficient management
- Self-started a promo analysis tool that combined multiple systems including consumption, actual volume, business unit guidelines, and profitability by SKU into a simple user friendly dashboard while using elasticities.
- Pioneered a financial tool that tracks spends and funding for our streamline accounts, in combination with new rituals and routines by holding attestations and follow ups throughout the month as a results my areas.
- Developed a financial tool that measures changes in spend vs our our forecasts by combining SAP, advanced excel formulations and a pivot table dashboard, where it is being used by every Customer Category Manager in a.
Dec 2017 - Jan 2019
Financial Analyst
Successfully managed a ~$300MM portfolio account and deliver positive results
Aug 2017 - Dec 2017
Summer Analyst
- Developed a complex Excel calculator to provide tax efficient investment products
- Presented investment sell and buy trades based on fixed income asset positions among advisement team to lower risk and increase alpha
- Designed analyst reporting model highlighting quarterly earnings enhanced by Bloomberg
- Built asset allocations, structure notes, options and profit analysis models to calculate greater investment returns
Jun 2016 - Aug 2016
Co-Founder
Phillyup (Student Run Company)
-Sold $50K in revenue selling Philly cheese-steaks in 9 weeks-Awarded the 2nd best IBC company at BYU-Idaho in the last 10-Accountable to the Board of Directors for the administrative, financial, and risk management operations-Developed and monitored control systems including COGS analysis, Budgets, Forecasts, Book-keeping, Income Statements, and Balance.
Apr 2015 - Jul 2015
3 education records
Daniel P. education
Bachelor Of Business Administration (Bba), Finance
Brigham Young University - Idaho
Associate Of Science (A.S.), Business Administration And Management
Ensign College
High School Diploma - Mexico
Centro Escolar Benemérito De Las Américas
FAQ
Frequently asked questions about Daniel P.
Quick answers generated from the profile data available on this page.
What company does Daniel P. work for?
Daniel P. works for Balanced-Ledger.us.
What is Daniel P.'s role at Balanced-Ledger.us?
Daniel P. is listed as Managing Partner – Fractional CFOs for Businesses with $1M–$30M in Revenue at Balanced-Ledger.us.
What is Daniel P.'s email address?
AeroLeads has found 2 work email signals at @google.com for Daniel P. at Balanced-Ledger.us.
Where is Daniel P. based?
Daniel P. is based in United States, United States, United States while working with Balanced-Ledger.us.
What companies has Daniel P. worked for?
Daniel P. has worked for Balanced-Ledger.Us, The Finance Consulting Group, Greenhouse Software, Google, and The Kraft Heinz Company.
How can I contact Daniel P.?
You can use AeroLeads to view verified contact signals for Daniel P. at Balanced-Ledger.us, including work email, phone, and LinkedIn data when available.
What schools did Daniel P. attend?
Daniel P. holds Bachelor Of Business Administration (Bba), Finance from Brigham Young University - Idaho.
What skills is Daniel P. known for?
Daniel P. is listed with skills including Leadership, Microsoft Office, Financial Modeling, Teamwork, Spanish, Outlook, Microsoft Excel, and Communication Skills.
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