Daniel P. Email and Phone Number
Daniel P. work email
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Daniel P. personal email
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.
Balanced-Ledger.Us
View- Website:
- cpa-latino.com
- Employees:
- 2
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Managing Partner – Fractional Cfos For Businesses With $1M–$30M In RevenueBalanced-Ledger.UsTexas, United States
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Chief Executive OfficerThe Finance Consulting Group Apr 2024 - PresentDallas, Texas, UsFractional Business Analyst.Empowering Main Street with Google-level business & data analysis for small and medium-sized businesses -
Finance Manager - Emerging MarketsGreenhouse Software Oct 2023 - Mar 2024New York, New York, Us -
Finance AnalystGoogle Mar 2021 - Jun 2023Mountain View, Ca, Us -
Finance Manager - Growth VenturesThe Kraft Heinz Company Jan 2019 - Jan 2021Chicago, Il, UsEvolv 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, go-to-market, commercialization, and valuation analyses while partnering with Presidents and VP’s to propose spin offs and acquisitions for the group+ Financial Strategy - launched and scale new businesses through building financial models, P&L’s, competitive analysis, market sizing and valuations, while driving improvements in profitability, free cash flow, and operational efficiency+ Strategic Partnerships - stablished partnerships with accounting, tax, treasury, IT, product management and and sr. Leadership across the organization to launch new businesses+ Managed CAPEX and OPEX/budgets for five start ups+ Risk Management - identified and mitigated key financial and compliance risk+Financial Planning & Forecasting - identified levers that drive the P&L by developing business metrics to provide guidance to the org+ People Lead - led two finance profesionales -
Senior Financial AnalystThe Kraft Heinz Company Dec 2017 - Jan 2019Chicago, Il, Us• 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 to determine gross sales, net sales value and contribution margin. The tool later became a success to determine ROI in every business unit across the US, today it is used monthly analyzing millions of dollars in incremental funding requests• 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 avoided liquidation payments in the coming year. Other areas and other regions have followed my approach by using my tool and process after proven success• 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 monthly routine across all the East Area
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Financial AnalystThe Kraft Heinz Company Aug 2017 - Dec 2017Chicago, Il, UsSuccessfully managed a ~$300MM portfolio account and deliver positive results
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Summer AnalystJ.P. Morgan Asset Management Jun 2016 - Aug 2016New York, Ny, Us• 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 -
Co-FounderPhillyup (Student Run Company) Apr 2015 - Jul 2015-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 Sheets designed to preserve company assets and report accurate financial results-Delivered profitability by 10 times higher in the second period, by reducing COGS by 23.9%, increased contribution margin by 10% and increased automation by 38%
Daniel P. Skills
Daniel P. Education Details
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Brigham Young University - IdahoFinance -
Ensign CollegeBusiness Administration And Management
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Centro Escolar Benemérito De Las AméricasHigh School Diploma - Mexico
Frequently Asked Questions about Daniel P.
What company does Daniel P. work for?
Daniel P. works for Balanced-Ledger.us
What is Daniel P.'s role at the current company?
Daniel P.'s current role is Managing Partner – Fractional CFOs for Businesses with $1M–$30M in Revenue.
What is Daniel P.'s email address?
Daniel P.'s email address is da****@****gle.com
What schools did Daniel P. attend?
Daniel P. attended Brigham Young University - Idaho, Ensign College, Centro Escolar Benemérito De Las Américas.
What are some of Daniel P.'s interests?
Daniel P. has interest in Social Services.
What skills is Daniel P. known for?
Daniel P. has skills like Leadership, Microsoft Office, Financial Modeling, Teamwork, Spanish, Outlook, Microsoft Excel, Communication Skills, Team Oriented, Spanish Speaking, Excel Models, Time Management.
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