Daniel Baxa
Marion,IA
Summary
Thorough Research Analyst with passion for helping businesses solidify business plans through understanding of market conditions. Accurate and hardworking with exceptional written and verbal communication aptitudes. Specialties include data interpretation and quantitative analysis.
Overview
1
1
22 Years of professional experience
Work History
Operational Controls Manager
Tata
Cedar Rapids, IA
03.2019 - 08.2023
- Supported a team of 13 members responsible for monthly recons, company reporting of gains and losses, processing losses, OFAC, Escheatment, while working SOX and Key Controls
- Directed and strengthened TATA risk by reducing overall Gain Loss by 33% in an 18-month period
- Identified opportunities for process improvement across various functional groups within the organization.
- Managed multiple projects simultaneously while ensuring all deadlines were met or exceeded.
Senior Financial Analyst
Transamerica Life Insurance Company
Cedar Rapids, IA
02.2016 - 03.2019
- Analyzed financial data to identify trends, discrepancies, and opportunities for improvement.
- Created detailed reports summarizing financial performance metrics for senior management review.
- Built a team of 3 to perform and specialize in OFAC review, reducing reviewers by 80 across the organization
- Performed control reports capturing millions of dollars in overall errors
Education
Associate of Applied Science - Accounting
05.2007
Skills
- Strategic Planning
- Data Compiling and Analysis
- Team Leadership
- Detail Oriented
- Creative Thinking
- Deadline Driven
Websites
Timeline
Operational Controls Manager - Tata
03.2019 - 08.2023
Senior Financial Analyst - Transamerica Life Insurance Company
02.2016 - 03.2019
Kirkwood Community College - Associate of Applied Science, Accounting