Summary
Work History
Education
Skills
Timeline
Activities and Achievements
Activities and Achievements
Overview
AccountManager
Daniel Jahn

Daniel Jahn

Omaha,NE

Summary

Experienced Financial Analyst and entrepreneurial-minded professional with a proven track record in improving financial operations, enhancing reporting accuracy, and driving strategic decision-making. Demonstrated expertise in financial reporting, audit processes, account reconciliation, cost-saving initiatives, and cross-functional team leadership. Adept at implementing technology solutions to streamline operations, improve efficiency, and support organizational growth. Committed to leveraging analytical skills and business acumen to drive financial health and achieve corporate objectives.

Work History

Financial Reporting Analyst

Teamshares
06.2022 - Current
  • Accelerated financial reporting process for 86 businesses, reducing cycle time by five days, enhancing data accuracy, and facilitating informed and timely business decisions
  • Implemented AI-based account classification within OneStream, optimizing efficiency and reducing manual workload
  • Unearthed and rectified overpayments through comprehensive auditing, securing monthly savings of $174K, enhancing financial integrity of company
  • Assured accurate and prompt preparation and review of financial statements and consolidated financials, communicating with key stakeholders to resolve issues
  • Fostered cross-functional collaboration for financial statement reviews and new company onboarding, improving quality and timeliness of information.

Founder / Chief Strategist

LeadCore - Marketing Agency
11.2022 - Current
  • Directed all operational aspects of marketing agency, developing key skills in financial management, business operations, and client fulfillment
  • Consistently achieved KPIs, generating minimum of 50 client leads per month, optimizing strategies for cost-effectiveness and high lead generation
  • Managed and directed virtual assistant, delegating tasks effectively to streamline outreach and administrative tasks.

Audit Associate

KPMG
08.2020 - 06.2022
  • Conducted comprehensive audits for both private and public clients, adhering strictly to
  • GAAP, ensuring financial transparency and reliability of financial statements
  • Managed distinct areas of control test-work and substantive for multiple public clients, enhancing efficiency and quality of audit processes
  • Led end-to-end audits for private companies, driving team through completion of required tasks, improving both efficiency and effectiveness of audit process
  • Collaborated with management, identifying significant financial risks and performing detailed tests and analytical procedures, contributing to risk mitigation and informed decision- making
  • Coordinated multiple audit assignments, effectively delegating tasks to associates and interns, fostering a high-performing and efficient audit team.

Accounting & Reporting Costing Assistant

Cargill
01.2020 - 08.2020
  • Resolved financial discrepancies in vendor invoices, billing, receiving, and purchase orders, enhancing financial accuracy and vendor relations
  • Assisted in financial procedures such as accruals, allocations, and Bill of Lading reconciliations, supporting overall financial operations.

Senior Business Intern - Internal Audit

Mutual Of Omaha
05.2019 - 08.2019
  • Internal Audit
  • Engaged in corporate audits, honing skills in fieldwork, control testing, and documentation, contributing to overall audit quality
  • Completed self-managed project, investigating company financial policies and procedures, and provided valuable suggestions to executives, displaying initiative and problem-solving skills.

Education

Bachelor of Science - Business Administration

Midland University
Fremont, NE
2020

Skills

  • Technical: Excel, Financial Modeling, NetSuite, SQL, BI Tools (Tableau, Power BI), Accounting Software (QuickBooks, Sage), Forecasting Tools, Data Visualization
  • Analytical: Financial, Data, Trend, Variance, Risk, Cost-Benefit, Scenario, Predictive Modeling Analysis
  • Communication: Skilled in presenting financial data and influencing strategic decisions
  • Leadership: Proven team and project leadership, enhancing team performance and skills
  • Problem-Solving: Proficient in identifying and implementing operational solutions
  • Business Acumen: Influences business strategy through financial analysis
  • Adaptability: Adapts to new information, changing strategies, and evolving regulations

Timeline

Founder / Chief Strategist

LeadCore - Marketing Agency
11.2022 - Current

Financial Reporting Analyst

Teamshares
06.2022 - Current

Audit Associate

KPMG
08.2020 - 06.2022

Accounting & Reporting Costing Assistant

Cargill
01.2020 - 08.2020

Senior Business Intern - Internal Audit

Mutual Of Omaha
05.2019 - 08.2019

Bachelor of Science - Business Administration

Midland University

Activities and Achievements

 

  • Led a 52-mile run fundraiser, raising $2,500+ for Duchenne Muscular Dystrophy.
  • Participated in community service with Alpha at St. Gerald & St. Columbkille.
  • Lead a local group with Nazareth at St. Gerald.
  • Volunteered for Habitat for Humanity, contributing to housing projects.
  • Assisted with food distribution at the Food Bank for the Heartland.
  • Voted Team Captain in 2019, leading a team of athletes.
  • Active member of the Unity Council (2016-2019), promoting inclusivity.
  • NAIA Football Scholar Athlete (2018-2020), balancing academics and athletics.

Activities and Achievements

 

  • Led a 52-mile run fundraiser, raising $2,500+ for Duchenne Muscular Dystrophy.
  • Participated in community service with Alpha at St. Gerald & St. Columbkille.
  • Lead a local group with Nazareth at St. Gerald.
  • Volunteered for Habitat for Humanity, contributing to housing projects.
  • Assisted with food distribution at the Food Bank for the Heartland.
  • Voted Team Captain in 2019, leading a team of athletes.
  • Active member of the Unity Council (2016-2019), promoting inclusivity.
  • NAIA Football Scholar Athlete (2018-2020), balancing academics and athletics.

Overview

4
4
years of professional experience

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Daniel Jahn