Daniel Smilack
Trezevant,TN
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Financial Analyst
Wipro Health Plan Services
Remote
02.2022 - 02.2024
- Reconcile and resolve enrollment/financial discrepancies between HPS and CMS/Exchange data
- Perform in-depth discrepancy analysis
- Manage and document findings using Government data and provide recommendations
- Automate processes when applicable using Excel/Visual Basic.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Product & Pricing Analyst
Robert Half
Memphis, TN
04.2021 - 08.2021
- Actively monitored sensitivity models to respond to the changing market conditions and customer behavior trends
- Partner with Divisional Leaders to drive pricing strategies, analyze market trends, incorporate competitive market data, and plan for future pricing actions
- Monitor tracking measures regarding the performance of pricing actions
- Drive continuous improvement and innovation in pricing by making recommendation(s) to change current processes and strategies.
- Developed strong analytical and financial skills, which helped to anticipate market and company needs.
Senior Technical Advisor
KellyConnect - Apple
Remote
08.2017 - 01.2021
- Documented and maintained detailed records of support requests, escalations, and actions taken
- Communicated clearly asking informed questions and listening actively to provide targeted support for technical issues
- Evaluated functionality and performance of software and hardware recommending improvements and solutions
- Mentored/trained new advisors.
Senior Manager - Operations & Data Analytics
Realogy (AnyWhere Real Estate)
Madison, NJ
08.2011 - 08.2016
- Market and company analysis for BHGRE, Coldwell Banker, Century 21, ERA and Sotheby's
- Ad hoc analysis for executive level on various aspects of real estate (real estate companies, commission models & various markets across the U.S.)
- Manage leads/conversions nationwide, build financial reporting and analysis for brands
- Various analysis/studies including industry recruiting and agent compensation
- Guided, supported, and coached Real Estate agents on procedures and performance strategies
- Developed and maintained key results and performance standards to benchmark operations and set objectives.
Senior Financial Analyst
Pfizer/Gerber/Bayer/Novartis
Madison, NJ
09.2006 - 01.2011
- Analyzed key drivers of variance to support strategic planning and decision making
- Reconciled Balance Sheet accounts
- Supported development of budget and financial forecasting
- Broke down strategic problems and data analysis to offer insights and recommendations
- Investigated significant variances, issued reports, and developed corrective recommendations
- Coordinated with financial managers to identify organizational reporting needs and strategize on variances
- Financial Book close on a monthly, quarterly and annual basis.
Senior Product Manager
AT&T
Basking Ridge, NJ
01.1996 - 03.2006
- Provided financial support for AT&T VoIP products and all new potential offers prior to entering national market
- Managed organizational budgets and monthly outlooks based on operational findings within AT&T CallVantage
- Performed analysis to determine AT&T's entry into the local service markets for each state within the U.S.
- Managed/enhanced strategic models based on data from L&GA (legal) regarding rates (Loop, Port & Usage)
- Identified and analyzed cost components of other potential local connections (VOIP, UNE-L, TSR and Powerline)
- Managed routing and cost for Prepaid Card International minutes (1B annual minutes)
- Saved $25M in costs Year 1 managing routing.
Recruiter
Pomerantz Staffing Services
Watching, NJ
02.1990 - 10.1995
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Coordinated schedules to arrange management interviews with applicants.
- Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
- Managed high-volume requisitions in a timely manner to meet client staffing needs efficiently.
Skills
- Building and maintaining financial & operational models
- Digital Marketing tracking & analysis
- Forecasting
- Business analysis
- Financial analysis
- Process improvement
- Tableau
- Project management
- SOX Compliance
- Visio
- Budgeting
- Technical support
- Data warehouse
- Market analysis
- Product Management
- Data Analytics
- Financial Report Writing
- Customer service
- Microsoft SQL Server
- Accounting Principles
- Balance Sheet Reconciliation
- Visual Basic
- Analytical skills
- Data analytics
- Financial report writing
- Data modeling
- Data manipulation
- Business intelligence
- Sales
- Power BI
- Data visualization
- Salesforce
- Requirements gathering
- Financial planning
- Direct sales
- Microsoft Outlook
- Microsoft Excel
- Microsoft Powerpoint
- Data management
- Teradata
- SAP CRM
- Customer relationship management
- Financial accounting
- Account management
- Product management
- Microsoft Access
- CRM software
- Market research
- Product development
- Order management system
- Data Collection & Research
- Financial statement analysis
- Financial Management
- Financial and operational reporting
- Variance Analysis
- Research and Data Analysis
- Data Analysis
- Budget support
- Comparative analysis
- Report creation
- Cost-benefit analysis
- Performance Analysis
- Financial statements expertise
- Advanced financial analysis
- Business intelligence tools
- General ledger accounting
- Cash Flow Management
- Accounting Principles
- Budget Compliance
- Accounting assistance
- Preparing budgets
- Knowledge of ERP (Enterprise Resource Planning) software
- Data trending
- Database Management
- Customer Relationship Management
- Analytical Thinking
- Performance Analysis
- Business Planning
- Report Preparation and Presentation
- Trend Analysis
- Budget coordination
- Relationship Building
Certification
- Real Estate License
- Real Estate Broker
Assessments
- Call center customer service, Proficient, 12/01/21
- Management & leadership skills: Impact & influence, Proficient, 05/01/24
- Customer service, Proficient, 05/01/24
- Spreadsheets with Microsoft Excel, Proficient, 03/01/21
- Analyzing data, Proficient, 02/01/21
- Analyzing data, Proficient, 03/01/24
- Data entry: Attention to detail, Proficient, 12/01/21
- Sales skills, Proficient, 03/01/21
- Project timeline management, Proficient, 03/01/24
- Working with MS Word documents, Proficient, 01/01/22
- Customer service, Proficient, 03/01/21
- Attention to detail, Proficient, 11/01/21
- Analyzing data, Proficient, 08/01/21
- Principles of accounting, Proficient, 10/01/21
- Scheduling, Proficient, 12/01/21
- Inside sales, Proficient, 03/01/21
- Communication skills, Proficient, 04/01/24
- Software developer fit, Proficient, 05/01/21
- Management & leadership skills: Impact & influence, Proficient, 09/01/21
- Management & leadership skills: Planning & execution, Proficient, 05/01/24
- Verbal communication, Proficient, 04/01/24
- Administrative assistant/receptionist, Proficient, 12/01/21
- Technical support: Customer situations, Proficient, 12/01/21
- Time management skills, Proficient, 04/01/24
- Spreadsheets with Microsoft Excel, Proficient, 10/01/21
- Technical support, Proficient, 12/01/21
- Customer focus & orientation, Proficient, 10/01/21
Timeline
Financial Analyst
Wipro Health Plan Services
02.2022 - 02.2024
Product & Pricing Analyst
Robert Half
04.2021 - 08.2021
Senior Technical Advisor
KellyConnect - Apple
08.2017 - 01.2021
Senior Manager - Operations & Data Analytics
Realogy (AnyWhere Real Estate)
08.2011 - 08.2016
Senior Financial Analyst
Pfizer/Gerber/Bayer/Novartis
09.2006 - 01.2011
Senior Product Manager
AT&T
01.1996 - 03.2006
Recruiter
Pomerantz Staffing Services
02.1990 - 10.1995