Summary
Overview
Work History
Education
Skills
Computer Technical Skills
Timeline
Generic

Daniel P. Barker

SHAKOPEE,MN

Summary

Financial Analyst with a strong foundation in forecasting, variance analysis, and cross-functional collaboration. Experienced in supporting business units with financial planning, preparing earnings materials for executive leadership, and driving data-informed decisions. Proficient in Excel, Power BI, and Microsoft Dynamics GP, with a track record of delivering insights that improve organizational performance.

Overview

4
4
years of professional experience

Work History

Financial Analyst

Sun Country Airlines
Richfield, Minnesota
05.2023 - Current
  • Collaborate with department leaders to build and refine monthly forecasts, ensuring alignment with financial targets, and strategic goals.
  • Conduct variance analysis to identify discrepancies, and provide actionable insights to business units.
  • Assist in compiling flight profitability reports to support route planning and commercial decisions.
  • Contribute to the quarterly earnings package used in earnings calls with executives and investors.
  • Review capital expenditure requests to ensure they meet financial guidelines, and present recommendations to leadership.

Planning Analyst

Hantz Financial
Marquette, Michigan
11.2021 - 08.2022
  • Obtained SIE and Series 7 licenses to enhance advisory capabilities.
  • Coordinated meetings with advisors, tax teams, and estate planners for comprehensive client strategies.
  • Assisted in quoting and evaluating insurance policies to meet client needs.
  • Collaborated with advisors to analyze and recommend diverse investment options for clients.

Education

BS - Financial Management

Northern Michigan University
Marquette, MI
05.2023

Skills

  • Microsoft Office
  • Financial modeling
  • Variance analysis
  • Capital budgeting
  • Data analysis
  • Team collaboration
  • Forecasting methods
  • Microsoft Excel
  • Power BI
  • Microsoft Dynamics GP
  • MetaViewer

Computer Technical Skills

  • Microsoft Office, Proficient in Microsoft Excel, using it to build models and perform detailed analysis to support data-driven decision-making
  • Power BI, Utilized Power BI to organize and analyze monthly revenue data, enhancing reporting accuracy and insights
  • Microsoft Dynamics GP, Leveraged GP to review different GL accounts and compile detailed information for analysis
  • MetaViewer, Used MetaViewer to review invoices and identify the associated capital projects for accurate tracking and management

Timeline

Financial Analyst

Sun Country Airlines
05.2023 - Current

Planning Analyst

Hantz Financial
11.2021 - 08.2022

BS - Financial Management

Northern Michigan University

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