Daniel Baum

Financial Analyst/Grant Coordinator at The Health & Wellness Center
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Russian Limited working proficiency

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Experience

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Financial Analyst/Grant Coordinator
      • Sep 2020 - Present
    • Financial Services
    • 1 - 100 Employee
    • Managed Accounts Specialist
      • May 2020 - Sep 2020

      ● Process receipt transactions in the various queues within Cash Management which includes among others the Death Disbursements (Retirement and Non-Retirement products) and Divorce Journals. ● Perform quality assurance of transfers processed by other team members, Onshore and Offshore, to ensure accuracy. ● Providing support to advisors and internal associates, submit reports containing new accounts financial policies, governmental legislation, accounting theory, or financial regulations. ● Present data analysis and reporting metrics to management for assigned project work confirming that the added enhancements to LPL’s systems are functioning properly.

    • United States
    • Retail Luxury Goods and Jewelry
    • 1 - 100 Employee
    • Business and Administration Coordinator
      • Nov 2018 - Sep 2019

      ● Provide support for month end reviews, forecasts, spending reports and annual operating plans for commercial productions. Automated reporting and analytics. Developed, maintained and tracked key operations metrics. ● Utilize internally developed AI analytics to visualize viewership trends and real time fluctuations based on internal proprietary sets of factors. Conduct risk analysis of outside factors on viewership and advertising revenue. ● Work closely with the Operations & Supply Chain team and be responsible for tracking associated expenses. Work closely with Finance and Sales teams to analyze demand trends and provide executive updates. Support Sales Finance teams with automation and analytics tools & dashboards. ● Own and manage component price reporting and analytics, build financial models, presenting analyses and recommendations to senior leadership regarding internal Union rules and policies changes. ● Liaison across the finance and creative talent organizations (musicians, singers, casting agents) to drive continuous improvement in financial and operational performance whilst providing strict adherence to the Union requirements. Determine proper treatment of complex deals in partnership with Sales, CSG, Finance, and Revenue Operations teams.

    • Ukraine
    • Information Technology & Services
    • 1 - 100 Employee
    • Head Intern, Research and Analytics
      • Jul 2017 - Sep 2017

      ● Created an Excel-based data aggregator to persist promotional and compensational patterns as well as historical success-based ratings of the nation’s leading law corporations. ● Modeled and developed a user-friendly relational database used in the predictive analytics package to predict the law firm rating and reputation in the field vs. an individual applicant’s needs. Used generated metrics to analyze the fitment. ● Utilized statistical sampling of the real time results against the historical metrics to monitor the app’s precision and performance; interpolated the results to analyze the app’s deviations in order to fine tune data models. ● Created specifications and coded portions of the module utilizing De Novo’s proprietary algorithm responsible for analyzing attorneys browsing and search patterns as well as their credentials, interests and personality traits against the law firms’ requirements to predict and improve employment chances. ● Established the communication channel between firms’ recruitment departments and De Novo’s Sales and Marketing to improve visibility and hit ratio within the application. Connected the channel to the Account Management package. ● Self learnt the process of acquiring startup VC financing. Worked with the company founders to create a Power Point presentation to help marketing the app to potential investors. Interfaced with other entrepreneurs to exchange experiences and cross market the applications. ● Coordinated the recruitment of beta applicants to minimize error margins when app goes live. Helped Marketing generate price comparison vs conversion rates ratio matrix for the most efficient use of the budget. Compared price points against nation’s leading recruitment sites. Set up promotional tier-based rates for users and hiring firms to make switching appealing.

    • United States
    • Retail
    • 700 & Above Employee
    • General Sales Associate
      • Feb 2015 - May 2017

      ● Managed daily operations of a retail location. ● Coordinated between UP corporate, drivers and customers. ● Maintained Financial Records. ● Trained new employees. ● Supervised front counter staff. ● Managed daily operations of a retail location. ● Coordinated between UP corporate, drivers and customers. ● Maintained Financial Records. ● Trained new employees. ● Supervised front counter staff.

    • Swim Coach
      • Jun 2012 - Aug 2014

      ● Consulted with other staff members for implementation of Head Instructors plans and lessons. ● Taught very young children to swim the exercises and techniques to swim effectively. ● Lead clinics to educate swimmers of all levels on proper technique and finer points of the accurate swimming forms. ● Consulted with other staff members for implementation of Head Instructors plans and lessons. ● Taught very young children to swim the exercises and techniques to swim effectively. ● Lead clinics to educate swimmers of all levels on proper technique and finer points of the accurate swimming forms.

Education

  • University of California, Davis
    Bachelor's degree, Economics
    2016 - 2018
  • Diablo Valley College
    Business Administration and Management, General
    2014 - 2016

Community

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