Daniel Killian, FMVA® CMSA® CREF
Senior Financial Analyst at CF Consulting LLC- Claim this Profile
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Spanish Limited working proficiency
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Italian Limited working proficiency
Topline Score
Bio
Credentials
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Master NEW Excel Functions in Office 365 & Office 2021
UdemySep, 2023- Nov, 2024 -
Credential Verification Link
Corporate Finance Institute® (CFI)Aug, 2021- Nov, 2024 -
Financial Modeling & Valuation Analyst®
Corporate Finance Institute® (CFI)May, 2021- Nov, 2024 -
Machine Learning for Data Analysis: Regression & Forecasting
Udemy -
Captial Markets & Securities Analyst®
Corporate Finance Institute® (CFI) -
Commercial Real Estate Finance Specialization
Corporate Finance Institute® (CFI) -
Machine Learning for Data Analysis: Data Profiling & QA
Udemy -
SQL for Data Analysis: MySQL Business Intelligence
Udemy
Experience
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CF Consulting LLC
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United States
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Business Consulting and Services
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1 - 100 Employee
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Senior Financial Analyst
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Jan 2019 - Present
Worked with multiple companies of different sizes with concierge analysis/analytics, focusing on the Financial/Business Analysis and Microsoft Dynamics BC/NAV. Also, developed multiple unique models for financial analysis, P/L, cash flow, KPIs, benchmarking, and ad hoc reports/graphs/presentations. Perform cost accounting, P/L analysis, cash flow modeling, free cash flow and discounted cash flow analysis, corporate finance, data visualization and validation, business analysis and valuation, budgeting/forecasting, risk management, asset management, equity valuation, data evaluation through statistical analysis, pro format M&A evaluation, internal rate of return, diluted share, capital asset pricing model and weighted average cost of capital. Show less
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Ks Capital
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United States
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Financial Services
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1 - 100 Employee
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Business Analyst and Financial Advisor/Stock Broker/Life/Health Insurance
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Jan 2002 - Jan 2021
• KS INSURANCE: 10/15 TO 2020 • NATIONAL FINANCIAL: 4/12 TO 10/15 • LINCOLN FINANCIAL: 9/08 TO 4/12 • FINANCIAL NETWORK: 6/06 TO 9/08 • GUNNALLEN FINANCIAL: 2/05 TO 6/06 • BROOKSTREET SECURITIES: 8/03 TO 2/05 Created, developed, and managed an office with over $10M in assets. Established a financial service office during an economic recession building over $4M in assets within four years. Sold across multiple investment platforms from stocks, bonds, mutual funds, ETFs, variable/annuities, long-term care plans, college savings, retirement plans, IRAs, managed accounts, and estate planning. Marketed services with multiple radio interviews about financial/estate planning in combination with overall view of economy and equities markets. Guest speaker at events in several states regarding financial/estate planning, capital gains deferral, asset allocation, life insurance, long-term care, efficient market hypothesis and others. Deliberately moved clients’ overall positions to cash in March and April of 2008 after researching the S/P 500’s P/E Ratio exceeding 18. Guided clients through the “Great Recession” eliminating losses and effectively trading as the market recovered, ultimately creating over $8M in client assets. Managed all office and corporate operations in accordance with SEC, FINRA, and corporate laws, policies, and procedures. Partnered with estate planning attorneys and CPAs to ensure the protection client assets. Used the method of “Value-Based Selling” to reveal each client’s unique economy, goals, and objectives Show less
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Corporate Software
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IT Services and IT Consulting
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1 - 100 Employee
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Regional Manager
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Dec 2000 - Oct 2002
Software license reseller for Microsoft, Adobe, Symantec and other packages. Exceeded all sales performance goals by over 30% while effectively marketing company (telephone prospecting, business development associations, seminars, etc.) to new clientele and markets. Increased overall market share of software reselling in the Minneapolis/St. Paul markets from approximately 25 to 40%. Sales excellence conference attendee. Software license reseller for Microsoft, Adobe, Symantec and other packages. Exceeded all sales performance goals by over 30% while effectively marketing company (telephone prospecting, business development associations, seminars, etc.) to new clientele and markets. Increased overall market share of software reselling in the Minneapolis/St. Paul markets from approximately 25 to 40%. Sales excellence conference attendee.
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Pitney Bowes
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United States
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Software Development
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700 & Above Employee
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Territory Manager
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Sep 1998 - Dec 2000
Managed territorial sales of postal meters, paper folding processing equipment, and shipping software. Exceeded all sales goals in postal meter sales, shipping software sales, and folding processing sales by over 25% while holding a “rural” territory. Exceeded shipping software sales by over 40%. Honors clubs and sales excellence award winner. Instituted the use of S.P.I.N (Situation, Problem, Implication, Need/Payoff) to greater understand client needs and F.A.B. selling (Features, Advantages, Benefits) to close sales. Extensive telephone and door-to-door business prospecting. Created a “sales club” for salespersons to overcome objections and increase sales. Show less
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Education
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University of North Dakota
Bachelor of Business Administration - BBA, Business -
Corporate Finance Institute® (CFI)
Financial Modeling & Valuation Analytics (FMVA) -
Corporate Finance Institute® (CFI)
Capital Markets & Securities Analyst (CMSA) -
Corporate Finance Institute® (CFI)
Commercial Real Estate Finance Specialization, Commerical Property
Community
