Daniel Sustac Roman, CPA, CMA

Senior Financial Analyst at IIROC (Investment Industry Regulatory Organization of Canada)
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Contact Information
us****@****om
(386) 825-5501
Location
North York, Ontario, Canada, CA

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Credentials

  • CPA, CMA
    CPA Canada (Chartered Professional Accountants Canada)

Experience

    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Financial Analyst
      • May 2021 - Present

    • Canada
    • Advertising Services
    • 500 - 600 Employee
    • Senior Analyst, FP&A - International
      • Feb 2017 - Sep 2020

      Leading FP&A activities of various portfolios including areas such as capital management, technology, industry marketing costs, headcount & consolidations.I developed various analytical models to aid in decision making such as 5 Year Strategy Plans, Headcount Analysis, Technology and Capital Allocation impact models. Successfully implemented a new timetracking framework in accordance with LOB agile work requirements and a new timetracking system. Leading FP&A activities of various portfolios including areas such as capital management, technology, industry marketing costs, headcount & consolidations.I developed various analytical models to aid in decision making such as 5 Year Strategy Plans, Headcount Analysis, Technology and Capital Allocation impact models. Successfully implemented a new timetracking framework in accordance with LOB agile work requirements and a new timetracking system.

    • Canada
    • Aviation and Aerospace Component Manufacturing
    • 700 & Above Employee
    • Senior Business Analyst
      • Sep 2012 - Feb 2017

      • Constructed net new cost model in support of successfully bidding on major 5 year, $200 million Repair and Overhaulcontract Delivered 400K in savings by creating a cross-functional team to improve usage and sale of slow moving andobsolete inventory. Created financial model and procedure for Make vs. Buy analysis and provided cost analysis to justify off-loading noncoresheet metal work resulting in savings of $100K over 5 years. Led the preparation of companywide financial forecasts and budget according to yearly, quarterly and monthlyreporting cycles, evaluating actual results to forecasts and providing value added insights. Optimized month end processes and reduced financial statement preparation time by 2 days. Recruited externally and successfully trained junior analyst.

    • Media Payables Coordinator
      • Feb 2012 - Sep 2012

      • Ensure broadcast invoices and payments are process accurately and on time.• Cross-reference buy records with received invoices to determine and resolve discrepancies.• Coordinate with and manage the expectations of media suppliers.• Extensive use of Accpack, Spotpack and MatchMaker programs for paying, resolving issues and creating reports • Ensure broadcast invoices and payments are process accurately and on time.• Cross-reference buy records with received invoices to determine and resolve discrepancies.• Coordinate with and manage the expectations of media suppliers.• Extensive use of Accpack, Spotpack and MatchMaker programs for paying, resolving issues and creating reports

    • Customer Service Representative
      • Sep 2010 - Oct 2011

      • Analyzed customers portfolios and recommended banking solutions which fit their needs• Facilitated a wide variety of financial transactions including explaining mortgage statement details and information on payments to customers• Strictly applied internal controls when processing transactions to minimizes losses and fraudulent activity• Implemented risk analysis procedures such as asset/liabilities analysis, comparing current cash flows to verify legitimacy and feasibility of transactions

Education

  • University of Toronto Mississauga
    Bachelor of Commerce (B.Com.), Accounting and Finance; Major in Economics
    2007 - 2011

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