Daniel Crabtree

• Created and managed sales analysis for year over year trend • Provided support for sales team in operational analysis in completion of visits correlation to sales • Experience in creating forecasting models using excel • Tasked with creating and implementing expense tracking files for field sales staff

• Compiled and managed financial analysis • Provided support for operations in operational analysis • Experience in using SCM in pulling reports to create operational models • Worked on Revenue Cycle and identified excess funds in Bad Debt

• Promoted to shift leader based on demonstrated ability to deliver excellent customer service and knowledge of operational processes. • Supervise shift employees to ensure efficiency, accuracy of orders and adherence to company protocols. • Train and mentor new employees on company procedures and customer service skills. Monitor performance and coach for improvement where necessary. • Collaborate with team members to implement enhancements to customer experience and safety practices for employees. • Responsible for front and back of store operations, including customer-facing interactions and food preparation.

• Gaining experience in financial and valuation modeling to develop trend analysis of department budgetary allocations. • Utilizing cost accounting knowledge to support future forecasting and planning. • Acquiring proficiency in Excel, ScheduALL and Hyperion. • Obtaining insight into inter-workings of corporate finance environment.

• Supported a team of senior advisors with client inquiries and account operations. • Provided exceptional level of service to clients, both in person and via phone. • Processed new account and transfer paperwork, administered funds transfers, distributions and check requests. • Educated in anti-money laundering rules, regulations and compliance.