Thomas F. Daniels, MBA

919-***-**** acuvjp@r.postjobfree.com

Summary

Leadership Project Management Finance

More than 10 years of project implementation and financial analysis across several industries. More specifically experience with SAP, PeopleSoft, BaaN, Great Plains modules MM, SD, FI-CO and reporting. Prior implementation experience lends to breath and depth of knowledge base and ability to quickly adapt to a changing environment. Have excellent facilitating skills and ability to influence others through change management skills.

Strengths

financial analysis

leadership

management analysis

accounting

mortgages

real estate

oil and gas finance

motivation

leadership skills

presentation skills

results oriented

problem solving

consultative experience

mortgage underwriting

project management

entrepreneurship

Professional Experience

Wells Fargo Home Mortgages 2010- 2016

Underwriter III Level D

A trainer for the Office of Comptroller Project teaching the fundamentals of underwriting and industry best practices

Responsible for delivering/facilitating technical training to ensure organizational consistency in effort to minimize the reputational risk of Wells Fargo

Responsible for coaching/mentoring on complex mortgage analysis and provide work direction to underwriting staff on credit decisions

Responsible for analysing, approving and underwriting difficult, complex mortgage requests within compliance and regulatory guidelines

Interpret risk/regulatory compliance policy and program requirements for Bank & Private line of business within Loss Mitigation department

Daniels Estate Properties LLC Real Estate/Mortgages 2002-2010

Real Estate Broker/Loan Officer

Manager of Real Estate and Investment company

Provided Real Estate broker duties for principle clients within real estate transactions

Provided project management duties for commercial developments

Originated residential and commercial loans for buyers and investors in real estate transactions

Quality review of loans originated with various lenders before loan commitment

Nortel Networks 2006-2007

Compensation Analyst

Effectively monitored complex commission, margins, and expenses for 110 salespersons in NE branches of the US

Provided guidance to Sales VPs, Directors and Sales Mgrs regarding financial compensation

Utilized advanced Excel spreadsheet functionality to ensure proper revenue and expense recognition for North East branch and ensure proper revenue and profit

Enabling branch managers responsible for business results with information and analysis necessary to meet branch goals

Proactively identifying shortfalls or weaknesses in business operations and proposing remediation measures or course corrections needed

Senior Project Analyst Nortel Networks 2000-2001

Developed process documentation needed for new integrated system

Provided leadership and guidance to business and systems managers in the development of IS plans that support our IS customers and business unit objectives

Developed project plan and managed deliverables for a Global Tactical Deployment of functional applications

In-depth knowledge of the MM and PP modules of SAP; plus working knowledge of other core SAP functionality. In-depth knowledge of standard business processes associated with pricing, promotions

Bearing Point (Formerly KPMG LLP) 1997-2000

Senior Project Consultant

Conducted process documentation, configuration and integration testing for clients implementing SAP 4.0 Material Management, Sales and Distribution and FI-CO modules

Configured the Materials Management module's Purchasing, INV management and Material Masters and tested for accuracy of integration within the FI-CO module

Implemented Great Plains Financial module for a Non-profit television station and assisted in developing a new chart-of-accounts

Implemented the Project Accounting sub-ledger to meet their project-based method of accounting for profitability. Led chemical manufacture in developing work instructions that complied with their ISO 9000 certification

Systemized various project tasks to be included in the development of a methodology used globally in implementing SAP and Oracle application.

PricewaterhouseCoopers (Formerly Amoco Financial Services) 1994 –1997

Project Analyst III

Member of Q&A team where responsibility included writing process documentation and quality testing scripts within system to ensure data integrity

Designed the distribution of the oil and gas movement throughout the United States for implementation into SAP's Material Management module SAP R/3 3.0E

Determined functional requirements for inventory movement of oil and gas and constructed the material movements within SAP's IMG

Conducted extensive integration testing of SAP's Sales and Distribution module with the Financial and Costing module with Amoco's Textile sector

Defined and executed unit and integration test cases for Amoco's Textile sector

Education

University of Phoenix Ground Campus Raleigh, NC

Master in Business Administration - Graduate Degree

North Carolina Agricultural and Technical State University Greensboro, NC

Bachelor of Science - Finance - Cum laude Grad

Minor Banking and Finance – Cum laude

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