Dan Briere, MBA

Richmond, Virginia, United States

adih7o@r.postjobfree.com 804-***-****

linkedin.com/in/danbriere

Summary

Dynamic business leader who excels at driving immediate results by empowering teams to reach new heights. Experience

Recruiting Manager

Robert Half

Sep 2019 - Nov 2020 (1 year 3 months)

• Source and recruit candidates to fill internal matrix and staff open permanent placement job orders in Finance, Accounting, Operations, Project Management, and Human Resources roles.

• Engage in marketing activity with prospective clients to create new job orders.

• Facilitate interview and job offer negotiation processes between candidates and clients. Director of Marketing and Data Analytics

RVA Financial

Aug 2018 - Apr 2019 (9 months)

• Spearheaded new data analytics group at $62 million community financial institution to capitalize on enhanced data visibility in new core processing system.

• Utilized SQL and Microsoft Excel extensively to perform financial analysis of proposed changes.

• Worked with line managers as well as other members of executive team to implement changes leading to +$250,000 contribution to bottom line.

• Utilized coaching model with retail teams to perform live demonstrations of sales and service calls.

• Designed and implemented new in-branch creative and branding, leading to increased member engagement levels.

• Continued leadership of e-commerce initiatives to improve the online branch experience, including the configuration, testing, and implementation of automated online account opening.

• Worked cross-functionally with Retail and Sales teams to determine needs for CRM system, then configured and implemented based upon findings.

• Served as subject matter expert for Lending, Collections, and Retail operations, providing assistance with training, coaching, and process improvements.

• Served as internal leader for CDFI application process. Vice President of Lending and Marketing

RVA Financial

Apr 2016 - Aug 2018 (2 years 5 months)

• Researched and implemented new processes and procedures leading to first sustained loan portfolio growth in ten years.

• Re-built direct, indirect, and mortgage Lending programs utilizing industry best practices.

• Recruited, coached, and supervised 11-employee lending and collections department including auto loans, personal loans, credit cards, and mortgage loans. Dan Briere, MBA - page 1

• Utilized coaching model to demonstrate live collections calls, resulting in significant reductions to net loan charge-offs and delinquencies.

• Created, planned, and executed brand change in conjunction with core processing system conversion. Planned and executed effective member communications plan for both.

• Formed centralized underwriting function, including planning, configuration, training, and ongoing operational oversight

• Worked cross-functionally with Operations executive to improve service delivery levels and increase the average number of products held per member.

• Consistently exceeded KPI targets for customer service, net loan yield, net charge-offs, delinquency ratio, and more.

• Performed ongoing financial modeling and analysis to illustrate likely outcomes in a variety of “what if” scenarios for product introductions and cancellations, location changes, fee and rate changes, and more, then recommended a course of action.

• Analyzed and presented various elements of potential merger transactions, including location density/ overlap, market penetration, financial performance metrics, and balance sheet impact.

• Created and delivered reports, presentations, and proposals to Board of Directors and regulators on a monthly, quarterly, and ad hoc basis.

• Successfully performed data extraction and verification for mortgage core conversion.

• Managed and oversaw relationship with outside legal counsel.

• Planned and implemented new Website experience and online branch system. Director Of Marketing And Business Development

RVA Financial

Mar 2013 - Apr 2016 (3 years 2 months)

• Performed analysis and compiled results along with illustrations and narrative into successful proposal for the institution's community charter.

• Utilized results of quantitative and qualitative analysis to strategically plan and execute new marketing strategy leading to growth in multiple product categories.

• Developed B2B relationships leading to new ATM placement and re-engaged SEG groups.

• Served as business development representative, representing the credit union at benefits fairs and in building new relationships with employer groups.

• Planned and directed Website redesign that led to a greater than 100% increase in online loan and credit card applications.

• Implemented online mortgage loan application.

• Planned and executed multi-channel marketing campaign that led to a more than 100% increase in outstanding credit cards and balances.

Assistant Comptroller

RVA Financial

Apr 2011 - Mar 2013 (2 years)

• Board-level role overseeing the accounting and financial reporting procedures of the institution Board Member

RVA Financial

Apr 2011 - Mar 2013 (2 years)

Dan Briere, MBA - page 2

• Directed the operations of the credit union in conformity with the Federal Credit Union Act, NCUA's Rules and Regulations, and other applicable laws

Senior Pricing Analyst

Estes Express Lines

Apr 2011 - Feb 2013 (1 year 11 months)

• Utilized concepts of cost accounting and developed sales skills to grow gross margin in three-state territory by 14 percentage points while maintaining sales volume.

• Conducted regular analysis on existing business as well as new bids and RFPs using a custom transportation costing model.

• Compiled activity-based costing analyses for management, sales, and customers on regular and ad hoc bases.

• Conducted customer site visits to observe and recommend strategies for logistical and cost efficiency enhancements.

• Interacted cross-departmentally with Sales, Operations, Billing, Claims, Marketing, and the Executive team to support profitable growth of the business.

• Measured financial impact of various pricing programs for each customer through cost modeling and financial/strategic analysis to maximize profitability and most effectively meet customer needs.

• Completed bid responses and submitted bid packages to customers for review.

• Audited pricing program/contract entry for accuracy and profitability post-implementation.

• Partnered daily with Sales via phone, email, and field visits to ensure solutions profitably met customer needs while positioning Estes positively as a carrier.

• Built and nurtured cross-functional relationships within organization to assist in new product launches, customer service improvement, customer collections, and problem resolution.

• Mentored Junior Pricing Analysts in the Estes pricing philosophy. Supervisory Committee Member

RVA Financial

Apr 2010 - Apr 2011 (1 year 1 month)

• Directed internal audit activities

• Engaged with external audit firm

• Verified internal controls, policies, and reports

• Monitored board of director performance

Junior Pricing Analyst / Yield Management Analyst

Estes Express Lines

Apr 2010 - Apr 2011 (1 year 1 month)

• Learned the Estes pricing philosophy while working in the Yield Management group under the direction of Senior Pricing Analysts.

Operations Analyst

Estes Express Lines

Jul 2009 - Apr 2010 (10 months)

• Provided daily analytical support to the company’s new national bypass network. Dan Briere, MBA - page 3

• Daily work included routine identification of problem loads and resulted in calls to terminal managers throughout the network to discuss the items found and work collaboratively to improve operational efficiencies.

• Recommended changes to schedules, routes, and other areas to improve operational efficiency based upon results of analysis.

Education

Keller Graduate School of Management of DeVry University Graduate Certificate, E-Commerce/Electronic Commerce 2013 - 2013

Keller Graduate School of Management of DeVry University MBA, Marketing and Finance

2010 - 2013

• Graduated with Distinction (3.78 GPA)

• Marketing and Finance emphasis – coursework included Managerial Accounting, Managerial Finance, Managerial Statistics, Management of Financial Institutions, Options and Financial Futures Markets, and Mergers and Acquisitions

ECPI University

Bachelor of Science in Computer and Information Science, Management Information Systems

2005 - 2007

• Bachelor of Science Degree in Management Information Systems

• Member of the National Technical Honor Society

• Graduated Summa Cum Laude with a 3.97 GPA

Skills

Strategy • Marketing • Finance • Sales • Pricing • Operations Management • CRM • Analysis • Budgets • Strategic Planning

Dan Briere, MBA - page 4

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