Financial Analyst, Sr.

Daniel B. Burns, MBA

Residence 612-***-**** **********@*******.***

SUMMARY

Financial professional with extensive education and experience in investment banking and treasury management. Financial management experience includes; funding and accounting activities, successfully maintaining ongoing Bank relationships, managing asset flows of $6.6billion, conducting performance analysis and publication, negotiating and analyzing bank product pricing strategies. A team player who excels in an atmosphere of cooperative goal achievement.

CAREER PROFILE

ELCA BOARD OF PENSIONS – Minneapolis, MN 11/2006 – 11/2011

Senior Treasury Analyst – Finance

• Performed investment related reconciliations on Portia system. Responsible for troubleshooting the system, clearing difficult reconciling items, and shoring up the reconciliation process to pass on to the Treasury Analyst.

• Served as Business/Subject Matter Expert for Investment Operations and Treasury initiatives. Worked closely with IT to conduct feasibility testing and implementation of new Asset Transfer systems.

• Re-wrote the design document and requirements document for Asset Transfer 3.0 implementation.

• Represented Finance as key resource for finance and accounting related issues and inquiries originating from the Custodial Bank, Member Services and Group Retirement departments. Served as the “go-to” resource for FP & A, G/L Accounting, and Investments regarding cash, mid-office investments, and Treasury related topics/concerns.

• Acted as mentor and coach for co-workers during various Board implementation and modification initiatives, this impacted their position responsibilities.

• Led semi-monthly Asset Transfer meetings to rebalance and reallocate pension funds totaling $6.6 billion in assets under management.

• Developed enhancements and business methodologies resulting from external initiatives and system changes in order to make Treasury systems and processes more dynamic.

• Researched and created methodologies for cash flow analysis to determine the longevity of assets in run-off Trusts.

• Coordinated and managed personnel and workflow to formulate Alternative Investment Valuation audit controls. Created initial flowchart of functions and process controls, instructed external consultant and Alternative Investment manager on Alternative Investment process flows and structure as they related to Finance.

• Researched and analyzed sector specific benchmarks for inclusion in Board fund offerings to support the Board’s value added initiatives.

• Recommended a variety of exchange-traded and money market funds in order to grow the Board’s internal portfolio.

• Enhanced and modified monthly performance reports to reflect returns from new fund offerings.

• Implemented controls for corporate action process, capital calls, compliance monitoring and back-office procedures.

ALLIANZ LIFE INSURANCE - Saint Louis Park, MN 3/2006-10/2006

Financial Analyst-IT Finance

• Collaborated to design, create, and implement a budgetary forecast tool used by Vice Presidents, Directors and Managers of IT to better monitor expenses and cost allocations.

• Served as consultant for Directors and Managers to devise means to reduce costs and become more functionally effective in their respective IT area.

• Assisted Directors with capital budgeting schedules.

• Incorporated measures to define inefficiencies and cost reducing initiatives for the IT department, resulting in the Directors and Managers which I supported making their budgetary goals.

• Created a centralization policy all outstanding invoices for payment and accrual purposes.

• Utilized Hyperion Essbase for data aggregation purposes.

Financial Analyst-Treasury 4/2000-2/2006

• Conducted cost/benefit/feasibility analysis to purchase short-term investment vehicles through several banks.

• Key representative of the Treasury area who assisted in the research/analysis, implementation, and troubleshooting the migration of a companywide IT system, which gained Team of the Year honors.

• Assisted with the recommendation, implementation, and final decision in choosing SunGard, Treasury Workstation as the treasury tool. Also, helped design the system configuration to meet company specifications.

• Worked extensively with IT to resolve reinsurance program and system deficiencies.

• Developed an innovative approach to quarterly reporting of various sections of schedules DA and E for inclusion in the company Blue Books.

• Completed comprehensive research and analysis to determine which Canadian based bank would provide us with the best product offerings while optimizing our ROI.

EDUCATION

Associate Reinsurance Administration –certification 2004

Certified Treasury Professional – designation 2002

Association of Financial Professionals

Fellow of Life Management Institute – designation 2000

MBA-Finance 2000

University of Saint Thomas, Saint Paul, MN

BA-Business Administration, Operations Management 1991

University of Saint Thomas, Saint Paul, MN

• Dean’s List

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