Daniel Mercer
Financial Analyst
Summary
Financial analyst with five years in FP&A and corporate finance. Builds the models leadership actually uses to decide, and explains them in plain English.
Experience
Senior Financial Analyst, Harbor LogisticsApr 2022 - Present
•Built the rolling forecast that replaced a 3-week manual close with a 2-day refresh.
•Identified $2.4M in freight overspend, recovered through carrier renegotiation.
•Presented monthly variance reviews to the CFO and five regional heads.
•Modelled the business case for a $12M fleet purchase approved by the board.
Financial Analyst, Meridian FoodsJul 2019 - Mar 2022
•Automated the budget pack in Power BI, saving 30 analyst hours a month.
•Modelled a plant consolidation that cut unit costs by 9%.
•Reconciled intercompany accounts across four entities, clearing a two-year backlog.
Finance Intern, Lakeshore CapitalJun 2018 - Aug 2018
•Built comparable-company analyses for three mid-market deals.
Selected projects
•Pricing model for a new cold-chain service line, adopted as the company standard.
•Cash-flow early-warning dashboard that flagged a $600K shortfall two months ahead.
•Led the finance side of an ERP migration from spreadsheets to NetSuite.
Volunteering
•Treasurer, Chicago Youth Soccer League (2021 - present)
Contact
Chicago, IL
daniel.mercer@email.com
(312) 555-0199
linkedin.com/in/dmercer
Skills
Financial modelling · Excel · SQL · Power BI · Forecasting · Variance analysis · NetSuite · Budgeting
Education
BS Finance, University of Illinois Urbana-Champaign2015 - 2019
Certifications
•CFA Level II candidate
•Financial Modeling & Valuation Analyst (FMVA)
Languages
•English (native)
•Polish (fluent)
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Skills
Go · Python · PostgreSQL · Kafka · Redis · AWS · Kubernetes · Terraform · gRPC · Observability · System design
Experience
Senior Software Engineer, Brightpath PaymentsMar 2021 - Present•Rebuilt the settlement service in Go, cutting p99 latency from 1.8s to 220ms for 3M daily payments.•Led the move from cron jobs to Kafka streams, removing 40 nightly batch failures a month.•Designed idempotent retry handling that ended duplicate payouts, saving $400K a year in refunds.•Mentored four engineers; two were promoted to senior within eighteen months.Software Engineer, LoomdataJun 2018 - Feb 2021•Built the ingestion API that grew from 2 to 60 customers without a rewrite.•Cut AWS spend by 31% by rightsizing clusters and adding autoscaling.•Wrote the runbooks and alerts that brought monthly pages down from 45 to 8.Software Engineering Intern, Tessellate LabsMay 2017 - Aug 2017•Shipped a Python tool that validated customer CSV imports, used on every onboarding since.Education
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•pgwatch-lite: open-source Postgres query monitor, 1,400 GitHub stars.•Conference talk: "Exactly-once is a lie" at GopherCon Europe 2024.Certifications
•AWS Certified Solutions Architect, Associate - NavyDaniel MercerFinancial Analyst
Contact
Chicago, ILdaniel.mercer@email.com(312) 555-0199linkedin.com/in/dmercerSkills
- Financial modelling
- Excel
- SQL
- Power BI
- Forecasting
- Variance analysis
- NetSuite
- Budgeting
Education
BS FinanceUniversity of Illinois Urbana-Champaign · 2015 - 2019Certifications
•CFA Level II candidate•Financial Modeling & Valuation Analyst (FMVA)Languages
•English (native)•Polish (fluent)Summary
Financial analyst with five years in FP&A and corporate finance. Builds the models leadership actually uses to decide, and explains them in plain English.
Experience
Senior Financial Analyst, Harbor LogisticsApr 2022 - Present•Built the rolling forecast that replaced a 3-week manual close with a 2-day refresh.•Identified $2.4M in freight overspend, recovered through carrier renegotiation.•Presented monthly variance reviews to the CFO and five regional heads.•Modelled the business case for a $12M fleet purchase approved by the board.Financial Analyst, Meridian FoodsJul 2019 - Mar 2022•Automated the budget pack in Power BI, saving 30 analyst hours a month.•Modelled a plant consolidation that cut unit costs by 9%.•Reconciled intercompany accounts across four entities, clearing a two-year backlog.Finance Intern, Lakeshore CapitalJun 2018 - Aug 2018•Built comparable-company analyses for three mid-market deals.Selected projects
•Pricing model for a new cold-chain service line, adopted as the company standard.•Cash-flow early-warning dashboard that flagged a $600K shortfall two months ahead.•Led the finance side of an ERP migration from spreadsheets to NetSuite.Volunteering
•Treasurer, Chicago Youth Soccer League (2021 - present) - Meridian
Summary
Financial analyst with five years in FP&A and corporate finance. Builds the models leadership actually uses to decide, and explains them in plain English.
Experience
Apr 2022 - PresentSenior Financial Analyst · Harbor LogisticsBuilt the rolling forecast that replaced a 3-week manual close with a 2-day refresh.Identified $2.4M in freight overspend, recovered through carrier renegotiation.Presented monthly variance reviews to the CFO and five regional heads.Modelled the business case for a $12M fleet purchase approved by the board.Jul 2019 - Mar 2022Financial Analyst · Meridian FoodsAutomated the budget pack in Power BI, saving 30 analyst hours a month.Modelled a plant consolidation that cut unit costs by 9%.Reconciled intercompany accounts across four entities, clearing a two-year backlog.Jun 2018 - Aug 2018Finance Intern · Lakeshore CapitalBuilt comparable-company analyses for three mid-market deals.Selected projects
Pricing model for a new cold-chain service line, adopted as the company standard.Cash-flow early-warning dashboard that flagged a $600K shortfall two months ahead.Led the finance side of an ERP migration from spreadsheets to NetSuite.Volunteering
Treasurer, Chicago Youth Soccer League (2021 - present)