Daniel Jeffries Email & Phone Number
Senior Financial Analyst - Team Lead, Global Tech and Ops - FP and A @ Bank of America
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Daniel Jeffries Location
- Charlotte, NC, US
Daniel Jeffries Work
- Senior Financial Analyst - Team Lead, Global Tech and Ops - FP and A @ (March 2025 - Present)
- Senior Financial Analyst, Global Tech and Ops - FP and A @ (December 2023 - Present)
- Senior Strategy and Growth Analyst @ (December 2021 - October 2023)
- Senior Financial Analyst @ (May 2021 - December 2021)
- Senior Financial Analyst @ (July 2019 - April 2021)
- Business Process Engineer and Interim Controller @ (February 2019 - July 2019)
- Microsoft Dynamics Consultant @ RSM US LLP (May 2017 - January 2019)
- Auditor @ RSM US LLP (January 2016 - November 2017)
Daniel Jeffries Education
- University of Minnesota Duluth
Bachelor of Business Administration (BBA) (Applied Economics)
2011-2016 - University of Minnesota Duluth
Bachelor of Arts - BA (History)
2011-2016 - University of Minnesota-Duluth
Bachelor of Accounting
2011-2016 - University of Minnesota Duluth
Daniel Jeffries Skills
- Financial Analysis
- Analytical Skills
- Communication
- Outstanding interpersonal communication skills
- Project Management
- Accounting
- Social Media
- Event Planning
- Enterprise Resource Planning (ERP)
- Technical Writing
- Financial Accounting
- Generally Accepted Accounting Principles (GAAP)
- Consolidation
- Revenue Recognition
- Analytics
- Economics
- Testing
- User Acceptance Testing
- Software Implementation
- Professional Services
- Business Process Improvement
- SQL
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- QuickBooks
- PowerPoint
- SharePoint
- Salesforce.com
- CaseWare Software
- Microsoft Power BI
- Customer Service
- Leadership
- Public Speaking
- Teamwork
- Time Management
- Team Leadership
- Employee Training
- CQ
- Custom CMS Development
- Collaboration Tools
- BRDs
- End User Training
- Enthusiasm to learn
- Learning Quickly
- Social Networking
- DAX
- Goal Setting
- Objectives and Key Results (OKRs)
Daniel Jeffries Summary
- Daniel Jeffries, based in Charlotte, NC, US, is currently a Senior Financial Analyst - Team Lead, Global Tech and Ops - FP and A at Bank of America. Daniel Jeffries brings experience from previous roles at Bank of America, Discovery Education and Service Logic. Daniel Jeffries holds a 2011 - 2016 Bachelor of Business Administration (BBA) in Applied Economics @ University of Minnesota Duluth. With a robust skill set that includes Financial Analysis, Analytical Skills, Communication, Outstanding interpersonal communication skills, Project Management and more. Daniel Jeffries has 4 emails and 3 mobile phone numbers on RocketReach.
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