Danielle Stafford

Experience

• 

  Allstate

  Jun 2011 - May 2015

  Sales Associate

  License: NY Property & Casualty• Develop interest in life insurance and other financial products with current and prospective clients through use of strategic cold calling.• Review insurance policies with clients to ensure they have the appropriate coverage; make recommendations for adjustments based on analysis of client current financial situation.• Process homeowner and auto insurance sales based on leads provided by collaborative relationships.• Provide excellent customer service by quickly resolving client queries via phone and email.• Tally daily remittance in order to make accurate bank deposits. Show less

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  Adverator

  May 2015 - Aug 2016

  Production Coordinator

  · Participated on team that developed a new tool with Quad Graphics, expediting manual work in preflighting magazine advertisements.· Analyze results regarding sales, habits and purchases on a monthly basis to determine most successful campaigns.· Manage schedule for close and material due dates for monthly production.· Analyze data from our website and provide reports to document successful completion of submitted advertisements.· Develop presentations to initiate processes for various workflows. Show less

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  IBM

  Aug 2016 - now

  • Utilize external sources such as Oxford Economics to forecast our current expected credit losses for the quarter.• Aggregate a variety of source data including future forecasts, current portfolio, and Moodys ratings to create rates by country for our current expected credit loss process.• Analyze economic trends throughout different regions to ensure there are no anomalies or changes needed to the model.• Run regression outputs on our CECL model to ensure it is currently viable.• Prepare the financing receivables footnote for our 10Q/10K each quarter.• Lead the local geography teams by ensuring they are presenting accurate data and analysis. Show less • Create monthly packages to analyze Quarter to Date, Year to Year financials for the Europe Global Business Services Income Statement.• Work with appropriate local team in Europe to gather analysis on a customer/contract level to identify key drivers for revenue, gross profit and expense changes year to year.• Analyze troubled contracts alongside the accounting technical team to identify key issues and summarize the results.• Work alongside the accounting technical team to keep track of high-level focus contracts and litigation/mediation cases. Show less • Review opening balance accounts at a worldwide level using SQL queries/Hyperion to identify drivers for monthly balances and reach out to key personnel to have opening balance issues cleared.• Create Corporate Allocation entries each month in coordination with the Worldwide CHQ Finance Brand Analyst.• Own and monitor system allocations while working with different teams to add in any changes or identify key issues.• Own and understand Hyperion Logic (Consolidation Logic) and make any changes necessary along with the Worldwide Systems lead.• Monitor acquisitions and IBM Global Financing accounts to ensure there was no Worldwide variances and work with appropriate teams to educate them on the variance issues and how they should be corrected. Show less

  • IBM Financing I&E Lead

    Oct 2023 - now

  • IBM Financing External Reporting - Financing AR/CECL Lead

    Jun 2021 - Oct 2023

  • IBM Financing Balance Sheet Support

    Oct 2019 - Jun 2021

  • Europe IOT HQ Accounting –GBS I&E Consolidation Lead

    Mar 2018 - Oct 2019

  • Worldwide Consolidation Accounting - IGF, Acquisitions, Allocations Lead

    Aug 2016 - Mar 2018