Daniel Borla

Background

About Daniel Borla

As the Director of Business Intelligence and Special Financial Operations at Performance Trust Capital Partners, I leveraged my 17 years of experience and my credentials in accounting and engineering to deliver data-driven insights and solutions to a leading financial services firm that specializes in fixed income assets. My core competencies include creating, managing, and automating data insights, dashboards, reports, and models that support various business functions and goals, using tools such as Tableau, Python, and SQL. I also oversaw all internal and external financial reporting processes, planed and forecasted revenue creation, and mitigated risk by developing and applying machine learning models. Some of my recent achievements include building and maintaining all enterprise reports and KPIs, automating workflows, streamlining many processes within the Finance vertical, and developing analytics for risk management and revenue optimization. My mission is to streamline overall business operations and enhance decision-making processes by using data and technology to improve business performance and outcomes. I have a deep understanding of fixed income assets and financial systems, and a strong ability to build consensus and communicate effectively. I am motivated by the challenge of finding innovative and efficient ways to leverage data and technology to solve complex and self-directed problems.