Dan Stern

Head of Customer Success

2023 - Current

Adonis is a revenue intelligence and automation platform that helps medical practices, hospitals, and digital health clinics get paid what they're owed from insurance companies so they can focus on what matters: providing care for patients.

Founder

2016

We're a venture fund founded by and run by students, for students and alumni of the University of Maryland. we've made 14 investments across a variety of industries, including aerospace, biofuel, indoor agriculture, and CPG.

Head of Product

2021 - 2023

Founding team. Acquired by Beckett Collectibles. NoXX is now Beckett Collect

Deployment Strategist

2019 - 2021

Global Manager, Brand Experience Strategy & Finance

2018 - 2019

- Manage and support the business strategy, KPIs, and P&L's of our brewpubs, pubs, and bars, as well as merchandise of both our global and craft beer brands, across 12+ countries. - Own the seed funding tracking and allocation for new projects and businesses - Building a global licensing auditing process covering millions of dollars in GMV

Senior Financial Analyst, Fresh Grocery FP&A

2018 - 2018

- Created and manage the daily, weekly, and monthly P&L reports - Built a comprehensive business review dashboard in Looker and SQL, and lead a weekly meeting with business unit leaders to understand performance and opportunities - Manage and update an overall financial forecast, collaborating with all key stakeholders. This helps business partners understand key metrics expected to achieve, as well as inform broader business strategy - Conduct analysis on key drivers, including customer ordering behavior and marketing spend efficiency, enabling our marketing team to spend in more effective channels

Data Analyst, Fresh Grocery Delivery and Fulfillment

2017 - 2018

Customer, fulfillment, delivery, and supply chain analytics for Jet's fresh grocery delivery. I'm lucky enough to get to collaborate with all of Jet Fresh's core teams. Some of the projects I've worked on include: - Developed demographic methodology to better understand who our core and valuable customers are - Built an inventory and capacity planning model to assist our engineers with design and operations of our fulfillment center - Created comprehensive transportation metrics to provide insight into our entire delivery operation. Also owned all dashboards in Looker that contain key metrics, including P&L - Built a UI for our fulfillment center leadership team to track productivity numbers - Used food desert data from the USDA to track Jet Fresh's impact in areas underserved by grocery stores - Built a predictive model using Python machine learning packages to flag orders in real-time that have a high risk of incurring a damage, refund, or replacement

Product Catalog Operations Analyst

2016 - 2017

-Helped manage the operations of Jet's product catalog, supporting the retail and pricing teams -Built internal reporting metrics using SQL and Looker -Automated manual workflows using Python and SQL stored procedures -Created and led new operational processes for Jet's teams in Salt Lake City and the Philippines