Anthony Lochard Email & Phone Number

Conyers, Ga, Us

United States

• Monitored and influenced the workflow of Federal reviews through detailed data analysis and the evaluation of various programs.• Developed and optimized annual, quarterly, and monthly budgets, successfully influencing business strategy and outlook.• Prepare business plans, including annual operating plans, periodic forecasts, strategic plans, and product introduction financial plans.• Create and translate operating plans and forecasts into financial plans and projections to ensure that the organization achieves its financial targets; recommend corrective action as needed.• Provide timely explanations of variances between actual results and forecasts/budgets; provide corrective action where necessary.• Assist in preparing the P&L and communicate actual vs. budgeted to the management team.

New York City Metropolitan Area

• Provide financial guidance and assistance to the assigned business unit.• Capture, track, and report revenue and expenses; determine appropriate procedures for accounting record preparation, research of transactions and reporting; oversee, reconcile, and resolve problems relative to complicated accounts.• Prepare the company's expense plans and monthly forecasts, with accurately update systems to actual results, forecasts, and budgets. • Developed dashboard reporting from the ground up, offering essential business insights that facilitated data-driven decision-making.• Conducted rigorous valuation analyses including the scrutiny of public company filings and mergers & acquisitions transactions to support business strategies.• Fostered relationships across departments through excellent collaborative and negotiation skills, effectively furthering business objectives.• Provide timely explanations of variances between actual results and forecasts/budgets; provide corrective action where necessary.

United States

• Set up Awards, Projects, and Tasks in Oracle based on identified grants and budgets; worked with Project Managers and Accounts Payable Clerk to properly code purchase requisitions and invoices for grant tracking of project expenditures.• Monitored expenditures versus project budgets through the use of Oracle, Discoverer, and Excel spreadsheets; worked closely with project managers on status of grants and projects.• Supported the Grants Financial Administrator in working with management in order to maintain short-range/long-term agency financial plans, forecasts, and updates; assisted with the preparation of financial information for grants and other funding requests.• Prepared status updates on grant expenditures for management and external stakeholders; assisted in providing audit support to a controller and communicated accounting and reporting issues to regulatory agencies by reviewing, analyzing, and preparing supporting documents and other related materials.• Review project/program-level financial statements, monthly results, forecasts, and budgets to assess the financial condition of the program to drive improved profitability and business performance.• Responded to internal/external customer inquiries regarding grants and acted as a liaison to other departments, senior management, regulatory agencies, auditors, and financial institutions on a requested basis.

Atlanta, Georgia, United States

• Performed treasury functions such as management of the City's investment portfolio; developed financial plans for major capital projects; and participated in other debt issuance and management activities Communicated complex financial concepts to audiences both verbally and in written form; developed systems to streamline processes and enhance team efficiency.• Produced a wide array of financial reports and statements, enhancing the decision-making process for the City Manager and Senior Leadership.• Participate in various finance/accounting projects or studies. Researches and evaluates financial alternatives, possible investments, or acquisition considerations.• Assisted and monitored annual financial audit PBC schedules; responded to audit inquiries with audit samples for multiple city-wide agency sectors including fire and police pension and DWM Watershed.• Assisted significantly in the annual operation budget preparation, ensuring proper account coding and validating budget funds and accounts.• Enhanced financial status through detailed analysis of results, monitoring variances, identifying trends, and delivering strategic recommendations to management.• Supported year-end audit processes, establishing a strong liaison with external auditors, ensuring a streamlined and efficient auditing process.

Atlanta, Georgia, United States

• Created forecasted financial statements and revenue projections for executive leadership and the Board of Directors to allow for informed decision-making and accurate external financial guidance based on the quantity of cargo to be transported monthly.• Perform timely monthly budget tracking and analysis aligned with project needs, review, validate, and report project actual costs incurred for labor, expense, and travel.• Managed budgeting and prepared an annual budget for profits and costs, quarterly forecasts, five-year models, and aid in monthly close processes.• Developed and coordinated revenue projections and annual budgets, contributing to sound financial planning and strategy.• Enhanced standard operating procedures impacting Airway-bill accuracy, collaborating with various organizational sectors.• Managed and successfully delivered financial planning activities to support pivotal marketing decisions, providing analytical insights through regular reporting packages and financial presentations.• Assisted in month-end close activities, maintaining accuracy and timeliness in financial reporting through meticulous analysis and preparation of journal entries and accruals.

Master'S Degree (M.B.A) In Finance, Banking, Corporate, Finance, And Securities Law

Activities and Societies: Alpha Phi Alpha Fraternity (Omicron Phi Lambda Chapter)

Bachelor'S Degree -Major: Finance, Minor: Accounting, Finance, General

Activities and Societies: NCURA – National Council of University Research Administrators