Brian Barragan Email & Phone Number

Chicago, Il, Us

” Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.”

San Francisco, Ca, Us

Enhanced monthly report deliverables by automating processes and achieving a 25% labor reduction.Developed financial reporting models that consolidated various data sources into an easily digestible report. Conducted in-depth client profitability analysis, identifying opportunities to increase revenue by addressing imbalanced fees. Migration and implementation of AgilLink accounting software. Championed the transition by coordinating with internal and external parties and managing deadlines at each planned phase. Devised a mapping tool that redirected old trial balance data into the new ledger codes to prevent misbalanced imports. Redesigned monthly report deliverables within the system to leverage mass export capability.

San Francisco, Ca, Us

- Compiled and presented department related KPI’s to provide insight to leadership and stakeholders.- Implemented comprehensive reports offering AP aging analysis and outlier identification, empowering managers to proactively address vendor issues.- Leveraged VBA to create macros to standardize transaction data for importability.- Streamlined the generation of a daily deposit report by utilizing advanced excel skills and an API connection. Cutting down manual work by 90%.

Master'S Degree, Business Analytics

Data Analytics Certification

Bachelor'S Degree, Business/Managerial Economics