Chandler Million Garrard Email & Phone Number

Fort Worth, TX, US

• Develops annual budgets, flex budgets, and reforecasts for 61 senior living communities across the country
• Forecasts, monitors, and evaluates cash flow for all communities and their respective Master Tenants
• Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded timely and accurately
• Responsible for the preparation, documentation, and reporting of financial analysis and business operations projects
• Maintains integrity of several internal and external controls for financial reporting, cash, and data management
• Acquire data from primary data sources and maintain SQL databases

Fort Worth, Texas, US

• Developed investment screening database in Excel that impacted $1.5 billion in client assets throughout 300 portfolios
• Researched companies for socially responsible investing
• Built model portfolios, present data analysis requests to owner and investors of Trinity’s $25M in AUM
• Analyze and review quarterly and annual company reports for viability and integrity
• Responsible for Proxy Voting on behalf of clients

Evanston, IL, US

• Worked directly under the Director of Leadership Programs and Data Coordinator
• Uitilized Excel and iMIS in managing a leadership workshop for 2,000 people
• Aided in collecting data and using it to analyze functions of the Fraternity

Chicago, IL, US

• Devised custom exercise plans based on client’s objectives
• Consulted with clients on how to achieve their individual goals and maintain personal relationships
• Advised and sold programs to members on what best fit their needs

New York, New York, US

• Met deadlines to develop creative works for publication
• Established clear messages for intended audiences

• Performed clerical and administrative duties
• Computer filing and Microsoft Office skills