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• Locate and define new SQL database process improvement opportunities• Build and presents data visualization reports in Power BI and Excel for finance, operations, sales, and marketing departments• Work closely with operations management to ensure the community is exceeding budgetary or pro forma goals • Communicate with investors and partners regarding community performance, financials, CapEx projects, renovations, and staffing• Provides Pro Forma analysis using Vision LTC and RIES data for forward-looking community acquisitions and development projects• Review investor lease payments, management fees, straight-line lease, and partner allocations• Prepare any Ad Hoc analysis requests for the partners and investors• Conduct monthly financial reviews of each community with management and investors• Instrumental in renovating key business analysis to streamline productivity in payroll, budgets, reforecasting, and pro formas

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