Grant Hughs, Cfa, Mba Email & Phone Number

California, United States

• Prepared complex financial, statistical, and management analysis forecasts to analyze Element’s vehicle fleet
• Reported monthly Actual results and 3-year Forecast/Budgets and provided variance analysis to management
• Developed/Recommended improvements to financial management system software and PowerBI Dashboard
• Utilized Generally Accepted Accounting Principles (GAAP) to report financials and provide future forecasts

• Develop processes and procedures to create efficiencies at corporations and non-profits.
• Create Budgets and Forecasts to assist executives with financial and strategic planning.Assignment at Arion Press
• Created Budget and Forecast model and instructions, plus prepared Internal Control Policies for Arion Press.Assignment at San Francisco Aids Foundation
• Prepared and monitored budgets, analyzed and compiled budget data, and monitored funding agreements
• Utilized Adaptive Planning and MS Dynamics for ad hoc modeling and reporting, maintained Excel models.
• Participated in the month end close process, allocating headcount and expense detail to SFAF cost centers.

• Utilized Cognos and Peoplesoft to create forecasts and budgets, including variance analysis of results
• Consolidated actuals, forecasts, and budgets for departments to provide a view of Controller’s organization
• Drilled down to Individual Personnel Compensation and Fixed and Variable operating expenses for analysis

• Filled role of Finance Director. Received approval from Wells Fargo Bank for HCN’s PPP Loan Forgiveness.
• Created a budget system to assist in the planning for allocations of personnel and operating expenses.

Hayward, California, US

• Reported to the Executive Director and worked in partnership with the agency’s Leadership Team and the Board of Trustees’ Finance Committee. Led the Finance Department and created complex budgets in excel and billed.
• Constructed and modified advanced excel models to calculate bills for Grants from Alameda County agencies.
• Developed and prepared excel-based agency budget and invoices for Eden I&R, presented complex reports.
• Prepared and gathered financial statements and other financial information to obtain PPP loan for Eden I&R.
• Identified legacy ERP discrepancies requiring system overhaul for improved reporting and strategic decisions.

• Analyzed, presented, and directed investments for $8B public pension fund in Equities, Fixed Income, Global Equities, Private Equity/Credit, Real Estate, and Hedge Funds. Responsible for operational and investment.
• Led six-person investment team with returns ranking in the top 25% of public funds during tenure.
• Organized weekly meetings with Investment and Real Estate Consultants to review ongoing/upcoming deals.
• Created and reviewed renewable energy project financing investments, such as solar panel field investments
• Conducted due diligence and presented findings to Retirement Board of Trustees.
• Implemented recommendations adopted by Board through prioritization and execution of multiple projects.

• Analyzed variances of actual financial results against annual and quarterly forecasts for a $60B bank and its business groups utilizing Oracle Essbase implemented by the FP&A department. Prepared forecast financials.
• Reduced expenses by 10% and created detailed expense targets for a $37MM expense reduction program and provided monthly reports resulting in the implementation of several additional cost reduction suggestions.
• Prepared comprehensive monthly presentations for BNP Paribas and worked with BNP on new KPI dashboard report utilized in ongoing performance measurement enabling fact-based decision making of businesses.

• Managed Financial Plan, Quarterly Forecast, Monthly Outlook and ad-hoc analyses for cost center groups.
• Analyzed financial results and variances to budget/forecast with SAP, identified key performance indicators.
• Utilized SAP to compare actuals to budget/forecast and helped FP&A to improve variance analyses.
• Prepared and delivered financial performance and forecast presentations to senior management.

San Francisco, CA, US

• Wells Fargo, Health Benefit Services, San Francisco, CA
• Analyzed and reconciled three complex Health Savings Account (HSA) Databases delivering on an urgent timeline reconciling ending balances and recommending an improvement approach.

Chicago, Illinois, US

• Provided management with a clearer view of performance by developing a graphical management dashboard.

Chicago, Illinois, US

• Implemented and administered Essbase budget and forecast software system utilizing data from SAP. Managed financial planning, budgeting and forecasting cycles using SAP and Essbase for a $1.2B financial services.
• Developed models to analyze returns of individual aircraft operating leases providing an assessment between domestic or international operations using excel and Essbase for FP&A to advise on management decisions.
• Supervised four staff across Financial Planning & Analysis and Treasury Groups. Established and implemented treasury controls and requested bank transaction details, while maintaining excellent bank relationships.
• Identified profit improvement opportunities for cost centers by creating variance analysis of forecast to actual results explaining major differences and commenting on possible cost-saving efforts using excel.
• Produced Joint Venture analysis template in excel for input in to Essbase, as head of FP&A, by sourcing complex inputs across multiple divisions to create simplified and consolidated view of Joint Venture performance.

Assisted in the wiring of funds, reconciliation of cash flow, and negotiation of contracts. Performed financial reviews of equipment acquisitions for $1B company and reduced lease expense by $10 million.

Irvine, CA - California, US

Evaluated and determined inherent risk in potential investments and conducted sensitivity analysis.Created project financing excel templates for cogeneration, hydroelectric, and other power production facilitiesReviewed lease and loan structures to determine optimal financing decisions for customers. Recommended investments to Investment Committee.

Analyzed and evaluated investments in aircraft and infrastructure projects structured as leveraged leases and project financings.

Master Of Business Administration - Mba, Finance, General

Bachelor'S Degree, Economics

Bachelor'S Degree, Economics

Master Of Business Administration - Mba, Accounting And Finance

Bachelor'S Degree, Economics