Grant Prichard Email & Phone Number

United States

Plano, Texas, Us

Lewisville, Texas , Us

St. Petersburg, Florida, Us

Managed multiple complex financial projects simultaneously with front office and operations staff dealing with multi-million-dollar accounts and budgets while maintaining exceptional production numbers.  Conducted cost analysis, research costs, gains, and losses, place trades, run cleanup projects, and collaborate with front office staff in making account decisions. Run cleanup projects for operations, conduct audits, and perform quality checks on multi-million-dollar trades placed daily. Conducted extensive research, analyzed data, interpreted results, and prepared ad hoc reports measuring financial performance to be submitted to key stakeholders. Prepared detailed, manual (Excel) reports on investment accounts with portfolios valued up to $50M. Proven ability to balance a remote workplace environment through onboarding, year-end closing of revenue and expenditure accounts, and tax season preparation, working closely and effectively with colleagues. Prepared and presented regular reports to leadership and team to demonstrate comprehension of departmental functions and to offer beneficial function observations and recommendations.

Provided support for quantitative analysis of financial data to forecast revenue, identify future trends, determine profit margins, and assess risk associated with capital expenditures and marketing. Managed $1.5M budget, budgeted for vendor brand inventory, conducted annual reviews, and processed payroll for 20+ employees. Monitored monthly budget reports and payroll to accurately record operations expenses. Established detailed guidelines and best practices that continue to be utilized in the company’s operations. Analyzed key performance indicators (KPIs) and performed general ad hoc analysis for management review and presentations. Conducted ad hoc ratio analysis, prepared monthly and annual profit and loss statements, and produced three-year pro forma and operational data to assess strength and projectability for leadership’s strategic planning. Created an effective amortized finance schedule and interest rates for in-house financing of customer purchases.

Master Of Business Administration - Mba

Bachelor Of Business Administration - Bba, Finance, General