John Trischman, Mba Email & Phone Number

Vancouver, Bc, Ca

British Columbia, Canada

Vancouver, British Columbia, Canada

Covering North America & International Markets

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• Responsible for forecasting and planning revenue for entire North American retail store fleet• Used financial modelling to determine appropriate store sales plans on a weekly, monthly, and quarterly basis• Determined sales impact of COVID using closure dates and the projected sales from model outputs• Built financial models to understand implications of capacity constraints put in place by COVID regulations• Used forecasting analysis for budgets and store items (shopping bags,… Show more • Responsible for forecasting and planning revenue for entire North American retail store fleet• Used financial modelling to determine appropriate store sales plans on a weekly, monthly, and quarterly basis• Determined sales impact of COVID using closure dates and the projected sales from model outputs• Built financial models to understand implications of capacity constraints put in place by COVID regulations• Used forecasting analysis for budgets and store items (shopping bags, entertainment budget allocations, etc)• Queried OLAP cube structured databases (ESSBASE, Hyperion, Snowflake) to pivot and analyze data• Created and owned reports for weekly refresh and distribution, communicated with affected business partners• Presented weekly findings on weather impacts to traffic in multiple cross functional meetings• Updated old reporting processes to better reflect the data, resulted in increased efficiency for team Show less

Greenwich, Ct

• Built a financial plan for every client relationship, presented the plan, and communicated implementation steps• Utilized financial planning software to drive prudent investment decisions• Constructed portfolios based on clients’ time horizons, accounted for monthly asset flows and capital needs• Prepared Excel models to plan forecasts and implemented the results into decision making• Lead marketing professional for the team’s website, social media presence, and search engine… Show more • Built a financial plan for every client relationship, presented the plan, and communicated implementation steps• Utilized financial planning software to drive prudent investment decisions• Constructed portfolios based on clients’ time horizons, accounted for monthly asset flows and capital needs• Prepared Excel models to plan forecasts and implemented the results into decision making• Lead marketing professional for the team’s website, social media presence, and search engine optimization • Communicated with equity and debt research teams to lead investment decisions and reporting initiatives • Analyzed company balance sheets, debt term sheets, and analyst reports to find opportunities in the markets• Executed client securities transactions at the model level (many accounts in parallel) and custom account level Show less

Greenwich, Ct

Master Of Business Administration - Mba

Bachelor Of Arts (B.A.), Economics, Psychology