Sam Lloyd Email & Phone Number

San Francisco, California, Us

Chicago, Il, Us

Manage engagements for the design, build and deployment of budgeting and reporting systems with specific responsibilities that include:o Leading requirements and design sessions with diverse client stakeholders to understand current processes, identify pain points, and drive consensus for future-state solutionso Aligning project plan with requirements and resource plan to manage to the timeline and budget in the Statement of Work and deliver project on-time and within budgeto Leading development phases while owning the overall architecture of the applicationo Running weekly hands-on build reviews for each workstream with the users to ensure client buy-in of the solutionso Developing and deploying testing and training strategies to ensure knowledge transfer prior to hand-off

Chicago, Il, Us

Lead developer on engagements for the build and deployment of budgeting and reporting systems with specific responsibilities that include:o Acting as lead developer during build phases while owning the overall architecture of the applicationo Running weekly hands-on build reviews for each workstream with the users to ensure client buy-in of the solutionso Developing and deploying testing and training strategies to ensure knowledge transfer prior to hand-off

Chicago, Il, Us

Developer on engagements for the build and deployment of budgeting and reporting systems with specific responsibilities that include:o Acting as a developer within a specific workstream during build phases o Assisting with weekly hands-on build reviews for the owned workstream with the users to ensure client buy-in of the solutionso Developing and deploying testing and training strategies to ensure knowledge transfer prior to hand-off

Newton, Massachusetts, Us

At Bright Horizons, I was responsible for financial reporting, planning, and analysis for 54 centers around New England. Specifically, I was tasked with analyzing quantitative historical data and marrying that with qualitative data obtained from operations managers in the field to produce yearly budgets and monthly forecasts for each center.Of those 54 centers, I was also in charge of 13 client specific centers, which often required ad hoc reporting and analysis on different operational scenarios at the behest of the client in order to assist in their decision-making.

As a financial analyst, I analyze data to provide metrics and reports that help management make decisions. Also, during my time at OYO, I have been tasked with maintaining their accounting records thus ensuring that the data within our ERP system is viable.

Philadelphia, Pa, Us

Most recently, as a financial advisor with McAdam, I have been able to apply my skills to personal finances by adding value through a variety of asset management and tax reduction strategies. During my time here, I have acquired client data, produced strategies using the many different financial products at my disposal, and delivered my recommendations to the client based on their specifications.

Nashville, Tn, Us

At my internship at Mastrapasqua Asset Management, I got the opportunity to analyze a company’s growth prospects based on market trends within the industry as well as drivers of both costs and revenues. I contributed by performing qualitative research based on analyst reports, news, and company SEC documents and making revenue and sales pro formas based on the growth drivers obtained from the qualitative analysis. I then gave my recommendations to the portfolio manager.

As an intern at Assemblywoman Nancy Skinner’s office at the City of Oakland, I was given a wide range of responsibilities including working with constituents to address their concerns, summarizing state budget issues, and attending meetings with local organizations on behalf of the assemblywoman.

Los Angeles, California, Us

At Revolution Prep, via their affiliate, Ivy Insiders, I managed marketing, sales, financials, and tutoring for my own branch of an SAT prep company. For the summer, I earned over $4000 dollars in profit.

Held sole responsibility for 17 children from age 10-11.Managed the camp's softball league, including scheduling and book keeping for over 100 campers. Assisted camp directors in scheduling events, creating programs, and administrative tasks.

Senior prefect for a group of 35 students in Clinton Knight, Choate's second largest dormitory. Managed the dormitory's funds for social events, including monthly study breaks, birthday parties, and other social events.Fire captain of Clinton Knight, responsible for educating students on fire safety and running practice fire safety drills.Performed nightly check in of students and reported directly to the Head of House.

Bachelor Of Arts, Economics

Education record