Gresham Partners, LLC

Financial Planning and Analysis

• Prepare and review monthly reporting packages that includes full financial statements, comprehensive Key Performance Indicator (KPI) reporting, operational Dashboard reporting, analysis of key business trends, actual versus budget variances
• Assist in preparing analysis, commentary and presentation material for the monthly and quarterly financial review meetings
• Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the strategic objectives
• Develop and monitor the company’s annual budget and monthly forecasts, which includes establishing budget tools, setting timelines, and acting as project manager for the company - ensuring all budgets are accurate, comprehensive and completed on time
• Provide financial modeling, financial analysis and valuation support for acquisitions, new product development, long-term contracts and other ad-hoc financial projects
• Assist in month-end budget vs actual trend analysis and general ledger fluctuation analysis
• Oversee analysis and forecasting of net capital, financial responsibility requirements, and liquidity adequacy
• Oversee design and implementation of next-generation financial systems, analytics platforms, and automation tools
• Help build and formalize financial reporting control processes
• Help maintain the functionality and efficiency of the Financial Planning system

Senior Vice President, Financial Planning & Analysis

Events

• Assist in day-to-day marketing and event operations by collaborating with the Events Manager on the planning, coordination, and execution of marketing initiatives.
• Communicate effectively with internal stakeholders regarding event planning, logistics, and requirements to ensure smooth execution.
• Identify potential event-related issues proactively and implement solutions to ensure successful event outcomes.
• Collaborate with internal stakeholders to create fun, engaging internal events to support our unique culture.
• Manage and maintain data within Dynamics CRM campaigns, ensuring accurate tracking and reporting of events to inform strategic decision-making.
• Support the evaluation, coordination, and management of strategic partnership opportunities that align with marketing and business objectives by collaborating with the broader marketing team.
• Coordinate internal review of event-related and marketing presentations to ensure accuracy, consistency, and brand alignment.

Senior Vice President, Financial Planning & Analysis

Event Operations Specialist – Analyst