Senior Manager, Financial Planning and Analysis @ (July 2021 - November 2022)
Manager, Financial Planning and Analysis @ (April 2019 - June 2021)
Senior Financial Analyst, Global Financial Planning and Analysis @ (February 2017 - April 2019)
Senior Financial Analyst @ (May 2016 - February 2017)
Senior Financial Analyst @ (April 2013 - May 2016)
Senior Analyst @ (July 2012 - April 2013)
Investment Officer, Trust Services @ (September 2007 - April 2012)
New Accounts Associate, Asset Management Services @ (July 2005 - August 2007)
Graham Smith Education
University of Tampa - John H. Sykes College of Business
Master’s Degree (Finance)
2010
University of South Florida
Bachelor’s Degree (Finance)
2005
Graham Smith Skills
Identifying Trends
Trusted Business Partner
Forecasting
Budgeting
Financial Analysis
Financial Modeling
Process Improvement
Corporate Finance
Data Analysis
Financial Reporting
Financial Statements
Market Analysis
Portfolio Management
Investment Strategies
Asset Allocation
Private Equity
Microsoft Excel
SQL
Tableau
Microsoft Power BI
Salesforce.com
Visual Basic for Applications (VBA)
Python
Strategic Thinking
Vena
Trusts
Analysis
Biznet Broadcast
Showcase Query
Separately Managed Accounts
R
Alternative Investments
Business Development
Investments
ETFs
Biznet Insight
Visual Basic for Applications Vba
Project Management
Wealth Management
Due Diligence
Business Analysis
Strategy
Visual Basic for Applications
Graham Smith Summary
Graham Smith, based in Clearwater, FL, US, is currently a Vice President, Financial Planning and Analysis at Green Courte Residential Holdings. Graham Smith brings experience from previous roles at Vector Solutions, IRONMAN and Lincare Holdings, Inc. Graham Smith holds a Master’s Degree in Finance @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Identifying Trends, Trusted Business Partner, Forecasting, Budgeting, Financial Analysis and more. Graham Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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