Graham Smith

About Graham Smith

I am a seasoned and versatile leader in financial planning and analysis (FP & A). I am passionate about driving strategic decisions, delivering actionable insights, and enhancing operational efficiency through data-driven solutions. As the Vice President of FP & A at Green Courte Residential Holdings (GCRH), I oversee the financial performance of a high-growth real estate investment trust (REIT) that owns and operates land-lease and senior living communities across the United States.At GCRH, I partner with executive leadership and cross-functional teams to provide financial guidance, cost management, ensure that goals are being met, and inform the firm\'s strategic plan. I lead the process for weekly and monthly management reporting, annual budgeting and quarterly forecasting, as well as the implementation of new planning and reporting platforms, such as Vena and Power BI. In prior roles, I managed M&A financial due diligence and post-merger integration, as well as lender reporting and debt covenant calculations. I have successfully recruited, onboarded, and mentored several financial analysts providing a collaborative and supportive team culture.

Experience

1. Vice President, Financial Planning & Analysis

   Green Courte Residential Holdings

   Jan 2023 — Present · Clearwater, FL, US

   Green Courte Residential Holdings (GCRH) is a high growth real estate investment trust (REIT) that owns and operates 27 land-lease manufactured home communities and 20 senior living communities throughout the United States.• Overhead Cost Management: Developed and implemented strategies to control and reduce overhead expenses, aligning with organizational goals. Utilized zero-based budgeting to ensure each expense was justified and optimized.• Budgeting and Forecasting: Led the annual budgeting process, coordinating deliverables across teams, analyzing variances, and presenting key findings to executive leadership. Implemented zero-based budgeting methodologies to ensure alignment with business objectives.• Reporting and Expense Analysis: Managed operational and financial reporting, including weekly, monthly, and quarterly reports with detailed variance analysis and commentary. Developed operational KPIs, dashboards, and financial models to provide actionable insights.• Operational Improvement: Partnered with operations and marketing teams to analyze trends, understand financial variances, and deliver actionable insights to guide business decisions, optimize spend, and reduce costs. Oversaw improvements in reporting and forecasting tools, ensuring accuracy and alignment with strategic initiatives. This included implementing the planning and reporting platform (Vena).• Team Leadership: Led and mentored financial analysts, providing training and support to optimize team performance and career growth.

Education

• University of Tampa - John H. Sykes College of Business

  Master’s Degree, Finance

  2010

• University of South Florida

  Bachelor’s Degree, Finance

  2005

Skills

• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Private Equity
• Financial Modeling
• Microsoft Power Bi
• Python
• Data Analysis
• Corporate Finance
• Asset Allocation
• Due Diligence
• Visual Basic for Applications (Vba)
• Strategic Thinking
• Market Analysis
• Financial Reporting
• Portfolio Management
• Wealth Management
• Process Improvement
• Biznet Broadcast
• Sql
• Microsoft Excel
• Etfs
• Tableau
• Investments
• Showcase Query
• Financial Statements
• Financial Analysis
• Salesforce.com