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Sam Reid

@samreid

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FP&A Manager at Chronicle Heritage who built financial planning and BI infrastructure for a $100M business.

United States

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At Chronicle Heritage, I built the FP&A function and financial planning, forecasting, and BI infrastructure for a $100M, 20+ office business. I also launched an AI-enabled analytics platform and introduced project monitoring across 1,600+ projects.

At NexCore Group, I built forecasts and investment analyses for healthcare real estate clients, informing ~$500M in development volume. I also created a Tableau market-screening tool covering 42,000 U.S. zip codes.

Experience

Work history, roles, and key accomplishments

Manager, FP&A

Chronicle Heritage

Feb 2024 - Oct 2026 (2 years 8 months)

Built the FP&A function from the ground up for a $100M PE-backed firm, establishing planning, budgeting, forecasting, and reporting processes. Led monthly close across 20+ offices, reducing close time by 2 days, and implemented predictive monitoring across 1,600+ projects.

Financial Planning Budgeting Forecasting Variance Analysis KPI Reporting AI Analytics Tableau Power BI Python SQL Adaptive Planning NetSuite Sage Intacct Salesforce Excel

Senior Analyst, Investment Research

NexCore Group

May 2016 - Nov 2023 (7 years 6 months)

Developed multi-year financial projection and utilization models for 30+ health system clients, informing ~$500M in development volume. Designed a quantitative market-scoring model and built investment cases for major healthcare real estate transactions.

Financial Modeling Market Analysis Underwriting Tableau Data Visualization Quantitative Analysis Investment Research