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Taylor Grogan

@taylorgrogan

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Strategic operations and finance professional driving process optimization.

United States

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What I'm looking for

I am looking for a role that challenges me and allows for growth.

I am a strategic operations and finance professional with extensive experience in driving process optimization and overseeing end-to-end accounting. Currently, I serve as the Director of Operations & Finance at UNIQUE, where I act as the de facto COO, managing finance, technology, and operational infrastructure for a growing real estate collective. My role involves conducting weekly P&L analysis, building custom software solutions, and leading strategic meetings with executive leadership to align operations with business growth targets.

Previously, I was a Senior Executive Assistant to the CEO at Elysian Capital, where I supported high-stakes deals across various industries, including real estate and healthcare. My experience also includes working as a Commissions Associate at PKS Investments, where I processed payouts for over 1,500 financial advisors and maintained commission audits. I am passionate about leveraging technology to streamline workflows and enhance decision-making processes.

Experience

Work history, roles, and key accomplishments

Current

Director of Operations & Finance

Current

UNIQUE, A Real Estate Collective

Feb 2024 - Present (1 year 3 months)

Oversee finance, technology, and operational infrastructure for a growing real estate collective. Responsible for P&L analysis, accounting processes, and building custom software solutions to enhance efficiency. Negotiate contracts and manage vendor relationships while aligning operations with business growth targets.

P&L management Financial Forecasting Software Development Vendor Management Compliance IT Support Strategic Planning Project Management Process Optimization

Current

Director of Operations & Finance

Current

UNIQUE, A Real Estate Collective

Feb 2024 - Present (1 year 3 months)

P&L management Financial Forecasting Software Development Contract Negotiation Vendor Management IT Support Strategic Planning Process Optimization

Independent Day Trader

Self-Directed

Apr 2023 - Jan 2024 (9 months)

Managed a personal trading portfolio with a disciplined approach, focusing on equities and derivatives. Developed skills in technical analysis, risk management, and financial modeling.

Risk Management Financial Modeling Market Research

Senior Executive Assistant to the CEO

Elysian Capital, Inc.

Oct 2022 - Apr 2023 (6 months)

Supported the CEO in managing a portfolio of ventures, coordinating high-stakes deals and operations. Oversaw contract reviews, prepared financial reports, and managed executive scheduling and communication with autonomy.

Contract Review Financial Reporting Market Research Project Management

Independent Day Trader

Self-Directed

Apr 2023 - Jan 2024 (9 months)

Managed a personal trading portfolio with a disciplined approach across equities and derivatives. Developed skills in technical analysis, risk management, and financial modeling.

Risk Management Financial Modeling Market Research

Senior Executive Assistant to the CEO

Elysian Capital, Inc.

Oct 2022 - Apr 2023 (6 months)

Contract Review Financial Reporting Market Research Project Management

Commissions Associate (Finance Ops)

PKS Investments

Oct 2020 - Sep 2022 (1 year 11 months)

Processed biweekly payouts for over 1,500 financial advisors, reconciling data and resolving discrepancies. Maintained commission audits and prepared reports for leadership and compliance teams while training new hires.

Commission Audits Financial Reporting Training Salesforce Compliance Problem Solving