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Finance, Accounting & Data Analyst

Stamford, Connecticut, United States
August 24, 2018

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Patrick H. Meehan Phone: 860-***-****

** ***** ******, *******, ** 02633 E-mail:

Accounting and Finance Professional

Detail-oriented, motivated accounting & finance administrator with corporate business, non-profit experience. Effective in analysis, research, journal entries & reporting financial data. Dependable & results-focused, a team-player & tactful communicator for multiple organizational levels. Developed solid statistics & presentation skills in graduate study/Psychology (clinical track). Areas: financial markets; consumer packaged goods; surgical/medical equip. manufacturing; banking/equip. financing; retail tech/telecom; health/human services’.

Core Competencies

*Fixed Income Securities

*Credit Analysis, A/R, Payroll, Collections

*Financial Research

*Inventory Accounting

*Supervision, Training, Presentations

*Reports, Projects

Computer Skills

*JD Edwards (Crystal Reports)

*Lawson Inventory

*ADP Payroll

*Bloomberg, EDGAR/Internet

*Microsoft Office, MS Works

*TValue Financial

*SPSS Statistics

*MS: Excel, Word, Powerpoint, Access

*Lotus Smartsuite

Employment History

Human Services’, Non-Profit Experience (Graduate School)

Supervisor RFK Children’s Action Corps Inc., S.Yarmouth, MA (2003-2004)

Direct Care Worker The May Center Inc., Mashpee, MA (2003-2003)

Assistant Teacher/Direct Care The Latham Centers Inc., Brewster, MA (2002-2002)

Accounting, Finance Experience

Full-Time Employment Search (2008-2018)

Interviews, Company Research, Skills Enhancement

Capital Markets Analyst IHS Herold fka John S. Herold Inc., Norwalk, CT (2000-2001)

Contributed to building the energy fixed income securities issuances website (beta version) and online presence; selected financial data points, reporting/query tools, options for data mining, graphics.

Provided financial reporting, details & analysis online for the fixed income securities issuance (stocks, bonds, bank debt) database and 600+ energy (oil, gas) sector companies (including classifications, pricing, interest rates/yields, structure/options, use of funds, libor, currency exchange rates, ratings).

Performed research using print & online sources (including Bloomberg, EDGAR) for company filings and securities issuance details, energy company news and financial markets news.

Participated in reporting sessions, financial markets seminars for industry analysts, management.

Responded to client inquiries and completed projects (Rate Reduction Bonds, Convertible Issuances) and W/Q/YE reports (research, data tables, graphics) for online/print publication, use in sales/consulting presentations (investment managers, advisors, analysts) and at the annual Herold Energy Conference.

Team contributor to online weekly news summary for the energy fixed income market.

Credit and Collections Analyst Honeywell International Inc., CPG, Danbury, CT (2000-2000)

Analyzed financial statements/tax returns; reviewed TransUnion, D&B reporting, contacted references.

Recommended new account credit limits, evaluated established limits. Approved or rejected consumer packaged goods (cpg) credit orders based on credit limits, payment history, account status (JDE).

Contacted clients (set meetings) for payment, negotiated payment plans; recommended placing accounts in collections. Provided account updates, collections forecasting; 650+ accounts, $14M monthly.

Reduced the aged receivables’ significantly; received performance award.

Credit Analyst People’s United Bank fka Financial Federal Credit Inc., Charlotte, NC (1998-1999)

Analyzed financial statements and tax returns, prepared ratio calculations and cash flow statement; reviewed TransUnion and D&B reporting; contacted references and salesperson.

Made recommendation for credit approval or rejection based on the client’s overall credit strength.

Calculated finance/lease payment schedules, prepared financing/leasing contract documents, subordination letters, UCCs, titling forms. Booked approximately $2.5M monthly.

Vault Specialist (Commercial Banking) Bank Of America Inc., Charlotte, NC (1998-1998)

Managed and maintained the bank’s inventory system (JDE) for commercial credit files, contract documentation, collateral files (including stock certificates); lead a full audit of the vault site.

Wrote the procedural manual for the position including JDE utilization, process improvements.

Payroll Specialist (Healthcare) Select Staffing Inc. (Optimum Inc.), Hyannis, MA (1997-1997)

Processed payroll data (ADP), personnel file adjustments for Nurses, aides, caretakers, professionals.

Inventory Accountant Carl Zeiss Inc., Thornwood, NY (1995-1997)

Processed physical inventory count data, Zeiss equipment transfers in JD Edwards, Lawson systems.

Researched and completed journal entries in JD Edwards including work in process, units/package costs, reclassifications, fixed assets, gains/losses, accruals, suspense accounts/package creation.

Completed month-end and year-end inventory accounting responsibilities including journal entries, account reconciliations, report writing (Crystal Reports), physical count summaries and analysis.

Travelled, participated in inventory counts and year-end auditing with staff and auditors.

Analyst, Accounts Receivable Specialist IBM Corporation, PC Company, Somers, NY (1993-1995)

Scheduled invoices for payment, applied retailer payments in JDE, contacted clients as needed.

Produced system data queries, compared purchasing and sales activity reporting information with retailers’ inventory reporting, initiated credits per marketing program guidelines, completed data entry.

Education, Academic Research and Charity Work

M.A. Psychology Program, Bridgewater State University, GPA 3.7 (2002-2006)

Courses (46 credits) incl.: Evaluation Techniques, Research Methods/Design I/II, Psychopharmacology.

Assignments: research literature reviews with clinical research: cross-sectional and longitudinal studies, SPSS statistical data analysis, conclusions, recommendations and references.

SPSS Statistics: multivariate methods (linear and logistic regression, analysis of variance, factor analysis). Theory, hypotheses, research designs, variables. Data collection, data review, data mining. SPSS analysis, correlations, statistical significance, scoring, reporting, graphics, tables.

Presentations (individual/team) utilizing clinical research, SPSS analysis, PowerPoint, Word, Excel, graphics, film, educational materials, audience/group(s) interaction.

Interests: SPSS, Psychotherapy, communication/divorce, longitudinal study, subsyndromal function.

Sole-authored research selected for The American Psychological Association Conventions: 2006, 2007.

B.A. Psychology/Statistics credits (24), Cape Cod Community College, GPA 3.75 (2001-2002)

Bachelor’s level courses included Research Methods In Psychology, Elementary Statistics. (2001-2009)

Developed research with the goal of achieving publication in scholarly academic journals for Psychology/American Studies, future independent publishing, sole-authored book.

Applied professional skills, BA/MA study, networking to provide charity to schools, shelters.

B.A. American Studies (Business Minor), Providence College, GPA 3.5

Key Words: accounts analyses associate approval announcement award account business billed balance coordinate closing credits customer call center computer core e consumer collect costing confirmation contact current debit end environment entries finance financials field gain gross interview issues invoice investment income junior job leasing loss month machine materials management manufacturing meeting marketing net products payable percentages programming production percent print product query quick reclassification representative ratio results raw ratio retailer return suspense service senior statistician sale shipped supplies sheet tools technician technology unit variance vendor variables WIP staff accountant, cost accountant, financial reporting analyst, financial analyst, bookkeeper, accounts payable clerk, accounts receivable clerk, collections specialist, mutual fund analyst, credit analyst, payroll clerk, financial assistant, procurement specialist, purchasing manager, fixed asset accounting, business process reengineering, risk management, value-added analysis, GAAP, financial projections, general ledger, trial balance, financial statements, expense analysis, tax reporting, payroll, benefits administration, portfolio management, cross-functional team leadership, financial and strategic planning, P&L management, auditing and compliance, operating and working capital, budget management, mergers and acquisitions, cash-flow management, business valuations, data warehouse reporting, audits and compliance, A/P, A/R, regulatory accounting, MS Excel, bank reconciliations, Crystal Reports, spreadsheets. Roles, jobs, employment, opportunities, functions, responsibilities, experience, skills section for human services experience, retailer, vendor, dealer. retailer, vendor, dealer, OSHA, cpg, research analyst, data analyst, audit, financial calculator, testing, assessment, managerial accounting, telecommunications, AT &T, beta, queries, threshold, bond pricing, yields, ratings, use of funds, call option, put option, currency exchange rates, libor, historical pricing data, Moody’s bond ratings, buying down debt, rate swap, pipeline project, new exploration, expansion, mergers and acquisitions, M & A, oil field rights, Bloomberg terminal, print and online news sources, online research, company filings, issuance details, EDGAR; industry publications, market news sources, presentation materials, energy conference, surveys.

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