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Customer Service Financial

Fairfield, Connecticut, United States
August 30, 2018

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Richard T. Bard

Fairfield, CT *****



A results-driven, financial professional, who undertakes complex assignments, meets tight deadlines and delivers superior performance. Operates with a strong sense of urgency and thrives in a fast-paced setting. Applied strong financial analytical skills resulting in recovery of $10 million on behalf of senior management. CORE COMPETENCIES

Auditing, Budgeting, Client Relations, Customer Service, Corporate Finance & Financial Services, Financial Analysis, Financial Reporting, Financial Statements, Forecasting, Fraud Prevention, Market Analysis, Procedure Compliance, Project Management, Strategic Planning, Training.


Proficient in Microsoft Office Suite: advanced Excel, Word, Power Point, Outlook, Access, Quick Books software, In-house proprietary financial software, SAP/TM1/Cognos, Hyperion, Oracle, Bloomberg, CMS BondEdge, Advent software, Great Plains. PROFESSIONAL EXPERIENCE

Bridgeport Regional Business Council, Director of Finance 9/14 – 3/17

• Performed monthly financial reporting close, including budgeting, forecasting.

• Collected outstanding receivables (about $250,000) to improve cash flow.

• Serviced over 700 member accounts (invoicing, collecting outstanding amounts). World Wrestling Entertainment, Consultant 11/11 – 10/12

• Ensured that 200 Licensees domestic and internationally reported in accordance with contractual terms. Recorded licensing income for Music, Home Video and Consumer products.

• Completed monthly and annual close process with regards to licensing (Music, Home Video, Consumer products).

• Performed account analysis for all licensees to recover a backlog of statements not processed resulting in monies recovered $1.1million dollars. BNY Mellon (Dreyfus), Consultant 04/11 – 11/11

• Prepared necessary files for FINRA audit (broker-dealer).

• Performed Mutual Fund profitability analytics, restated previous years and added profits to different asset classes. Added <1% to bottom line ($900,000).

• Reviewed Shareholder Services expenses and allocated these expenses for reimbursement (created monthly invoice) through billable funds with a Shareholders Services’ agreement (12-b1 fees).

(Approximately $800,000 a month, over 100 funds).

US Census, Field Representative 03/10 – 08/10

• Collected confidential information, not to be shared with anyone, other than the Census Bureau.

• Conducted face to face interviews, asking questions and recording responses.

• Completed 10-30 hour self-study training, to properly fill out Federal forms with regards to the interview process.

Pitney Bowes, Consultant 07/08 – 09/09

• Performed monthly financial reporting close, including forecasting and budgeting.

• Reviewed process of financial analysis and account reconciliations. Worked closely with Finance, Legal, Manufacturing, Payroll, Tax, and Treasury.

• Developed reports and prepared presentations for use in senior management marketing proposals. Louis Dreyfus, (Broker Dealer), Consultant 09/07 – 07/08

• Performed monthly financial close procedures. Responsible for facilitating the sales process for various soft commodity products to Asset Managers, Broker-Dealers and Hedge Funds.

• Supported Financial Advisors who looked to identify solutions for clients who were looking to incorporate soft commodities into their portfolio mix.

• Prepared various financial analytical tools that were used in soft commodity product demonstrations used in new prospective client meetings.

• Assisted the sales team in market research and analysis of prospective clients and assisted in the prospecting for new clients.

IPC Systems, Inc., Senior Financial Analyst 04/06 – 05/07

• Performed monthly financial close out activity and created accounting control assessments and procedures of a subsidiary worth $30 million to increase efficiency and cost savings.

• Tracked engineer’s purchase orders and expenses with regard to each project for budget purposes. Developed a ‘% of completion” report for management to give insight to how projects were progressing.

• Created and managed project database for engineering projects (review of job order inventory balances), used to monitor project’s milestones and budget (issuance of program work authorization and work breakdown structure).

• Saved thousands of dollars in property taxes by getting a manufacturing status for subsidiary.

(Only Finance/Accounting professional at site).

• Prepared and performed analytical requirements as needed, such as cost review and reporting on operation performance, margin improvement and identifying financial risks and opportunities on a timely basis.


Master of Business Administration in International Business SACRED HEART UNIVERSITY Fairfield, CT 1995

Bachelor of Business Administration in Accounting (honors society) IONA COLLEGE New Rochelle, NY 1986

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