Business Financial Management
Resume:
Dear HR Representative,
My name is Patrick McLaughlin and I want to introduce myself to you. I am a business professional with experience in capital project finance, budgets (planning and forecasting) and risk and treasury management. My experience includes applying financial knowledge in the banking, investment, regulated utility, and hospitality industries.
As it pertains to this position my experience comprises reporting financial performance for regulated utilities, the hospitality industry and financial institutions as well. Most recently I have conducted audits for a Colorado REIT on annual (Year-end 2017) and quarterly results (Q1-2018) prior to a merger. My career has steadily progressed in complexity as well as responsibility. I have direct experience in covering large territories for numerous companies; most recently covering eight states from Canada to Mexico under four operating company balance sheets managing the capital on transmission projects for a regulated utility. In addition, I have also held a security clearance for my access to the US Transmission Grid.
I have excellent business acumen due to my experience in management, finance and operations experience. I have excellent communication and listening skills which provide benefit on the customer/client focus. I utilize those in combination with my interpersonal skills to develop long-lasting business relationships that are advantageous to the organization. Many of the professional relationships that I have established and maintained are in both the private sector as well as within government agencies.
I am confident that my knowledge and business experience will be of great use for this organization and I willingly take on the opportunity if presented. Currently, I am contracting though I am seeking a permanent position with an organization to utilize my skills and experience. Additionally, I am finishing my B.L.A. in Economics this coming spring 2019 (two courses remaining).
With this letter, resume and letters of references I would appreciate the opportunity to be considered as an enthusiastic and well-prepared candidate. I look forward to speaking with you.
Regards,
Patrick McLaughlin
Patrick McLaughlin
ac70so@r.postjobfree.com 720-***-**** Denver, CO
Business professional with experience in executive level reporting and management
Areas of Excellence: Capital Finance Budget Forecasting and Planning Client Management Regulatory Compliance REIT Auditing and Compliance Risk Management SOx Compliance
Professional Development: American Management Association: Executive Finance and Accounting Foreign Exchange Mergers & Acquisitions Frank J. Fabozzi and Assoc.: Fixed Income Modeling Risk Management ABS Valuation
Technical Skills: SAP JDE Oracle Microsoft Office Suite: Access – Excel - Power Point - Word Bloomberg Reuters Primavera Maximo
Experience
Addison Group on behalf of DCT Industrial Inc. Denver, CO (01/2018; 04/2018)
Contractor for Annual and Quarterly Audit Reviews for REIT
Contract Auditor
Year-end Audit Review Internal controls and testing Construction development testing Balance sheet reconciliations Testing of controls (specific to 10-K and 10-Q) Debt Covenants (maintain ratios specific to debt) Compliance reviews Required strength on audit side and testing controls
White Lodging dba Marriott Hotels Lone Tree, CO (2016 – 2017)
Auditor
Financial Forecasting and trend analysis Analysis of key financial metrics GL on Capital/O&M Reconciliation Revenue recognition Settlement accounts Prepare Financial Reporting
KellyMitchell Inc. Denver, CO (2015 – 2016) / TG Agency Denver, CO (2013 – 2015)
Contractor – Project Coordinator III for Xcel Energy
Gas Engineering Operations and Transmission Finance
Security Clearance for US Transmission Grid
Managed Capital Finance, Regulatory (FERC) and SOx policy on Transmission Projects Budget planning and forecasting Variance analysis at OpCo level Relationship development Labor allocation planning Financial reporting to PUC and SEC on performance
RS Corp Denver, CO (2009 – 2013)
Finance Manager
Budget planning and forecasting Capital and O&M Reconciliation Daily Cash Management Financial Reporting Month End GL Closing Risk and compliance Investor relations
System United Corporate Federal Credit Union Westminster, CO (2008 – 2009)
Contractor – Risk Management Investments
Senior Risk Analyst
Reported directly to SVP Risk Management Risk management on $1 billion portfolio of ABS/MBS deals Implemented new process on risk review Monthly credit reviews per regulatory policy Month-end reconciliation Maintenance and assessment of control processes (including regulatory, systemic, credit) Monitor collateral performance, ratings, trends in the portfolio Monthly reporting to senior management Monthly reporting to ALCO and BOD on performance of the investment portfolio Managed three direct reports
Patrick McLaughlin
ac70so@r.postjobfree.com 720-***-**** Denver, CO
The Winter Group/Edison MDS Highlands Ranch, CO (2006 – 2008)
VP – Operations and Trading Group
• Reported directly to the CEO Manage loan portfolio purchase/sale to investor market Manage Vendor/BPO process on operations and trade platforms; offshored operations to India Executed in excess of $5 billion annually in transactions; both ABS/MBS products Supervision of two departments – 150 employees; manage, motivate and mentor staff, yearly evaluation and performance review, training development Manage loans for servicing – tracking inventory management system and collateral process Reduction of pushed/lost trades to zero (0) in the first 30 days by applying tech/process improvements Increased fees received from clients by 35% across all trades Reduced outstanding tax contract monies due to $0 from $250,000; eliminating two years of overdue monies Reduced trade turn-time from an average of 31+ days to just under 25 through process improvement Improved operations by 55% and increased productivity levels per person by 25% through technology and process improvement; all of this resulted in a budget improvement of $50K per month against plan
Regent Group, Inc. Denver, CO (2002 – 2006)
Senior Finance Officer
• Manage loan portfolio of company in secondary market for sale to investor market Manage and execute in excess of $10 - 25 million of loan portfolio sales on a monthly basis Analyzing portfolio characteristics through modeling, forecasting and valuation process Perform evaluation on compliance issues Assist in implementation of CRM software for all deals Supervision of 4 direct reports; Yearly evaluation and performance review, training development
Strategic Solutions, Inc. Denver, CO (2001 – 2002)
Finance Officer
• Manage loan portfolio of company in secondary market for sale to investor market Manage and execute in excess of $5 - 10 million of loan portfolio sales on a monthly basis Developing and updating complex financial models used for loan portfolio pricing Maintaining professional relationships with lending, credit, back-office and auditing departments Analyzing portfolio characteristics through modeling, forecasting and valuation process Assist in implementation of CRM software for all deals Perform evaluation on compliance issues
CoBank, ACB Greenwood Village, CO (1995 – 2001)
Senior Treasury Analyst
• Loan Pricing Transfer Pricing Cash Management Debt issuance and overnight and short-term investments to provide daily liquidity Daily reconciliation on Fed accounts Month-end close reconciliation Monthly reporting to senior management
Education
University of Colorado at Denver: College of Liberal Arts and Sciences
Major: Economics, Minor: Political Science
117 of 120 hours – Two courses remaining for Spring 2019 Semester
Estimated Completion by 05/2019
December 20, 2018
Dear HR Representative:
I am writing today to recommend and offer my support of Patrick McLaughlin and to summarize my experience with Patrick. I have known Patrick for five years having worked together previously on projects. He is proactive and effective in showing dedication to the project.
I managed Patrick when he was a Capital Finance Contractor with Xcel Energy. He is a dedicated individual that showed an ability to establish rapport with many departments in a coordinated effort to achieve his goals. He is self-assured and calmly handles the stress associated with highly pressured situations that involve deadlines.
As you can tell I think very highly and know him to be an effective leader with a high level of professionalism and outstanding people skills. Please contact me if you have any further questions about this outstanding individual.
Sincerely,
Mary Ohland
Mary Ohland
Accounting
Xcel Energy
E ac70so@r.postjobfree.com
404 Nicollet Mall
Minneapolis, MN 55401
December 20, 2018
Dear HR Representative:
I am honored to recommend Patrick McLaughlin for employment with your company. We have known and worked together professionally over 14 years on various projects. His ability to think “outside the box” was proven on the successful completion of our deals.
Patrick is an intelligent, hardworking individual that works well. I know him to be an effective leader with a high level of professionalism and outstanding people skills. Your organization would find Patrick McLaughlin to be a stellar asset. He has my endorsement and if you have any questions please contact me.
Yours truly,
Robin Morrow
Robin Morrow MT (ASCP)
Cardiology Sales Executive
US Federal and Canadian Provincial Accounts
Imaging Workflow &Care Solutions
E ac70so@r.postjobfree.com
10711 Cambie Road
Richmond, BC V6X 3G5 Canada
McKesson Technology Solutions is now Change Healthcare
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