Derek Dickson, Mba Email & Phone Number

New Haven

Provides focused financial support to Pharmacy & Digestive Health service lines of YNHH. Monthly reviews of operating results (expenses), participation in the annual operating and capital budget processes and position control. Ensure the financial feasibility of business plans and new clinical programs. Provide monthly processing in cost accounting and.

New Haven, Connecticut

Advanced Pricing Models, forecasting / budgeting, “smart” assets depreciation schedule creation, Bill of Material Automation, Reconciliations, QuickBooks, Fishbowl, advanced excel database creation.

North Haven, CT

Temporary position approximately 2 months. Manage JEs and G/Ls for all ATMs / ITMs. Reconciliations and Settlements for all ATMs /ITMs, mobile deposits, and remote deposit capture machines. Rewrote instructions for recs and settlements.Rewrote procedures for all aspects of ITM / ATM accounting. Identified risk exposure.

Cheshire, CT

Review and authorize all accounts payable, accounts receivable, work orders and QuickBooks transactionsAnalyze energy efficiency over 23 corporate building’s HVAC systems

West Hartford, CT

Managed relationships with high net-worth customers ($250k+)(roughly $250m book)Help customers identify opportunities to better their financial health and facilitate introductions to partners.Exceeded goals in first quarter of production by 75%. Increase investment deposits by 50% over one year

Hamden CT, Woodbridge CT

Managed relationships with all customers at two branches, focused mainly on generating investment appointmentsRanked among top three bankers in deposit growth, investment appointments, and loan closings every quarterImplemented new teller lead journal to help capture more appointments –55% increase in quality appointments kept

Hamden, CT

Conducted comprehensive financial analysis to evaluate objectives and project potential returns of financial portfolioUsed proprietary software to aid in financial planning modeling, forecasting and portfolio creation Held bi-monthly seminars on Medicare and Social Security information. Held bi-weekly luncheon meetings

Master Of Business Administration (M.B.A.), Accounting And Finance, 3.6

Activities and Societies: Course Work: Accounting Information for Decision Making, Managerial Accounting & Cost Control, Advanced Forensic.

Bachelor Of Science (Bs), Finance

Activities and Societies: Finance Association