Pat Smith Email & Phone Number

New York, Ny, Us

Greater New York City Area

Greater New York City Area

Assist clients across the Healthcare and Life Sciences industry with their Regulatory and Compliance challenges.Assemble audit findings and extrapolate anomalies into professional summary reports, concisely presenting quantitative results such as potentially recoverable fees upwards of $1MM, as well as qualitative recommendations such as improvements to contractual language or process design.Develop and implement ad hoc testing strategies adopted department-wide that serve to assess various financial, compliance, and regulatory challenges that clients face.Reconcile large databases of financial transactions by utilizing Microsoft SQL and advanced MS Excel functions; modeling more than 1MM+ lines of data into digestible information that assists management in the financial decision making process

Greater New York City Area

Financial Advisory and Internal Audit ConsultingFocus of expertise:Internal AuditBusiness Performance ImprovementSarbanes-Oxley ActBusiness Process- Worked with a public company in the Life Sciences industry with an objective to streamline sales processes. Communicated directly with upper management in order to ensure efficiency, with regards to project deadlines and budgeting. Made pivotal decisions for large sums of money in conjunction with the company. Developed a proprietary model in Microsoft Excel that the company now uses to ensure accurate sales numbers.- Sarbanes-Oxley Consulting for a public pharmaceutical company. Worked directly with the internal and external auditors to complete key-control documentation and reliable SOX testing. Interviewed several process owners to accurately document business process flow. Effective communication and knowledge of business processes were keys to successful completion of the project.- Recipient of the iAchieve award within first seven months of employment. Award is given to those who have demonstrated the highest level of performance on project deliverables, received client recognition, and best exemplify the company's core values. Was nominated and selected from a large pool of employees based in the Northeast Region.

Greater New York City Area

Worked with a team of Certified Financial Planners whose group focus is: Retirement planning, Investment strategy, Life insurance.Developed several databases to streamline and aid with sales opportunities.