Patrick Hogan Email & Phone Number

Agawam, Ma, Us

Remote

Windsor, Connecticut, United States

Profitability and Cost Accounting Team• Run the monthly close and forecast expense allocation cycles within Oracle Tools (PCMCS)• Collaborating with business partners on designing and maintaining rules, drivers, and allocated expenses• Sustaining Cost Center hierarchies and chart of accounts throughout various Cloud and legacy systems. Implementing Cost Center changes, migrations, consolidations and updates. • SOX control testing, and audit requests with Big 4 Auditors • Spent initial few months of role completing Enterprise Transformation between Legacy and new Oracle systems. Testing, validating, and running systems in parallel.

East Hartford, Ct

Reported to Finance Team working for Sales on Customer Deals and Negotiations • Supported the commercial engine sales team and working on proposals and customer/deal financial metrics• Responsible for the financial analysis/modeling and contractual data points on deals with TCVs in the Billions. • Approved customer contracts and aligned terms with business case to mitigate financial risk• Developed and managed complex financial models that analyzed engine performance and customer expectations • Collaborated with a small ~150 person cross functional of Sales, Contracts, Legal, Programs, Operations Analytics, Engine Services and Accounting• Maintained the Customer Portfolio Database of key financial metrics & data to support ongoing engine performance updates and finance Top-Lines• Worked with other Customer Business Organization and finance teams to identify and implement process improvements into daily procedures. Promote an environment of continuous learning and development. Earned a Lean Certificate (ACE) and implemented principles every day!

Springfield, Massachusetts Area

Barings, formerly Babson Capital Management with a dotted line below MassMutualInvestment Services Group supporting Fund Managers• Portfolio administrator on several structured credit and investment grade portfolios managed within the firm including flagship fund with millions of internal employee funds invested. Investment portfolios exceeded hundreds of millions of dollars. • Reconciled daily transactions, valuations, management and performance fee calculations, P&L components, and other activity between Babson Capital and the fund accountant/administrator's records• Worked effectively with third party administrators and internal parties to ensure outstanding service• Verified accuracy of investor capital balances, NAV allocations, and subscriptions and redemptions• Prepared quarterly/semi-annual client review and marketing books by collaborating with internal teams and CFAs• Performed compliance auditing against Funds' offering memoranda

Stamford Ct

Financial Operations Analyst, Group Tax and Tax Operations Team • Reconciled income and tax withholding breaks between clients and upstream custodians • Responsible for issuing annual IRS Income Reporting Files to clients including 1099s and 1042-S.• Reclassified securities and various derivative instruments to match IRS withholding compliance• Adjusted client accounts based on tax allocation updates • Processed and verified internal general ledger balances across various in-house systems for signoff• Developed and tested new and efficient web-based data systems with internal and external IT teams (small scale finance transformation) • Successfully, efficiently, and most importantly: accurately worked through TAX SEASON.

Stamford Ct

Tax Operations Associate – New Accounts , Group Tax and Tax Operations Team• Documented new clients with compliant tax documentation while maintaining IRS regulations• Ensured that client’s tax withholding rates were updated with current allocation percentages • Work closely with Finance IT and Businesses groups to implement tax reporting/withholding solutions, including participation in user testing to validate system enhancements.

Stamford Ct

Reconciliation Specialist in Operations At the time - Rockit was a subsidiary of Rockefeller Financial who serviced ultra-high-net worth individuals with account minimums of 10s of Millions. • Reconciled cash and security positions for client accounts between custodians • Hired out of college internship!

West Springfield, Massachusetts, United States

Westfield, Ma

Bachelor Of Science - Bs, Finance, General

Masters Of Business Administration, Major: Financial Management Certificate: Project Management

Graduated with Honors