Patrick Mclellan Email & Phone Number

Sarasota, Florida

Sarasota, Florida Area

St. Petersburg, Fl

• Lead Analyst for the Expeditionary Fire Support System - 120mm Ammunition Program • Program Controls experience with a 120mm Tank Training Ammunition Program• Experience with firm-fixed price, cost plus fee, and cost reimbursement contracts• Experience with FAR • Supports financial management by evaluating financial performance for assigned programs through weekly, monthly and quarterly reporting• Preparation of routine estimates to support revenue recognition processes• Works with program team to estimate sales, cost of sales and cash flow data • Preparation of routine studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts.• Assists in gathering, analyzing, summarizing, and preparing recommendations regarding financial plans, new business planning, and operating forecasts

St. Petersburg, Fl

• Assisted in the maintenance of routine program baseline budgets for performance measurement• Aided in the preparation of routine estimates to support revenue recognition processes• Assisted in the collection of periodic estimating of sales, cost of sales and cash flow data• Assisted in the preparation of routine studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts.• Assisted in gathering, analyzing, summarizing, and preparing recommendations regarding financial plans, new business planning, and operating forecasts

• Assist in managing assets held in Trust accounts in excess of $2.7 billion• Assist in managing in-house mutual fund model portfolio in excess of $275 million• Listed as an Investment Officer on ~750 trust accounts• Perform Initial & Annual Regulatory – 9 reviews on Trust accounts• Work with Trust Officers & Financial Advisors regarding allocations & selection of investments in Trust accounts• Monitor investments within Trust accounts and determine if investment suggestions are prudent

• Assisted in managing assets held in Trust accounts in excess of $2.4 billion• Assisted in managing in-house mutual fund model portfolio in excess of $250 million• Listed as a Jr. Investment Officer on ~500 trust accounts• Perform initial & annual reviews on Trust accounts• Worked closely with Trust Officers & Financial Advisors regarding the investments within the Trust accounts

• Assisted the two Investment Officers with day to day trades• Assisted with monthly investment reviews• Handled day to day requests for different trust accounts• Created the monthly Trust Committee Agenda

Mba

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Financial Management Association, Beta Gamma Sigma International Honor Society, Golden Key International Honor.