Patrick Mcnulty Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Il

• Systematically directed administrative financial tasks, managing account monitoring, overpayment interface, bursar and loan collections, accounts receivable (A/R), and budget forecasting. • Managed the student health insurance plan, facilitating and explaining the requirements of opting in or out while also negotiating new plans with third-party healthcare providers. • Standardized new and revised policies, completing Annual Operating Reports (AOR), integrated postsecondary education data system (IPEDS), and fiscal operation report and application to participate (FISAP) forms. • Created Excel power queries, pulling information from multiple data sources and automating the month-end journal entry process; reduced time to close and eliminated chance of human error. • Assisted students with housing needs, reaching a master lease agreement with a facility and negotiating a new more beneficial deal.• Championed for Lean process improvements, identifying daily team issues or restrictive barriers that team members were facing; bolstered morale and created KPIs to track success and identify areas of improvement and to measure success.

Chicago, Il

• Spearheaded a complete list of fund and account monitoring operations, exhibiting financial oversight excellence by obtaining leadership advancement. • Operated in a cross-functional team capacity, delegating tasks and actively optimizing internal financial operations, such as closing, reporting, forecasting, and policy implementation. • Converted the month-end closing procedure, enhancing a manual spreadsheet data entry into an automated worksheet that directly pulled information from sources by utilizing Excel VLOOKUP.• Prepared monthly P&L statements for Rush University Medical Group, consisting of more than 500 employed physicians and advanced practice providers caring in over 70 practice sites across the Chicago area of reach. • Led the enterprise resource planning (ERP) Activity Module Implementation Team, acting as an instrumental component in the planning, utilization, and testing of the transition from a legacy GEAC system to a new Lawson ERP financial system.

Chicago, Il

• Routinely negotiated all budgets and financial terms for clinical trials while simultaneously developing specific budgets for individual trials. • Developed a standardized pricing model, unifying an inefficient system by creating a more accurate procedure based on what Medicare would reimburse; analyzed profitability of clinical trials. • Trained and mentored financial staff members on budgetary preparation, negotiation, and expectations while also completing critical CPT coding classes to streamline the budgeting process. • Negotiated budgets for industry-sponsored clinical trials with pharmaceutical companies in relation to drugs in development; established budgeting for research studies, working out procedures outside of standard care and cost for performing within Rush facilities.

Prepared over 300 personal tax returns including many complex returns with rental real estate, business income, and capital gains Built client base through strategic marketing efforts which has enabled me to consistently be a top performer year after year Continue to increase tax knowledge though the completion of 130 hours of continuing education courses which has allowed me to prepare and advise clients with complex tax returnsAdvise clients on ways to improve their current tax situation and provide advice on planning for events that will have a financial impact on their future tax liability

Master Of Business Administration - Mba Candidate

Bachelor Of Science - Bs, Finance

Related courses: Financial Accounting, Managerial Accounting, Theories and Structures of Financial Markets, Investments, Portfolio.