Patrick Ruth Email & Phone Number

Durham, NC, US

• As part of my third rotation within the Treasury team, I was hired into a full-time position as an analyst in agreement to continue performing my previous work and then-some.Additional Responsibilities:
• Monitor bond portfolio assets to stay within compliance guidelines and correct any data errors within our system.
• Provide company data on investments to outside auditing of Standard & Poor and the NCDOI to show Blue Cross is in compliance.
• Work with the Federal Home Loan Banks for any collateral positions bond positions that require movement.
• Meet with fund managers on quarterly or more regular basis to keep abreast of current status of fund performances.
• Utilize portal access to pull documentation and keep a standard of safekeeping of any legal or tax documentations provided by investment funds.Continued Responsibilities:

Durham, NC, US

• Selected to be a part of a competitive talent development program involving three rotations over a two year training period within the company.Rotation Three: Finance - Treasury & Cash Management
• Provide high level commentary and create slide decks on current status of the company's investment portfolio to leadership.
• Manage relationships with current bond managers investment fund managers that the company has stakes in as a primary contact.
• Utilize bank portals and investment fund access to fund capital commitments and pay off claims.
• Lead projects to better utilize analytical tools and reduce obsolete processes as well as manage our custodian portal. Rotation Two: Finance - Budget Management Team
• Assist in the design, testing, implementation, and company training of new tool to support fall planning cycle.

Greenwich, CT, US

• Joined XPO Logistics as a Global Sales Operations Intern. Spent my time learning about the transportation and logistics industry while honing my analytical skills.
• Main project over the summer was to increase the efficiency of the Sales Analyst team by creating optimized dashboards for daily use. Allowed the team to easily correct any errors in the system while keeping an.
• Able to gain proficiency in using company tools such as Salesforce to create reports and validate incoming opportunities.
• Maintained spreadsheets to reflect current monthly revenue projections while also formulating slide deck presentations with high level commentary to executive management.
• In charge of creating and updating standard operating procedure guides on multiple corporate projects.

Charlotte, NC, US

Serve as a paraprofessional peer advisor for the Belk College of Business. Meet with undergraduate business students to assist with their academic success. Advise business students by developing curriculum guides and correctly referring students to resources on campus. Communicate efficiently on a team basis with other peer advisors to complete projects..