Patrick S. Kaplan Email & Phone Number

Charlotte, North Carolina Area

Provide service and support to the Home Lending business partners through maintenance and development of non-automated reporting and tools to increase business effectivenessDevelop call center dashboard and analytics based on current business structure that can be used to identify trends and opportunities in the businessLead weekly discussion around call.

Charlotte, North Carolina Area

Generated and executed weekly replenishment orders for Regional WarehousesPerformed inventory audits of warehoused productsParticipated in transformational projects and process improvementsMaintained manual replenishment planning reportsUpdated reporting templates to reflect network changes as needed and add New Planning Groups as appropriate

Charlotte, North Carolina Area

Works closely with Lowe’s a fortune 500 company to streamline the order fulfillment processMaintain weekly and monthly performance KPI’s and vendor scorecards through dash boardingPrepare monthly journal entries for all inventoried items marked for destruction or manual orders Provide detailed cost and revenue analysis on all shipped inventory on a per.

Salibury, North Carolina

Collaborates with Category Manager to manage vendor allowances to ensure sales targets are met Perform margin analysis on all wine and liquor items in order to make sure products are being purchased at a reasonable cost and that retails are set at approved markup ratesManage margin percent and margin dollars on an ongoing basis to ensure that all Delhaize.

Concord, North Carolina

Improved the account reconciliation process by streamlining accounts.Reported, analyzed and interpreted financial data including revenue, cost, product/customer profitability. Actively participated in month-end close processes, booked journal entries and provided appropriate detail level review and analysis, forecasting and budgeting Used macros to upload.

Charlotte, North Carolina Area

Created and maintained incentive plans based on participant productivity reports and market trendsCalculated monthly and quarterly incentives for all Retail and Commercial branch personnel Reconciled monthly expense vs accrual ledgersPrepared financial reporting models for senior managementTracked and maintained productivity reports for Commercial.

Charlotte, North Carolina Area

Assisted in the analysis of complex investment instruments and strategies as they relate to current and new lines of business and productsResearched and processed all daily trade tickets which included resolving all daily trade edits and other trade related issueCompleted various tasked as requested from team leader

Charlotte, North Carolina Area

Staff Accountant (2005)Prepared daily reconciliations, exception reporting, research, analysis, and project work as assigned in the Securities Operations– Accounting groupReconciled Financing and Inventory transactions for securities tradesPrepared and analyzed reporting for significant variance and exceptionsPrepared journal entries by using pivot tables.

Charlotte, North Carolina Area

Trust Accountant (1999-2000) Processed and executed payrolls for defined contribution plansTracked and resolved problems concerning contribution activity and transfer problemsAssisted in creating polices and procedures to streamline contribution processesCross-trained in our loan, distributions, and participant account serviceslDecisioner/Underwriter.

Charlotte, North Carolina Area

Conducted highly technical accounting based research and analysis to provide senior management with definitive financial dataSet up subsidiary Fixed Asset Ledgers and maintain Fixed Asset Ledgers while tracking income and expensesPrepared financial forecasts. Conduct cost analysis for capital expenditures and all inventoried assetsDetermined if proper.