Patrick Sinclair Email & Phone Number

New Jersey, United States

New York, New York

Manage a team of 8 Proposal & Contracts developers in the US and U.K., who perform the following:Support Global/Regional Account Managers, Sales Management, and the Professional Services department in the pricing of Medidata's products and services, the development of formal proposals, and the preparation of the financial aspects of RFI / RFP responses. Is an expert in the pricing methodology behind Medidata’s products and services, and interfaces with numerous departments within Medidata, as well as with external customers, to share pricing expertise.

Edison, Nj

Supports Global/Regional Account Managers, Sales Management, and the Professional Services department in the pricing of Medidata's products and services, the development of formal proposals, the drafting of statements of work (Contracts) and the preparation of the financial aspects of RFI / RFP responses. Is an expert in the pricing methodology behind Medidata’s products and services, and interfaces with numerous departments within Medidata, as well as with external customers, to share pricing expertise. Provides mentoring and guidance to other Proposals & Contracts Developers on his team.Primary Duties and Responsibilities:• Lead the day to day work of the Proposals & Contracts Developers.• Oversee the collection of assumptions and parameters required for detailed pricing of Medidata’s software and services. • Develop proposals and statements of work using the company’s pricing tool and/or pricing methodology as required. • Train and coach pricing methodology to personnel and other internal/external customers as appropriate. • Conduct and/or participate in meetings with customers.• Facilitate required approvals by appropriate management for pricing adjustments and statement of work delivery. • Interface with Legal department staff to develop statements of work and other templates.• Develop and maintain customer specific guidelines for unique customer pricing and/or statement of work formats.• Facilitate regular updates and maintenance to the pricing tool and contractual templates as required.• Project management of ad hoc projects as required.• A company expert in Medidata’s deliverables in terms of contracts.• Go to person for Proposals & Contracts Developers and Senior Developers for any pricing suggestions.• Suggest customers in offering of various products.

Edison, Nj

Assists Area Sales Directors, Sales Management, and the Professional Services department in the pricing of our products and services, the development of formal proposals, the drafting of statements of work, amendments to statements of work and assisting with the preparation of the financial aspects of RFI / RFP responses. Is an expert in the pricing methodology behind Medidata’s products and services, and interface with numerous departments within Medidata as well as with our customers to share that pricing expertise.

Responded to RFP's to provide Information Technology Products and Services.

Process Mutual Fund Trades, (Sales, Assets and Redemptions), as Third Party Entity for Brokerage RepresentativesReconcile trades through NY Life's internal commissions Payment System, (SARA)Responsible for commissions provided to Outside Traders for Broker RepresentativesRun, (Daily, Monthly, and Yearly), financial reports on internal system called Business Objectives, (Crystal Server), for New York Life, (Mainstay Mutual Funds Department), which provide results of Daily Trade Reconciliation to all New York Life Finance associatesAllocate workload for entire Finance team on daily basis, through internal spreadsheets manipulated overnight in Lotus NotesTrain and mentor new hires on all facets of Sales Reporting Consultant positionCorporate Accounting:Balance all of New York Life Investment Management, (NYLIM), Operations and Holding Corporate Accounts Check BookProvide Financial Executives daily reporting results on balance and transactions within NYLIM's Operational/Holding Corporate Accounts Implement all transactions into and out of NYLIM's Operational Holdings and Corporate Accounts via data input of transactions into Excel spreadsheets to provide daily ending balance, which includes:Corporate Subscriptions: Withdrawals out of accounts into Short Term Investment Account to Accrue InterestCorporate Redemptions: Deposits into accounts taken from Short Term Investment Funds to provide NYLIM money to pay all billsSubscriptions and Redemptions can vary between thousands and millions of dollars on a daily basisCollaborative with VP's and Senior VP's to balance and allocate correct transactions in all accountsProcess Corporate Wire Transfers of money into and out of NYLIM's Operational and Holding Accounts, providing financial stability in accounts for payment to outside vendors

Respond to RFP's to provide Life, Dental and Disability Insurance to National Account Customers.

Responsible for overall operations of warehouseShipped and received all productsWorked closely with Owner and General Manager to coordinate shipments and deliveriesResponsible for warehouse stock and inventoryOperated machinery/equipment