Patty Sargent Email & Phone Number

Analyze and prepare the Borough budget by tracking and evaluating allocations, disbursements, and expenditures. Monitor quarterly reports and generate bill lists for bi-weekly legislative sessions of Borough Council. Reconcile 18 Borough bank accounts. Process all accounts payable and receivable. Approve and process payroll for Borough employees. Maintain and bill resident trash accounts that include generating trash certifications & use and occupancy for residents preparing to move.

Use proprietary fiscal state systems to track and evaluate approved budget allocations, disbursements, and expenditures. Prepare purchase orders to reimburse social services expenditures for vendors and agencies. Verify accuracy of processed fiscal transactions.

Review and administer state contracts and grants for the Division of Family Development to ensure compliance with policies, procedures, and Federal and State regulations. Review and analyze 20 State contract budgets that include categories such as General and Administrative Costs and Expense Summaries in accordance with current administrative procedures and policies. Execute review of agency contracts and provide recommendations to vendor agencies.

Researched and analyzed various regulatory filings from Securities and Exchange Commission to furnish clients with guidance and earnings estimate information in a time sensitive environment.

Managed a portfolio of companies specializing in oil and gas sector. Researched and analyzed financial statements and brokerage reports by compiling estimates for accounting measures and building consensus versus actual analysis of financial measures.

Maintained U.S. and international public mutual fund holdings by researching new funds, updating holdings, researching gaps and discrepancies in data. Automated the process of holdings information by designing templates for fund managers and investor relations to deliver holdings data.