Robert Sheehan Email & Phone Number

Braintree, Massachusetts, United States

• Build tailored comprehensive financial plans using MoneyGuidePro software, aligning client portfolios with their risk tolerance to optimize returns and long-term financial goals
• Execute in-depth research on clients’ current 401k holdings to identify higher performing mutual funds, enhancing portfolio performance and aligning with their financial objectives and risk aversion
• Support various aspects of client service, portfolio management, and financial analysis

Marlborough, Massachusetts, United States

• Conducted a comprehensive ratio analysis using financial statements to calculate key financial ratios, providing insights into trends and supporting informed decision making for the company
• Executed a financial analysis to calculate Customer Acquisition Cost (CAC) and payback period for new clients, providing key information into customer profitability and investment efficiency
• Analyzed 2023 and 2024 YTD employee appreciation expenses by department to determine per-person costs, improving the accuracy of the 2025 budgeting process for the company
• Performed regular price comparisons for client orders to identify the most cost-effective vendor
• Managed accounts receivable totaling $100,000+ weekly of both recurring and one-time payments
• Assisted the finance team with reconciliation, month-end, and quarter-end procedures

Bachelor'S Degree, Finance, General

Education record