W. Patrick Shields, Mba Email & Phone Number

Princeton, Nj, Us

New York City Metropolitan Area

New Jersey, United States

New York, New York, United States

Bedminster, New Jersey

Bedminster, Nj

Responsible for monthly revenue reporting and analysis during book close for internal and external stakeholders. Created annual forecast for monthly contra revenue projection. Provided senior management with trend vs. forecast and month-over-month trend variance explanations. Compiled portfolio of revenue blocks/accruals based off journal entries, accurately aging accounts receivables, to adjust revenue reserves for potential uncollectible receivables. Responsible for tracking of monthly accruals and re-accruals tied to open disputes to ensure precise journalization of account receivables, preventing reporting inflated revenue.

Piscataway, Nj

Analyzed account balances and prepared journal entries to reconcile accounts in accordance with GAAP and stakeholder needs. Analyzed data in order to recognize opportunities to recover revenue that would have otherwise been written off through identifying trends and developing innovative reporting solutions. Designed and maintained databases on an ad hoc basis and implemented automated processes to increase efficiencies and ensure quality decision making. Participated in Six Sigma projects to map processes and dive concise, efficient operations. Coordinated events to meet company’s regional philanthropic participatory and monetary goals. Engaged in mentoring circles with directors and peers to broaden knowledge of company’s business and pursue professional growth.

Wall, Nj

Responsible for ensuring accuracy of billing revenue through data modeling, reporting and analysis. Developed advanced data modeling and strong SQL skills to increase accuracy and efficiency of reporting. Performed pre- and post-cycle validation processes supporting billing procedures in compliance with SOX standards. Partnered with various groups within company to assist with revenue recovery efforts, among other objectives, to improve margins.

New Brunswick, Nj

Managed a staff of approximately 50 consultants to maintain a clean and efficient computer lab. Received training in technical troubleshooting and programming application fields. Helped approximately 100 students of RU use Windows, Macintosh and UNIX operating systems, daily.

Princeton, Nj

Worked with Wealth Management Advisor to create client investment profiles based on goals, risk tolerance, and time horizons in efforts to exceed client expectations. Assisted Financial Advisors in acquiring new clients and developing current client relations. Maintained client database for seamless access to client information and activity trends. Tutored by Advisor in areas of risk tolerance and maintaining returns in economic crises.

Master Of Business Administration (M.B.A.), Dual Concentrations: Finance, Management & Business Strategy

Activities and Societies: Phi Sigma Kappa, Rutgers Corporate Finance Club, Rutgers Investment Banking Group

Bachelor'S Degree, Economics

Activities and Societies: Dean's List, Phi Sigma Kappa Fraternity, Gamma Sigma Alpha National Honor Society