Patrick G. McGhee8031 S. Artesian Ave. Chicago, IL 60652773.899.4129 p_mcghee@yahoo.com

Finance and Investment Professional

Versatile Finance and Investment Professional with more than 15 years of experience leading teams, ensuring quality standards, and supporting complex financial portfolio needs. Demonstrated history of managing training programs, maintaining confidentiality, and working with government agencies. Technically proficient in MS Office Suite (including Access), K.I.D.S., JD Edwards, and CRM.

CORE COMPETENCIES

Regulatory Compliance Financial Management Customer Relationships Team Leadership and SupervisionQuality Assurance Training Programs Statistical Reporting Government Relations Performance Reviews

EXPERIENCES AND ACHIEVEMENTS

MAXIMUS, INC., Chicago, IL 2002 – CurrentQuality Assurance Specialist (2012-Present)Oversee processes and activities within company to ensure compliance with QA standards and contractual obligations. Supervise and analyze activities within Call Center, ES, and Mailroom. Ensure that inspection, sampling, and statistical process control procedures are followed. Develop routine and ad-hoc reports. Maintain quality manual.

Conducted comprehensive trends analysis during finished services inspections, recommending corrective actions and possible changes to meet compliance and quality standard.

Reviewed quality standards, as well as interpreted impact and implementation guidelines for projects.Financial Unit Supervisor (2009-2012)Directed operations of financial unit, including assessing work quality, scheduling personnel, and collaborating with management team. Processed quality assurance adjustments for K.I.D.S. balances. Coordinated staff training and facilitated weekly meetings. Developed team and individual performance goals, as well as oversaw adherence. Cultivated strategic relationships with State of Illinois agencies and personnel. Generated QA statistics and reports. Maintained confidentiality and security of case information within automated systems.

Led completion of complex and priority cases for team. Served as SME on MAXIMUS and Health and Family Services projects and policies. Provided formal biweekly feedback and annual reviews, as well as ensured ongoing informal monitoring.

Financial Senior Administrator (2002-2009)Managed quality assurance adjustment and complex cases. Collaborated with Supervisor on quality control issues, workload status and scheduling, production, and unit concerns. Assisted with monthly reporting for unit. Ensured that all systems were up to date and documentation was complete and accurate. Reviewed contractual obligations to comply with standards for quality and performance. Completed account reviews based on referrals from Customer Service team.

Facilitated training for staff on financial processes, as well as directed financial team. Promoted from Financial Administrator II.

Career Note: Additional experience includes Trading Floor Administrator for Chicago Stock Exchange, as well as Customer Service Representative for Pitney Bowes Management Services.

EDUCATION AND CREDENTIALS

Bachelor of Science, Business Administration/Finance, DeVry University (Keller Graduate School)License, NASD Series 63