PAUL R.

MEADE
140 Radcliff Drive ● East Norwich, NY 11732 ● (516) 922-2001 ● (516) 457-6327 ● prm2859@yahoo.com

FINANCIAL ANALYST
Qualified and hard-working Investment Assistant who has over 20 years of experience providing financial
analysis services to investment firms and their clients. Detail-oriented Cash Accountant with excellent
software skills, and strong analytical and problem-solving abilities. Loyal and dedicated Accounting
Specialist who is dedicated to excellent customer service.

CORE COMPETENCIES
Customer Service ● Annuities & Mutual Funds ● Investment Allocation ● Accounting & Finance
Revenue Analysis by Investment Type ● Cash Application & Payment Posting
Wire Transfers ● Reporting ● Regulation & Compliance ● Data Analysis & Management

PROFESSIONAL HISTORY

CFS INVESTMENTS, New York, NY (2007 to 2009)

A subsidiary of New York Community Bank.
Investment Operations Assistant
Resolved customer issues for Financial Consultants in all investment-related functions. Maintained weekly
and monthly reports that evaluated branch revenue vs. goal requirements. Compiled YTD investment
management reports, including sales analysis, revenue analysis and agent sales analysis by investment
type. Aided the Compliance Officer in assuring licensing requirements and carrier appointments were met.
Communicated with Broker/Dealer in handling customer problems. Produced monthly Financial
Representative commission statements.
Key Accomplishments:
• Ensured the timely completion of all critical ad-hoc and recurring weekly and monthly reports.
• Resolved at least 25 customer issues per week.

NEW YORK COMMUNITY BANCORP, New York, NY (2003 to 2007)

Account Specialist, Capital Markets Department
Processed daily wire transfers, ensuring that they included the proper signatures and printed dollar amounts.
Researched and resolved 10-12 difficult customer problems per week. Balanced incoming and outgoing wire
totals with accounting on a daily basis.
Key Accomplishments:
• Achieved high accuracy in processing wire transfers on exceptionally busy days of the month.
• Handled 50-75 wires on a daily basis for customers.

NEW YORK LIFE INSURANCE COMPANY, New York, NY (1988 to 2001)

Senior Cash Flow Associate (1995 – 2001)
Managed daily funding of New York Life insurance products, maximizing the return of available funds for
short-term investment. Made accurate financial forecasts and recommended efficient use of funds.
Collaborated with Traders, Portfolio Managers and Product Managers in estimating insurance operations
and investment activities. Prepared and analyzed net change cash reports to give Portfolio Managers
the definitive amounts they could allocate for long-term investment. Made sure that enough short-term
funds were available to cover disbursements.
 Key Accomplishment:
• Kept all Portfolio Managers aware of the amount of cash they had to invest each day.

PAUL MEADE PAGE 2

NEW YORK LIFE INSURANCE COMPANY, continued

Cash Flow Associate (1990 – 1994)

Supported cash management and forecasting operations. Assisted in analyzing daily funding
requirements. Investigated trends in insurance operations to produce more accurate forecasts.

Training Program Participant (1988 – 1990)

Attended training courses that addressed investing, forecasting and cash management techniques. Ran
reports on incoming and outgoing funds. Learned the process of allocating insurance premiums into
insurance portfolios.

EDUCATION/SKILLS

80 credits toward a Bachelor of Arts in Business Management

Adelphi University, Garden City, NY

Certifications
• Series 6 Financial Certification, New York Community Bank (2008)
• In the process of attaining Series 63 Financial Certification

Software: Word, Excel, and Bloomberg.