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James F. Halpin Jr.

jh55df68@westpost.net
58 Blue Hills Rd.
Monroe, CT 06468
203-395-3020
________________________________________________________________________________
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OBJECTIVE
A job in the field of business that will utilize my strong analytical and quanti
tative skills, along with my interpersonal skills.
EDUCATION
Sacred Heart University, John F. Welch College of Business, Fairfield, Connectic
ut
Bachelor of Science, Business Management, GPA. 3.85, Class of 2009
Fairfield College Preparatory School Class of 2005- Cum Laude Graduate
CERTIFICATIONS
Series 6 Certified in New York and Connecticut
RELATED
EXPERIENCE
Product Ventures LTD. - Fairfield, Connecticut
Finance/Accounting Assistant May 2008-Present
* Assist the Manager of Finance and Administration with the day to day finance a
nd accounting and administrative functions required for a privately held small b
usiness
* Perform day-to-day ledger functions and account management for multiple client
s
* Provide administrative support for the finance manager and account management
team
* Prepare bank statements and bank deposits
* Perform bank and credit card reconciliations
* Reconcile client and in house accounts
* Manage cash flow through monthly, quarterly and yearly P&L analysis and suppor
t
* Maintain client account, employee, legal, and Non-Disclosure Agreement files
* Provide miscellaneous accounting and administrative support
* Short-term and longer-term projects to support analysis of business performanc
e and metrics
* Effectively managed job costs and budgeting for over 25 jobs totaling $8 milli
on in revenue
* Accounts Receivable and Accounts Payable
* Created a database to effectively track more than 3,000 previous and current i
nvoices totaling over $36 million.
* Researched and presented health care plan alternatives that cut costs by 30%.
Northwestern Mutual Financial Network- Poughkeepsie New York
Financial Sales Representative Intern May 2007- November 2007
* Make 50+ sales calls per week
* Meet with prospective clients to discuss financial options
* Analyze income statements
* Present financial options to potential clients
Midas of Milford- Milford, Connecticut
Sales/ Technician September 2001-September 2006
* Greeted customers, file paperwork and repair orders
* 70% sales success for additional repair work
* Processed employee time cards and report hours to payroll
* Recorded inventory, order new inventory, record inventory loses of over 2,000
parts weekly
SKILLS
Proficient in Microsoft Word, Excel, PowerPoint, QuickBooks, Outlook
Experience in Access and Publisher

PERSONAL INTERESTS
* Weightlifting/Bodybuilding
* Competitive Sports (Football, Baseball, Basketball)
* Movies
* Reading for pleasure

PERSONAL ACCOMPLISHMENTS
* Maxima Cum Laude- National Latin Exam
* 3- time Scholar Athlete
* Fr. Eugene Brissette Award - Most Outstanding Defensive Player
* Voted to Fairfield County Vs. New Haven County All Star Game
* Voted to Connecticut Vs. Rhode Island All Star Game
ACTIVITIES
* Campus Youth Ministry
* Young Republicans Society

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