Jeffrey F. McNeil has over 25 years of experience in financial analysis and reporting. He currently serves as a Senior Financial Analyst at Putnam Investments, where he manages budgets and provides financial reporting and analysis. Throughout his career, McNeil has implemented cost-saving initiatives and developed innovative solutions to optimize profitability.

1. JEFFREY F. MCNEIL
300 LYNN SHORE DRIVE, UNIT 205 ● LYNN,MA 01902 ● (781)581-0137 ● Jeffmcneil17@yahoo.com
SUMMARY:
Senior Financial Analyst with executive level leadership on high visibility projects and over 25 years experience
in financial analysis and reporting. Demonstrates ability to quickly acquire new skills; self-starter with excellent
track record for developing innovative solutions designed to reduce expense and optimize profitability.
CAREER HIGHLIGHTS:
 Managed all financial/budget related activities for severaldifferent areas at Putnam Investments
 Worked on team to implement a Bill of IT to improve cost transparency to business areas and
understanding of cost allocations. This enabled alignment of costs to products(Desktop, Voice,etc) to
provide the business with actionable levers to reduce spending costs..
 Directed all financial activities related to annual contract renewalwith Putnam Investments Board of
Trustees.
 Presented research measuring economies of scale as Putnam Fund assets increase over time. Report
illustrated shared economies between Putnam and Fund Shareholders, realized by lowering Fund
management fees based on breakpoints in fee schedules.
 Implemented staffing model to track savings by converting to a more cost effective staffing mix
between full time employees and consultants.
PROFESSIONAL EXPERIENCE:
Putnam Investments, Boston MA
Assistant Vice President,Sr. Financial Analyst (4/2005 – Present)
 Managed multiple budgets for different operating areas at Putnam(IT,Fund Accounting, Custody,
Trustee).
 Participated and implemented Bill of IT project managed by Deliotte to improve cost transparency to
more actionable expenses to business areas using a Vmware tool.
 Managed staff members provided career guidance and development paths.
 Provided profit and loss statements for areas supported.
 Performed Cost/Benefit analysis on major capital purchases.
 Designed and facilitate monthly forecasting process and models for areas supported.
 Responsible for reviewing, updating, and documenting all cost center allocations for Putnam.
 Designed model to track and forecast mainframe and other equipment maintenance related contracts.
 Prepare monthly financial spending reports, comparing actual to budget & forecast.
 Responsible for all SOP 98-1 reporting, tracking and procedure documentation.
 Determine SOP 98-1 capitalization rates for labor costs for consultants and full time employees.
Assistant Vice President, Sr. Financial Analyst (7/2003 – 3/2005)
 Coordinate and prepare financial materials related to contract renewal with the Board of Trustees. Make
presentations and offer recommendations to the Board of Trustees. Address questions from Trustees.
 Prepare annualProfit & Loss statements for individual business units.

2. JEFFREY F. MCNEIL Page 2
 Make quarterly reports of Putnam’s Sales revenues and operating expenses to the Trustees.
 Perform detailed expense analysis to determine whether to open a new Fund or to initiate a Fund
merger.
 Complete quarterly performance and management fee reports for the Department of Labor. Prepare
management fee comparison reports for retail and institutional investors.
 Provide quarterly reports to the Board of Trustees on shareholder expenses charged to individual Funds.
 Delivered comparison of Putnam operating expense ratios as a percentage of Fund asset levels against
competitors within Fund peer groups for each Putnam Fund (108 funds).
 Completed Fund by Fund Profitability Study.
 Developed reporting mechanism to track sales and redemption volumes for each Fund.
Senior Financial Analyst (5/1997 – 6/2003)
 Supervised financial staff for monthly reporting, annual budgeting, and annual forecasting.
 Performed Cost/Benefit analysis on major capital purchases.
 Designed monthly forecasting models at both the cost center and project level.
 Built forecasting tool to allow IT managers to forecast spending at the project level.
 Reviewed, updated, and implemented changes to cost center and project spending allocations.
 Designed model to track and forecast mainframe and other equipment maintenance related contracts.
 Prepared monthly financial spending reports, comparing actualto budget & forecast.
 Performed high level monthly and year-to-date variance analysis for the IT area.
 Trained new employees in Budget (Pillar) and other Financial Systems
Blue Cross Blue Shield of Massachusetts, BostonMA
Financial Analyst (10/1991-4/1997)
 Prepared annual budget for the Sales & Marketing and Information Technology areas.
 Provided monthly financial reporting and variance analysis.
 Supported the Provider Contract department. Performed financial analysis related to contract
renegotiation with billing arrangements involving Hospitals and other Providers. Highlighted ways save
money by utilizing greater volume discounts.
 Created annual budget and forecast models.
 Performed Cost/Benefit analysis on major capital purchases for the Information Technology Budget.
Staff Accountant, Accounts Payable (6/1990-9/1991)
 Reconciled general ledger accounts and bank statements.
 Developed policies and procedures relating to invoice processing and approval requirements.
 Performed system testing on new mainframe and other financial software applications.
 Processed vendor invoices.
COMPUTER SKILLS:
BPC SAP,EPM SAP, Hyperion Pillar, SAP,Fundview, Oracle Express, Business Objects, SQL, Microsoft
Office applications, Vmware VRB Cost Allocation tool

3. JEFFREY F. MCNEIL Page 3
EDUCATION:
Bentley College, B.S. Finance 1991