Kelly Patrick Email & Phone Number

Nashville, Tn, Us

Brentwood, Tennessee, United States

Franklin, Tennessee, United States

• Promotion to Manager includes all previous duties in addition to management of acquisition markets• Support strategic business decisions through financial modeling for upper level management and operations field team• Quarterly forecasting and annual budgeting for acquisition company-owned restaurants

Franklin, Tn

• Prepare periodic company P&Ls and discuss variances with district managers• Food cost inflation analysis for periodic reporting and quarterly forecasting• Bonus calculation for regional and district managers• Implemented more efficient processes for quarterly forecasting and annual budgeting• Daily labor and weekly operation reporting for company restaurants

Franklin, Tennessee

• Lead quarterly forecast and annual budgeting process• Itemize periodic G&A variances to forecast, budget, and prior year• Report periodic variances to C-level officers in monthly face-to-face meetings• Prepare G&A commentary for periodic PowerPoint deck sent to private equity firm• Experience in PeopleSoft and Hyperion applications

Nashville, Tennessee

• Financial reporting and analytics for executive leadership team and private equity firm including: Uniguest executive financial dashboard Sales team ROI analysis and hotel brand performance Hotel brand product trends, revenue, & GP analysis Monthly tech support renewals reconciliation Call center staffing and trend analysis• Due to knowledge gained in reporting and analytics, participate in key decision making processes with executive leaders• Major role in budgeting process (i.e. build forecast models for all business segments, work with business directors on department P&Ls, continually update forecasts based on sales feedback and tech business news)• Management of accounts receivable collections progress and team dashboard

Franklin, Tn

• Direct financial assistant to the CFO in all budgeting, forecasting, and financial activities• Assist in forecasting consultant headcounts, revenue, operating expenses, and gross margin as needed• Analyze headcount trends on a daily, weekly, and monthly basis• Produce customized weekly reports for directors to present to their respective teams

Brentwood, Tn

• As a result of an acquisition, responsibilities include the same Pricing Analyst responsibilities under Walgreens and expanded into other financial duties• Monitoring of the financial performance monthly and annual client budgets by gathering accurate data through a variety of database sources• Processes, analyzes, evaluates and validates month/quarter/year-end reporting data• Assists department management with various projects analyzing data and compiling reports to present to senior management

Franklin, Tn

• Responsible for creating detailed pricing proposals for new and existing clients in the Employer Worksite business unit• Contribute to and lead continuous improvement projects and ad-hoc projects• Develop new-hire training materials and documentation• Collaborate cross functionally with business unit managers to develop and maintain pricing policies that support business goals• Works with internal operations team and key business unit stakeholders (i.e. Regional VP, VP of Operations) during the pricing process to create a thorough value proposition for the client• Perform face-to-face presentations of financial analysis to external clients as needed

Greater Nashville Area, Tn

• Managed day-to-day account issues and client relationships• Presented all client specific training for new hires• Provided instruction, feedback, and goals to Sales Support Coordinators (SSCs) and sales in order to maximize productivity• Led internal team meetings with SSCs that involved training of quote generation, overcoming account issues, and meeting team/individual goals• Generated weekly reports to monitor productivity and effectiveness• Developed training processes and documentation to build knowledge and skills across the sales and data team• Created monthly reports and forecasts that required extensive data manipulation

Greater Nashville Area, Tn

• Generated reports and quote records for internal use by mining information from various programs and documents• Performed analysis of financial reports and specific projects, as directed• Solely responsible for closing out deals and manually adjusting cancellations in CRM database• Created scorecards and other reports/invoices that were sent to high level client executives • Participated with the preparation of month and year-end processes by reviewing actual vs. budget/forecast variances, reviewing financial trends, and making recommendations• Answered incoming calls and handled external and internal questions or lead opportunities in a professional, client-orientated manner • Updated sales forecast documents and check data accuracy of purchase orders, invoices and sales reports• Aligned purchase orders to sales based on territory, invoice value, and database notes on a daily basis; also responsible for these duties at the Dublin, Ireland service center as well

Master Of Business Administration (Mba)

Bachelor Of Science (B.S.), Marketing

Education record