Patrick Ma Email & Phone Number

New York, Ny, Us

New York, New York, Us

COOP Careers (“ko-op”) is a national workforce development nonprofit organization that serves under-employed first-generation grads from urban public colleges across the United States. Over 6 months (4 nights a week), our students gather to learn digital skills, build community, and pursue full-time jobs in Digital Marketing, Data Analytics and Financial Services.Our mission: overcoming underemployment through digital skills and peer connections.

Brooklyn, New York, Us

AF Accelerate programs support educators and instructional leaders across the country through coaching in curriculum and charter management leadership. AF Accelerate's impact has reached more than 50,000 students in over 120 schools across 19 states nation wide. In September 2022, Achievement First announced a significant restructuring and dissolved AF Accelerate, effective September 30, 2022.- Recruited to assess, set the vision, and implement an operational, administrative and technical infrastructure to grow and scale a $6.5 million national business unit within Achievement First. - Recommended and was implementing a restructuring of the AFA operations and finance team of 7 FTEs, built upon an intention to centralize operations, maximize alignment between siloed programs, and improve partner experiences by implementing consistency in workflows and platforms among domains such as knowledge management, data collection/visualization, invoicing and contracting. - Spearheaded a 6-month cross-functional initiative to enhance AFA’s custom built student data visualization and analysis software platform in use by over 75 district and school partners. The project required process mapping current user experiences, determining root causes of pain-points and barriers, and managing software vendors to implement code enhancements and development to address user needs. The development work was delivered on-time and on-budget for the 22/23 school year (Over 700 software development hours).

Bronx, New York, Us

In neighborhoods across New York City where the rates of poverty and chronic disease are highest, AIRnyc’s Community Health Workers (CHWs) meet people where they live to improve health, connect families to care and build health equity. As Chief Operating Officer, I am responsible for the development, alignment, and implementation of practices, protocols, and policies in programs, technology, and operations in support of AIRnyc’s mission. - During the Covid-19 pandemic, I managed and oversaw workflow and technology redeployment to transition from a home-based visiting model to a remote, virtual model resulting in a 7x increase in productivity and 40% improvement in engagement rates prior to the pandemic. - Launched structured processes and utilized Salesforce reporting and R-based dashboards to monitor and remediate daily, weekly and cumulative key performance indicators on engagement and enrollment rates, quality of data collection, and fidelity to intended workflows and program design.- Acted as AIRnyc’s lead on all data reporting to payors and partners including hospital systems through the Medicaid Delivery System Reform Incentive Payment (DSRIP) Program, and Managed Care Organizations on performance metrics, improvement in health outcomes, and associated financial reconciliation and invoicing.- Accountable for the implementation, management, and troubleshooting of AIRnyc’s systems and technology including Salesforce and our team’s use of electronic health records platforms such as EpicCare Link and Health Information Exchanges such as Healthix.- Directed facility management of AIRnyc's Bronx-based headquarters, including project management of architect and all associated vendors when AIRnyc acquired and moved into a new office space in May 2019- Lead all recruitment efforts for AIRnyc's operations and program staff, resulting in the recruitment and hiring of over 50% of AIRnyc's total headcount as of December 2021

New York, Ny, Us

1 in 4 New Yorkers do not have enough income and earnings to pay for basic necessities. UWNYC is changing this by bringing together public, private, and nonprofit partners to help families lead healthy and financially secure lives.- Proposed and implemented a restructuring of finance, IT, and fundraising staff, creating a newly formed business unit to improve operations. My team provides shared services including campaign management, gift processing, financial reconciliation, donor helpdesk and response, database management, and is a backbone of UWNYC's financial operations. - Member of UWNYC's Sr. Leadership Team. Leading a department of 7 staff with 2 direct reports- Sr Director managing systems administration and an Associate VP focused on campaign mgt/ financial operations.- Deployed a new pledge capture and back-end distribution platform for UWNYC’s workplace campaigns, outsourcing the fulfillment of $6.0 million of contributions to beneficiary organizations from an in-house platform to a third party vendor resulting in improved performance and user experience for donors within UWNYC's managed campaigns. Prior roles at UWNYC:- Interim VP of Operations (03/2013 - 11/2013)- Sr. Director of Operations, Institutional Advancement (03/2011 - 03/2013)- Director of Operations, Institutional Advancement (03/2010 - 03/2011)Impact in previous roles:- Fundraising analytics leadership, reporting and tracking $40 million+ in annual revenue from corporate campaigns, individuals, foundations, and special events.- Advanced usage and data integrity of UWNYC’s donor database, created and implemented protocols to utilize a moves management approach - entering, calendaring, and benchmarking strategies versus actual activity.- Built pricing model and managed ticket fulfillment process including order intake, payment processing and seating for 2 benefit concerts at Carnegie Hall featuring Jay-Z in Feb 2012. The concerts grossed more than $3.2 million in revenue.

New York, Ny, Us

CCS is one of the most comprehensive and widely recommended fund-raising consulting and management firms in the world. Established in 1947, CCS designs and implements significant fundraising campaigns and programs for leading non-profit institutions. CCS serves over 300 organizations per year.Recruited as an Associate Director in 2008, promoted to Executive Director in January 2010.My CCS project history providing fund-raising counsel includes:- The NAACP, the nation's oldest civil rights organization- Rwanda Works, an international development organization dedicated to prosperity creation through investments in businesses and health care infrastructure in Rwanda- The Bill and Melinda Gates Foundation- Grameen America, a micro-finance organization based in Queens that replicates the Grameen Bank lending model

Alexandria, Virginia, Us

- Summer internship program in between my first and second year of my MBA studies. The internship focused on United Way's Knowledge Management strategies for the US network of over 1200 local affiliates, sharing best practices and delivering training/learning opportunities to the United Way network

Toronto, Ontario, Ca

Scotia Capital represents the global corporate and investment banking, and capital markets businesses of the Scotiabank Group, providing full service coverage in Canada and servicing selected niche markets globally. Scotiabank is the third largest bank in Canada by deposits and market capitalization and its primary corporate offices are located in Toronto, Ontario.Transaction experience included:- Spinrite Income Fund Initial Public Offering (C$202 million). Spinrite is a leading North American yarn manufacturer. Prior to the IPO, Sentinel Capital Partners, a mid-market private equity firm with US$500 million under management, owned Spinrite.- Cineplex Galaxy Income Fund acquisition of Famous Players (C$500 million). Cineplex Entertainment is the largest motion picture exhibitor in Canada, and is the largest exhibitor of digital, 3D and IMAX projection technologies in Canada. To fund the transaction, Cineplex Galaxy issued a C$215 million offering of income fund units and convertible unsecured subordinated debentures. - B Split II Capital Reorganization and Preferred Share Offering. B Split II was a structured product created to invest in funds of BCE Inc. common shares in order to generate dividend income for holders of its Preferred Shares and to enable the holders of the Capital Shares to participate in any capital appreciation in the portfolio shares.

Toronto, Ontario, Ca

- Summer internship, including 2 month rotation in the Communications, Media and Technology group within Investment Banking and 1 month rotation with the Equity Capital Markets team. - At the conclusion of the internship was offered (and accepted) an opportunity to return on a full-time basis as Analyst in the Investment Banking Division.

Mba, Nonprofit Management

Hba, Finance, General Management