Marcus A. Patrick Email & Phone Number

Charlotte, North Carolina, United States

Leverage mortgage experience to drive profitability and foster business growth through financial analysis, modeling, and strategic planning. Promote strategic partnership with finance leaders to interpret and advise on all financial analysis and reporting of key financial metrics. Strategic Financial Leadership:• Trusted Advisor to Executives: Deliver actionable insights through in-depth financial analysis, enabling informed strategic adjustments aligned with organizational priorities.• Enhancing Business Capabilities: Use comprehensive analytics to empower business units, optimize operational performance, and maintain a competitive edge in a dynamic market.• Cross-functional Collaboration: Partner with leaders across departments to integrate data-driven initiatives with overarching strategic goals, serving as a key consultant to executive stakeholders.Financial Planning & Analytics:• Budgeting & Forecasting Expertise: Execute both bottom-up and top-down financial planning processes, ensuring alignment of financial objectives with long-term growth strategies.• Advanced Pricing Models: Leverage pricing and forecasting tools to interpret market data, identify emerging trends, and provide strategic support for business decisions.Operational Excellence:• Process Optimization: Implement continuous improvement strategies to streamline key business processes, resulting in measurable cost savings and enhanced efficiency.• Bottleneck Analysis: Conduct detailed data-driven evaluations to identify and resolve operational inefficiencies, driving productivity and operational success.Technical Proficiency:• Advanced Analytical Tools: Excel in the use of advanced technologies, including Excel (VBA, DAX, Power Query), Power BI, and Oracle Essbase, to optimize data management and reporting workflows.• Real-time Insights: Build and maintain sophisticated financial models and dashboards, enabling real-time decision-making and reducing manual processing efforts.

Charlotte, North Carolina, United States

• Led Division to Profitability in Challenging Market: Directed a high-performing division through volatile market conditions, achieving a 60% year-over-year growth in production volume by implementing innovative sales strategies and financial insights.• Transformative Sales Strategy Execution: Led the transformation of sales strategies utilizing advanced analytics and automation, resulting in enhanced executive communication and a 25% reduction in decision-making delays.• Financial Planning & Forecasting Leadership: Directed financial planning and forecasting initiatives, aligning divisional financial targets with overarching corporate growth objectives, ultimately increasing production volumes, growing market sharing, and expanding gross margins.• Market Expansion and Profit Optimization: Identified and capitalized on high-impact market expansion opportunities by conducting comprehensive market trend analyses and implementing targeted pricing models that expanded market share by 100%.• Cross-Functional Collaboration: Collaborated with multiple departments to foster integrated strategies, leading to a 16% improvement in client satisfaction and retention.

Charlotte, North Carolina Area

• High-Impact Financial Modeling & KPI Reporting: Led a high-impact analytics team to provide strategic insights supporting profitability enhancements, revenue growth, and operational efficiencies.• Cross-Functional Project Leadership: Managed projects spanning multiple functions, leveraging advanced financial modeling and business intelligence tools to deliver actionable insights that informed executive-level strategic decision-making.• Strategic Initiative Development: Partnered with executive management to conceptualize and execute strategic initiatives, optimizing resource allocation and contributing to a 25% improvement in overall profitability.• Forecasting Excellence: Directed annual planning and monthly forecasting processes, improving financial planning accuracy by 35%, thereby providing a more reliable long-term outlook.• Performance Optimization: Conducted detailed variance analyses to identify deviations from projections, implementing corrective measures that substantially improved profitability.• KPI Monitoring & Real-Time Dashboards: Designed and deployed key performance indicators to drive accountability and promote continuous improvement. Implemented real-time dashboards using Power BI that enabled proactive performance management and enhanced accountability across business units.

Wilson, Nc

• Risk Analysis & Mitigation: Oversaw a diverse portfolio of over 70 counterparties, executing comprehensive financial assessments to evaluate risk exposure.• Stakeholder Engagement: Collaborated with senior management to align risk strategies with corporate objectives, supporting informed decision-making regarding counterparty approvals.

Raleigh, Nc

Produced, evaluated and presented financial statements and revenue/expense trends to Senior Management, which detailed essential data used for the establishment of organizational goals and objectives.• Financial Planning & Analysis: Delivered complex financial analyses, forecasts, and variance assessments to senior leadership, enhancing the strategic relevance and accuracy of financial planning.• Trend Analysis & Strategic Reporting: Generated detailed financial statements and conducted trend analyses, supporting data-driven strategic decisions by executive teams.• Process Improvement Initiatives: Streamlined reporting processes, leading to a 25% reduction in month-end closing timelines through effective automation and collaboration with IT.• Ad-Hoc Financial Modeling: Developed bespoke financial models to evaluate emerging business opportunities, delivering insights that informed strategic investment decisions.

Master Of Business Administration (Mba), Financial Management

Bachelor Of Business Administration (Bba), Finance And Financial Management Services

Activities and Societies: Delta Sigma Pi and Student Alumni Association