Nancy Patin Email & Phone Number

South Jordan, Ut, Us

Responsible for all aspects of the employee experience, including internal communications, talent management, employee engagement, performance enablement, change management, organizational and team effectiveness, career development, new manager development programming, the Employee Value Proposition (EVP) and Cotiviti's DEIB effort - Inclusiviti@Cotiviti. 2024 focus is on launching the Broad Based Ownership Program, Prosperiti, and executing the programs to support it.

South Jordan, Ut, Us

Create and integrate change management methodologies, institutionalize change management practices and address the impact of change to business processes, systems, technology and people to maximize employee adoption and engagement; partner with the Executive Team, Operations, HR colleagues, the PMO and consultants.-Lead complex transformational initiatives and teams for strategic goal alignment, team effectiveness, new leader assimilation, coaching, facilitation, assessment, and employee engagement. -Provide corporate-wide change management support through IPO in 2016, acquisition by Veritas in 2018, and acquisition of 1300 HMS colleagues in 2021. Lead team of cross-functional change ambassadors to create dialogue and action planning about change initiatives at all levels of the organization.-Establish an environment of innovation including management of organization-wide “What If” innovation program and reverse mentoring program designed to educate senior leaders about cross-generational perspectives.-Lead company-wide cultural refinement program and brand engagement initiative for newly merged organization, conducting workshops to support Agile Transformation, development of team Objectives & Key Results (OKR’s) tied to strategic priorities. Developed and launched cultural practices to support company strategy, including Operational Rigor, Targeted Innovation, and Strategic Clarity & Alignment.-Lead the development and execution of Inclusiviti @ Cotiviti, an enterprise wide diversity program, including launching Employee Resource Groups.-Launched company-wide "Coach Approach" initiative to transition people leaders from a boss to a coach mindset, to address growing disconnect between employees and managers.-Positioned employees for remote work by transitioning in-person workshops to remote delivery, creating opportunities for cross-functional remote connection, and delivering toolkits and resources to support working and leading remotely.

Work with clients under CSR LLC, DNA Behavior International, WellTeam Consulting and Areté Global Consulting brands to enhance team performance, change management, employee engagement, program execution, and leadership development. Utilize DNA Behavior International behavioral tool sets and processes coupled with hands-on leadership experience to offer a systematic approach to developing optimal people and team performance. Focused on giving clients an experienced perspective that aids in achieving best team outcomes. Experienced team leader in small, medium, and large businesses as well as non-profits.Guide clients in understanding natural work styles, leadership strengths and struggles in the context of the team, and coach through the challenges of driving team performance. Methodology supports leaders to empower their team, create cultures of engagement, and achieve results.Examples of successful team performance consulting projects include using behavioral awareness to:-Improve trust and conflict resolution using DNA tool set and "5 Dysfunctions of a Team" workshop-Establish “Rocks” or 90 day priorities that fit with overall organization goals-Help a board prioritize programs by ranking benefit and difficulty-Help teams realign work in accordance with strengths of individuals-Establish change management programs and communication plans to support reorganizations, expansions, and enterprise application rollouts

Atlanta, Ga, Us

Responsible for the rollout of Oracle and the associated processes for Procurement, Financial Reporting, Business Intelligence, Accounts Payable, Travel & Entertainment, and General Ledgers to 70 operating locations, including best practice electronic transaction capabilities to eliminate work effort associated with paper processing.Led change management, communication, process development and improvement, policies and training programs to support field personnel, launch Shared Services, and create a Supply Chain Management program. Strong partner with Information Technology, Sales, Supply Chain, Finance organizations, external consulting and offshored teams.

Atlanta, Ga, Us

Lead 45 member team responsible for design and implementation of large scale Finance and Supply Chain programs company wide. Lead financial systems team that has functional ownership of Oracle Financials, including implementation and upgrades of new modules and governance over enhancements.Implemented Procure to Pay program, including policy and process development, standardization, Travel & Entertainment automation, sales and use tax implementation, duplicate payment recovery program; centralized, automated and off-shored Accounts Payable function company wide. P2P program resulted in $10MM more savings than cost, a 50% reduction in the supplier base, and $200MM in working capital improvement.Change Management & Communication Leader for award winning 18 month Oracle implementation, including mobilization of field and corporate change ambassadors responsible for site readiness, training, and user acceptance of ERP system and resulting process changes.Lead 12 member team of multistate operating tax professionals, including automation of property tax compliance, and automation and outsourcing of sales and use tax compliance. Completed 18 month Executive Development Program. Member of Strategic Sourcing leadership team, Oracle Sponsor Team, P2P Steering Committee. Diversity leader for Corporate Finance. Certified Cox Planning & Managing Change facilitator.

Worldwide, Oo

Led East region tax systems and process improvement practice. National responsibility for Quality Assurance, sales, practice development, process improvement training, and project delivery. Worked with clients to integrate tax automation solutions and process improvements related to ERP and legacy systems. Frequent public speaker and trainer on process improvement related topics.

Responsible for development of $22MM national tax automation practice. Led process improvement engagements in conjunction with various legacy and ERP systems, including Oracle, SAP, and PeopleSoft. Member of several teams related to tax automation leadership, including methodology development and training task forces.Manager, State and Local Tax, Southeast Region Tax Reengineering LeaderFrequent speaker and trainer on process reengineering, process mapping, facilitation techniques.

Boston, Ma, Us

Led team of tax professionals filing over 5,000 tax returns for GE parent company. Led project to reengineer sales and use tax and property tax. Generated productivity gains of 28%.Led team of 23 for GE Medical Systems and GE Lighting Accounts Payable process, paying 600,000 invoices annually. Reduced headcount by 23% by streamlining and improving efficiency in overall process. Participated in international strategic sourcing initiative to enhance vendor pricing and service quality. Developed operating plan, budgets, and provided financial analysis for 150 employee operation. Coordinated disaster recovery plan, and conducted ethics training for the company.Successfully completed intensive 2-year leadership training program focusing on strong accounting skills through course work and rotational assignments. Position held in fixed asset accounting, inventory accounting, and freight payments.Experienced in "Work Out" process improvement concepts.