Patrick Lucas

Patrick Lucas Email and Phone Number

Senior Director / Head of Finance @ Seated
Patrick Lucas's Location
San Francisco, California, United States, United States
About Patrick Lucas

Experienced Finance Practitioner with a demonstrated history of working in the Tech, Management Consulting, Defense, and Financial Services industries. Skilled in Corporate FP&A, Management, Financial Variance Analysis, Risk Management, and Business Process Improvement.

Patrick Lucas's Current Company Details
Seated

Seated

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Senior Director / Head of Finance
Patrick Lucas Work Experience Details
  • Seated
    Head Of Finance
    Seated Oct 2022 - Present
    New York, Us
    • Lead company-wide strategic planning, budgeting, and management reporting.• Compile monthly and quarterly management reports, conducting in-depth analysis of both operating and financial results.• Distill and synthesize critical trends, assess existing and potential business risks, and convey key messages to executive leadership.• Provide leadership and mentoring to the finance team.• Lead ad hoc financial modeling and analysis for special projects; build detailed financial models for scenario planning.• Responsible for overall financial infrastructure and health of financial data and systems.
  • Operators Guild
    Member
    Operators Guild 2023 - Present
    San Francisco, California, Us
  • Stealth Startup
    Director Of Finance
    Stealth Startup Jun 2021 - Oct 2022
    Mountain View, Wy, Us
    • Manage the company’s operational and corporate finance functions including financial planning, cash flow, and other strategic financial matters • Lead financial reviews by synthesizing important trends and communicating key insights to the executive team• Build and lead a high-performing finance team, mentoring and developing new and existing team• Continually improve processes, drive organization change, and ensure that the finance organization is a trusted advisor• Plan, coordinate, and execute the annual and long-term budgeting processes
  • Stubhub
    Senior Finance Manager, Strategic Fp&A
    Stubhub 2019 - 2021
    New York, Ny, Us
    • Collaborate with operational finance teams to produce semi-monthly cashflow forecast for the CFO to present major areas of cash spend and funding needs to board & investors.• Develop, coordinate and communicate long-range plan targets and annual budget guidance; highlight and deliver key strategies to executives and external investors • Built & strengthened pro-forma analyses in support of the $4.05B divestiture from eBay to a private buyer• Teamed closely with CFO & external investors to construct simulations & sensitivity analyses around COVID-19 impact• Perform ad-hoc sizing, forecasting, and financial modeling to estimate the value proposition of major business and operational decisions. • Managed entire P&L for the Music & Theater Business Unit (Gross Bookings $1.5B, revenue $0.4B, and costs $300M); with focus on both above and below the line drivers.• Introduced bottom-up FY forecast, monthly variance analysis, and weekly YoY sales pacing dashboard by category and market.
  • Eventbrite
    Finance Manager, Strategic Fp&A
    Eventbrite 2018 - 2019
    San Francisco, California, Us
    • Integral deal team member involved in Eventbrite Inc.’s $230M Initial Public Offering, including preparing diligence materials, addressing underwriter’s ad-hoc requests, and revamping the long-range plan to reflect various business cases • Worked closely with business leaders as well as the CFO & Head of Corporate Finance during planning cycle to construct both internal & external annual operating plan for a 1,000+ employees organization (in charge of Headcount, COS, and OpEx)• Partnered with regional finance teams (EU & LatAm) & department heads to serve as a point of contact for global consolidation of OpEx activities• Analyzed employee compensation with respect to set ranges and other parameters and work out correction options• Conducted salary & equity range comparisons with respect to various parameters like job family, tenure, performance, location, etc., to derive meaningful conclusions. Analyze employee bonus targets against company and market guidelines• Prepared the quarterly board deck and provide commentary on drivers for QoQ changes of Equity and compensation metrics in order to prep management team with business narratives ahead of board meeting• Managed overall operating expenses of $250M by collaborating with finance leaders to develop and track departmental budgets• Created and maintained headcount model to align with multiple reorganizations for management reporting and financial planning to impact overall business-decision making
  • Fisher Investments
    Strategic Fp&A
    Fisher Investments 2016 - 2018
    Plano, Texas, Us
    • Independent, and effective management of relationships with Marketing teams ensuring a collaborative, inter-departmental working environment• Monitored and provided visibility into Marketing KPI’s , including multi-channel ROI’s• Provided insight on actual versus plan reporting for FP&A team to communicate back to the business by identifying variances against forecast and interpreting drivers• Evaluated key trends and changes over time as a result of Marketing activity and reasons behind these changes• Drove insights through cross-functional partnerships across the organization, including vetting business proposals against internal financial objectives and business strategy• Lead the process and creation of revenue plans for all major planning cycles (Strategy Plan, Annual Operating Plan, Quarterly Forecasts, etc.) ensuring plan integrity and alignment with stakeholder expectations
  • Federated It
    Finance Lead
    Federated It 2013 - 2016
    • Provided monthly financial reporting packages including written commentary for the President / CEO & Executive Management teams; analyzed results versus approved plans, presented operating and capital expenditure forecasts, drove deep insights into the operational and financial health of the firm• Managed internal treasury function to include line of credit renewal and monthly covenant management responsibilities• Managed accounting function, responsible for all general ledger activities, reporting, budgeting, forecasting• Implemented the Annual Incentive Plan and Annual Merit Increase Plan tied to measurable metrics • Assessed quarterly business valuation and briefed leadership on dilution or accretion of value• Introduced an M&A pipeline and managed the corresponding valuation analyses, merger and LBO models, and presentations • Conducted product and service pricing analysis to including a statistical Price to Win Analysis through the historical collection and accumulation of cost schedules and performance elements from functional departments.• Provided guidance to finance and accounting professionals to prioritize and lead cost reduction efforts
  • Deloitte
    Consultant
    Deloitte 2011 - 2013
    Worldwide, Oo
    • Collaborated with program teams to create and prepare initial budgets, and rolling forecasts on both a structured and ad-hoc basis• Created and utilized advanced modeling techniques to conduct forward-looking risk and scenario analyses• Managed and applied industry best practice metric analysis through the usage of Key Performance Indicators (KPI’s), including variance analysis, profitability analysis, staffing mixture analysis, days sales outstanding, and cost and revenue contribution margin analysis• Monitored and tracked Accounts Payable (AP) and Accounts Receivable (AR) on the project level throughout a $25MM portfolio of projects• Conducted Subcontractor reconciliations and relationship management• Produced and employed intuitive management reporting packages to facilitate quantitative and qualitative based decision making
  • United States Marine Corps
    Sergeant
    United States Marine Corps 2003 - 2010
    Washington, Dc, Us
    • Created weekly training courses with certified instructors and accurate content so as to effectively educate personnel• Studied service-wide Marine training tactics and civilian training courses in order to improve upon current training techniques• Trained Marines in infantry and engineering tactics, techniques and procedures in accordance with military standards• Provided timely and accurate performance-based guidance to subordinate personnel each month in order to develop highly skilled Marines• Designed a database tracking system used to record training certifications resulting in easily accessible and accurate information• Assisted in the planning and creation of an orientation program with the intent to quickly acclimate new Marines to the requirements and expectations of the organization

Patrick Lucas Skills

Analysis Program Management Financial Analysis Forecasting Leadership Corporate Finance Financial Modeling Management Financial Reporting Government Military Budgets Security Clearance Excel Models Finance Project Planning Process Improvement Microsoft Excel Training Corporate Fp&a Risk Management Project Finance Financial Variance Analysis Pricing Policy P&l Management Team Leadership Analytical Skills Human Resources P&l Reporting Business Valuation Management Consulting Strategic Planning

Patrick Lucas Education Details

  • University Of Tennessee, Knoxville
    University Of Tennessee, Knoxville
    Economics

Frequently Asked Questions about Patrick Lucas

What company does Patrick Lucas work for?

Patrick Lucas works for Seated

What is Patrick Lucas's role at the current company?

Patrick Lucas's current role is Senior Director / Head of Finance.

What is Patrick Lucas's email address?

Patrick Lucas's email address is lu****@****ite.com

What is Patrick Lucas's direct phone number?

Patrick Lucas's direct phone number is +170396*****

What schools did Patrick Lucas attend?

Patrick Lucas attended University Of Tennessee, Knoxville.

What skills is Patrick Lucas known for?

Patrick Lucas has skills like Analysis, Program Management, Financial Analysis, Forecasting, Leadership, Corporate Finance, Financial Modeling, Management, Financial Reporting, Government, Military, Budgets.

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