Patrick Harris Email & Phone Number

Dallas, Tx, Us

Dallas/Fort Worth Area

Workiva builds and delivers the only unified SaaS platform that brings customers’ financial reporting, ESG, and GRC together in a controlled, secure, audit-ready environment. With over 85% of Fortune 500 companies, the Workiva platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. - Provided comprehensive, technical accounting advisory services, leveraging deep subject matter expertise and project support to empower customers in utilizing Workiva's financial reporting technology effectively. - Cultivated robust relationships with financial reporting directors and key decision-makers across mid-sized to large-cap enterprises, serving as the primary expert on reporting best practices while advocating for additional Workiva offerings. - Orchestrated the management of quarterly and annual reports for approximately 40 companies simultaneously, ensuring the delivery of high-quality and timely financial reporting throughout the entire customer journey. - Spearheaded weekly meetings with diverse team members to foster continuous self-improvement and disseminate departmental updates and best practices. - Demonstrated exceptional proficiency in cross-departmental communication, collaborating closely with Customer Success, Sales, Development, and IT teams to optimize customer retention and enhance the Workiva brand, resulting in an average customer satisfaction score of 98%.

Dallas

- Provided audit services to a variety of clients in the North Texas market. Focus primarily within the products and services industry, including construction, technology, and telecommunication clients. - Planned and executed audit testing in a variety of areas including revenue, fixed assets, inventory, and operating expenses. In addition to working closely with client connections, developed experience instructing and managing members of our Service Delivery Centers around the world. - Gained experience assisting clients who were engaged in a variety of unusual circumstances including acquisitions, carve-outs, and restatements of financials.

Dallas/Fort Worth Area

Master'S Degree, Accounting

Bachelor'S Degree, Accounting

Activities and Societies: Lambda Chi AlphaEarned a BBA in Accounting from the SMU Cox School of Business

High School/Secondary Diplomas And Certificates