Patrick Williams Email & Phone Number

California, United States

• Translated complex data analyses into actionable recommendations, directly impacting business strategy and operational improvements.• Collaborated with executive leadership to deliver rigorous, insightful reporting tools and in-depth analyses that facilitated data-driven decisions.• Conducted in-depth analysis of operational initiatives, measuring their effectiveness and impact on key performance indicators (KPIs).• Leveraged advanced analytics modeling, including regression, forecasting, and segmentation, to provide significant business insights.• Served as a thought-partner and problem-solver, bridging technical and non-technical teams to cultivate a culture of data literacy and democratization.• Evaluated and refined processes to enhance customer acquisition, retention, and adoption, ensuring excellence in customer service and operational efficiency.

California, United States

• Modeled various logistical, financial, and strategic requirements utilizing Microsoft SQL Server, Python 3.x, and Microsoft Excel. Developed for wide audiences from operations to C-suite.• Lead prototype development of corporate reporting, including new data marts, utilizing industry leading data lake and data cube technology.• United various departments in ad-hoc requests and break-fix items to bring a speedy and reliable resolution to the identified issues. • Optimized shipping logistics by transitioning 40% of marketing order deliveries from 2-day air shipping to standard ground, saving approximately $30 per device. This adjustment resulted in annual savings of $840,000, considering the volume of 70,000 marketing orders per year.• Performed QA throughout various integrated data systems, including Salesforce, to ensure data validation/cleaning was robust. Outline methods to optimize data solutions which further prevent data integrity leaks.• Designed and implemented a Call-Based Routing strategy, leveraging predictive analytics to establish a 95% confidence level for deploying an Automatic Speech Recognition (ASR) model. This strategic shift saved the company over $100M in EBITDA by significantly reducing reliance on costlier live-agent interventions.• Defined various corporate KPI measures to provide standardization in calculation and data sources throughout corporate level reporting. • Collaborated with many business owners to ensure all business logic operates as expected with related reporting aligning to existing business rules.• Revolutionized the inside sales strategy by analyzing call data to reveal that 95% of sales were achieved within the first 8 calls. By cutting call efforts by 55% without affecting conversion rates, achieved a cost saving of roughly $2.5 million in annual headcount expenses.• Developed statistical modeling on customer behavior to determine optimal outreach programs to drive customer retention and adoption.

Southern California

Spent two consecutive years as a contractor for the following companies: Paramount Residential Mortgage Group, Tire’s Warehouse, American Technical Services, & IE Utilities Agency• Performed budget variance analysis on all sectors of company revenue and costs. Validated requests for internal transfer of funds on ad-hoc basis. Developed methodology and SOP’s to complete complex budget analysis ensuring all revenue/cost centers were accounted for. • Collaborated with multiple departments and utilized data-mining techniques to identify new customer leads, price tracking, and gross margin across all locations & SKUs.• Developed internal reporting tools utilizing MS Access via back-end VBA development to autonomously produce updated reports on inventory levels, sales, and transfers. Managed freight invoicing from multiple vendors across thousands of product SKUs. • Created standardized procedures to manage 10,000+ IT assets, including more than ten brands across hundreds of locations and 2500+ employees. Leveraged SharePoint to track and control changes to datasets used for billing and inventory management. Modeled inventory needs using scaled linear forecasts to assist procurement decisions.• Collaborated with multiple departments and utilized data-mining techniques to identify new customer leads, price tracking, and gross margin across various locations & SKUs. Advanced pricing models to increase revenue generation through sales optimization design.• Performed data analysis using Python based on KPIs to support increased efficiency in product delivery. Developed EVM models to track & analyze production of engineering products by scope, time, and financial requirements. Produced deliverable work-flow items on time with exceptional quality.

Banning

Created, maintained, and utilized financing models for the business, using Google Analytics for data collection and Python for modeling and analysis. Produced budget, forecasting, and DCF financial models to increase overall business performance. Oversaw marketing strategy and collateral materials. Reconciled accounts payable and receivable; composed P&L statements. Oversaw all operational and administrative functions of the office, including client recordkeeping and website and social media presence.Key Accomplishments:• Initiated processes to reduce annual financial reporting time 30%

Riverside, California

Managed executive leadership of 13 board members and over 300 members. Developed criteria for job descriptions and participated in the hiring and termination of board members. Facilitated weekly board meetings detailing actions to be taken by each board member driving continual progress toward mission objectives. Innovated new methods of fundraisers through B2B partnerships in the community. Served as single point of contact for more than 300 members to solve concerns and address the needs of the organization.Key Accomplishments:• Completed milestones required to achieve Founder’s List award for outstanding leadership.

Riverside, Ca

Developed financial planning tools for the organization to provide live financial tracking for executive leadership. Organized events to raise funds for member activities and workshops. Created detailed spreadsheets utilizing Excel and Google Analytics to track all revenue sources and cost elements that streamlined executive leadership decision making.Key Accomplishments:• Raised $2,500 through social outreach in four months, increasing organization budget by more than 1,300%.

Crafton Hills College

Assisting students with assignments and test preparation for their economics, mathematics, and hard-science based courses. Worked with over 100 students in a one-on-one and group setting. All students I tutored went on to pass their course and move ahead with their education.

Yucaipa, California

Created company with family members following the tragic loss of my uncle to cancer. Determined to make positive change, the focus was to provide the type of equipment necessary to allow cancer patients to stay in their homes as long as possible and have time with family. Responsibilities: - Drove procurement based decision-making operations to expand our clientele and find quality products. - Maintained detailed accounting of daily, weekly, and monthly cash-flows, balance statements, and operating margins. Leveraged this information to increase margins through loss minimalization practices. - Facilitated B2B connections within the industry to capture the best pricing opportunities and expand our network with additional vehicles. - Managed time-sensitive operations through best practices and leveraged tools such as Google Analytics and Kanban to further increase team efficiency.

Bachelor Of Arts - Ba, Economics, 3.7

Activities and Societies: National Society of Leadership and Success ; National Engaged Leader Award ; Omicron Delta Epsilon ; Dean's.

Economics, 3.92

Activities and Societies: Dean’s List, 2013 - 2016 ; CWAVE (Campus With a Voice Through Elocution), 2013 – 2015 ; Crafton Hills Philosophy.