Patrick L. Email & Phone Number

Greenwich, Ct, Us

Greenwich, Connecticut, United States

Lead the budget management (both operating and capital) and payroll for the Greenwich Public Schools district.

Armonk, New York, United States

Separate and then integrate the financial on IBM Technology Support Services (TSS) from Global Technology Services (GTS) for the Kyndryl spin off to the IBM Systems group while continuing the monthly/quarterly FP&A activities. IBM is now reporting this combined group as Infrastructure for external reporting. - Provide financial leadership to support $6B revenue IBM Technology Support Services (TSS) business.- Defined financial construct for TSS with Kyndryl – the spin off unit of IBM Managed Outsourcing. Billed and collected cash in the first 90 days of the Kyndryl business setup.- Establish 3 year long term financial planning and set short term yearly budget on the business unit. - Implemented business forecast modelling by using AI analytics and Python machine learning capability.- Set financial policy and Pricing delegation to the Geography to drive execution to achieve financial targets.- Make Pricing decision to authorize transactional offering price to the customers or business partners.- Drive transformation to modernize IT tools to make financial information available for decision.- Ensure that effective internal controls are in place – Setting up internal controls with applied understanding of Section 404 of the Sarbanes-Oxley Act and maintain Corporate audit satisfaction rating of 90+%.- Build organization capability and lead 100+ finance employees in IBM TSS Finance organization across the globe, make decision on hiring, staffing, promotion and compensation.

Armonk, Ny

Develop and implement the AI and Hybrid Cloud strategy (using Red Hat OpenShift) for IBM Systems business, and build a management system to keep Strategy in line with the business operation & execution. Used Design Thinking approach in building the management system by identifying best practices and priorities.- Developed overall strategy for the IBM Systems business unit working with the general manager of Strategy and Development, brand strategy leaders, senior leadership and Corporate Strategy.- Formulated actions that sustain a profitable base and develop areas to drive revenue growth in the businesses portfolio.- Brought in strategic topics and agenda for IBM Systems executive leadership team for review and discussion – including Edge computing, security across Systems hardware, software and IBM Cloud platform, AI applications & offerings, Pricing strategy towards consumption model, and etc.- Prepared yearly Fall Plan/Spring Plan on IBM Systems unit strategy for hardware and software business in support of IBM Z, Storage and POWER business. - Prepared presentation for Systems Senior Vice President to discuss with IBM Board of Directors and with Investor community on Systems business and strategy.- Provided people management leadership on organizing, staffing and building organization capacity.- Maintained active mentoring for talent development with the IBM Greater China Group organization.

Beijing City, China

Support the IBM Systems Senior Vice President to run global operation when he is locating in Beijing, increase IBM presence in China IT market & Chinese government events, and establish joint venture with local Chinese company. Signed joint venture agreement with Inspur for setting up Inspur Business Machine Co. in China.- Managed worldwide IBM Systems business operations for the Senior Vice President locating in Beijing China.- Engage the strategic partnership with Inspur, facilitated decision making between Inspur and IBM Systems Senior Vice President, signed the JV partnership with Inspur for sale and design of Power based servers.- Established a new management system in China that requires the IBM Greater China general manager and Chief Financial Officer to review with the IBM Systems Senior Vice President on a monthly basis on strategic partnership projects and long term business development initiatives.- Built China government relationship by positioning IBM Systems Senior Vice President to represent IBM in Chinese events, including Guang Dong governor consultative conference, World Internet Conference in Wu Zhen and Fortune global events in Guangzhou.- Built IBM China Marketing and Communication presence by guiding the IBM China team to layout the IBM Systems Senior Vice President participation in the external events, media interviews and IBM internal townhall meetings.- Acted as the IBM Systems Senior Vice President focal point in managing and directing a HR quarterly IBM Greater China Group senior managers meeting in talent development.- Maintain active mentoring for talent development on the GCG Finance organization.

Beijing City, China

International assignment from IBM HQ to Beijing, China. Manage the Greater China Group (GCG) Systems financial by the adverse impact from China government buy local policy. Implemented new business financial model and managed down the IBM Systems business unit headcount from 700+ to 400+ in 3 years. Initiated JV business development that I transitioned to the COO role in 2017.- Provided financial leadership to support $1B IBM Systems Hardware, Systems Software, Channel and Technology Partnership business in GCG – developed and deployed annual financial budget of the business units in GCG region and authorized spending budget to achieve organization objectives.- Decided financial policy and strategy for IBM Systems Greater China Group, guided Pricing direction for setting up a new Embedded Solution Channel business model, set policy on Systems transaction management, and developed policy to manage business partners inventory levels. - Made Pricing decision to authorize transactional offering price to the customers or business partners.- Conducted quarterly and annual meeting with the PricewaterhouseCoopers audit partners and senior manager to discuss the IBM Systems Greater China Group financial results and business priorities.- Provided leadership in the development for the continuous evaluation of short and long-term strategic financial objectives. Managed down sales resources from 700+ to 400+ in 3 years and formulate go-to-market strategy.- Ensured effective internal controls are in place – Implement risk management and business control framework with applied understanding of Section 404 of the Sarbanes-Oxley Act and maintain Corporate audit satisfaction rating of 90% and above.- Conducted organization integrity actions to transform the organization culture in GCG Systems organization.- Provided people management leadership on organizing, staffing and managing compensation of the GCG Systems Finance department.

Beijing City, China

Somers, Ny

Kuala Lumpur, Malaysia

Beijing, China

- Finance leader to integrate PricewaterhouseCoopers Consulting acquisition in 2002 into IBM in Greater China Group- Progressed to be the Finance Controller of the Greater China Group Global Business Services business unit, responsible for the Finance department and full P&L financial management with $400M+ annual revenue.

Hong Kong

Master Of Business Administration (Mba), China Business

Bachelor Of Business Administration (Bba), Accounting And Finance, Second Class Honor Upper Division