Patrick Malzahn Email & Phone Number

Bloomington, Minnesota, United States

Greater Minneapolis-St. Paul Area

Responsible for multiple financial and reporting duties:Development, maintenance, and presenting of reports regarding revenue, hours worked, cost of goods sold, expenses, etc. for the purpose of calculating profitability (EBITDA).Development and maintenance of systems, including building out invoicing methods and processes and building PowerBI datasets and dashboards based on systems data.SME of our primary business systems including training new team members and written documentation of business processes.Responsible for invoicing large clients for over $20MM in revenue per year.Retrieving data for and calculating commission pay-outs.

Minneapolis, Mn

Provide financial and reporting services to ensure efficient, timely, and accurate payment of accounts. Various accounting and financial duties. Accounts Receivable and Financial Analysis duties:Provide financial and reporting services to ensure efficient, timely, and accurate payment of accounts. Responsible for invoicing, payment reconciliation, payment application, and collections for 50+ clients.Ad-hoc financial reporting for internal recipients and various clients.Responsible for set up, implementation, and maintenance of consultant management system for finance and accounting purposes.

Minneapolis, Mn

Responsible for performing a variety of loan documentation duties on complex loan packages to ensure compliance with company policies and procedures for loan products.Functions include: processing, closing and compliance for loan products; interpreting policies while analyzing applicant, property and documentation; ordering all required verifications, documentation and subsequent follow-ups; may provide guidance and training to other loan documentation team members. • Order and review Closing Disclosure• Facilitate closing and ensure compliance requirements are met• Prepare closing documents and authorize funding• Certified to close Veteran's loans• Certified to close loans in a Trust

Minneapolis, Mn

Contracted through GradStaff.Assist in the collection and updating of collateral documents within the Farm Credit Leasing Services division of CoBank:• Sort daily mail and update insurance in InfoLease system• Follow up with insurance agencies to keep up to date insurance records• Maintain and update no-insurance and expired insurance spreadsheets• Other various data entry projects

Inver Grove Heights, Mn

Assist in the development of the new Financial Control System portal for Accounts Payable processing:• Implement the new accounts payable portal for the proposed Spiritwood nitrogen plant• Test and verify the new system is working as designed• Create purchase orders and report data in JD Edwards Enterprise One• Collaborate with vendors to get payments through quickly and correctly• Create and implement procedural guides

Edina, Mn

Prepare and expedite daily advances to the Warehouse Line and assist in the startup of the Correspondent Lending division:• Analyze and verify mortgage loan packages• Prepare and ship collateral notes• Prepare and submit daily advances• Create and maintain procedural guides

Edina, Mn

Process accounts payable, analyze financial data, create standard financial reports, and enter general ledger transactions:• Monthly general ledger closing• Financial data and variance analysis• Monthly financial reporting to stakeholders• Process accounts payable weekly• Create and maintain procedural guides• Reconcile accounts payable and month end transactions• Analyze data and create spreadsheets in Excel

Edina, Mn

Organize and transfer electronic mortgage applications from one location to another and assist with other duties as needed.

Bachelor Of Arts (Ba), Finance

Activities and Societies: Financial Management Asssociation, Concert Choir

Education record