Patrick Marx Email & Phone Number

Pittsburgh

Compass provides assessments, strategies and interim executive management to successfully execute a turnaround. As a Director, I worked with a Partner, company in crisis mode (President / COO) and Bank Executive to gather data, perform various analyses, and develop restructuring plans / presentations to key stakeholders including detailed cash flow forecasts. Projects usually included assuming the role of Financial Manager or interim CFO, managing the finance function for monthly closings, weekly / monthly budgets / cash flow forecasts, financial statements, manage the bank relationship, financial analysis for strategic decision making, extracting data from financial systems (including report writing) and improve processes.Director• Co-Led Turnaround then managed Liquidation to sell inventory at retail to maximize return for senior lender for high-end used car dealer - Executive Cars (2009–2011)• Financial Manager for $25M lead crystal company (St. George Crystal) for senior lender. Restarted and operated factory thru holiday season to maximize retail customer sales & inventory values, and secured a buyer. (2007-08) • Financial Manager - $50MM assembly manufacturer to downsize operations, moved headquarters from NY to Dallas, hired / trained new financial staff, started updates to cost basis / accounting system (2005)• Financial Mgr: electrical contractor, led restructure from shareholder / president dispute, frozen bank line (‘06-07)• Receiver for a specialty metals distributor to liquidate and maximize return for senior bank creditor (2007)• Interim CFO: $20M chemical manufacturer–identified profitable product lines, co-developed /executed strategy to consolidate operations to 1 plant, set up exec reporting / forecasting, cash flow mgmt tools, train controller (‘03)

Greater Pittsburgh Area

An early-stage financial services / software firm, that grew from 3 to 20 people with a private-labeled product distribution platform (SaveSimply) delivered via a web-based managed services model (ASP)Manager – Financial Analysis & Business Processes (Finance, Operations & Delivery and IT):* Responsible for overseeing various financial functions of the company (business plan, forecasting / budgeting, reporting, financial controls, decision support, value propositions to customers, investor presentations)* Responsible for developing / implementing a variety of project plans (conferences, marketing, IT infrastructure/ hosting, early software development and pilot planning, customer implementations, procurement requirements)

Pittsburgh

Senior Internal Auditor (Finance, Operations & IT):* 22 audits in 15 types of manufacturing facilities: Business strategy, financial analysis, revenue, procurement, fixed capital, inventory & production control, personnel and payroll, maintenance, information technology (3)* Performed post-acquisition audits and assimilation strategies for 8 acquired plants.* Developed credit division audit plan that became the standard used globally to audit all Alcoa credit functions* Co-Led team that reviewed and made recommendation for the corporate capital budgeting processes and system.* Led team that developed a financial analysis system, Self Assessment tool and process to audit firms.* Recommendations implemented for installation of PeopleSoft and Ariba-E-Commerce.

Pittsburgh

Bayer Corp., Chemicals; SAP/Manufacturing Consultant (Materials Management/Production Planning):* Reviewed supply chain operations and gave recommendations that were implemented to reduce costs.* Designed processes, metrics & workshops to standardize processes globally for logistics / materials management.

Binghamton, Ny

$500MM automated factory equipment manufacturer reengineering finance to grow to $1Billion & installing SAP.Corporate Financial Planning Analyst: (Special Projects for CFO)* Led project to develop an international financial reporting system (including monthly / quarterly rolling forecast)* Reduced number of invoices by 35% by leading project to reengineer the purchasing process for power supplies.* Led team to develop standard financial metrics and reporting processes for business units and departments. Business Unit Controller ($20M Broome Engineering-Used Equipment Division)* Developed financial and operational metrics and monthly reporting processes. Financial rep on Kanban project.

Arad, Romania

Non-profit Venture Fund/Incubator/Consultancy to start/help businesses, health care/education facilities, orphanage Entrepreneur / Financial Mgr: Start-up Offset Printing Business ($500,000 Sales)* Co-Developed business plan, management team, selected equipment and developed the business from the ground up.* Co-Developed business strategy, accounting system, pricing models, production planning & purchasing system Financial & Operations Consultant – Private Medical Clinic * Co-Developed a patient record-keeping system and sourcing of medical supplies

Washington, Dc

$150MM Venture Capital fund to invest in oil/gas exploration and service firms in US / United Kingdom * Analyzed business plans, deals ($1MM to 70MM) & strategies (private/public equity & debt; oil/gas properties) * Developed complex financial models to evaluate, compare and value oil and gas exploration and service firms.* Advised partners/clients on mergers/acquisitions transactions (financial structure, valuations, M&A options)* Performed accounting for oil & gas firm & negotiations for purchases of property/gas gathering systems ($5MM)

Ms, Management Information Systems, General, 3.7

Project Manager - Capstone Project - Application to Manage Career Services. PowerBuilder and Web-based front ends and Oracle Database

Ms, Accounting And Finance, 3.7

Activities and Societies: Ballroom Dance Club and Team

Bs, Accounting And Finance

Electrical Engineering