Patrick Ostrander Email & Phone Number

- Led and improved annual budget planning, 5 – year strategic planning, and monthly forecast reporting processes for $20B multi-segment global engine manufacturer with over 40,000 employees worldwide.- Established company benchmarking performance analytics used by senior management, officers, and Board of Directors. Identified trend changes to enable effective messaging by Investor Relations.- Conducted and reported monthly analysis to management detailing variances to budget/forecast/plan, operating performance, and key business metrics.- Supported strategic decision process by performing financial analysis of joint ventures and acquisitions, including DCF, NPV, and cost benefit analysis (CBA), and making recommendations to executive management. - Managed and mentored a finance team. Leveraged financial systems skills to reduce deliverables’ cycle times and drive continuous process improvement.

Madison, Wisconsin Area

- Managed annual budget planning process and monthly forecasts for Property & Casualty (P&C) and underwriting departments totaling 180 employees with an operating budget of $30 million.- Conducted and reported monthly analysis to management detailing variances to budget/forecast/plan, operating expense performance, and key business metrics including profitability, loss, etc.- Managed periodic processes including operating expense reporting, forecasting, planning/budgeting, business hierarchy maintenance, and close processes.- Performed ad-hoc financial analyses using modeling including cost benefit analysis (CBA), and net present value (NPV) to assess the viability of internal projects.- Maintained complex expense allocation processes across numerous insurance products.

Calabasas, Ca

- Provided comprehensive performance analysis and consolidated financial reporting for loan producing divisions, loan servicing, Countrywide Bank, capital markets, insurance, secondary marketing, and central office organizations that included risk-adjusted return on capital, pricing margin comparison, business model efficiency, trend analysis, and forecasting.- Prepared and presented monthly corporate performance analytics for COO and other senior management, identified risks and opportunities for business units, and provided comprehensive analysis to corporate officers. - Worked with finance users across the enterprise to garner acceptance and understand gaps in existing management reporting.- Made recommendations to improve existing management reporting and system processes.

Irvine, Ca

- Managed and improved all areas of financial analysis and support of Washington Mutual Bank’s Mortgage Banking Credit Risk Group, including month-end close, management reporting, and operating variances. - Prepared and analyzed annual and monthly budgets, forecasts, and variances for division averaging 700 employees with an operating budget of $60 million.- Performed ad-hoc financial analyses and assessed viability of internal and external projects and procedures including performance tracking and joint venture feasibility.

Carson, Ca

- Managed staff of ten, duties included conducting performance appraisals, training and developing subordinates, coaching, mentoring, terminations, disciplinary actions, etc. - Conducted the planning, budgeting, and forecasting processes across the company (at strategic and operational levels). - Developed and implemented financial models, and ad-hoc analysis that forecasted and analyzed the company's profitability.- Identified and implemented improvements to the budgeting and forecasting process.- Performed M&A financial analyses and assessed viability of new projects and business lines. - Managed financial systems/tools to support the annual planning and monthly forecasting process.

Mba, Finance

Bachelor'S Degree, International Relations And Affairs/Japanese