Patrick J. Saul, Dba, Mba Email & Phone Number

New York, NY, US

Albany, NY, US

• In my role as Senior Business Advisor, I dive deep into complex business scenarios and data to unearth actionable insights, that align perfectly with the client’s long-term goals for sustainable growth. I work closely.
• 2024 Gold Star Recipient
• Drive significant enhancements in growth, efficiency, and innovation by customizing advisory services for businesses < ~$100M in revenues, startups, and pre-venture entrepreneurs.
• Boost operational capabilities and business expansion by engineering solutions to facilitate small businesses in securing capital and fostering technological exchanges.
• Mentor and led 400+ clients in navigating complex business landscapes, securing $5M+ in funding, launching 64 new enterprises, and contributing to the creation and preservation of numerous jobs, with an overall ~17%.

Bronx, New York, US

• As a Finance, Strategy & Risk Advisor, I develop detailed financial models and forecasts that aid in strategic decision-making, optimizing firm resources to best predict and navigate future financial landscapes. My.
• Enhanced project confidentiality and advanced strategic initiatives by guiding private EdTech firm specializing in STEAM programming.
• Initiated cross-cultural exchange that improved firm's innovative integration of Step dance, mobile gaming, and math education.
• Launched and marketed an innovative mobile app, attracting 15+ new clients during the beta phase and establishing a new competitive edge in the market.

Bronx, New York, US

• As CFO & COO, my focus was on driving the company’s growth, efficiency, and innovation by steering the firm's financial, operational, and strategic directions. I ensured fiscal management was solid and aligned with the.
• Secured a $150K capital boost and improved operational efficiencies by leading the development and implementation of a digital platform during the COVID era, optimizing financial metrics, and integrating FinTech.
• Developed a cost-effective licensed program and mobile app by executing 30% under budget and exceeding project expectations.
• Boosted revenues by 180% within two years through effective licensing negotiations and innovative pricing strategies.
• Reduced administrative costs for payroll and benefits by 25%, through effective negotiations and upgrading services.
• Presented at major industry conferences, including NDEO and STEAM events, enhancing professional stature and company visibility.

Boston, MA, US

• In my tenure as Director of Finance, I played a strategic role within the Institutional Finance Group, overseeing financial strategies and budget forecasts to maximize returns and minimize expenses. My proactive.
• Governed a remote team of finance analysts tasked with optimizing costs and improving key performance indicators for executive vice presidents of internal service providers.
• Spearheaded cost-reduction initiatives that resulted in firm-wide 15% savings and 20% return on investment projects.
• Formulated and implemented compensation models for ISPs, achieving annual cost savings of 7% for three consecutive years.

Boston, MA, US

• As Senior Manager of the Brokerage Reporting Group, I managed financial reporting and analysis for the brokerage divisions in New York and Massachusetts, focusing on maintaining stringent accountability. My role.
• Communicated critical financial status through monthly brokerage balance sheets and capital reports to business unit CFOs, managing $4B to comply with liquidity requirements.
• Chaired NFS legal entity ALCO Committee and managed Multi-Year Capital projects, delivering $2B in liquidity and maintaining a 15% annual profit margin over four years.

Boston, MA, US

• As Finance Manager of the Retail Brokerage Finance Group, I administered daily financial operations aimed at ensuring accurate budget allocation and expenditure control. Maintained consistent coordination with.
• Initiated and managed development of revenue substantiation models aimed at ensuring accurate financial tracking and analysis of $4B+ in annual revenues and $1B in profits.
• Developed and refined executive reports that enhanced performance understanding against metrics, leading to a revision in accrual methodology that corrected $200M in revenue overstatements.
• Supervised regulatory reporting for executive board meetings on brokerage and trust services that resulted in securing $500M in compliance-required capital.
• Resolved 10+ significant communication gaps that resulted in streamlining process efficiency and enhancing information sharing between business management and legal entities.

Edinburgh, Scotland, GB

• Formal Senior Credit Program completed. Healthcare/Non-profit industry credit research & deal analytics (e.g. Cash Flow, Leverage Finance). My Key Contributions for this role:
• Completed $50 million in transactions (e.g. high-leverage transactions, tax-exempt bond financings)

Finance Analyst Development Program completed. Performed M&A and financial analysis covering discount/retail broker-dealer business.

San Francisco, California, US

Formal Asset-Based Lending Credit program completed. Performed complex analysis of ABL and Cash Flow/EBITDA deals of middle market firms.

Doctor Of Business Administration, Business Administration And Management, General

Master Of Business Administration - Mba, Accounting & Finance

Bachelor Of Business Administration - Bba, Finance