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

New York, Ny, Us

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 with executive teams to shape and polish strategic initiatives and am passionate about leading workshops that spark innovation and promote a culture of continuous improvement across departments.My Key Contributions for this role:• 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% increase in sales among advisory clients.

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 analysis of market trends and financial dynamics informs long-term strategies at Remo System, Inc., ensuring the firm remains on a path to sustainable growth through collaborative efforts across teams.My Key Contributions for this role:• 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 firm’s overarching goals while leading risk management efforts to protect firm assets and bolster operational resilience, significantly improving the firm's business processes and performance.My Key Contributions for this role:• 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 solutions.• 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 monitoring and reporting on financial trends and performance have been crucial in guiding timely, informed strategic adjustments.My Key Contributions for this role:• 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 ensured the timely and accurate delivery of complex financial reports, and I continually adapted firm reporting practices to keep pace with market and regulatory changes.My Key Contributions for this 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 brokerage teams to analyze financial trends and provide strategic recommendations. Managed comprehensive risk assessment processes by implementing robust risk mitigation strategies aimed at securing assets and enhancing financial integrity.My Key Contributions for this role:• 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