Patrick Trabold Email & Phone Number

Emerald Isle, Nc, Us

Mentor, Ohio, Us

-Responsible for preparation monthly pro-forma financial statements, including mappings and addbacks. -Responsible for monthly, quarterly, and annual bank compliance reporting (MD&A & Covenants calculations).-With the assistance of sales and operational leaders prepared the monthly, and quarterly presentations for the board meetings. -Responsible for weekly 13-week cashflow projections, long-range and short terms cash management. -Prepared necessary tracking for value creation plan projects. -Responsible for annual budget preparation and associated presentations.-Since March of 2022, Responsible in part for interim CFO duties: People Management, Board presentations, and operational strategic reviews.

New York, Us

-Financially responsibility for West and Central regions, which have $30M in monthly revenue.-Responsible for monthly & quarterly review of regional P&L statements.-Prepared annual budgets and associated presentations to leadership. -Prepared monthly financial forecasts to communicate expected future results to leadership. -Responsible for data maintenance and changes to align with reporting needs. -Assisted in implementation and adoption of new financial reporting tools.-Acted as a liaison to internal shared functions and front-line operational partners.-Responsible for team of 2 - 3 analysts

London, Gb

-Assist clients through the process of preparing SEC annual and quarterly reporting packages and reports (10-K and 10-Q), and other SEC filings. -Assists clients in transactional accounting items including day one financial statements, article 3-05 pro-forma statements and purchase price accounting entries. -Assists clients with completion of complex accounting calculations to ensure adherence to applicable accounting guidance.-Assist clients with the development of internal control structure relating to financial reporting in order to reduce business risk.

Chicago, Il, Us

-Interface with clients to communicate audit requests and potential audit findings.-Preform audit procedures to obtain assurance over financial statement line items.-Received additional training to asses semi-complex IT environment's potential impact on a material misstatement of the financial statements.

Rochester, Ny, Us

•Responsible for the completion of my team’s work in accordance with deadlines provided.•Assisting in the definition of and centralization of all Accounts Receivable procedures nationally.•Project Lead tasked with the creation of internal audit controls and procedures for all receivables related to Premier and Major Market clients. Recommended additional improvements to other current and similar procedures. •Developed a proposal and implementation for improvements to a nationally-used billing procedure.•Developed quality audit methods by integrating automated reporting, currently saving approximately 25 effort hours monthly over multiple processes.

Norwalk, Connecticut, Us

- Studied Investment Accounting, Cost and Equity methods, investment eliminations, and financial statement translation - Designed and implemented a process to reconcile parent company investments to corresponding subsidiaries’ equity, and calculate eliminations for a 600 legal entity consolidation- Documented appropriate questions where irregularities were found

Milwaukee, Wi, Us

-Evaluated financial statuses of clients and proposed solutions -Prospected to find additional clients using phoning language-Prepared presentations for meetings with clients-Licensed in 1035 Life Action and Health

Bachelor Of Business Administration (B.B.A.), Accounting

Education record