Patrick Andrews Email & Phone Number

Orchard Park, NY

Buffalo/Niagara, New York Area

As a member of the Executive Team, responsible for leading all Finance, Accounting, and Human Resources functions for both Avalon Document Services and the recently acquired DIGITS,LLC.

Buffalo/Niagara, New York Area

Manage ComDoc's most complex major accounts, often involving multiple locations within and outside ComDoc's service territory. Work with internal and external sources to develop a strategy for the management, successful conversion, and implementation of such accounts.

Buffalo/Niagara, New York Area

Manager of Outside Sales, Account Management, Inside Customer Service and Interior Design team

Buffalo/Niagara, New York Area

• Managed the accounting and reporting of M&T Securities, business and acquisition analysis, sales reporting and incentive management for $300MM division. Reported financial results to Board of Directors. Defined and.
• Hired, develop and direct a high quality team of fourteen (14) business analysts, accountants, and sales administration professionals with a focus on constant improvement and efficiency. Group includes a Vice.
• Successfully transitioned all commission and sales plans to a profitability based model from a revenue based model in response to recent deteriorating financial and market conditions.
• Instituted several business model changes that improved customer support and back-office efficiency.
• Managed broker dealer through recent regulatory accounting changes precipitated by the downturn in the economy as well as the Madoff Ponzi scheme scandal.

Buffalo/Niagara, New York Area

• Presented financial results to senior management, led all financial planning activities for the largest and third largest strategic business units in the company. Prepared and presented financial projections for all.
• Effectively managed budget of business units following acquisitions which drove revenue enhancement opportunities and cost savings.
• Directed Business as Usual planning activities including quantifying initiatives to drive business growth and identifying risks and opportunities based on macro-economic factors such as the interest rates.
• Prepared business case financials and memorandum to solicit approval for technology investments. Other business cases included analysis around launching new lending and deposit products as well as closing less.

Buffalo/Niagara, New York Area

• Coordinated planning efforts of the institution and prepared company budget for presentation by the CFO. Prepared peer analysis reports which compared M&T financial results to those within the peer group.
• Successfully transitioned franchise from an annual planning process to a monthly forecasting effort in order to ensure more rapidly understand the impact of various leading indicators.
• Directed the initial financial budget following the acquisition of Allfirst Financial in April 2003, focusing mostly on the reduction of over $100MM of annual operating expenses from the combined entity
• Member of a senior management Project Control Committee which guided geographic realignment of the franchise following the acquisition of Allfirst Financial. Project named in 2005 Annual Report as one of “The Five.

Buffalo/Niagara, New York Area

• Built and maintained a defensible business plan for communication to various potential investors for the purpose of securing the capital necessary to achieve profitability and to develop pricing models and analysis.
• Built a detailed two-year business plan that assisted in future rounds of private equity financing. Presented this model to our investment bankers as well as to various potential investors.
• Completed a zero based, detailed monthly budget for 2001 that aligned to short-term business plan.
• Developed a pricing model and strategy that aligned with revenue plan, target clients and verticals. Implemented plan including communication and training of sales team that resulted in client engagements.

Buffalo/Niagara, New York Area

• Managed three managers and two senior accountants and two staff accountants. During the five-year period of growth when revenues increased 600% from $50 million, managed internal client and business unit profitability.
• Participated in preparation and filing of ClientLogic S1 Registration Statement and Prospectus with the Securities and Exchange Commission. Assisted with preparation of the initial management and road show.
• Improved corporate pricing process for six ClientLogic related companies.

Buffalo/Niagara, New York Area

• Performed foreign parent reporting, internal product line profitability reporting, managed the annual external audit, and oversaw cost accounting, planning, A/P, A/R, and payroll.
• Improved the cash flows of the company by lowering the receivable days outstanding utilizing a more systematic approach to collection while soliciting assistance from the sales group. Extended the payable days.

Buffalo/Niagara, New York Area