AeroLeads people directory · profile
Patrick Liu Email & Phone Number
Sr. Director, Head of Financial Planning and Analysis
at
Buildertrend
1 work email found
@cohesity.com
2 phones found area 800 and 310
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Director, Head of Financial Planning and Analysis
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Patrick Liu? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Liu is listed as Sr. Director, Head of Financial Planning and Analysis at Buildertrend, a with 818 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at cohesity.com, phone signal with area code 800, 310, and a matched LinkedIn profile for Patrick Liu.
Patrick Liu previously worked as Sr. Director, Head of Financial Planning & Analysis at Buildertrend and Sr. Director, Strategic Finance and Head of Corporate FP&A at Cohesity. Patrick Liu holds Bachelor Of Science (B.S.), Industrial Engineering And Operations Research from University Of California, Berkeley.
Company email context
Email format at Buildertrend
This section adds company-level context without repeating Patrick Liu's masked contact details.
{first}.{last}@cohesity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Liu. Compare company email patterns before reaching out.
Profile bio
About Patrick Liu
Senior Leader with over 15 years experience in Finance & Accounting, specializing in building robust Strategic Finance teams to scale B2B / B2C SaaS companies towards public company readiness. Demonstrated expertise in strategic finance, annual operating planning, long-range planning, financial planning & analysis (FP&A), business partnering, mergers and acquisitions (M&A), corporate accounting, financial systems, and board / audit committee responsibilities.
Listed skills include Financial Modeling, Financial Analysis, Finance, Valuation, and 55 others.
Current workplace
Patrick Liu's current company
Company context helps verify the profile and gives searchers a useful next step.
Buildertrend
14 roles · 22 years
Patrick Liu work experience
A career timeline built from the work history available for this profile.
Sr. Director, Head Of Financial Planning & Analysis
Currentwww.buildertrend.comLead and manage the FP&A team at Buildertrend, encompassing the following responsibilities:- Conduct financial modeling, analysis, and decision support for critical initiatives- Collaborate closely with senior executives and key stakeholders company-wide- Drive acceleration on revenue growth, customer acquisition, and retention strategies- Establish, track, and monitor key performance indicators (KPIs) and unit economics- Oversee the creation and management of long-term strategic planning models- Craft compelling Executive, Board of Directors, Audit Committee, and Investor presentation materials- Identify and analyze macro trends influencing growth, scalability, and sustainability- Generate ad-hoc analyses to inform business strategy and enhance operational efficiency- Develop benchmarks for industry and peer company performance- Implement and own financial planning systems and integrations (NetSuite, Adaptive, Paycom, Tableau, etc.)
Oct 2023 - Present
Sr. Director, Strategic Finance And Head Of Corporate Fp&A
www.cohesity.comResponsibilities include:- Building and managing a best in class Corporate FP&A team- Strategic Planning- IPO Readiness and Execution- Long Range Planning: 5-Year Strategic Plan (P&L / Balance Sheet / Cashflow)- Investor Relations (Beat and Raise Strategy)- Topline Forecasting: Bookings, Billings and Revenue- Cash Flow Management: Operating Cashflow OCF / Free Cashflow FCF- Revenue Analytics (Bookings, Churn, Revenue Recognition and Variances)- Annual Operating Planning (AOP)- G&A Business Partnering (Legal, Finance, Rev Ops, Accounting, HR, Recruiting & Workplace Services)- Workforce Planning- Board and Investor materials- Monthly, Quarterly, Annual Close (Budget vs. Actuals BvA)- Management Reporting- Metrics and Analytics- Systems (Adaptive, NetSuite, Zuora, and Anaplan)- Ad Hoc Projects and Process Improvement
Jan 2022 - Aug 2023
Director, Strategic Finance And Analytics
www.blackline.comResponsibilities include:- Strategic and financial advisor to the executive team- Own and operate the global Long-Range Plan- Beat and Raise / Guidance Strategy- Go-to-Market (Sales & Marketing) partnership- Product & R&D partnership- Workforce Planning- Board and Investor materials- Monthly, Quarterly, Annual Close- Management Reporting- Metrics and Analytics- Systems (Adaptive, NetSuite, and Salesforce)- M&A- Ad Hoc Projects and Process Improvement
Apr 2020 - Jan 2022
Director, Strategic Finance And Corporate Fp&A
www.docusign.comResponsibilities include:- Strategic Planning- IPO Readiness and Execution- Investor Relations (Beat and Raise Strategy)- Topline Forecasting: Bookings, Billings and Revenue- Cash Flow Management: Operating Cashflow OCF / Free Cashflow FCF- Revenue Analytics (Bookings, Churn, Revenue Recognition and Variances)- Long Range Planning: 5-Year Strategic Plan (P&L / Balance Sheet / Cashflow)- Mid-Range Plan (MRP)- Annual Operating Planning (AOP)- G&A Business Partnering (Legal, Finance, Rev Ops, Accounting, HR, Recruiting & Workplace Services)- Workforce Planning- Board and Investor materials- Monthly, Quarterly, Annual Close- Management Reporting- Metrics and Analytics- Systems (Adaptive, NetSuite, Zuora, and Anaplan)- Ad Hoc Projects and Process Improvement
Feb 2020 - Apr 2020
Sr. Manager, Strategic Finance And Corporate Fp&A
Sep 2017 - Jan 2020
Manager, Strategic Finance And Corporate Fp&A
May 2016 - Aug 2017
Jan 2015 - May 2016
Jun 2013 - Dec 2014
Investment Banking Analyst
www.ftpartners.comSelected Transaction Experience:http://www.ftpartners.com/transactions/eisihttp://www.ftpartners.com/transactions/alphahttp://www.ftpartners.com/transactions/zephyrhttp://www.ftpartners.com/transactions/fleet (Pitch)
Apr 2012 - Apr 2013
Investment Banking Analyst
May 2011 - Apr 2012
Mar 2010 - Apr 2011
Aug 2008 - Mar 2010
2005 - 2007
~2 yrs
Team & coworkers
Colleagues at Buildertrend
Other employees you can reach at buildertrend.com. View company contacts for 818 employees →
TS
Taylor Schroeder
Colleague at BuildertrendOmaha, Nebraska, United States
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JD
Jake Dimauro
Colleague at BuildertrendOmaha Metropolitan Area, United States
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JL
Joey Lenihan
Colleague at BuildertrendOmaha Metropolitan Area, United States
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JC
Justus Cipolla
Colleague at BuildertrendOmaha, Nebraska, United States
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SG
Sujitha Gali
Colleague at BuildertrendAustin, Texas, United States
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MH
Marc Huff
Colleague at BuildertrendLincoln, Nebraska, United States
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JP
John Parsons
Colleague at BuildertrendSanta Barbara County, California, United States
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DL
Dan Lipari
Colleague at BuildertrendOmaha Metropolitan Area, United States
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AB
Adam Brehm
Colleague at BuildertrendElkhorn, Nebraska, United States
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AS
Atarah Sauter
Colleague at BuildertrendCouncil Bluffs, Iowa, United States
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Taylor Schroeder
Colleague at BuildertrendOmaha, Nebraska, United States
View →
JD
Jake Dimauro
Colleague at BuildertrendOmaha Metropolitan Area, United States
View →
JL
Joey Lenihan
Colleague at BuildertrendOmaha Metropolitan Area, United States
View →
JC
Justus Cipolla
Colleague at BuildertrendOmaha, Nebraska, United States
View →
SG
Sujitha Gali
Colleague at BuildertrendAustin, Texas, United States
View →
MH
Marc Huff
Colleague at BuildertrendLincoln, Nebraska, United States
View →
JP
John Parsons
Colleague at BuildertrendSanta Barbara County, California, United States
View →
DL
Dan Lipari
Colleague at BuildertrendOmaha Metropolitan Area, United States
View →
AB
Adam Brehm
Colleague at BuildertrendElkhorn, Nebraska, United States
View →
AS
Atarah Sauter
Colleague at BuildertrendCouncil Bluffs, Iowa, United States
View →
2 education records
Patrick Liu education
Bachelor Of Science (B.S.), Industrial Engineering And Operations Research
University Of California, Berkeley
Master Of Science (M.S.), Data Science, Analytics Management Specialization
Northwestern University
FAQ
Frequently asked questions about Patrick Liu
Quick answers generated from the profile data available on this page.
What company does Patrick Liu work for?
Patrick Liu works for Buildertrend.
What is Patrick Liu's role at Buildertrend?
Patrick Liu is listed as Sr. Director, Head of Financial Planning and Analysis at Buildertrend.
What is Patrick Liu's email address?
AeroLeads has found 1 work email signal at @cohesity.com for Patrick Liu at Buildertrend.
What is Patrick Liu's phone number?
AeroLeads has found 2 phone signal(s) with area code 800, 310 for Patrick Liu at Buildertrend.
Where is Patrick Liu based?
Patrick Liu is based in Los Angeles Metropolitan Area, United States while working with Buildertrend.
What companies has Patrick Liu worked for?
Patrick Liu has worked for Buildertrend, Cohesity, Blackline, Docusign, and Activision.
Who are Patrick Liu's colleagues at Buildertrend?
Patrick Liu's colleagues at Buildertrend include Taylor Schroeder, Jake Dimauro, Joey Lenihan, Justus Cipolla, and Sujitha Gali.
How can I contact Patrick Liu?
You can use AeroLeads to view verified contact signals for Patrick Liu at Buildertrend, including work email, phone, and LinkedIn data when available.
What schools did Patrick Liu attend?
Patrick Liu holds Bachelor Of Science (B.S.), Industrial Engineering And Operations Research from University Of California, Berkeley.
What skills is Patrick Liu known for?
Patrick Liu is listed with skills including Financial Modeling, Financial Analysis, Finance, Valuation, Strategy, Analysis, Data Analysis, and Management.
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