Patrick Garcia Email & Phone Number

Denver, Colorado, United States

Advance Database Development: Continue the development of the database infrastructure to deliver aggregated views of mortgage servicing data, supporting business units and client needs.Lead Cross-functional Collaboration: Collaborate with IT, Call Center Technology, & Software Development teams to ensure the successful integration of data systems and tools, aligning with organizational goals.Ensure Data Security & Compliance: Establish & implement robust data security measures and compliance protocols for secure data sharing and storage.Monitor Performance: Establish metrics and monitoring systems to track the performance of servicing business units, ensuring optimal functionality and user engagement.Training & Mentorship: Offer guidance and training to the analytics team, fostering skill development and expertise in emerging technologies and methodologies.Deliver Client-focused Analytics: Enhance client services by delivering tailored analytics solutions that meet specific client needs and objectives.

Denver, Colorado, United States

Tech Stack Implementation: Coordinated & oversaw the comprehensive implementation of the analytics tech stack, including cloud native tools for data warehousing, data transformation, and data visualization.Data Integration: Integrated data from the Black Knight/ICE Mortgage Servicing platform (BDE/eCDE/RDO) into the analytics environment, ensuring seamless data flow and accessibility for analysis.Team Building & Leadership: Recruited, hired, and led a team of highly skilled data analysts, fostering a collaborative and innovative team culture.Strategic Planning: Developed and executed strategic plans for data infrastructure, aligning with business objectives and enhancing data-driven decision-making.Performance Optimization: Implemented best practices for performance optimization, ensuring efficient data processing and quick access to insights.Quality Assurance & Governance: Established data governance and quality assurance protocols, ensuring data accuracy, consistency, and security across the organization.

Greater Denver Area

Create actionable productivity views for C-Suite review; allowing access into previously cloudy data structures to identify overlap, efficiency, and opportunity.Responsible for modeling new business lines and portfolio segmentation to generate accurate & actionable business insights. Provide mentorship and training to Jr. Analysts. Provide insight into process improvement, goal setting, and end user needs.Identify risks, develop solutions, and present information to the C-Suite. Develop efficient and automated staffing models for FP&A and business units spanning the entirety of Computershare Loan Services in the United States. These models are used to project current and future FTE needs, are the benchmark for company hiring, and are used to budget Personnel Expense as well as track company-wide efficiency. Work alongside executives to identify areas of opportunity in their business line to seek efficiencies.Passed SOMB II - 3/2020Passed SOMB III - 10/2021 - Received Accredited Mortgage Professional (AMP) Designation

Greater Denver Area

Developed CPU's first financial models to project Loss Mitigation pipeline counts and opportunities; tracking and substantiating financial goals as well as forecasting future revenue. Responsible for analyzing contracts and writing code to ensure CLS is maximizing its financial capacity and creating controls to ensure no steps are missed along the way.Proven ability to develop initiatives and collaborate with business unit executives to drive productivity, streamline efficiency, and maximize profit.Passed SOMB I - 8/2019Specialties:Large Data AggregationFinancial ForecastingExpert SQL & ExcelAutomated Dashboard CreationPortfolio Modeling & ForecastingPower BIHyperion

Greater Denver Area

Provide oversight and guidance specific to restructuring corporate accounting policies towards Governmental contract rules specified by FAR and DCAA requirements.Project code mapping and expense delineations enhancing cost multiplier and direct labor ratio reporting.Creation and implementation of monthly procedures and risk controls for all financial data entry.Review firm financial models and provide recommendations regarding potential project cash flow and cost/benefit analysis on 25 past and future contracts.Specialties:DCAA RegulationProject ValuationForecasting

Denver, Co

Train staff for database management and capital activity functions supporting all structured residential products including near and long term budget forecasting and financial reporting.Built and maintained income reallocation dashboards for tax reporting on IO MBS securities.Manage variance analysis reporting and coordinate with third party administrators to account for and reflect fund activity. Create and manage monthly financial reporting spreadsheets forecasting accruals and income for MBS securities.Extensive report building using Bloomberg data query to aggregate data on the portfolio level for 3 non-agency MBS hedge funds.Create and maintain multiple MBS financial models for Portfolio Managers upon request; ad hoc MBS research. Oversee daily fund accounting and trade settlement; manage month end financial reporting and journal entries.Skills Gained:Data AggregationManagementDashboard Creation

Greater Denver Area

Developed and maintained pro-forma income and expense models; liaison to residential buying team.Worked closely with third party auditors and tax preparers to produce yearly financial statements and K-1s.Created and maintained all accounting processes and procedures for 10 residential real estate funds.Reconciled monthly income and expenses; investigated, clarified, and reported outlying trends to CFO. Reported returns and managed quarterly investor distributions based on projected income and expenses.Built, tracked, and maintained portfolio valuations of single family homes across 12 counties and 2 states. Skills Gained:Income and Expense ModelingReal Estate ValuationFinancial StatementsFinancial ReportingQuantitative Analysis

Greater Denver Area

Settled trades and reconciled money differences with 3rd party broker dealers.Tracked, revised, and collected outstanding payments involved with non-agency MBS products.Handled full cycle accounting for 5 MBS hedge funds; created and maintained investor returns data.Point of contact for year-end audit requests; researched and clarified audit support for MBS securities.Skills Gained:Full Cycle AccountingBloombergAR/CollectionsTax Preparation and Audit Support

Greater Denver Area

Member of Pearl Izumi Ultrarunning Team and assisted with development and product testing of the eMotion shoe line as well as the Fly and Ultra apparel lines.

Centennial, Co

Extensive research and accounting for large volume funds trading across multiple currencies in 75 countries.Researched and reported projected cash flows to multiple trade desks across 3 satellite offices.Developed and taught curriculum for DST vision software; implemented across 4 departments (500 employees).Settled large volume trades in foreign markets while consistently hitting deadlines in a high stress environment. Attended leadership classes in the business development program for young employees.Worked as a liaison between project managers and accounting teams to develop and implement new proprietary software for fund accounting and back office functions. Skills Gained: Fund AccountingTrade AccountingBusiness Communications and ManagementMicrosoft ExcelCrystal ReportsDST VisionCustomer Service

Master Of Business Administration (M.B.A.)

Bachelor Of Arts (B.A.), English Language And Literature, General