Patrick Richards Email & Phone Number

Windsor, Ca, Us

Windsor, Ca, Us

Cloverdale, California, United States

Streamlining processes, modernizing policies and procedures. Developing and presenting reports for the Board of Directors. Collaborating with other executive team members to achieve the mission and vision of AVH. Instrumental in securing grants and other funding to strengthen financial position.

Berkeley, California

Streamlining the billing team and process, resulting in less claim write offs due to timely filing. Working with IT and Patient Services to improve training and documentation of process in the clinic. Managing projects including renovating the pre-clinic phase one in a short timeframe, and improving how we use Compulink while managing a $13 million budget. Proven track record of identifying, suggesting, and cooperating with clinic leadership to implement operating efficiencies.

Berkeley, California

Supervised Finance, Business Operations and Facilities teams. Managed a $38 million operations budget and a $60 million student health insurance plan budget. Instrumental in increasing the annual revenues by an estimated $6+ million by working with UCOP on a new student service fee for mental health and by collaborating with the student government and campus leadership to implement the wellness referendum.

San Francisco Bay Area

Prepares the University Health Services (UHS) and the Student Health Insurance Plan (SHIP) budget submissions, representing about 26% of the overall VCAF Operating Budget.Coordinate and implement department budget allocations and related business processes.Provide support for new budget requests, example; Wellness Referendum; SSF increase for Mental Health; business process analysis and design; systems or procedure testing's; and implementations.Evaluate financial… Show more Prepares the University Health Services (UHS) and the Student Health Insurance Plan (SHIP) budget submissions, representing about 26% of the overall VCAF Operating Budget.Coordinate and implement department budget allocations and related business processes.Provide support for new budget requests, example; Wellness Referendum; SSF increase for Mental Health; business process analysis and design; systems or procedure testing's; and implementations.Evaluate financial performance of Berkeley's SHIP (medical, vision, and dental plans).Perform complex financial research involving studies on UHS viability metrics, needs, trended data, resource allocation approaches, operating forecasts, sources and uses. Show less

Developed and implemented a new budget process that included an interactive multiyear revenue model. Successfully managed Berkeley Law’s $100 million budget submission.

San Rafael, Ca

Created a new and easier process to recored revenue and associated payroll. Processed yearend tax documents for contracted employees.

San Francisco Bay Area

Analyzed financial damages for client companies in a variety of industries, ranging from $5,000 to in excess of $100 Million.Specialized in Business Interruption (BI), Business Personal Property (BPP), Construction Defect, Product Liability and Extra Expense loss analysis, and lost consultations.Presented oral and written reports to clients and partners.Analyzed financial and tax statements including budgets, process analysis and forecasts.Developed strong… Show more Analyzed financial damages for client companies in a variety of industries, ranging from $5,000 to in excess of $100 Million.Specialized in Business Interruption (BI), Business Personal Property (BPP), Construction Defect, Product Liability and Extra Expense loss analysis, and lost consultations.Presented oral and written reports to clients and partners.Analyzed financial and tax statements including budgets, process analysis and forecasts.Developed strong relationships with current and prospective clients, presented forensic principles at the San Francisco Marine Underwriters Association. Show less

Greater Chicago Area

Assisted in securing a $20 Million settlement for our client.Analyzed financial losses incurred by clients with a focus on production, medical, and services industries.Researched legal accounting and financial issues; and analyzed financial information and tax statements for clients.Marketed and secured new clients.