Patrick Koertje Email & Phone Number

Menomonee Falls, WI

Leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic.

Madison, Wisconsin Area

Controller for highly visible Business Transformation initiative. Oversee all areas of Finance: Audits, Month End Close, Reporting, and Budgeting & Forecasting processes. Proactively mitigate risks and seize businesses opportunities.

Madison, Wisconsin Area

Strong business partner to 12 Business Unit leaders, enhancing customer experience and improve operational & cost efficiencies. Responsible for guiding organization through 5-year strategic planning process, Annual Operating Plan and quarterly forecasts.

• Manage and direct all company financial matters. Responsibilities included data analysis, budgeting, forecasting, overseeing accounts, vendor negotiations and making strategic financial decisions that promoted.
• Recruited and developed an outstanding operations team by providing customer-focused training & processes, generating a 98% client referral rating and 80% 5-star service ratings
• Earned Angie’s List Super Service Award Winner for delivering excellent customer satisfaction, awarded to top 5%
• Refined & tailored regional marketing plans, doubling direct mail response rates by combining micro-targeting geographic and demographic profiles, reducing marketing expenses by 50% and delivering a repeat customer base

Leading Financial Planning, budgeting and analysis functions. Preparing and reviewing presentations for venture capital investors and other ad hoc analysis as needed.

Provided complete P&L financial solutions to IT organization, Emerging Products group, and Operations Transformation Program. Developed business case CBAs, budgets & forecasts, financial & operational reporting, variance analysis and risk mitigation, account receivables & collections, and key performance indicators (KPI).

• Developed long-term revenue plan, annual and quarterly sales forecasts and monthly reporting. Managed daily operations of Message Billing Team, including the timeliness and accuracy of monthly invoices. Act as.
• Spearheaded restructuring efforts to turn-around performance of faltering unit - affecting customer relationships and revenue - to becoming a strength of the operating division resulting in $3 million incremental.
• Forecasted Annual revenues within 1% of actual results far exceeding organization’s 10% target

• Involved in all phases of business valuation, financial and qualitative analysis, due diligence, and presentation investment recommendation to the Investment Decision Committee (COO, CFO, and Business Unit Presidents)..
• Developed strategic plan for a portfolio investment company to continue to survive an additional five months, which bought sufficient time for a major contract to close and avert bankruptcy
• Developed VC valuation tools and investment accounting processes and procedures where none previously existed
• Achieved highest rating for initial SOX certification for the QCOM Venture Capital group, as part of one of the first companies in the nation to become officially Sarbanes-Oxley certified

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