Patrick Koertje Email and Phone Number
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Finance Executive with strong track record of providing leadership to overall financial planning, operational planning, forecasting, budgeting, and analytical functions. Strategic partner & advisor with the ability to translate goals and objectives into actionable plans. My work efforts typically focus on helping solve the most significant business opportunities/challenges, from new ventures to transformational leadership and process improvements, across diverse industries. Repeatable success has been achieved at every step by focusing on the three E's of Leadership:* Envision - focusing on customer’s needs and target-state* Empower - clearing obstacles and leveraging the talents of those around you to drive process improvements* Encourage - managing and coaching others to achieving the desired target-stateProviding a team with purpose and direction, combined with fact-based decision making, allows organizations to leverage on-hand resources to deliver problem-solving solutions in a cost effective and timely manner. Customer-focused traits enable strong collaborative partnerships that forge a bond of mutual trust and respect.A passion for building high-performance teams and creating a work environment where people succeed professionally and personally. -----------------------------------------------------------------------------------------I am always happy to lend a helping hand, so please let me know if there is anything I can do to help you.Specialties: Financial Planning and Analysis (FP&A) Collaboration, Leadership Project Management Advisor Strategic Partner Process Improvement Technical Analysis Talent Development Coach, Mentor Organizational Development Operational Analysis Key Performance Indicators (KPIs) Design and Develop Financial Models Finance Strategy Business Advisory Strategic Planning Vision and Goal Setting Wireless Telecommunications Insurance and Financial Services
Hatch Early Learning
View- Website:
- hatchearlylearning.com
- Employees:
- 99
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Vice President Of FinanceHatch Early Learning Jan 2023 - Present
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Director Of Financial Planning & AnalysisSkygen Usa May 2019 - Jan 2023Menomonee Falls, WiLeads 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 business decisions -
Transformation Program ConsultantApex Systems Dec 2018 - May 2019Madison, Wisconsin AreaController 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. -
Senior Manager - Financial Analysis & Strategic PlanningTds Telecommunications Llc Feb 2015 - Jun 2018Madison, Wisconsin AreaStrong 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. -
Senior Director Of Finance & OperationsPeak Ventures Inc. Feb 2011 - Feb 2015Manage and direct all company financial matters. Responsibilities included data analysis, budgeting, forecasting, overseeing accounts, vendor negotiations and making strategic financial decisions that promoted long-term financial gain and enterprise-wide improvement. Operational responsibilities included developing policies, hiring & coaching staff to develop high-performing teams, and working collaboratively cross-functionally. • 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
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Finance Director / Dir. Of Strategic Planning (Consulting)A-List Agent, Inc. Jan 2009 - Jul 2011Leading Financial Planning, budgeting and analysis functions. Preparing and reviewing presentations for venture capital investors and other ad hoc analysis as needed.
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Senior Manager Of FinanceCuna Mutual Group Jul 2006 - Nov 2010Provided 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). -
Manager Of Billing Operations And Financial Planning & AnalysisQualcomm Inc. Jul 2004 - Jun 2006Developed 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 Consultant to external & internal customers to help them achieve their objectives. Managed all activities and development of three Financial Analysts. Experienced in PeopleSoft and Oracle Enterprise & Planning.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 Consultant to external & internal customers to help them achieve their objectives. Managed all activities and development of three Financial Analysts. Experienced in PeopleSoft and Oracle Enterprise & Planning.• 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 revenue and profit, 50% reduction in cycle time, and dramatic improvements in invoicing accuracy and customer satisfaction• Forecasted Annual revenues within 1% of actual results far exceeding organization’s 10% target -
Venture Capital Investment AnalystQualcomm Inc. Jun 2000 - Jul 2004Involved 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). Performed detailed investment analysis and Pro Forma Financials (Stand-alone and Mergers & Acquisitions) on more than 40 private and public companies spanning a broad range of industries, business models, and geographic locations. Successfully closed 15 investments.• 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
Patrick Koertje Skills
Patrick Koertje Education Details
Frequently Asked Questions about Patrick Koertje
What company does Patrick Koertje work for?
Patrick Koertje works for Hatch Early Learning
What is Patrick Koertje's role at the current company?
Patrick Koertje's current role is Finance VP, effective leader, business partner and strategic advisor..
What is Patrick Koertje's email address?
Patrick Koertje's email address is pk****@****hoo.com
What is Patrick Koertje's direct phone number?
Patrick Koertje's direct phone number is +160820*****
What schools did Patrick Koertje attend?
Patrick Koertje attended Indiana University - Kelley School Of Business, University Of Wisconsin-Madison - School Of Business.
What skills is Patrick Koertje known for?
Patrick Koertje has skills like Leadership, Process Improvement, Financial Modeling, Strategic Planning, Strategic Financial Planning, Management, Budgets, Project Management, Forecasting, Analysis, Cross Functional Team Leadership, Mergers And Acquisitions.
Who are Patrick Koertje's colleagues?
Patrick Koertje's colleagues are Terry Newton, Ellen Morton, Reggie Williams, Steve Roybal, Jamileth Jarquin, Kate Janicki, Rodney Puckett.
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