Patrick Locklin, Cpa Email & Phone Number

Baltimore, Maryland, Us

• Designed and implemented cloud-based accounting software to increase visibility into financials and gain efficiencies through automated workflows;• Integrated multiple peripheral systems for donor and grant management, HRIS, and credit card management to maintain or increase automation and visibility;• Assist client organizations in establishing a new non-profit including serving as a thought-partner for policies, procedures, systems and work-flows to provide proper controls while maintaining efficiency;• Serve as technical expert on navigating emerging issues in accounting including navigating COVID-19 tax credits, assessing compliance with new accounting pronouncements, interpreting guidance from designated authorities.

Baltimore , Md, Us

• Develop and deploy monthly close tools and templates including a P&L variance analysis, journal entry creation templates, and monthly checklists for client organizations;• Implement communication strategy to facilitate monthly, quarterly and year-end close cycles with client organizations;• Assist in the development and testing of financial integration system between the UM School of Medicine system and client financials;• Standardize policies and procedures to be compliant with FPI and School of Medicine policies while increasing efficiency across clients.

Baltimore , Md, Us

Baltimore, Maryland, Us

• Developed budget, controls and procedures to start first federally funded program from scratch while remaining compliant with state and federal regulations;• Managed annual audit process, including development and implementation of corrective actions to remove all deficiencies found by the external auditors;• Updated accounting policies and procedures leading to the codification of SOPs for the organization’s financial management and disseminated to team as a teaching and reference tool;• Customized and deployed expense management system that resulted in increased efficiency of payment processing and improved compliance with internal controls;• Codified and implemented report production process for grants, internal financial management, and external reporting needs increasing the efficiency of the production of financial reports.

Manage full accounting cycle for three non-profit organizations including management of general ledger, accounts payable/receivable processes, bank reconciliation and production of financial statements. Create cash flow forecasts for management on a semi-monthly basis. Produce budget forecasts and analysis using "what if" scenario iterations for upcoming financial year. Liaise with all vendors regarding payment, maintenance and procurement. Point person for major gala event including budget creation and creation and implementation of marketing and public relations campaign to promote event. Create all marketing materials including mass emails, collateral materials, and event website. Coordinate direct mail fundraising campaigns. Manage donor stewardship campaign.

Baltimore, Maryland, Us

Serve as primary contact for all BSO adult education programs including Rusty Musicians, BSO Academy, BSO Music Educators Academy, Road Scholars at the BSO, and Osher at the BSO. Oversee development of three new programs including budget and curriculum development, schedule coordination and program evaluation. Manage day-to-day operations of all adult education programming including week-long experience for 113 amateur musicians. Collaborate with Development department to provide updated project budgets and narratives for grant proposals. Process all Education Department Credit Cards and general expenses in budget tracking software and worked with Accounting Department to ensure accurate reporting. With Director of Education created new website structure for Education Department integrating all programs into one subsection. Managed all direct email campaigns for BSO adult education programming. Prepare payroll for all Academy, Road Scholar and Osher programs. Coordinate all internal events for the BSO Education Department including Department and Board Meetings. Supervise BSO Academy summer staff. Liaise with all vendors, faculty and logistics departments in the presentation of education programming.Key Accomplishments:• Created and monitored 2014 adult education program curricula and budgets resulting in projected net revenue of over $65K including three programs in their pilot year.• Created marketing plan for inaugural BSO Music Educators Academy, which had a net revenue of over $10K in its first year.

Staunton, Va, Us

Collaborate with accountant to reconcile ledger and ensure proper expense reporting. Aid in the preparation of audit materials, including the ongoing production and maintenance of petty cash logs and financial statements. Produce minutes for Board of Directors, Executive Board of Directors and team meetings. Serve as primary contact for more than 800 donors, 600 applicants and families, and 100 faculty artists. Supervise the creation and maintenance of a comprehensive master schedule for Institute executives, faculty members, students and staff that incorporates the ongoing production of five concerts, 128 lessons, 30 chamber music coaching sessions, master classes and 20 communication classes. Manage day-to-day operations for program made up of 62 students aged 12-26 and 40 faculty members from around the world. Supervise program interns and administrative assistants. Conduct first round interviews for summer employees, making hiring recommendations to President. Key Accomplishments:• Optimized information and facilitated a migration to a cloud-based CRM software that integrates with credit card processors, website and ticketing system, resulting in improved efficiency of Institute database.• Create and manage all direct mailings, including collaboration with mailing house and printer, ensuring timely delivery and list quality improvement.• Compiled more than 30 excel worksheets, creating a searchable database of more than 3,000 students, donors and corporations. • Collaborated with web designer in the successful redesign of Institute website, resulting in a re-hauling of site architecture and a new website that is easy to navigate. • Oversaw the production of more than 30 events and concerts in a six-week period. • Coordinate rehearsals, piano tunings, room availability and program production for a minimum of five weekly concerts. • Schedule and coordinate live audition events in seven locations, including NYC, Los Angeles and Boston.

Scheduled and managed Community Concert Series, which consisted of 13 concerts around the Lakes Region of New Hampshire over the course of 6 weeks.Wrote 5 successful and informative press releases regarding the Celebrity Series Concerts.Provided accurate and efficient administrative support to busy office of 5 senior staff members including the production of press releases, concert programs, and student surveys.

· Supervised two to four team members· Maintained an inventory and ordered products as supplies ran low· Trained new team members on opening the store, filling a customer*s order, · Resolved customer complaints and returns quickly and efficiently

· Demonstrated helpful study habits for struggling students· Participated in problem solving discussions on how to handle unique learning situations· Guided review sessions in preparation for major exams

Master Of Music, Clarinet Performance

Accounting

Bachelor Of Music, Clarinet Performance