Patrick Mcfarlane

Patrick Mcfarlane Email and Phone Number

Executive Director @ San Jose, CA, US
San Jose, CA, US
Patrick Mcfarlane's Location
San Jose, California, United States, United States
About Patrick Mcfarlane

PROFESSIONAL SUMMARYExpert in: Accounting ~ Finance ~ Team LeadershipResults-driven Finance professional with 20+ extensive years of finance, accounting, HR and projects management experience. Lead and manage financial planning and forecasting processes. Provide strategic business-decision support. Outstanding communication, interpersonal and analytical skills. Keen ability to improve internal processes, providing organizational cost savings during difficult economic period. Proactive professional experienced in coordinating & preparing operating capital expenditure budgets and ensuring compliance with statutory regulations, audit & legislative requirements, financial reporting, field accounting, corporate accounting as well as handling subsidiary finance & operations. Proficient in implementing, executing and maintaining financial / accounting & auditing systems ensuring operational and business excellence. AREAS OF EXPERTISE: Financial Strategy & Leadership Management Financial Planning and Analysis  Plant and Manufacturing Financial Management  Six Sigma  Revenue & Margin Assurance  Sales and Marketing (M&S)  General and Administrative Management (G&A)  P&L and Balance Sheet Variance Analysis  Cash Flow Management  SEC Reporting  Training and Development  Auditing & Technical Accounting Policies Business Processes Improvement Human Resources Compensation and Benefit  Sales Commissions  401K Administration  SOX Audit Projects  Credit Line Analysis  Project Leasing Negotiations  ERP Projects  Audits of Employee Benefit Plans Team Building U.S. Generally Accepted Accounting Principles (GAAP) Microsoft Office

Patrick Mcfarlane's Current Company Details
Fairway Green Home Owners Association

Fairway Green Home Owners Association

Executive Director
San Jose, CA, US
Patrick Mcfarlane Work Experience Details
  • Fairway Green Home Owners Association
    Executive Director
    Fairway Green Home Owners Association
    San Jose, Ca, Us
  • Pjm
    Finance & Accounting Consultant
    Pjm Jan 2022 - Present
    Offer exceptional finance and accounting consulting services to the network, including guidance on investment decisions, cash management, and forecasting costs and revenues. Delivered financial solutions and aided clients in setting goals to increase profitability. Analyzed market trends and identified potential risks and opportunities for clients. Most recently was contracted by ACFPM Property management to improve cash flow, policies and procedures, invoicing, and collections.
  • Systems Integration Solutions
    Director Of Finance/Cfo
    Systems Integration Solutions Dec 2020 - Nov 2021
    San Ramon, California, Us
    Systems Integration Solutions places skilled project based software engineers.• Improved internal operating procedures for invoicing, cash flow and reporting.• Brought in Earned Revenue Tax Credit for $750K per quarter reduction in payroll taxes.• Researched competitive commission’s structures for future implementation.• Worked extensively on client relationships to ensure satisfaction.
  • Red Oak Technologies
    Director Of Finance & Operations
    Red Oak Technologies Dec 2014 - Dec 2020
    San Jose, Ca, Us
    Red Oak Technologies is a leading provider of comprehensive resourcing solutions across a variety of industries and sectors including IT, Marketing, Finance, Business Operations, Manufacturing and Engineering. We specialize in quickly acquiring and efficiently matching top-level professional talent with clients in immediate need of highly skilled contract, permanent or project management based resources. A supplier of top-tier talent since 1995, we consistently have provided our clients with the most competent and professionally accomplished talent in their given industries and markets.Accomplishments:• Collaborated with Sales to find and manage operational revenue growth 150% from $16M to $40M.• Drastically improved our Cash flow 40% by reducing the number of days Invoices sat on our system lacking a purchase order to extensively speed up collections.• Improved our credit line $1M by bringing in Bank of America as our principal bank.• Slashed Insurance premiums 15% by negotiating and bringing in Prevot and Associates as our insurance broker.• Guided our Software Architect in developing the Operations and Accounting side of our in house software system (Driver), and worked out operational problems.• Collaborated with our BDM’s and Apple Finance to resolve Purchase Order/Invoice issues, and calculated accruals to speed up payment.• Saved our employees countless hours of time by implementing the Expensify Application for expense report tracking and payment processing through payroll.• Managed all day-to-day banking, treasury, and operating cash flow activities for effective financial planning• Extensively searched, evaluated and found 3 companies for possible Acquisition.
  • Harmonic
    Marketing Finance Director
    Harmonic May 2013 - Sep 2014
    San Jose, California, Us
    • Worked with the CMO, Senior Marketing Director, and Marketing VP’s to create monthly budget and forecast.• Created and implemented financial spreadsheet model to track details of expenses not available in Oracle. (Which was rolled out to the other departments)• Collaborated with the Accounting and Marketing team to get accurate monthly accruals. • Setup and monitored best practices for the Marketing department financial analysis and reporting. • Performed follow-up variance analysis, helping management make more sound business decisions on spending.• Supported CMO in preparing presentations for investors.
  • Pain Medicine Consultants
    Cfo/Controller
    Pain Medicine Consultants Jan 2011 - Apr 2013
    • Setup of Corporate credit cards and credit line. • Banking negotiations to secure SBA loan for buying property. Acquired funding of more than $3.5 million by nurturing banking relations.• Formulation of 3 year forecast model and yearly budget creation.• Accounting, IT, HR and operations management.• Drove processes to increase collections of aged AR by $50K per month increasing cash flow.
  • Seagate Technology
    Materials Controller
    Seagate Technology Jan 2009 - Jun 2010
    Fremont, Ca, Us
    My job responsibilities at Seagate were to prepare the budget for the Materials and EH&S divisions, and analysis of the results to be reported to the Senior VP of production. I was also in charge of analysis of vendor businesses for the sake of ongoing relationships.
  • Montgomery Professional Services
    Senior Consultant/Controller, Sr. Financial Analyst
    Montgomery Professional Services Aug 2007 - Nov 2008
    San Jose, Ca, Us
    Onstore, Inc. - I performed a detailed analysis of the Sales Commissions structure and made improvements that saved them dollars. I also assisted the auditors finish the 2006 audit which required extensive research.Starvox, Inc. - Managed the 2007 audit and prepared detailed audit schedules. Rebooked the revenue for 2007 because it was recognized incorrectly. Assisted the Controller in management of the accounting department.
  • Wavezero
    Controller
    Wavezero Aug 2006 - Jul 2007
    Us
    • Prepared a detailed budget and forecast (project costing) for three product lines. Analyzed variances in GL to budget.• Through my analysis and guidance helped the division in Sugar Grove, Illinois start to turn a profit.• Reformatted the General Ledger Accounts to best fit the company, and to provide detailed Financial Statements.• Re-implemented the Macola accounting package by Exact Software.• Mentored HR professional in the setup and functions of ADP payroll and benefits.• Helped CFO with Stock administration of parent company (Blockshield UK) stock.
  • Calpine, Centerbeam, Pitco Foods, Inc.
    Senior Consultant/Controller
    Calpine, Centerbeam, Pitco Foods, Inc. Feb 2004 - Jul 2006
    Houston, Tx, Us
    Calpine, Inc.• Prepared detailed audit schedules for 2005 audit by Price Waterhouse Coopers.• Managed a bank information and cash flow project for over 600 bank accounts.• SEC Reporting - Prepared backup schedules for FRS reports.• SOX – Worked on policies and procedures documentation, and flow charts for compliance.• Various other projects delegated from Controller.Centerbeam, Inc.After the exit of the Controller, Accounting Manager, and Financial Anayst I was brought on to keep the companies accounting department functioning, and to produce Financial Statements until the newly hired Controller arrived.Pitco Foods, Inc.• Managed all cash flow activities and reporting for the Corporate Office and three subsidiaries such as forcast, wires, credit line analysis, and project leasing negotiations.• Managed 401K administration. Investment and monitoring of 401K plan.• Managed and implemented improvements in the Accounts Payable department which lead to better cash management, savings, and a faster audit.• Prepared detailed audit schedules for 2004 audit.
  • Owens Corning Fiberglass Plant
    Plant Controller/Financial Leader
    Owens Corning Fiberglass Plant Sep 2001 - Jan 2004
    Toledo, Oh, Us
    $5 Billion Building Materials Manufacturer - Santa Clara.• Financial leadership for the Santa Clara Fiberglass Manufacturing Plant. ($100M in revenue’s) • Prepared detailed budget for this $50M cost center on SAP (project costing). Performed follow-up variance analysis which helped management make better decisions and increased profits. • Partnered with engineers on process improvements for (BOM’s), which resulted in a 5% increase in Gross Profit. Plant performance exceeded budgeted goals in 2002 and 2003 because of this analysis and cost cutting activity. • Accurate weekly cost forecast and reporting to corporate office in Toledo, Ohio.
  • Management Solutions, Inc.
    Corporate Controller
    Management Solutions, Inc. 1996 - 2001
    Finance & Accounting Professional Placement Agency – San Jose.• Cash management and banking relations.• Analyzed and improved accounting policies and procedures to minimize errors and improve profit.• Improved payroll process by bringing in ADP, which provided a major improvement on networking.• Renegotiated office leases to save company $250,000.00 per year.Consulting Projects: Aspect Development, California Real Estate Mgmt, National Realty Trust Inc., Intergral.• Researched and implemented major software conversion from AMSI Software to Great Plains Dynamics Software, which improved reporting to senior management.• Facilitated bank change for over 40 bank accounts. • Provided financial planning expertise and clarification of business for senior management.• Member of acquisition team that purchased six major real estate brokerage companies in Northern California (Cornish & Carey RE, John Grubb RE, Century 21 Contempo RE, Seville Properties, Prudential RE, and Del Monte RE). Determined accounting staff after acquisition for each facility.• Supervised staff of fifteen accountants and analysts in the financial reporting of 137 real estate brokerage offices.

Patrick Mcfarlane Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics & Accounting
  • Owens Corning University
    Owens Corning University
    Financial Planning & Analysis
  • Owens Corning University
    Owens Corning University
    Six Sigma - Green Belt

Frequently Asked Questions about Patrick Mcfarlane

What company does Patrick Mcfarlane work for?

Patrick Mcfarlane works for Fairway Green Home Owners Association

What is Patrick Mcfarlane's role at the current company?

Patrick Mcfarlane's current role is Executive Director.

What schools did Patrick Mcfarlane attend?

Patrick Mcfarlane attended Uc Santa Barbara, Owens Corning University, Owens Corning University.

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