Patrick Thole Email & Phone Number

• Ensure the program follows budgetary policies and procedures by completing a Request for Contract Acquisition Package, and assist in the coordinating the documentation to gain necessary approval.
• Complete a determination of funds based on the Financial Management Regulation to determine the type of funding needed to fulfill requirements.
• Accurately prepare Form 9 and Military Interdepartmental Purchase Requests (MIPR) in DEAMS to fund each requirement for the program. Also apply funds to the Government Purchase Card to make program related purchases.
• Analyze large amounts of quantitative data when the Spending Execution is out of balance to determine the cause, and correct the error. This is important to the overall consistency and accuracy of the program’s budget.
• Work closely with the Program Manager to develop, justify, and execute budget and financial plans to properly fund and meet resource requirements, as well as provide necessary decision support for the good of the.
• Meet with the Program Managers to kick off the budget formulation process and discuss necessary requirements, and determine potential cost increases or decreases that will need to be accounted for when preparing for.

Greater St. Louis Area

• Provided analysis of financial data, including service line reporting, trend analysis, and forecasts as needed.
• Compiled Barnes-Jewish West County financial data as part of the Payor Book process, and was used by executive leadership for strategic planning.
• Completed a wide range of ad hoc reporting requests related to financial performance and profitability, and participated in meetings related to the requests.
• Prepared Year End Service Line Reports for Executive leadership and WUSM to show trends in volume, financials, and overall performance in the Service.
• Provided variance analysis of budget and actual results, providing explanations of potential causes of the variances.

Greater St. Louis Area

• Provide analysis of financial data, including service line reporting, trend analysis, and forecasts.
• Compile Barnes-Jewish West County financial data for departmental reporting.
• Construct ad hoc reports and share with management and executive leadership.
• Prepare P&L’s and various reports for different levels of management.
• Provide variance analysis of budget and actual results, providing explanations of potential causes of the variances.

Greater St. Louis Area

• Followed up on the collection of money and securities due
• Issued and collected various types of margin calls, and approve distributions to the clients, such as, wire funds, checks, and journals.
• Supervised extensions of credit to client’s cash and margin accounts.
• Reviewed client accounts for technical and regulatory liquidations, and oversee money and securities journals.
• Maintenance of accounts such as, debits, credits, trades, and fees.
• Determined appropriate action on Home Deposit accounts, and assess deceased accounts for activity and ensure all matters are properly closed out.

Breese, Illinois

• Communicated with customers face to face as well as over the phone providing them with technical support in an effort to determine a solution to their problem
• Removed virus' and bugs from the client's computer
• Assisted with the sales of various hardware and software products used to enhance the speed and efficiency of the customer's computer