Patrick Mcshane Email & Phone Number

Seattle, Washington, United States

Business Systems Analytics and Processing with a focus on Revenue systems and trial-balance processing and reconciliation across multiple operating companies- Partner with teams from operating companies distributed globally to tighten delivery of their trial balance results, and with developers to test and implement new analytical and reporting tools to shorten reconciliation of trial balances against client’s enterprise financials from ten days or more to two or three days.-… Show more Business Systems Analytics and Processing with a focus on Revenue systems and trial-balance processing and reconciliation across multiple operating companies- Partner with teams from operating companies distributed globally to tighten delivery of their trial balance results, and with developers to test and implement new analytical and reporting tools to shorten reconciliation of trial balances against client’s enterprise financials from ten days or more to two or three days.- Continuously refine processes and deliverables to achieve greater efficiency, enrich analytics and drive more value for customers. Use Alteryx Designer to simplify identifying and assessing impact of changes in enterprise trial balances on monthly consolidation processes, to create trending of when changes occurred, and to discern which accounts and entities were affected. - Iteratively develop and refine solutions to analysis and reporting of trial balance and related data streams to drive new views into the data, simplify analytics and consolidate EBT year-end reporting from over 20 teams to one.- Drive Tax Account Reconciliation and EBT Forecast processes to reconcile over 20 operating companies’ results from against enterprise financials of a global investment holding company - Manage user accesses on critical platforms including Corptax, Vertex Tax Performance Engine and My Insight Client Edition. Ensure that access needs are addressed quickly, that requisite approvals for changes meet compliance needs and that accesses are periodically audited. Show less

Bellevue, Wa

Manage high-volume monthly Loyalty reporting processes; drive process improvement and automation of reporting needs for accounting customers; manage SQL Server environment for my team's production and development processes. Built high-volume SQL Server file exports in Visual Studio to simplify management of monthly exports and promote visibility of export parameters. Implemented weekly backup-and-restore of production SQL Server databases to virtual machines to improve data redundancy and… Show more Manage high-volume monthly Loyalty reporting processes; drive process improvement and automation of reporting needs for accounting customers; manage SQL Server environment for my team's production and development processes. Built high-volume SQL Server file exports in Visual Studio to simplify management of monthly exports and promote visibility of export parameters. Implemented weekly backup-and-restore of production SQL Server databases to virtual machines to improve data redundancy and recovery. Automated rollout of daily archival of changes to tables and stored procedures. Built dashboard to review SQL Server logins across multiple servers to simplify security audits of our server environment. Show less

Manage ongoing process improvement for Accounting customers by promoting, designing and implementing automated delivery of reporting and data solutions. Drive analysis of Non-Contractual Lodging Revenue for Accounting and Financial Planning & Analysis Teams. Perform quarterly analysis of Stale Payments to drive reserve for same. Manage monthly reasonability analysis of bookings across reporting platforms via SQL Server and Business Objects. Managed monthly Line of Business Revenue reporting… Show more Manage ongoing process improvement for Accounting customers by promoting, designing and implementing automated delivery of reporting and data solutions. Drive analysis of Non-Contractual Lodging Revenue for Accounting and Financial Planning & Analysis Teams. Perform quarterly analysis of Stale Payments to drive reserve for same. Manage monthly reasonability analysis of bookings across reporting platforms via SQL Server and Business Objects. Managed monthly Line of Business Revenue reporting from PeopleSoft and Oracle. Show less

Business and data analysis with a focus on process-mapping, transaction flow and ETL in enterprise finance applications. Projects include:- Streamlining revenue reporting by converting queries in SQL Server and DB2 from hard-coded date variables to expressions to eliminate need for monthly updates to several scripts- Supporting client's accounts-payable year close reconciliation by pulling summary balance and transaction-detail from Oracle Financials using Unix SQL- Analyzing… Show more Business and data analysis with a focus on process-mapping, transaction flow and ETL in enterprise finance applications. Projects include:- Streamlining revenue reporting by converting queries in SQL Server and DB2 from hard-coded date variables to expressions to eliminate need for monthly updates to several scripts- Supporting client's accounts-payable year close reconciliation by pulling summary balance and transaction-detail from Oracle Financials using Unix SQL- Analyzing synopses of reconciliation outages to derive business requirements and build queries to quantify reconciliation findings- Tailoring query inputs so that output volumes matched business users' data-management capacities Show less

I managed a small team that performed production support and project coordination for various platforms that fed the legacy enterprise Washington Mutual General Ledger. This included:- Transition support for Chase conversion from October 2008 to November 2009.- Data analysis and management on the WaMu General Ledger to support conversion to JPMorgan Chase- Testing and coordinating implementation for version-release testing, hardware upgrades and functional improvements-… Show more I managed a small team that performed production support and project coordination for various platforms that fed the legacy enterprise Washington Mutual General Ledger. This included:- Transition support for Chase conversion from October 2008 to November 2009.- Data analysis and management on the WaMu General Ledger to support conversion to JPMorgan Chase- Testing and coordinating implementation for version-release testing, hardware upgrades and functional improvements- Supporting and designing tools to streamline month-end and year-end close processes. Show less

Led a team of analysts that performed production support, project coordination and testing for various business-line system integrations into the enterprise Washington Mutual General Ledger. This included coordinating implementation for version-releases, hardware upgrades and functional improvements, as well as supporting and designing tools to streamline month-end and year-end close processes. Manged process improvements that reduced monthly FTE and increased operational efficiency.

Worked with business and systems resources to integrate new business-line application feeds into enterprise General Ledger; coordinated cross-functional teams to ensure success of Corporate Finance year-end close activities. Created and implemented year-end close task-management process which promoted cross-functional transparency and streamline issue recovery. Designed and implemented custom trial-balance reporting which enabled the reconciliation of the General Ledger to enterprise Hyperion… Show more Worked with business and systems resources to integrate new business-line application feeds into enterprise General Ledger; coordinated cross-functional teams to ensure success of Corporate Finance year-end close activities. Created and implemented year-end close task-management process which promoted cross-functional transparency and streamline issue recovery. Designed and implemented custom trial-balance reporting which enabled the reconciliation of the General Ledger to enterprise Hyperion financial reporting. Show less

Provided testing requirements, validation and reporting on enterprise General Ledger to maintain compliance of system-integration test results with corporate policies. Designed and validated UAT and Clean-Management test cases for Y2K testing of the bank’s General Ledger, resulting in a successful certification of readiness from the bank’s Y2K project office.

Certificate, Global Supply Chain Management

Global supply chain logistics with a focus on sustainability in supply networks and quantifying risk-mitigation strategies.

Mba, Technology In Business

Activities and Societies: Participating in Pacific Northwest Investment Research Challenge for 2010.

Bachelor Of Arts, English

Activities and Societies: Varsity Football 1987-1989 Creative Writing Thesis used the structure of a short story to explore the impact.