Sarah Patterson

Sarah Patterson Email and Phone Number

Fractional CFO to Agencies @ EssJay
kingston, new york, united states
Sarah Patterson's Location
Kingston, New York, United States, United States
Sarah Patterson's Contact Details

Sarah Patterson work email

Sarah Patterson personal email

About Sarah Patterson

I have been a Fractional CFO to Agencies up to $15m in annual revenue since 2010. I partner with CEOs and the executive team to bring strategic financial oversight, key insights, and important metrics for the health of the business. I provide clarity on the financial impact of business decisions, analysis to increase profitability, and dynamic forecasts to illuminate the path forward. Ultimately I bring peace of mind to the executive team so they know the financial bases are covered and that they have what they need to tackle challenges in sales, operations, and staffing.I work flexibly by either integrating with existing staff or bringing in my team of outsourced finance and accounting professionals.I work with companies with whom there is an alignment of core values. My values are honesty, integrity, accountability, kindness, respect, mutual trust, and authenticity. My work is an expression of my gifts and allows me to connect with others, contribute meaningful value, and have an impact on the organizations I work with. I'm motivated by mastery, precision, and excellence. I enjoy being part of the engine that supports the livelihoods of the people employed by my clients so that we can all thrive financially and have the freedom to live our highest and best. It's important to me to contribute to companies that are healthy (healthy bottom line and healthy staff), continuously evolving, and built to last.

Sarah Patterson's Current Company Details
EssJay

Essjay

View
Fractional CFO to Agencies
kingston, new york, united states
Website:
essjay.io
Employees:
2
Sarah Patterson Work Experience Details
  • Essjay
    Fractional Cfo
    Essjay Oct 2010 - Present
    Kingston, Ny
    I work with CEOs who need financial leadership and analysis to make sound business decisions to stabilize or grow. These are companies (typically agencies) up to $15m in annual revenue who need the oversight and analysis of a CFO on a fractional basis.I have helped bring agencies to very successful exits, buy out founding partners, survive major loss of large clients, grow steadily, and scale rapidly. I understand the unique financial pain points of agencies. I partner with CEOs and their executive teams to generate the KPIs and financial projections needed for the business to run like clockwork and generate healthy sustainable profit margins. We then track and analyze against the plan, reforecast based on reality, and course correct at every step. In a dynamic and quickly evolving business landscape, I provide financial clarity and leadership to help CEOs execute on their vision for wild success. www.essjay.io
  • Hudson Valley Startup Fund, Llc
    Thought Leader
    Hudson Valley Startup Fund, Llc Jan 2016 - Jun 2019
    Poughkeepsie, Ny
    Participate in pitch meetings and due diligence teams, providing analysis and support in the process of vetting companies looking for seed investment.
  • Ta Associates Realty, Llp
    Asset Manager
    Ta Associates Realty, Llp Nov 2004 - Jan 2009
    Boston, Ma
    TA Realty is a leading commercial real estate investment firm with $12b in assets under management. In Q4 2014 they were bought by The Rockefeller Group. During my 4 years at TA, I started as a Valuation Analyst and then became an Asset Manager. I managed a $1 billion portfolio of office buildings, warehouses, retail, and multifamily properties located in Miami, Charlotte, and Philadelphia. The properties totaled over 10 million square feet of suburban real estate. I know what you're thinking: that sounds GLAMOROUS. I had a fiduciary responsibility to our investors to maximize the value of their investment in our funds. I managed leasing agents and property managers who were on the ground in each market, and handled decisions about leasing and capital investment. My job was to make sure those buildings were full, we had high-quality tenants paying market rent, and we had a strong ROI on improvements during the 7-10 year hold period of each property.
  • Fidelity Investments
    Financial Analyst
    Fidelity Investments May 2001 - Oct 2004
    Boston, Ma
    This was my first job out of school and a very traditional corporate finance job. I did financial reporting and analysis for a financial services business unit. I reported to the CFO of the business unit and he was a tough boss but he taught me a lot. It took a long time to earn his respect and he tested me over and over, but once I had proven myself, I had a widespread reputation for producing impeccable work.I became an expert in multi-dimensional financial reporting in Excel. Anyone heard of Essbase? It was an Excel front-end that allowed us to look at the financials sliced and diced for inter-company allocations and activity-based P&Ls. Not only did I fly around in Excel whipping up spreadsheets and analyzing data, I made pretty reports that told the business story clearly. The best part was when they sent me to Paris for a 6 month work assignment. I assisted the CFO in the acquisition and integration of a business we had acquired there. At 25, that was pretty fantastic. When I returned, I got a hankering to work in a field with tangible assets; commercial real estate called my name, and I got a job at TA Realty (see above).

Sarah Patterson Skills

Management Leadership Start Ups Strategy Budgets Public Speaking Business Development Financial Modeling Finance Entrepreneurship Portfolio Management Investments Valuation Mergers And Acquisitions Financial Analysis Building Connections Social Media Marketing Social Networking Strategic Planning Asset Management Small Business Financial Management Budgeting

Sarah Patterson Education Details

Frequently Asked Questions about Sarah Patterson

What company does Sarah Patterson work for?

Sarah Patterson works for Essjay

What is Sarah Patterson's role at the current company?

Sarah Patterson's current role is Fractional CFO to Agencies.

What is Sarah Patterson's email address?

Sarah Patterson's email address is sa****@****sjay.io

What schools did Sarah Patterson attend?

Sarah Patterson attended University Of Connecticut School Of Business.

What are some of Sarah Patterson's interests?

Sarah Patterson has interest in I Love Animals, Children, Documentaries, Pilates, Argentine Tango For Life, Yoga, Aikido, Environment, Animals, Hiking.

What skills is Sarah Patterson known for?

Sarah Patterson has skills like Management, Leadership, Start Ups, Strategy, Budgets, Public Speaking, Business Development, Financial Modeling, Finance, Entrepreneurship, Portfolio Management, Investments.

Who are Sarah Patterson's colleagues?

Sarah Patterson's colleagues are Jolanta Paull.

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