Steven Patchak Email & Phone Number

Milwaukee, WI, US

Minneapolis, MN, US

• Provide analysis on multiple topics including accounting software regression testing, financial statement automation, and overall operational efficiency.
• Orchestrate cross-functional collaboration by gathering input from internal and external stakeholders, driving the planning, execution, and timely closure of projects.
• Act as a liaison between technical and non-technical teams, leveraging expertise in SS&C | Advent accounting/finance software systems to ensure clear and effective communication among project stakeholders.
• Proactively identify and address potential challenges and opportunities, recommending improvements and automated solutions to enhance the overall product development process.

Minneapolis, MN, US

• Managed multiple active projects from Initiation to Closure and ensured timely delivery.
• Established process improvement strategies to streamline the project life cycle regarding our financial software.
• Increased end user efficiency by providing complex financial software support.

Montreal, Quebec, CA

• Determined the total cost to manufacture or procure our products while accounting for constantly changing factors such as plant efficiency, freight, and dairy market trading activity.
• Collected data using SAP and Power BI to develop detailed reporting and present revenue, profitability, and manufacturing costs to senior leadership in order to drive company success.
• Provided analysis on a range of topics including EBITDA evaluations, waste analysis, and periodic reporting of all import costs such as Duty and Ocean Freight fees.

Minneapolis, MN, US

• Analyzed the activity of funds totaling $430 million in Net Asset Value using SS&C | Advent Geneva Global Portfolio Accounting software.
• As primary fund accountant, prepared periodic financial statements that were released to shareholders and were in compliance with GAAP and internal auditing requirements.
• Acted as a liaison between investors by allocating fund level earnings to support client financial statement consolidation.

Cicero, Illinois, US

• Analyze and research problems that cause delays in cash flows and payments.
• Create individual monthly statements of money owed from ~25 assigned suppliers and communicate with their Finance departments regarding accurate and timely payment.
• Responsible for daily postings of credit for assigned customers and suppliers using SAP software to ensure an up-to-date supplier ledger.

Bannockburn, Illinois, US

• Manage inventory orders averaging $1200/week for the top-selling location with $1.4 million in yearly revenue.
• Gain a management-level awareness of the store’s daily operations while focusing on profitability and maximum efficiency.
• Conduct interviews of possible employees with EHC brand/image in mind, and ensure an environment for growth and learning is provided.

Wheaton, Illinois, US

• Maintained an accurate and easily recoverable database of 500+ private accountmonthly statements according to SEC and FINRA standards.
• Handled and recorded confidential and sensitive client data into a securedatabase system with an emphasis on client confidentiality.
• Evaluated call report data of community banks’ financial statements for changesin their securities and municipal bond portfolios.

Chicago, IL, US

• Oversaw an election precinct during the Primary and General elections of 2016.
• Held accountable for any issues regarding the voting process as well as the final reporting of results under intense scrutiny from the Cook County Board of Elections.
• Managed a group of 6 election judges to ensure a speedy and timely voting process for residents of the district.

Bachelor Of Science - Bs, Finance, General

Master Of Science - Ms, Computer Science