Finance & COGS Management
Executive-level P&L ownership with an accounting foundation — integrating financial strategy with operational execution so every logistics decision contributes directly to profitability.
Without Financial Discipline, Operations Optimize the Wrong Things
In complex supply chain organizations, financial health is constantly threatened by uncontrolled operational costs, inaccurate inventory valuation, and a lack of timely, trustworthy financial reporting. Without an executive who understands both the ledger and the loading dock, businesses struggle to identify where margin is truly being lost.
Patrick's background spans both accounting and operations — giving him the rare ability to connect financial data to operational decisions in real time, and to build the reporting systems that make that connection visible to the whole leadership team.
Peak contribution margin achieved in DTC/CPG operations
COGS reduction in a single cold chain operation
Line of credit secured through strategic negotiation
P&L budgets managed with consistent EBITDA delivery
The Executive with an Accounting Foundation
Directly managed and achieved EBITDA targets for P&L statements up to $500 million. Applied deep financial analysis and cost control to grow contribution margin from 38% to 48% in a single year — and achieved a 41% reduction in COGS at a cold chain operation through financial engineering and strategic sourcing.
Backed by degrees in Accounting and Business Management. Designed and executed financial reporting and bookkeeping processes including QuickBooks implementations. Developed and implemented strategic pricing and cost-plus modeling to ensure services and products are priced for profitability.
Secured a $2.5 million line of credit through strategic financial partnership negotiation. Built capital access strategies for growth-stage businesses that needed funding to support operational expansion without diluting equity.
Applied Lean Six Sigma Black Belt methodology to cost reduction — identifying and eliminating waste in operational processes that directly reduced variable costs and improved EBITDA. Delivered verified 9% per-order savings through rigorous vendor and carrier contract auditing and renegotiation.
What This Covers
Executive ownership of full income statements with direct accountability for EBITDA and contribution margin targets.
Identifying and eliminating cost drivers across the supply chain through process improvement and strategic sourcing.
Designing transparent, actionable financial reporting that connects operational activity to financial outcomes.
Cost-plus and strategic pricing models that ensure products and services are priced for sustainable profitability.
Securing lines of credit and financing for operational growth through financial partnership negotiation.
QuickBooks and financial system implementation, bookkeeping process design, and transactional integrity.
Does Your Financial Reporting Tell You Where Margin Is Actually Going?
If your cost structure is opaque or your P&L doesn't connect to operational decisions, let's fix that.