Patrick Fish
Vice President & Sr Admin Officer
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About
Financial operations professional experienced in building & maintaining day-to-day financial & administrative systems for small businesses. I provide clean bookkeeping & accounting records and can help leverage your data into operational insights. After 10+ years of building in-house "Back Office" operational systems across Investment Banking, Professional Services, and Hospitality, I'm shifting my career focus to providing small businesses accounting and advisory services.
Experience
Vice President & Sr Admin Officer - Tech+IP Advisory, LLC - Denver, CO
(2020-03 - 2026-06)
Financial Operations, Reporting, & Forecasting and Administrative & Tax Compliance.
- Orchestrating & maintaining financial operation systems for boutique investment bank portfolio companies
- Facilitating firmwide project billing & accounts receivable collections for consulting projects
- Cash Flow, Accounts payable & vendor management ensuring cashflows and maintaining subscriptions
- Sales, Revenue, & Corporate Budget forecasting, tracking, and variance analysis
- Multi-state payroll, Health Benefit, and Retirement Benefit compliance via ADP & Rippling platforms
- Lead new entity creation & set up process across suite of company portfolio companies
- Lead year-end books review & tax package preparation working with outside CPA
- Project & Client Mgmt across Intellectual Property based valuations & strategic transaction projects in support of IP Portfolio sales, Strategic Company Fundraising Efforts (Series A-C, Bridge), & Company M&A
Restaurant Supervisor - Restaurant (Fast Casual) - Washington, DC
(2015-01 - 2020-12)
Business Operations & Cost Management
- Execute daily cash reconciliations, financial reporting, & internal financial control duties
- Own daily inventory management & order forecasting process for fast casual restaurant
- Create & maintain food costing models for menu items utilizing vendor pricing data & item recipes
- Location supervisor & shift lead managing employees, health regulation compliance, & employee scheduling
Education
Master of Accountancy - Accountancy - University of Denver (2027-06)
Bachelor of Arts - Economics - Occidental College (2014-12)
