Patrick Fish

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.

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

Master of Accountancy - Accountancy - University of Denver (2027-06)

Bachelor of Arts - Economics - Occidental College (2014-12)