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Patrick Smith
FP&A - Global Planning at CooperVision
Introduction
Patrick Smith is a seasoned financial professional whose career journey embodies a deep passion for finance and unwavering dedication to innovation. With a rich heritage as the son of two entrepreneurs, Patrick has cultivated a distinctive ability to navigate the intricate landscapes of financial planning and investment research. From the early stages of his career in investment analysis to his current role overseeing global financial planning for a major medical device manufacturer, Patrick’s story is one of growth, adaptability, and a relentless pursuit of excellence.
Professional Background
Patrick's professional journey commenced with a focus on investments, where he honed his analytical skills working with hedge funds and private equity firms. In these roles, he dedicated himself to enhancing metrics and identifying process efficiencies that would ultimately drive successful investment strategies. This foundational experience provided him with a robust understanding of both financial intricacies and market dynamics, laying the groundwork for his future endeavors.
His transition into Financial Planning & Analysis (FP&A) marked a pivotal shift in his career. As the first analyst at LifeMoves, formerly known as the InnVision Shelter Network, Patrick took on the responsibility of overseeing 17 diverse business units/programs within the organization. His unique position afforded him an exceptional vantage point, enabling him to tackle a wide array of challenges that a typical analyst might not encounter. During his transformative four-year tenure, Patrick played a crucial role in the organization’s growth, increasing its employee count from 195 to an impressive 360 and elevating its revenue from $16 million to approximately $40 million. This remarkable achievement not only showcased his financial acumen but also underscored his strategic mindset and ability to drive impactful change.
Currently, Patrick serves as the Senior Financial Analyst for Global Planning at CooperVision, a global leader in the medical devices and manufacturing sector. In this role, he is tasked with overseeing long-range strategic planning within a $2 billion company. His expertise in FP&A allows him to contribute significantly to the organization's financial strategies, ensuring alignment with its overarching goals and objectives. Throughout his career, Patrick has consistently demonstrated a commitment to challenging conventional processes and promoting continuous improvement through innovation.
Education and Achievements
Patrick's academic background is as impressive as his professional trajectory. He earned his Master of Business Administration (MBA) with a focus on International Business and Strategy from California State University-East Bay. Additionally, he obtained a Bachelor of Science in Corporate Finance from California State University-Long Beach, further solidifying his foundation in finance and business strategy.
Before achieving his bachelor's degree, Patrick laid the groundwork for his academic success by studying General Studies at the College of San Mateo, where he maintained an impressive GPA of 3.86. His early education at Saint Francis High School also played a significant role in shaping his character and values, giving him the tools necessary to pursue a successful career in finance.
Notable Positions and Contributions
In addition to his current role at CooperVision, Patrick's impressive resume includes several noteworthy positions. He held the title of Senior FP&A Analyst at LifeMoves, where he significantly contributed to the organization's financial growth and process improvements. His tenure as a Preferred Banker at First Republic Bank and as a Product Manager and Product Analyst at Wells Fargo further underscores his diverse experience within the financial sector. In his role as a Principal at Davis Construction, Patrick honed his skills in project management and financial oversight, gaining invaluable insights into the importance of fiscal responsibility in various business sectors.
Throughout his career, Patrick has embraced an innovative mindset, continually seeking opportunities to challenge the status quo. His ability to adapt to both small startups and large, established corporations has equipped him with a unique perspective on planning and operational excellence. This dual experience not only enriches his professional capabilities but also allows him to offer practical solutions tailored to the specific needs of each organization he serves.
Core Values and Philosophy
Central to Patrick’s professional philosophy is the belief that continuous improvement is essential for success in any organization. He is driven by a desire to enhance processes and drive efficiency, consistently finding new ways to challenge conventional norms. This commitment to innovation is not just a strategy for Patrick; it is a fundamental aspect of his character that he brings to every role he undertakes.
Patrick’s journey reflects his belief in fostering a collaborative and transparent environment, where open communication and shared goals lead to organizational success. His experience working in both small and large companies has reinforced his understanding of the importance of building cohesive teams that are committed to achieving collective objectives.
Conclusion
As a financial professional committed to excellence, Patrick Smith exemplifies what it means to be a leader in finance. His journey from an investment analyst to a Senior Financial Analyst at CooperVision showcases his ability to adapt, grow, and excel in diverse environments. Through his unwavering dedication to challenging processes and driving innovation, Patrick has not only contributed to the success of the organizations he has worked with but has also positioned himself as a valuable asset in the finance and investment sectors. If you are interested in learning more about Patrick’s insightful approach to finance and his extensive experience, please feel free to reach out.
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