Patrick K. Larrabee, CPA
***** **** ******* ****** ********, Arizona 85379
Phone - 602-***-****, Email - ad4cfv@r.postjobfree.com
Chief Financial Officer, Controller, Business Consultant
An accomplished professional with robust experience acquired over the years in delivering optimal results & business value in high-growth environments and establishing key relationships. A result-oriented and self-driven professional with over 25 years of experience in Finance Management, Change Management, Business Operations and Project Management. Skilled in identifying redundancies and maximizing resources to streamline operations.
Possess verifiable leadership, interpersonal, and communication skills that help put across things with a crisp point. A remarkably successful mentor to peers and colleagues, owing to exceptional people skills and always giving them the nudge in the right direction to go the extra mile and help achieve what seemed difficult with ease. Have a solid track record in achieving the set goals and delivering personal best at every step to provide optimal results. Thrive in fast-paced environments, cherish a chance to self-manage things through innate problem-solving skills, and never say never attitude.
~ After passing the CPA Exam, I went to work as an assistant controller at Sarco Construction, a multi-state, general contractor and its subsidiaries with annual sales in excess of $40M, whose primary market was high end commercial real estate developments. I maintained all accounting responsibilities including general ledger, payroll, invoice billing and disbursement, reporting and budgeting for several of the organizations. I was responsible for the monthly client invoices utilizing AIA, and all vendor invoicing and change orders. I became responsible for client relations, change order negotiations and cost analysis.
~ Eventually, I joined a regional CPA firm, I continued my emphasis working with many small (<$5M annually) and medium sized ($30M annually) general construction and real estate companies. Those included electrical, plumbing, civil engineering and design as well as many small and medium sized general contractors. Again, I oversaw all accounting activities noted above as well as project management, bank, client and investor relations and tax planning.
~ Finally, as a ERP and financial accounting software implementation consultant for CDK Global (a subsidiary of ADP), I worked with staff and management implementing accounting systems, processes and procedures with agricultural and construction companies across North America.
Skill Areas: Strategic Planning Change Management Finance Management Business Process Improvement
w Project Management Process Improvement Forecasting Negotiations Sales Management Fund Raising
w Risk Management Multitasking in Fast-paced Environments Articulate Oral and Written Communication Quick Problem Resolution & Decision Making Team Building, Training & Development Collaborative Leadership Skills
PROFESSIONAL EXPERIENCE
Thrivus, LLC - Phoenix, Arizona (Feb 2017 - Present)
Business Broker/Licensed Insurance Agent/Financial Consultant
Accountable for brokerage services, including evaluation, coaching, negotiation, and due diligence to owners and potential buyers of small and medium-sized businesses nationwide.
Issue a full range of insurance services for individuals, families, and businesses, including but not limited to all personal lines (home, auto, umbrella), health, disability, life, and commercial insurance for small and medium-sized businesses throughout the valley.
Advocate for individuals and families regarding financial service options and planning, including Medicare and Social Security.
Prime Solar USA, LLC - Surprise, Arizona (Jan 2023 - Present)
Vice President of Business Development
Tasked to aggressively pursue acquisitions of solar and solar plus storage projects throughout the United States (particularly across New England).
Drive discussions on introducing and discussing how the highest returns can be offered for the projects, regardless of any stage of the development process.
Collaborated with a wide range of development partners and project sellers.
The Plastic Exchange, LLC - Scottsdale, Arizona (Jun 2022 – Jan 2023)
Controller
Administered accurate recording and reporting of the financial activities of a $ 50 million plastic resin market-making brokerage firm.
Oversaw all aspects of financial operations, including all accounting and bookkeeping activities, personnel/human resources, payroll, and external audit preparation utilizing QuickBooks to manage financials.
Allied Cloud Solutions - Scottsdale, Arizona (Oct 2021 – Apr 2022)
Implementation Consultant
Responsible for leading every phase of a client’s migration to NetSuite.
Spearheaded all aspects of the data migration, including preparing the client's NetSuite account for data import and assisting with the export and import processes.
Serve as the consultant and overall go-to person for the implementation duration.
Point of contact for the Allied Cloud to the client and overall coordinator of the project to streamline and improve financial processes in NetSuite.
Managed all aspects of the project using ACS’s project management tools.
Coordinated with the implementation team to troubleshoot challenges on weekly team calls, participated in cross-training, and maintained up-to-date documentation.
Ensured the client’s account was appropriately prepared by thoroughly testing their environment and getting the client’s sign-off.
Advectus Unlimited, LLC - Scottsdale, Arizona (Jan 2020 – Aug 2020)
Netsuite Financials Implementation Consultant
Monitored all details/aspects of the NetSuite Advectus Financial solution software implementations.
Deftly consulting throughout the NetSuite software implementation lifecycle, from requirements gathering, creation of the project SOW, design, configuration, testing, go-live, and working with management of NetSuite, Advectus, and the clients being served.
Proficient with NetSuite financial modules (G/L, A/R. Rev Rec, Order to Cash) & other financial software package implementations with the ability to work independently and remotely.
PRIOR EMPLOYMENT DETAILS
Humana - Phoenix, Arizona June 2019 - Dec 2019
Licensed Insurance Agent/Telesales Consultant
Trelevate - Phoenix, Arizona June 2018 - Aug 2019
Business Sales Consultant
ADP, Inc./CDK Global Inc. - Binghamton, New York July 2013 - Feb 2017
Professional Operations Consultant
United Way of Broome County - Vestal, New York Mar 2012 - July 2013
Director of Finance (2012-2013)
Blackbaud, Inc - Chicago, Illinois Apr 2011 - Feb 2012
Professional Operations Consultant
Patrick Larrabee, CPA - Chicago, Illinois Nov 2009 - Mar 2011
Business and Technology Consultant
Perspectives Charter Schools - Chicago, Illinois Jan 2006 - Nov 2009
Director of Finance and Technology
Kintera, Inc. - Chicago, Illinois Oct 2004 - Dec 2005
Professional Operations Consultant
YMCA of the USA - Chicago, Illinois 1995 -2004
Business Operations and Technology Consultant 2001 - 2004
Director of Technical Support and Customer Training 1995 - 2000
Broome County YMCA - Binghamton, New York
Chief Financial Officer 1991 - 1995
John G. Mondorf, CPA - Binghamton, New York
Senior Staff Accountant 1986 - 1991
Donnelly Realty - Binghamton, New York
Controller 1986
Sarco Industries - Binghamton, New York
Assistant Controller 1985 - 1986
PROFESSIONAL DEVELOPMENT AND CREDENTIALS
Bachelor of Science - Accounting Marist College - Poughkeepsie, NY 1984
Certifications and Licenses:
Certified Public Accountant (CPA) Jan 1989 - Present
Arizona Licensed Insurance Agent
Insurance License- Health, Accident & Life Oct 2018 - Present
Insurance License- Property & Casualty Dec 2018
Accident and Health or Sickness Aug 2018 - Present
Casualty Oct 2018 - Present)
Life Aug 2018 - Present
Property Oct 2018 - Present
Variable Life and Variable Annuity Aug 2018 - Present
Commercial Oct 2018 – Present
Licensed Medicare Insurance Agent Aug 2018 –Present
Licensed to represent United Health Care, Aetna, Humana, Devoted, Cigna and other companies
NetSuite Certified Administrator Mar 2023 – Present
NetSuite Certified Financial User Mar 2023 - Present
NetSuite Certified SuiteFoundation Mar 2023 - Present
Arizona Licensed Real Estate Agent Aug 2020 - Present
Affiliations:
Member, American Institute of Certified Public Accountants