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Patrick Thomas Shaw

Patrick Thomas Shaw

Senior Financial Analyst

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Technologies

My Portfolio Highlights

My New Project

Analyzing Motorcycle Part Sales

My New Course

Introduction to SQL

My New Project

Analyzing Motorcycle Part Sales

Data whisperer, decoding the language of numbers with finesse.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Intermediate SQL

course

Joining Data in SQL

course

Introduction to SQL

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Intermediate SQL
Joining Data in SQL
Data Manipulation in SQL

My Work Experience

Where I've interned and worked during my career.

Buyk | Feb 2024 - Present

Primary Financial Analyst

• Worked with cost center leaders to forecast and create a companywide $65M budgetary plan. • Ran scenario analyses for bridge financing before aiding in securing asset-backed loan for bankruptcy. • Audited company payroll identifying $15k in errors due to change in payroll processing software. • Managed the cashflow and budgetary process for store locations averaging $500,000 each.
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Sounding Board | Oct 2022 - Oct 2023

Contract Senior Financial Analyst

• Simplified commission calculation process with Salesforce and Google Sheets reducing turnaround by a day. • Identified and implemented corrections in the sales process in Salesforce reducing errors by 95%. • Utilized DOMO to create multiple dataflows with the use of MySQL to convert Excel based reporting to DOMO Dashboards reducing preparation time by an average of 5 hours. • Managed Workday Adaptive Planning reports for budget vs actuals and the related data upload. • Created the revenue waterfall report to meet ASC 606 revenue recognition principles and identify variances. • Lead the weekly sales reporting process for the executive team.

Tandem Care | Oct 2022 - Present

Senior Financial Data Analyst

• Collaborated with business unit leaders to build and maintain the company’s dynamic three statement financial model. • Developed a ~$6M budget and managed the budget vs actuals reporting. • Implemented Power BI Service with the company’s data infrastructure allowing for real-time KPI tracking. • Created company data model integrating seven data sources into a cohesive model based on STAR schema using SQL, Python, & PySpark. • Created reports and visualizations to track various metrics like ARR, ACV, A/R conversion, and resource utilization. • Managed state & local filings and compliance for five states: CA, AZ, TN, TX, & WA. • Worked with our CPA firm as the company’s tax matters partner to prepare and review our taxes. • Aided in implementing Paylocity payroll switching from ADP. • Together with legal counsel managed the company’s cap table through Carta.

Curriculum Associates | May 2022 - Jul 2022

Contract Lead Financial Data Analyst

• Developed KPI Dashboard in Power BI for SaaS metrics such as; ARR, Net Retention Rate, ACV, and TCV • Worked with CFO to review and update company definitions of ACV, TCV, and retention. • Automated the payroll variance report process using Excel Power Query eliminating calculation errors and reducing preparation time. • Helped implement Planful budgeting software. • Reviewed over 150 sales contracts using Salesforce CPQ

My Education

Take a look at my formal education

Bachelors of Science in AccountingUniversity of Arizona | 2018

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