Patrick Holdcraft
Rio Rancho,NM
Summary
Dynamic finance professional skilled in financial analysis, variance management, and KPI development. Demonstrated success in leading analytics teams, optimizing financial systems, and building actionable dashboards that drive accountability and enhance organizational performance.
Overview
1
1
Certificate
17
17
years of professional experience
Work History
Financial Planning & Analyst Manager
CVI Laser Optics, an IDEX Company
Albuquerque, NM
01.2025 - Current
- Prepared annual operating plan and managed monthly and quarterly forecast recasts.
- Analyzed data trends to support operational decision-making processes.
- Collaborated with cross-functional teams to enhance project workflow efficiency.
- Developed reports summarizing findings and presenting insights to stakeholders.
- Assisted in creating forecasting models predicting future sales performance.
- Reviewed and validated data accuracy, ensuring compliance with company standards.
- Streamlined reporting processes, reducing review time and expediting decision-making.
- Created KPI frameworks adopted across multiple business units for standardized performance monitoring.
Manager, Financial Analysis - Worldwide Operations
Applied Materials
Austin, TX
09.2023 - 12.2024
- Managed global capex portfolio of $20-30 million, improving visibility and accuracy in financial reporting.
- Built centralized capex management tool, streamlining updates and enhancing leadership reporting.
- Led analytics team for global manufacturing operations, driving excellence in reporting and forecasting.
- Published operational reports on manufacturing cost production variance and labor utilization.
- Completed monthly reconciliations and allocation postings for worldwide operations.
- Reduced manual settlements through SAP system improvements and optimized batch job setups.
- Coached analysts to enhance ownership of processes, boosting team capabilities and performance.
- Trained employees on various roles to maintain adequate coverage during organizational changes.
Lead Senior Financial Analyst - COE
Applied Materials
Austin, TX
03.2022 - 09.2023
- Directed P&L reporting and variance analysis to enhance financial decision-making for field operations.
- Automated monthly P&L presentation process, reducing site reporting time from two to thirty minutes.
- Redesigned processes and improved controls to decrease billing errors by 20%.
- Developed Tableau dashboards for contract revenue reporting, increasing data visibility and accessibility.
- Designed SAP dashboards and led UAT for finance system enhancements, improving user experience.
- Supported CRM enhancements and established automated revenue reporting processes, preventing recognition errors.
- Assessed internal control processes related to accounting systems, policies, and procedures.
- Analyzed financial data to identify trends, discrepancies, and strategic opportunities.
Senior Financial Analyst - Financial Systems Integration
Applied Materials
Austin, TX
10.2019 - 03.2022
- Facilitated SAP integration for revenue recognition testing and ASC 606 compliance.
- Developed SAP BusinessObjects reporting tools for tax order-to-cash and global operations.
- Acted as subject matter expert for BusinessObjects reporting across international teams.
- Established new financial processes aligned with global ERP transitions.
- Provided go-live support for system conversions, ensuring user readiness and smooth transitions.
- Created online training programs to enhance user adoption of ERP systems.
- Analyzed financial data to inform strategic decision-making processes.
- Collaborated with cross-functional teams to align budgets with organizational objectives.
Senior Financial Analyst - FP&A
Informed Diagnostics
Irving, TX
04.2019 - 10.2019
- Improved forecasting accuracy through comprehensive variance reviews to inform decision-making.
- Delivered monthly P&L and variance analysis reports to senior leadership.
- Developed ad-hoc reports to support strategic planning and operational decisions.
- Analyzed financial data to enhance strategic decision-making processes.
Lead Senior Financial Analyst - Order to Cash
Applied Materials
Austin, TX
04.2015 - 04.2019
- Managed daily invoicing of $2-3M, ensuring compliance with trade documentation and enhancing accuracy in revenue reporting.
- Automated monthly revenue posting reconciliation, reducing workload from 3 analysts × 3-4 hours to 1 analyst × 1 hour.
- Transitioned organization to SAP BusinessObjects and established ASC 606 compliance, improving financial reporting standards.
- Led cross-functional initiatives to streamline revenue recognition processes.
- Trained analysts and business partners on advanced SAP reporting tools, enabling more effective data analysis and decision-making.
- (Remote)
Accountant V
Texas Comptroller of Public Accounts
Austin, TX
09.2014 - 04.2015
- Reconciled agency financial reports ensuring compliance with state accounting systems.
- Implemented year-end adjustments improving reporting accuracy.
- Streamlined reporting processes, reducing consolidation time by one week.
- Delivered training and reporting support to enhance agency teams' reporting capabilities.
- Developed SAP BusinessObjects reporting to support new program rollout.
Finance Analyst
McKesson
Carrollton, TX
04.2014 - 09.2014
- Managed rebate programs ensuring adherence to GAAP and SOX requirements.
- Audited daily financial disclosures to ensure compliance accuracy.
- Supported financial system upgrades through UAT and validation processes.
Supply Chain Analyst II & Accounting Analyst
MetroPCS
Richardson, TX
05.2009 - 11.2013
- Developed fraud-prevention processes, saving approximately $225,000 weekly.
- Created SQL and Excel reporting templates to mitigate risk and enhance accuracy.
- Built forecasting and sales reporting tools to improve supply chain performance.
- Coordinated vendor relationships to ensure timely delivery of materials and products.
Education
Bachelor of Science - Accounting
Kaplan University
Davenport, IAAssociate degree - Business Administration & Accounting
Kaplan University
Davenport, IASkills
- Financial planning and analysis
- Budgeting and forecasting
- P&L ownership
- Variance analysis
- Financial reporting
- Operational finance
- Revenue recognition
- Month-end close
- Accruals management
- Team leadership
- Capex management
- Data accuracy assurance
- Audit compliance (GAAP)
- SOX compliance
- Financial modeling techniques
- Process automation strategies
- Workflow improvement initiatives
- Data visualization expertise
- Tableau dashboard creation
- Business intelligence solutions
- KPI development and tracking
- Analytical problem solving skills
- Data integrity assurance practices
- ERP systems integration expertise
- Operational reporting strategies
Certification
- CFI - Financial Planning & Analysis Professional
Timeline
Financial Planning & Analyst Manager
CVI Laser Optics, an IDEX Company
01.2025 - Current
Manager, Financial Analysis - Worldwide Operations
Applied Materials
09.2023 - 12.2024
Lead Senior Financial Analyst - COE
Applied Materials
03.2022 - 09.2023
Senior Financial Analyst - Financial Systems Integration
Applied Materials
10.2019 - 03.2022
Senior Financial Analyst - FP&A
Informed Diagnostics
04.2019 - 10.2019
Lead Senior Financial Analyst - Order to Cash
Applied Materials
04.2015 - 04.2019
Accountant V
Texas Comptroller of Public Accounts
09.2014 - 04.2015
Finance Analyst
McKesson
04.2014 - 09.2014
Supply Chain Analyst II & Accounting Analyst
MetroPCS
05.2009 - 11.2013
Bachelor of Science - Accounting
Kaplan University
Associate degree - Business Administration & Accounting
Kaplan University
Technical Skills
Tableau, Anaplan, Excel (Advanced), Access SQL, SAP Business Objects, SAP (BusinessObjects, BPC, BI, Account Reporting), Oracle / JDE, Blackline, Ariba, OneStream, Microsoft Office Suite, Copilot, ChatGPT