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Patrice Malloy

Executive Fractional CFO specializing in finance transformation and AI-driven automation

Malloy Management GroupUniversity of Maryland, Baltimore CountyProsper, TX18 Years ExperienceExecutive Level

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About

Fractional CFO/operations advisor specializing in early-stage and scaling service businesses, combining Profit First-informed cash management with lean operating systems. Known for 360-degree operational audits and translating complex finance/ops into simple dashboards, scorecards, and process maps; delivered predictable cash flow and scalable structure within ~90 days for a fast-growing startup.

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Key Strengths

  • Built scalable operational infrastructure for a rapidly growing early-stage services company as fractional CFO
  • Implemented Profit First-style cash allocation system to create predictable cash flow within 90 days
  • Designed and implemented lean operating system clarifying roles, workflows, and decision pathways
  • Replaced spreadsheet-based reporting with automated reporting and SOP-driven processes
  • Strong diagnostic approach: 360-degree operational audits across people, processes, platforms, and performance metrics
  • Drives adoption through leadership alignment, co-created solutions, and phased implementation to minimize disruption
  • Translates finance/ops into simple visual tools (process maps, dashboards, scorecards) for non-ops founders
  • Improved wellness business profitability by identifying scheduling bottleneck, streamlining booking, adjusting pricing, and clarifying team roles

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Experience

Finance Transformation Program and Tax ManagerMalloy Management Group · Jan 2019 – Present
Finance Project ManagerJPMorgan Chase · Mar 2020 – Jul 2022
Finance Transformation Project ManagerKeurig Dr Pepper · Jul 2019 – Dec 2019
Eliminations Financial Data Analyst/Project ManagerDefense Logistics Agency · Oct 2017 – Jun 2019
Program ManagerDepartment of Veterans Affairs · Nov 2014 – Mar 2017
Project ManagerPricewaterhouseCoopers · Mar 2012 – May 2014
Project Manager/Senior Business AnalystICF International · Mar 2011 – Feb 2012
Program Management AnalystNortel Government Solutions · Jan 2009 – Nov 2009
Project Manager/Senior Business AnalystFreddie Mac · Nov 2007 – Nov 2008
QA Testing Analyst/Business AnalystFannie Mae · Jun 2007 – Oct 2007
Senior IT AnalystSprint Nextel · Dec 2005 – Mar 2007

Education

University of Maryland, Baltimore Countybachelor, Economics

Skills

Budget ManagementCost OptimizationForecastingPredictive AnalyticsBusiness IntelligenceMachine LearningPrompt EngineeringGPTChatGPTClaudeGoogle GeminiTableauSQLAWSMicrosoft Azure

Languages

English

Certifications

Certified AI Consultant (Prompt Engineering, GPT Automation)Certified Tax StrategistEnrolled Agent (In Progress)Goldman Sachs Black in Business Program GraduateLicensed Insurance Broker (Health & HMO/Life/Accident)Certified QuickBooks Online ProAdvisorXero Pro Advisor

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Finance & AccountingFinance & Accounting in DFW MetroplexBudget ManagementCost OptimizationForecastingPredictive Analytics

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Connect with Patrice

Patrice already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

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Patrice MalloyExecutive Fractional CFO specializing in finance transformation and AI-driven automation