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Patrice Malloy
Executive Fractional CFO specializing in finance transformation and AI-driven automation
Prosper, TXFinance Transformation Program and Tax Manager18 years experienceExecutiveFinancial ServicesFinTechConsulting
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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.
Experience
Finance Transformation Program and Tax ManagerMalloy Management Group
Finance Project ManagerJPMorgan Chase
Finance Transformation Project ManagerKeurig Dr Pepper
Eliminations Financial Data Analyst/Project ManagerDefense Logistics Agency
Program ManagerDepartment of Veterans Affairs
Project ManagerPricewaterhouseCoopers
Project Manager/Senior Business AnalystICF International
Program Management AnalystNortel Government Solutions
Project Manager/Senior Business AnalystFreddie Mac
QA Testing Analyst/Business AnalystFannie Mae
Senior IT AnalystSprint Nextel
Education
University of Maryland, Baltimore Countybachelor, Economics
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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