Functional Experience
- CFO with P&L, Accounting, Legal, Audit & Budgeting functions
- Public Company Finance & Investor Relations
- Accounting: US GAAP, SOX Compliance & IFRS
- Budgeting, Forecasting & Analysis
- Strategic Planning & Positioning
- Operations Scorecard & Performance Management
- Process & Systems Improvement
- Mergers & Acquisitions including Due Diligence
- Organizational Development
- IT Integration
- Capital Planning
- Audits, Compliance & Risk Management
- Multi-Unit Retail & Restaurant Experience
- Organic Revenue & EBITDA Growth
Example Industries
- Healthcare: Hospitals, Healthcare Systems, In-Home Care
- Retail: Retail, Multi-Unit, Online
- Information Technology: Digitial,
- Hardware, Software
- Professional Services: Financial & Consumer Services
- Restaurants: Multi-Unit, Quick Service Restaurants
Patrick Billiter
PARTNER
Background
Patrick Billiter’s career started with PepsiCo Taco Bell in Orange County as a Finance and Accounting Manager. Patrick rose through the ranks and garnered extensive experience in public companies including Gateway, Fidelity, Aramark, Experian and Sodexo. Throughout Patrick’s career, he has held leadership roles with responsibilities for revenue ranging from $25 million to $1.5 billion. In each of these roles, Patrick was brought in to make significant improvements in the operational and financial reporting via technology which identified key metrics that impacted the business. Patrick developed and upgraded the talent within these organizations making them world class in managing costs while dramatically increasing both revenue and EBITDA.
In his role as a consulting CFO, Patrick brings his broad and capable experience to enable his clients to improve their reporting, develop and analyze forecasts, lead mergers and acquisitions, integrate new technologies, generate and monitor key performance indicators, to assist owners and executives in managing their business.
As a CSuite Financial Partner, Patrick continues to deliver extraordinary results for his clients. Patrick is able to lead clients through process and change management while significantly improving their operations and maximizing value for their organization.
Relevant Experience
- Global CFO for Sodexo Home Care
- Head of Global Finance for Experian Consumer Services
- Director of Finance, Planning & Accounting for Aramark
- Director of Finance & Accounting for Fidelity
- Director of Business Planning & Support at Gateway
- Sr. Manager of Strategy, Planning & Marketing at Taco Bell
Education, Licenses & Certifications
- Bachelor of Science, Economics – University of California at Riverside
- Master of Business Administration – Pepperdine University
- Doctor of Organizational Behavior and Leadership – Pepperdine University
- Master of Accounting (in progress) – University of California at Irvine