Patrick Feik

Observer
DISC Type : ic

FP&A Manager at Cathexis

Houston, Texas, United States

Overview

Patrick is an experienced FP&A Manager and CPA with a diverse background in finance and accounting. Holding an MBA from Tulane University, he specializes in financial planning, M&A, and strategic analysis for major corporations, with a proven record of improving cash flow and shareholder value.

Based on his professional history in Houston and educational background at Tulane University in New Orleans, he may follow the sports and cultural scenes in the Gulf Coast region. He also follows major universities like USC and Texas A&M.

He is a Certified Public Accountant (CPA), complementing his MBA and extensive experience in corporate finance.

Personality Overview

Curious

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Financial Modeling
Has extensive experience serving as a primary business modeler, utilizing tools like Hyperion Strategic Finance in past roles at major public companies.
Mergers & Acquisitions
Lists M&A as a key specialty and has hands-on experience conducting due diligence for potential acquisitions as part of corporate M&A teams.
Performance Metrics
Focused on gathering and disseminating data for Key Performance Indicator (KPI) metrics to guide executive management and improve profitability.

Media Appearances

Patrick has no verified media appearances

Work History

5-2019
FP&A Manager at Cathexis
2010 - 5-2019
Finance Consultant at Fortune 500 Companies
1-2008 - 11-2009
Planning Manager at Enterprise Products
1998 - 2007
Manager, Planning & Analysis at Shell

Education

B.A. from Tulane University
M.B.A. from Tulane University - A.B. Freeman School of Business

More Information

Social Presence :

Prographics :

Exp : 28 Location : Houston, Texas, United States Job Level : Middle Designation : FP&A Manager at Cathexis
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Patrick

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Patrick take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Patrick

Personality Compatibility


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