Patrick Ross in

Patrick Ross

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Business Group CFO at Morningstar
📍 Greater Seattle Area, United States

Patrick Ross is a results-oriented finance leader in the B2B SaaS industry, currently serving as a Business Group CFO at Morningstar. His career includes leadership roles at PitchBook and Zonar Systems, with significant experience in M&A as both an adviser and operator. He holds a degree from Western Washington University and inactive CPA/CGMA certifications.

Based in the Seattle area, Patrick likely enjoys the local culture and outdoor activities the Pacific Northwest offers. His professional life has been centered around the citys vibrant tech and finance scene, indicating a strong connection to the region.

Unique fact: Patrick has deep expertise in mergers and acquisitions, having managed transactions from both the advisory side at EY and the operational side within technology companies.

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Experience
10 Years
Current Role
Business Group CFO
Job Level
Leadership
Location
Greater Seattle Area, United States
Personality Overview

How Patrick shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Patrick cares about

B2B SaaS Finance
He has a proven track record of leading finance and accounting teams within B2B software and data companies like PitchBook and Zonar Systems.
M&A Strategy
Possesses significant exposure to M&A, having worked as a transaction advisor at EY and as an operator within acquired and acquiring companies.
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Career

Work history

9-2022
Business Group CFO
Morningstar
7-2017
VP Finance
PitchBook Data
7-2017 - 1-2018
Director of Finance & Accounting
PitchBook Data
1-2016 - 7-2017
Director of Finance
Zonar Systems
4-2015 - 1-2016
Senior Finance Manager
Zonar Systems
In the press

Media appearances

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Education
2004 - 2007
Bachelors
Western Washington University
2002 - 2004
Education details unavailable
Montana State University-Bozeman
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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