Patrick Souris, CPA

Examiner
DISC Type : sc

Finance at Fundamental

San Francisco, California, United States

Overview

Patrick Souris is an active CPA and finance leader with 15 years of experience helping high-growth, VC-backed startups scale. As an early Controller, he has guided companies from Series A to F through IPO readiness and significant revenue growth. He holds an MBA from Northern Arizona University.

His professional life is deeply embedded in the tech startup ecosystem, particularly with companies in the San Francisco Bay Area. Patrick has served on advisory boards and is an active member of professional communities like the Operators Guild, focusing on financial leadership and innovation.

Unique fact: He specializes in being the first finance hire, building accounting functions from the ground up and taking them from "scrappy to scalable. "

Personality Overview

Process Oriented

Status Quo Seeker

Unexpressive

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Scaling Finance Teams
His career focuses on building scalable processes and reporting for high-growth, VC-backed startups, taking them from approximately $10M to over $500M in revenue.
AI in Finance
He has spoken at conferences on leveraging AI for finance team scalability and was the Controller at an AI video editing company, Descript.
Order-to-Cash Process
He has spoken on panels about the importance of Deal Desk, RevOps, and accurate billing systems as crucial components of the O2C process.

Media Appearances

Patrick has no verified media appearances

Work History

3-2026
Finance at Fundamental
1-2026
Member at Operators Guild
9-2025
Finance Advisory Board Member at Sequence
8-2025 - 3-2026
Controller at Descript
4-2023 - 7-2025
Controller at Forma

Education

Master of Business Administration (MBA) from Northern Arizona University
Bachelors from Northern Arizona University

More Information

Social Presence :

Prographics :

Exp : 2 Location : San Francisco, California, United States Job Level : N/A Designation : Finance at Fundamental
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Patrick

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Patrick take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Patrick

Personality Compatibility


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