Patrick Schmalz

Current

Transportation Finance & Logistics Consultant at Palazzolo & Associates

Past

Vice President / Associate Broker at Smith-Craine Finance
Director Payroll at Gap Inc.
Director Corporate Support & Analysis (CS&A) at Gap Inc.

Chief Business Officer at Villa Julie College
Director Asset Accounting at CSX Transportation
Finance Director, Florida Business Unit [FBU] at CSX Transportation
Manager Business Planning (1990 - 1993) / Manager Car Accounting (1988 - 1990) at CSX Transportation
CSX Manager Material & Car Repair Accounting / CSX Cost Analyst / Finance Management Trainee at CSX Transportation

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Education

Loyola College in Maryland
Cornell University

Connections

146 connections

Industry

Transportation/Trucking/Railroad

Websites

Patrick Schmalz’s Summary

FINANCIAL EXECUTIVE • CONSULTANT
Accounting • Financial Management • Operations • Logistics

Respected, results-oriented Senior Executive with sustained high-integrity success leading and consulting with financial, administrative and business operations for the transportation, retail, real estate and college education sectors. Certified Public Accountant (CPA) / Certified Commercial Investment Member (CCIM)

OBJECTIVE: Seeking to leverage experience in driving multimillion dollar profits and efficiencies for large and small organizations by excelling in integrating people and technology in processes in a variety of roles:

- Consulting role focused on process design and/or improvement
- Interim or Permanent Director Finance & Administration, CFO or Controller

KNOWLEDGE: In these roles will use expertise gained through experience building upon knowledge obtained while earning MBA from Loyola College and BS in Operations Research & Industrial Engineering from Cornell University.

BUILDING COALITIONS: Noted for ability to build consensus by diplomatically working with multiple constituent groups. Communicate complex financial and administrative issues, clearly, in lay person’s terms.

BUSINESS ACUMEN / RESULTS: Streamline operations by flowcharting and analyzing activities. Use “common sense,” attention to detail and expert analytical skills to develop innovative solutions.

LEADING PEOPLE: Create and lead large, high performance teams by mentoring and training staff while balancing humanistic needs with business objectives.

Patrick Schmalz’s Specialties:

Budgeting / Financial Planning / Analysis, Complex Accounting System Management, Accounting Policies and Procedures, Human Resources / Team Building, IT Financial System Implementation, Flowcharting / Streamlining, Presentations / Communications, Strategic Planning, Process Improvement, Logistics, Transportation, Real Estate, Finance, Mergers and Aquisitions, Retail, Mortgages

Patrick Schmalz’s Experience

Transportation Finance & Logistics Consultant

Palazzolo & Associates

(Transportation/Trucking/Railroad industry)

2008 — Present (1 year )

Engaged to provide consulting services for a boutique consulting firm serving the U.S. Maritime industry. Recently prepared the Port of Oakland Request for Proposal (RFP) for a new truck tracking system to improve security, reduce environmental impacts, enhance stakeholder options and provide supply chain efficiencies.

- Developed a projected multimillion dollar, economically viable, workable technical solution by coordinating priorities of Port of Oakland, tenants, motor carrier and regulatory, law enforcement and transportation organizations.
Vice President / Associate Broker

Smith-Craine Finance

(Privately Held; Real Estate industry)

2002 — 2008 (6 years )

Determined and arranged appropriate financing for commercial and residential real estate as a licensed real estate broker for one of the top 10 mortgage brokers in the US. Ensured profitable and efficient operations by managing administrative functions and initiatives, including recruiting, for a strong 10-person team.

- Recognized for integrity and candidly recognizing and disclosing risks in new loan products to clients while securing and structuring financing for multimillion dollar commercial and residential projects. Achieved long term client satisfaction per high Goldline Research ranking.
- Improved ability for agents to process, close and track loans and business pipelines by transitioning to a web-based loan processing system.
- Gained high close rate for clients and increased business by building strong relationships with high quality lenders .
- Promoted from Commercial & Residential Loan Consultant to Vice President based on excellent performance.
Director Payroll

Gap Inc.

(Public Company; GPS; Retail industry)

2000 — 2001 (1 year )

Oversaw payroll for entire company (150,000 employees) by leading a 70 person team.

- Facilitated smooth PeopleSoft Human Resource Management System (HRMS) payroll component upgrade.
- Slashed weekly payroll processing time 31% which eliminated overtime costs.
- Transitioned independent Payroll Department successfully into corporate shared services center.
- Drove high productivity after recruiting, hiring and training new staff.
Director Corporate Support & Analysis (CS&A)

Gap Inc.

(Public Company; GPS; Retail industry)

1998 — 2000 (2 years )

Facilitated headquarters planning to accommodate sales growing 39% annually by collaborating with senior personnel while leading a 3-person Analyst team responsible for FP&A support of Finance, Human Resources, Legal, Real Estate, Public Relations, Gap Foundation and Distribution Services as well as consolidating Product Sourcing and IT FP&A . Served as Treasurer of the Gap Foundation.

- Accelerated development of 5-year long range plan and budget 1 month with improved business information by improving companywide procedures.
Chief Business Officer

Villa Julie College

(Educational Institution; Higher Education industry)

1996 — 1998 (2 years )

Directed all college financial and business operations by leading approximately 60 staff. Planned for and ensured accountability for $24 million operating, $1 million capital and $30 million construction budgets.

- Modernized accounting operations at the college to comply with State of Maryland reporting requirements.
- Awarded for excellent financial controls reporting and analysis by the Middle States Association of Colleges and Schools accreditation committee.
- Doubled size of college on-time and on-budget by creating budget for, ensuring funding for and managing a $30 million construction project.
Director Asset Accounting

CSX Transportation

(Public Company; CSX; Transportation/Trucking/Railroad industry)

1995 — 1996 (1 year )

Led physical asset accounting by leading 60+-person team including Car Accounting Director and 3 Property Accounting Managers. Oversaw $3 million budget.

- Contributed to a visionary, comprehensive, company-wide Strategic Plan to consolidate legacy systems from mergers and acquisitions as a key executive team member flowcharting activities, reviewing best practices, brainstorming and researching financial/administrative tools.
- Kept morale and productivity high during departmental relocation from Baltimore to Jacksonville.
- Absorbed 26% staff attrition in Property Accounting Department from retirements.
Finance Director, Florida Business Unit [FBU]

CSX Transportation

(Public Company; CSX; Transportation/Trucking/Railroad industry)

1993 — 1995 (2 years )

Served as the Chief Financial Officer (CFO) and Corporate Liaison for a $270 million, 1,000-employee strategic business unit prototype.

- Developed standardized Strategic Business plan and planning process.
- Systemized method to review business challenges and opportunities, significantly reducing workload.
- Improved rapport among FBU team members while leading cross functional teams to effectively analyze business opportunities and challenges.
Manager Business Planning (1990 - 1993) / Manager Car Accounting (1988 - 1990)

CSX Transportation

(Public Company; CSX; Transportation/Trucking/Railroad industry)

1988 — 1993 (5 years )

As Manager Business Planning managed the transfer-pricing relationship between railroad and affiliated intermodal (trucking) and distribution center companies. As Manager, Car Accounting oversaw North American railroad claim processing, short-line billing and collection process and car accounting IT project management coordination by leading a 13-person contract administration team.

- Established intermodal activity as a profit center.
- Drove warehouse profitability.
- Enhanced over 200 clerical employee skills and productivity.
- Slashed Car Accounting claim workload 56% and headcount 36%.
CSX Manager Material & Car Repair Accounting / CSX Cost Analyst / Finance Management Trainee

CSX Transportation

(Public Company; CSX; Transportation/Trucking/Railroad industry)

1982 — 1988 (6 years )

Promoted to positions of increasing responsibility based on success.

Patrick Schmalz’s Education

Loyola College in Maryland

MBA , Human Resource Management , 1985 — 1998
Cornell University

BS , Operations Research & Industrial Engineering , 1978 — 1982

Activities and Societies:

Big Red Band, Kappa Delta Rho Fraternity