Patrick Geryk, CPA, CFE

Experience

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  America Counts Tutoring

  Sept 2008 - May 2009

  Tutor

  Tutored elementary school students in math, science, reading and writing.

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  University of Massachusetts

  Jan 2011 - May 2011

  Resident Assistant

  • Fostered an inclusive community by leading and organizing social programs and events for residents on my floor • Served as a resource and referral agent for residents regarding campus and community agencies • Mediated conflict appropriately between residents following protocol and guidelines

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  Tapestry Health

  Jan 2011 - May 2012

  • Launched a social media campaign attracting over 1,500 followers for the agency on social media platforms • Initiated and lead a partnership with a marketing firm to build an online donor advocacy system • Wrote a grant soliciting Google for free advertising and received a reoccurring award of $10,000 a month • Designed, updated and maintained the agency’s main website, tapestryhealth.org• Certified by the Massachusetts Department of Public Health to provide HIV testing & counseling services Show less

  • Director of Social Media & Counselor

    Jan 2008 - May 2012

  • Accounting Intern

    Jan 2011 - May 2011
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  IBM

  Jun 2011 - Dec 2011

  Financial Analyst - Industry Products & Frameworks

  • Executed over $500M of revenue audits for IBM’s Smarter Planet initiative• Constructed budgets, forecasts, and revenue and expense assessments for software industry products • Provided robust analysis, modeling, and reporting to support executive-level decision making • Reconciled discrepancies between ledger balances and sales wins during quarterly and monthly closing procedures

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  EY

  Jun 2012 - Nov 2015

  Senior Consultant, FIDS

  • Assisted counsel during litigation of a bank’s underwriting practices. Reviewed loan program guidelines and developed loan and credit-related attributes necessary for underwriting decision-making. Drafted loan summaries and rebuttals of the opposing expert's findings based on the loan underwriting standards in place at origination.• Served as an Independent Consultant for a global financial institution in responding to consent orders issued by the Office of the Comptroller of the Currency and the Federal Reserve Bank relating to deficiencies in their foreclosure policies and procedures.• Assisted a major natural foods distribution company with the analysis and internal investigation of a significant decline in gross profit margin.• Performed a benchmark analysis of an international retailer's lobster supplier, comparing the shipping prices our client paid for live lobster shipments to prices paid by comparable customers to determine whether or not our client received the discounted prices for live lobster shipments as agreed upon in their contract. • Conducted an assessment of compliance risks and controls for an agricultural and food company’s global operations. Presented findings to executive officers about the maturity of the newly formed compliance and ethics program.• Assisted a major technology consulting company with an internal investigation as a result of whistleblower allegations. The Investigation focused on the following areas: general controls and compliance with the Sarbanes-Oxley Act of 2002, software revenue recognition issues and compliance with SOP 97-2 and EITF 00-21, backdating of accounting documents, goodwill impairment, and direct costs.• Supported a large producer of renewable energy and soil enhancement products in conducting an internal investigation following whistleblower allegations about improper accounting for leased assets. Show less

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  CleanSlate Centers

  Nov 2015 - Feb 2018

  Director of FP&A
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  Harold Grinspoon Foundation

  Feb 2018 - now

  CFO