Patrick Heise, CPA, CGMA
Project Accounting Manager at PURENERGY MANAGEMENT SERVICES, LLC- Claim this Profile
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Bio
Dan Duncan
I worked with Pat for a little over a year at CBORD. Pat was one of my key direct reports. As Pat was the Controller, I relied heavily on him to run the accounting function. CBORD was a very complex organization with difficult accounting processes and very tight deadlines. Pat was very motivated to hit deadlines and was very self sufficient. I could always rely on Pat to be sure I, and the rest of the Senior Leadership Team, had accurate and timely financial information. His strong technical ability and attention to detail allowed me to be able to focus on other areas. Pat had the perfect balance of being very self directed, while always keeping me informed of all important developments. Pat was a pleasure to work with and I strongly recommend him to run the accounting and finance function of any organization.
Steve Hughes
I worked with Patrick at Borg Warner for several years, and found him to be a dedicated and diligent employee. Pat was always respectful of his deadlines, and was willing to work the hours needed to meet them. I found Pat to be an ethical finance professional who managed and abided by the rules.
Dan Duncan
I worked with Pat for a little over a year at CBORD. Pat was one of my key direct reports. As Pat was the Controller, I relied heavily on him to run the accounting function. CBORD was a very complex organization with difficult accounting processes and very tight deadlines. Pat was very motivated to hit deadlines and was very self sufficient. I could always rely on Pat to be sure I, and the rest of the Senior Leadership Team, had accurate and timely financial information. His strong technical ability and attention to detail allowed me to be able to focus on other areas. Pat had the perfect balance of being very self directed, while always keeping me informed of all important developments. Pat was a pleasure to work with and I strongly recommend him to run the accounting and finance function of any organization.
Steve Hughes
I worked with Patrick at Borg Warner for several years, and found him to be a dedicated and diligent employee. Pat was always respectful of his deadlines, and was willing to work the hours needed to meet them. I found Pat to be an ethical finance professional who managed and abided by the rules.
Dan Duncan
I worked with Pat for a little over a year at CBORD. Pat was one of my key direct reports. As Pat was the Controller, I relied heavily on him to run the accounting function. CBORD was a very complex organization with difficult accounting processes and very tight deadlines. Pat was very motivated to hit deadlines and was very self sufficient. I could always rely on Pat to be sure I, and the rest of the Senior Leadership Team, had accurate and timely financial information. His strong technical ability and attention to detail allowed me to be able to focus on other areas. Pat had the perfect balance of being very self directed, while always keeping me informed of all important developments. Pat was a pleasure to work with and I strongly recommend him to run the accounting and finance function of any organization.
Steve Hughes
I worked with Patrick at Borg Warner for several years, and found him to be a dedicated and diligent employee. Pat was always respectful of his deadlines, and was willing to work the hours needed to meet them. I found Pat to be an ethical finance professional who managed and abided by the rules.
Dan Duncan
I worked with Pat for a little over a year at CBORD. Pat was one of my key direct reports. As Pat was the Controller, I relied heavily on him to run the accounting function. CBORD was a very complex organization with difficult accounting processes and very tight deadlines. Pat was very motivated to hit deadlines and was very self sufficient. I could always rely on Pat to be sure I, and the rest of the Senior Leadership Team, had accurate and timely financial information. His strong technical ability and attention to detail allowed me to be able to focus on other areas. Pat had the perfect balance of being very self directed, while always keeping me informed of all important developments. Pat was a pleasure to work with and I strongly recommend him to run the accounting and finance function of any organization.
Steve Hughes
I worked with Patrick at Borg Warner for several years, and found him to be a dedicated and diligent employee. Pat was always respectful of his deadlines, and was willing to work the hours needed to meet them. I found Pat to be an ethical finance professional who managed and abided by the rules.
Credentials
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CPA (Certified Public Accountant) and CGMA (Chartered Global Management Accountant)
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Experience
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PURENERGY MANAGEMENT SERVICES, LLC
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United States
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Investment Banking
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1 - 100 Employee
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Project Accounting Manager
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Apr 2020 - Present
Managed a group of three project controllers. Reviewed financial statements and workpapers for nine companies. Led monthly financial performance reviews with the owners. Coordinated the financial statement consolidation, treasury, annual budget, tax and audit function for the consolidated group of six companies.
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Project Controller
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Oct 2018 - Apr 2020
Managed month-end close, forecast, and budget processes; including various analyses, monthly, quarterly and year-end financial statements and reports. Prepared and reviewed balance sheet reconciliations. Prepared owner’s board packages for their presentation. Supported owners in refinancing, obtaining new debt or financing vehicles (letter of credit). Performed cash management duties. Managed the accounts payable transactions. Monitored the implementation and maintenance of accounting control procedures. Responsible for assigned project contract compliance, including compliance with GAAP and correlation to monthly financials, ensured compliance with all the respective debt documents. Worked closely with outside auditors/CPA’s for interim preparation work, year-end audits and tax preparation. Show less
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Self-employed
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Ithaca, NY
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Patrick J. Heise, CPA
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Sep 2017 - Oct 2018
Provided a variety of consulting services to companies and individuals including financial statements, general business advice, tax services and financial planning services. Provided a variety of consulting services to companies and individuals including financial statements, general business advice, tax services and financial planning services.
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Renovus Energy, Inc.
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Ithaca, New York
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Controller - Contract Position
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Apr 2018 - Jul 2018
Led the accounting department on a temporary basis performing job-profitability analysis, month-end closing, cash forecasting, accounts payable and accounts receivable. Led the accounting department on a temporary basis performing job-profitability analysis, month-end closing, cash forecasting, accounts payable and accounts receivable.
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Rosie Applications Inc.
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Ithaca, NY
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Financial Manager - Contract Position
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Jan 2018 - Apr 2018
Manage the accounting function on a temporary basis leading projects for financial model, forecast process, and long-range planning processes; including various analyses, board reports, chart of accounts redesign and accounts receivable collection improvement. Manage the accounting function on a temporary basis leading projects for financial model, forecast process, and long-range planning processes; including various analyses, board reports, chart of accounts redesign and accounts receivable collection improvement.
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The CBORD Group, Inc.
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Ithaca. NY
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Controller
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Jan 2016 - Sep 2017
The Controller is accountable for the accounting operations of the company, to include production of periodic financial reports, maintenance of a SOX compliant system of accounting controls designed to mitigate risk, enhance the accuracy of the company’s reported results and ensure the reported results comply with generally accepted accounting principles. Controller has management responsibilities for Accounting. This position operates without supervision. The Controller is accountable for the accounting operations of the company, to include production of periodic financial reports, maintenance of a SOX compliant system of accounting controls designed to mitigate risk, enhance the accuracy of the company’s reported results and ensure the reported results comply with generally accepted accounting principles. Controller has management responsibilities for Accounting. This position operates without supervision.
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BorgWarner
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United States
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Motor Vehicle Manufacturing
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700 & Above Employee
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Controller
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2007 - 2015
Managed month-end close, forecast process, and long range planning processes; including various analyses, quarterly and year-end financial reports. Managed shared service functions of travel cards, purchasing cards, accounts payable, tax and payroll. Advised the management team on financial matters. Managed month-end close, forecast process, and long range planning processes; including various analyses, quarterly and year-end financial reports. Managed shared service functions of travel cards, purchasing cards, accounts payable, tax and payroll. Advised the management team on financial matters.
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Manager of Financial Planning Analysis
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2005 - 2007
Managed the monthly forecast and budget/long range planning for several foreign and U.S. locations for legal entity and management reporting. Managed the financial analysis process and advised VP Finance, President, directors and managers on financial matters. Managed the monthly forecast and budget/long range planning for several foreign and U.S. locations for legal entity and management reporting. Managed the financial analysis process and advised VP Finance, President, directors and managers on financial matters.
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Accounting Manager
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2002 - 2005
Managed the month-end close and accounts payable functions for several foreign and U.S. locations for legal entity and management reporting. Managed the reporting and audit functions, as well as advised VP Finance, President, directors and managers on financial matters.
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Tax and Payroll Manager
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2000 - 2002
Managed the payroll, fixed asset, and tax processes for several foreign and U.S. locations for legal entity and management reporting.
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Education
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1987 - 1991
Le Moyne College
BS Accounting, Accounting
Community
