Patrick Loftus
CFO/Controller Consultant, CPA, Engagement Director at CLA (CliftonLarsonAllen) | Georgetown, South Carolina, United States
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Patrick Loftus is a seasoned CFO/Controller Consultant at CliftonLarsonAllen, LLP, where he leverages his extensive expertise to drive operational excellence and profitability for a diverse range of medium-sized businesses, including financial institutions, healthcare organizations, wineries, real estate firms, and media companies. With a career spanning several years, Patrick has established himself as a results-oriented executive who is adept at navigating complex financial landscapes and implementing strategic initiatives that enhance organizational performance.
In his current role as Engagement Director, Patrick has successfully served as interim CFO for various financial institutions and mortgage banking firms, where he has been instrumental in overseeing financial reporting, operations, and acquisition audits. His proficiency in developing pro-forma financials and conducting profitability analyses has enabled clients to make informed decisions that align with their long-term strategic goals. Additionally, Patrick's expertise in enterprise-wide risk assessment and regulatory reporting ensures that his clients remain compliant while effectively managing liquidity risk.
Patrick's commitment to improving operations is complemented by his strong skills in budget monitoring, control systems design, and strategic planning. His ability to forecast financial trends and implement robust budgeting processes has proven invaluable in helping organizations optimize their financial health. With a deep understanding of the unique challenges faced by various industries, Patrick is dedicated to providing on-demand services that empower businesses to thrive in a competitive landscape. His affiliation with CLA since 2015 underscores his commitment to delivering exceptional value and results to clients across the Southeastern U.S. and beyond.
CFO/Controller Consultant, CPA, Engagement Director at CLA (CliftonLarsonAllen) in July 2015 to Present
CFO, EVP at Plantation Financial Corp. in August 1995 to June 2012
VP, Controller at Plantation Federal Savings & Loan in August 1986 to August 1995
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Credit Risk
Treasury Management
Capital Markets
Operational Risk Management
Employee Benefits
Operating Budgets
Investment Strategies
Budget Monitoring
Regulatory Requirements
Control Systems Design
Computer Network Operations
Finance
Financial Reporting
Risk Management
Budgeting
Investments
Cash Management
Strategic Planning
Mergers & Acquisitions
Financial Analysis
Accounting
Banking
Financial Risk
Internal Audit
Forecasting
Real Estate
Portfolio Management
Financial Statements
Business Planning
Sales
Strategy
Business Development
Loans
Auditing
Regulatory Compliance
Microsoft Office
Management
Leadership
Executive Management
Negotiation
Capital Structure
Financial Regulation
Liquidity Risk
Capital Budgeting
Quarterly Reporting
Shareholder Relations
Liability Risk Management
Asset-Liability Management
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Discover more about CLA (CliftonLarsonAllen)What is Patrick Loftus email address?
Email Patrick Loftus at [email protected] and [email protected]. This email is the most updated Patrick Loftus email found in 2026.
What is Patrick Loftus phone number?
Patrick Loftus phone number is +16052251260.
How to contact Patrick Loftus?
To contact Patrick Loftus send an email to [email protected] or [email protected]. If you want to call Patrick Loftus try calling on +16052251260. (updated on October 31, 2024)
What is Patrick Loftus net worth?
Patrick Loftus has an estimated net worth of $375,000 to $499,999
What company does Patrick Loftus work for?
Patrick Loftus works for CLA (CliftonLarsonAllen)
What is Patrick Loftus's role at CLA (CliftonLarsonAllen)?
Patrick Loftus is CFO/Controller Consultant, CPA, Engagement Director
What industry does Patrick Loftus work in?
Patrick Loftus works in the Accounting industry.
Patrick Loftus Email Addresses
Patrick Loftus Phone Numbers
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