Fictional demo profile
Grapevine, TX
Patrick Monroe
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Executive summary
Brings calmer finance leadership and sharper decision support to founder-led and lower middle-market teams. Best for companies balancing growth, risk, and transactional complexity.
Known for tightened diligence prep and lender reporting ahead of a complex refinance and tuck-in acquisition.
Core capabilities
- Board reporting
- Forecasting
- Pricing and margin visibility
- Cash planning
- Finance
- Risk
Education and credentials
Education
- B.B.A. in Accounting or Finance
- Finance leadership coursework
Credentials
- Board reporting
- Forecasting
- Pricing and margin visibility
- Cash planning
Experience
Fractional CFO
Monroe Advisory
2022-Present
Grapevine, TX
- Tightened diligence prep and lender reporting ahead of a complex refinance and tuck-in acquisition.
- Advises Private Equity and Construction teams on finance and risk mandates.
- Supports companies that need CFO and CEO coverage without a full-time executive.
VP Finance
Monroe Group
2017-2022
Grapevine, TX
- Brings calmer finance leadership and sharper decision support to founder-led and lower middle-market teams.
- Built clearer leadership cadence around finance and risk.
- Improved visibility for private equity operators under growth pressure.
Director of FP&A
Monroe Partners
2012-2017
Grapevine, TX
- Created more useful executive reporting for construction leadership teams.
- Strengthened accountability across forecast discipline and executive reporting.
- Delivered steadier execution during board-ready finance cleanup.