Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Patrick Holmgren

Torrance

Summary

Dedicated and results-driven financial professional with a strong background in data analysis within the aerospace and defense industry. Proven track record in financial forecasting, variance analysis, and strategic financial planning. Skilled in leveraging data-driven insights to optimize operational efficiencies and drive business growth. Seeking to transition into the investment/private equity industry to apply expertise in financial analysis, due diligence, and investment evaluation to support strategic decision-making and drive value creation for stakeholders

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Analyst

Northrop Grumman Aerospace Systems
12.2023 - Current

Consistently provided accurate and data-driven monthly sales forecasts to optimize strategic planning

Proficiently prepared detailed weekly and monthly program financial reports to senior management

Delivered timely and thorough ad-hoc financial analysis to senior management and key stakeholders

Conducted rigorous monthly financial variance analysis

Contributed to the development and execution of Annual Operating Plans (AOP) and Long-Range Strategic Plans (LRSP)

Regularly provided timely and accurate bi-weekly invoice status updates to stakeholders, ensuring transparency, facilitating payment tracking

Budget Analyst

Northrop Grumman Aerospace Systems
05.2022 - 12.2023
  • Coordinated with engineering managers to review labor needs, budget, and corresponding hiring targets
  • Generated weekly Estimate at Completion and Cost reports for analysis in preparation for month end reporting
  • Prepared, reviewed and presented weekly actuals and variances for engineering managers
  • Developed, forecasted and implemented yearly budget according to department, center and directorate goals

Associate Supply Chain Procurement Specialist

Northrop Grumman Aerospace Systems
08.2018 - 05.2022
  • Procured electronic components and material over various government aerospace programs within the defense industry
  • Coordinated with external suppliers and internal program managers to ensure material reaches final location to meet crucial program launch dates
  • Selected as Lead Buyer for the Calypso program and supported key delivery need dates and PO closeout
  • Negotiated cost savings with external suppliers to ensure program budget constraints were met

Student Intern

ICRco
06.2012 - 06.2014
  • Analyzed production processes to effectively implement new production
  • Assisted in accurate inventory quantity figures to purchasing and accounting departments to prevent shortages
  • Tracked and maintained accurate inventory quantity levels after receiving shipment from trucks
  • Supported production department by assembling units

Education

Master of Science - Business Analytics

Pepperdine University
Malibu, CA
12.2022

Bachelor of Arts - Economics

California State University - Fullerton
Fullerton, CA
03.2018

Skills

  • Funds Allocation
  • Invoice Processing
  • Sales Forecasting
  • Investigating Variances
  • Utilizes COGNOS for data analysis and reporting
  • Proficient with SAP ERP software
  • Familiar with SPSS statistical software

Certification

  • Top Secret Clearance, Active ǀ July 2023-Present
  • CFA Level I Candidate – Feb. 2025 Exam Date
  • CAM/EVMS Qualification Certification

Timeline

Financial Analyst

Northrop Grumman Aerospace Systems
12.2023 - Current

Budget Analyst

Northrop Grumman Aerospace Systems
05.2022 - 12.2023

Associate Supply Chain Procurement Specialist

Northrop Grumman Aerospace Systems
08.2018 - 05.2022

Student Intern

ICRco
06.2012 - 06.2014

Master of Science - Business Analytics

Pepperdine University

Bachelor of Arts - Economics

California State University - Fullerton
  • Top Secret Clearance, Active ǀ July 2023-Present
  • CFA Level I Candidate – Feb. 2025 Exam Date
  • CAM/EVMS Qualification Certification
Patrick Holmgren