Patrick Roberts

About Patrick Roberts

I am a trusted financial and operational executive with a diverse background spanning the finance, healthcare, technology, and energy sectors. My expertise covers key areas including FP & A, M&A, accounting, human resources, compliance, and legal matters. Known for being an effective communicator, I am skilled in engaging with boards, investors, banks, customers, and legal teams.I thrive in partnering with management, acting both as a supportive collaborator and a strategic challenger. I bring a shareholder mindset to business planning and investment decisions, always focused on generating long-term value. Throughout my career, I have led both strategic and transformational initiatives, increased transparency within organizations and with shareholders, built and strengthened high-performing teams, and driven cost efficiencies through process improvements.As a servant leader, I am passionate about working alongside teams to tackle complex challenges and achieve meaningful outcomes.Outside of work, I reside in Tulsa, OK, with my wonderful wife, two terrific kids, and two mostly well-behaved dogs.

Experience

1. Director, Corporate Development, Strategy, and Fp & a

   Matrix Service Company

   Oct 2025 — Present · Tulsa, OK, US

Education

• The University of Tulsa

  MBA, Finance

  2006 — 2007

• Cascia Hall Preparatory School

  High school, High school

  1995 — 1999

• The University of Tulsa

  BS Business Administration, Finance

  1999 — 2003

Skills

• Excel
• Strategic Planning
• Private Equity
• Financial Analysis
• Credit
• Financial Modeling
• Credit Analysis
• Negotiation
• Portfolio Management
• Mergers
• Contract Negotiation
• Loans
• Powerpoint
• Microsoft Office
• Budgeting
• Banking
• Risk Management
• Analysis
• Corporate Finance
• Executive Management
• Commercial Banking
• Word
• Financial Reporting
• Treasury Management
• Due Diligence
• Mergers & Acquisitions
• Commercial Lending
• Business Strategy
• Forecasting
• Compliance
• Finance
• Accounting