Patrick Liu

About Patrick Liu

Experienced Finance Executive with a strong track record of scaling B2B/B2C SaaS companies from $200M to $1B+ ARR through hyper-growth, executing successful M&A transactions, driving IPO readiness, and leading in both private equity–backed and public company environments. Passionate about building high-performing finance organizations that enable strategic decision-making, optimize SaaS unit economics, and drive long-range planning. Deep expertise in strategic finance, accounting, annual planning, business partnering, systems transformation, and board/audit committee engagement.

Experience

1. Vice President, Financial Planning & Analysis

   Buildertrend

   Jan 2026 — Present · Omaha, NE, US

   manage, and develop the FP & A team at Buildertrend, encompassing the following responsibilities- Collaborate closely with senior executives and key stakeholders company-wide on strategic initiatives- Conduct financial modeling, analysis, and decision support for critical objectives and goals- Oversee the creation and management of long-term strategic planning models- Drive acceleration on revenue growth, customer acquisition, and retention strategies- Establish, track, and monitor key performance indicators (KPIs) and unit economics- Craft compelling Executive, Board of Directors, Audit Committee, and Investor presentation materials- Identify and analyze macro trends influencing growth, scalability, and sustainability- Generate ad-hoc analyses to inform business strategy and enhance operational efficiency- Develop benchmarks for industry and peer company performance- Implement and own financial planning systems and integrations (NetSuite, Adaptive, Workday, Paycom, Tableau, etc.)

Education

• University of California, Berkeley

  Bachelor of Science (B.S.), Industrial Engineering and Operations Research

  2008

• Northwestern University

  Master of Science (M.S.), Data Science, Analytics Management Specialization

  2022

Skills

• Strategic Planning
• Microsoft Excel
• Financial Planning
• Start-Ups
• Financial Reporting
• Project Management
• Valuation
• Sql
• Revenue
• Business Planning
• Data Analysis
• Pivot Tables
• Microstrategy
• Investment Banking
• Analytics
• Business Strategy
• Management
• Finance
• Fp&a
• Revenue Forecasting
• Analysis
• Long Range Planning
• Corporate Finance
• Forecasting
• Managerial Finance
• Anaplan
• Mergers & Acquisitions
• C++
• Strategic Financial Planning
• Business Analysis
• Leadership
• Business Development
• Financial Analysis
• Java
• Visual Basic
• Workforce Planning
• Financial Modeling
• Data Mining
• Planning Budgeting & Forecasting
• Strategy