SPECIALISTS

Wynne Patrick

Director, Citrin Cooperman Advisors LLC

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Experience

Wynne Patrick is a director in Citrin Cooperman’s Risk Advisory and Compliance Practice. She has over two decades of experience in developing and executing internal control programs, managing Sarbanes-Oxley (SOX) 404 compliance projects, performing risk assessments, and developing remediation plans. Wynne leads these engagements with a strong focus on project management for public and not-for-profit organizations.

Wynne is a CPA and CFE, providing advisory services to clients in a variety of industries, including hospitality, technology, media, and government contracting. In addition to leading teams on these engagements, she focuses on strategic operations for the teams delivering risk advisory and Workiva solutions. Wynne maximizes team utilization through analysis of consolidated schedules, identification of capacity, and facilitation of discussions among leadership to load balance needs across the team to deliver services timely.

Previously, Wynne worked as a senior manager at Clearview Group, which joined Citrin Cooperman in 2024. While at Clearview Group, Wynne collaborated with leadership to ensure the completeness and accuracy of their monthly revenue forecasts and confirm alignment with plans for time-and-materials (T&M) projects and billing schedules/milestones for fixed-fee projects. In addition to managing the resource utilization and job revenue forecasts, each at the portfolio level, she created a Power BI Report to effectively view and analyze real-time financial metrics (budgets, billings, work in progress (WIP), and revenue forecasts) for all risk advisory and Workiva engagements. Wynne also led all stages of creating a team Intranet, this included content identification and development, page design, go-live, and roll-out to the team.,

Before Clearview Group, she was a principal at a government contractor of defense and intelligence solutions in Fairfax, VA and a senior auditor at an accounting firm based in Tysons Corner, VA.

CREDENTIALS

Education

Bachelor of Science in Business Administration with a Concentration in Accounting, Mary Washington College

Licenses

Certified Public Accountant in the States of Virginia and Maryland

Certified Fraud Examiner

Affiliations

Member, Association of Certified Public Accountants (AICPA)

Member, Association of Certified Fraud Examiners (ACFE)

Member, Institute of Internal Auditors – Northern Virginia Chapter (NOVA IIA Chapter)

Member, Virginia Society of Certified Public Accountants (VSCPA)

  • In 2022, Wynne was appointed to the corporate finance content committee where she serves on the planning committee for the annual Business and Industry Conference.

Honors & Awards

Following 15 years of service to the Institute of Internal Auditors – Northern Virginia (NOVA IIA) Chapter in numerous officer roles, including chapter president and a board member, Wynne was honored with a “Lifetime Achievement Award” in October 2022.

WORK-LIFE BALANCE

Outside the Office

Outside of work, Wynne enjoys staying active through rowing and yoga, traveling to new destinations, especially national parks, and cheering on the Washington Nationals.

Get in touch with Wynne Patrick today.

Fill out the form below to get in direct contact with Wynne Patrick and start your personalized consultation journey.

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* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Outside of work, Wynne enjoys staying active through rowing and yoga, traveling to new destinations, especially national parks, and cheering on the Washington Nationals.

Get in touch with Wynne Patrick today.

Fill out the form below to get in direct contact with Wynne Patrick and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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