Customer Service Manager

SON A L PATE L

* ******* *****, **** ** ***** 661-***-**** *************@*****.***

FI N A N C E BU S I N ESS PAR T N E R

Versatile results-driven passionate finance leader with 15 years of corporate finance and

accounts management experience from Medical, Manufacturing, and Service industries.

H ands-on manager with expertise in accounting systems development, fiscal

management, and financial reporting. P roven record of developing and implementing

f inancial and operational controls that improve P&L and competitively position the fi rm.

One such example include where new business modeling and analysis led to a successful

joint venture.

P&L Responsibility Tax Expertise QuickBooks

401k Management Accounts Payable Process E nterprise

Inventory Leadership

M anager Insurance/contract

Start-up company advisor Risk Management

PROFESSIONA L EXPER I E NCE

2004 – Aug 2013

Comprehensive Blood and Cancer Center, Bakersfield, CA

PR IVATELY H E L D, O NE O F T HE L ARGEST F RE ESTAND I NG CANCER C ENT E R O N T H E WEST COAST

Accountant (Assistant Financial Manager) - left due to family relocation

H ANDS -ON F I NANCE PARTNER W I T H D I V ERSE R ESPO NS IB I L I T I ES O F F I NANC IAL A ND A CCOUN T I NG F UNCT IO NS

Led an Enterprise r isk management analysis yielding a successful

establishment of a joint venture.

Consolidate financial statements on a monthly, YTD, and year-end basis;

analyze the variances, present reports, and provide advice to key decision-makers

such as the CFO and the CEO.

Ensure P&L analysis by department for granular analysis leading to

v isibility and driving key business metrics defining financial health of the fi rm.

As a 2nd i n command, lead budgeting, reporting, and forecasting and

p rovide clear and concise financial analytics aimed at providing actionable steps

partnering with the multi-functional leaders.

Oversee tax filings, planning, and auditing in collaboration with CPAs.

F ile quarterly sales tax return and ensure payments using EFT and FTB.

Manage a 401k Profit Sharing plan for 250+ employees with audit and

f iling for 5500.

Govern t reasury and banking services via department staffing for

activities including, statement reconciliation, collection, and income allocation.

Negotiate and maintain contracts and terms for insurance packages

comprising of GL, Mal-Practice, D&O, EPLI, Workers Comp, Auto, EQ, and Fire

Policy.

As a systems manager, developed and instituted framework for payroll

system using ADP PC P/R and Jantek-time keeping for 250+ employees. The

successful t ransition and sustenance is att r ibuted to knowledge sharing and

coaching provided to the staff and cross-functional team.

2001 –

Hartwell-Dzus Inc., Now known as SouthCo Inc, Placentia, CA

2004

GLOBAL IN D USTR IAL A ND CONSU M ER P ROD UCTS M A NUFACTURER

Cost Analyst (2004); Price Analyst (2002-2004); Cost Accountant (2001-2002)

R ECRU I T E D T O A F I NANCE D EPARTM E NT AS A C OST ACCOUNTANT, Q U ICKLY G ROW I NG T O A P R ICE A NALYST A ND

T HE N T O A C OST A NALYST, G A IN I NG W I DE -RANG I NG E XPER I E NCES I N T HE F I NANC IAL A ND A CCOUN T I NG

O PERAT IONS .

Finance Business Partner Sonal Patel Page

2 (continued)

Developed and maintained price mat rix, created quick calculators for

selling prices using MS Excel.

Provided price quotations for customers with the use of Bill of Materials

and Engineering Drawings.

Analyzed manufacturing cost and differential between purchased and

fabricated products for identifying and driving savings opportunities.

Effectively ensured accuracy of perpetual inventory. Led bi-annual

physical inventory audits working with all operations departments. Additionally,

i nitiated, implemented, and monitored r igorous cycle counting process as

compared to the usage. Analyzed results on a weekly basis, created visibili ty, and

worked with cross-functional team leading to solutions.

Identified key drivers causing variance between standard cost and the

actual, and created the need for continual improvement in manufacturing

efficiency. Assisted with priorities through project savings.

Led forecasting and closing on a monthly basis, prepared journal entries,

and enacted month close using MAS90.

2000

Daksha Patel, CPA, Buena Park, CA

– 2003

P R IVATE O WNER

Accountant (Part-Time)

A SSISTED A N E NTREP RE NE UR T O E STABL IS H A S TART -UP C O MPANY .

Analyzed cash f low and posted quar terly GL entries.

Reconciled Bank statements using QuickBooks

Assisted with tax preparations for individual as well as corporations using

L acerte.

1997 –

OMR Systems, Acquired by SS&C Tech, Skillman, NJ

1999

SERV ICE P ROV ID E R O F C OMP U TER P ROGRA MS F O R STOCK EXCHANGE

Fund/Client Accountant

Reconciled daily broker and t rader statements using Visual Basics and Trading

Assistant to record foreign exchange, options, securities, and equity.

Computed capital calls and distributions, posted daily cash f low activities, and

audited on a monthly basis.

Resolved Client customer service related needs working with the brokers.

E ducation

Bachelor of Science concentrated in Accounting (2001) R ider University, School of

B usiness Administration, Law renceville, NJ

F inance Software Skills

Quick Books P ro & Quick Books En te rp r ise (mult iuser), ADP PC Payroll, MS Excel,

M S Windows, MS Access, Lotus 123, MS Lace rte, MS Works/Word, MS PowerPoint

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