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Financial Analyst, Data Analyst, Staff Accountant, and Controller

Marietta, Georgia, United States
November 24, 2018

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Amit V. Patel

Marietta, GA ***** 678-***-****

Senior Financial and Operations Executive

Experienced financial leader with significant expertise in a variety of industries

Experienced leader with 20+ years of articulating strong, distinctive, and streamlined financial and operational processes through innovative strategies. Trusted advisor, blending creativity and data, to deliver compelling results in a variety of industries. Pragmatic visionary, with extraordinary planning, controllership, and auditing skills while building and nourishing enduring and collaborative relationships. Exceptional communicator and respected manager, leading interdisciplinary teams and interacting effectively with clients, colleagues, the business community, and the general public. Technically adept professional, proficient in Microsoft Word, Excel, PowerPoint, Outlook, QuickBooks, Peachtree Accounting Software, and SAP.

Financial & Operational Management

Process Improvement

Change Management

Strategic & Long-Term Planning

Project Management

Staff Development & Training

Financial Statement Analysis & Preparation

Financial Reporting & Tax Accounting

Legal & Regulatory Compliance

Month-End Closings & Reconciliations

Bank Statement & Account Reconciliation

Human Resources Management

Financial Modeling

Data Analysis

Accounts Receivable

Fixed Asset Accounting

Vendor Negotiations

Sales & Marketing

Financial Planning & Analysis

Budgeting & Forecasting

Accounts Payable

Payroll & Gov’t. Filings

General Management

Customer Service Management


Atlanta Real Estate Development Company, LLC, Atlanta, GA

Senior Accountant

August 2006 - Present

Oversee daily department operations and accounting functions, leading a staff of 3 to handle all financial operations for the organization and generate financial statements and file sales and use tax forms. Create budgets and lead financial strategies. Record, analyze, and review all financial transactions and meet short and long term needs of the organization. Establish financial governance and management policies and continuously improve internal controls, financial accountability, analyzing expenditure and revenue trends. Ensure regulatory compliance and deliver all monthly, quarterly, and annual financial reports. Develop and manage a number of real estate projects, from construction to renovation and ranging in investment up to $15M. (A portfolio of projects can be found in Atlanta Real Estate Development Company, LLC's Capability Statement.)

Developed from concept to completion a $15M project (Rosewood) including, 50 single- family home development, supervising design and build of infrastructure and vertical construction in Southbend, IN.

Delivered $1.2M renovation (Exterior and Interior) of 25 HUD Apartment Complexes (200 Units) in the City of Meridian, MS.

Completed $1,125M project, replacing Decking and Roofs on 25 Duplexes, 30 Triplexes, and 50 Quads in City of Childersburg, AL.

Renovated and Delivered $500,000 project of a burned building (Brownlee Village) for Owner/insurance Company consisting of 8 2-bedroom units

Renovated and Delivered $300,000 project on existing HUD Apartment Complexes & Single-Family Homes in City of Greenwood, MS

VTP Business Management, Inc., Atlanta, GA

Senior Accountant

January 2001 - August 2016

Led all aspects of financial oversight and oversaw daily operations for a $20 Million management consulting company. Guided financial planning, reporting, budgeting, controllership, and audit. Collaborated closely with clients and colleagues, enhancing their abilities to better perform their duties. Created robust financial infrastructure, developing and implementing processes and system upgrades. Coordinated the work of outside specialists dealing with human resources, legal, information technology, risk management, and insurance to implement cost efficiency programs. Recruited, hired, trained, and mentored employees into high-performing teams. Managed a team of 300 professionals. Led the company's banking relationships by negotiating credit terms. Reviewed and approved company's audited financial statements and generated financial statements and annual corporate tax projections, and prepared tax filings including sales and use tax forms. Developed financial statements, analyzed business trends, and daily operating costs to identify and create efficiencies.

Rebuilt the finance function, implemented formal budgeting, forecasting and reporting systems to measure and communicate performance results internally, to the board of directors and investors

Implemented a monthly financial and management reporting process resulting in a more timely, accurate and detailed reporting package for use by executive management and board of directors in the strategic management of the organization.

Managed all day-to-day banking, treasury, and operating cash flow activities for effective financial planning, and reorganized accounting processes to produce accurate financial statements on a timely basis.

Worked closely with executive management team to grow top line revenues by over 20% from 1995 to 2006 through new customer acquisition and increased account penetration.

Instrumental in driving a 33% increase in gross margin through process automation, efficiency gains, new vendor agreements, revenue and market expansion, and strict headcount adherence.

Implemented internal audit procedures which identified $100k in annual cost savings and revenue opportunities from 1995 to 2006.

Designed and implemented a new billing review process to ensure efficiency and accuracy.

Developed and implemented cost-cutting program which resulted in enhanced profitability on average of 10% from 1995 to 2006 throughout the organization.

Reduced expenses on average by 10% while simultaneously boosting sales on average by 5% from 1995 to 2006.

Negotiated cost savings and new vendor terms reducing operating costs by $100k and improving cash flow by $150k from 1995 to 2006.

Effectuated the sale and disposition of businesses and assets managed in our portfolio, resulting in an ROI of at least 100% on 84% of transactions.

Additional Experience:

Clarion Suites Atlanta Airport, Atlanta, GA, Controller/Assistant General Manager.


Bachelor of Science Degree in Accounting, with Honors, G.P.A. 3.97 University of Phoenix, Phoenix, AZ

Bachelor of Science Degree in Finance, G.P.A. 3.34 Kennesaw State University, Atlanta, GA

Presidential Fellow and Scholar, President's List, and Dean's List

Golden Key International Honour’s Society

National Society of Collegiate Scholar’s

Beta Alpha Psi Honor Society

Outstanding Undergraduate Student in Auditing

Certificates & Licenses

Georgia Real Estate License #37978

Paralegal Certificate, with Honors

Training & Development

Chartered Financial Analyst Candidate, Passed Level 1 of the CFA Examination

Certified Public Accountancy Candidate

Financial Planning & Analysis (FP&A) Candidate

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