Komal Patel, CPA

Morrisville, NC Phone: 551-***-**** ad2m0s@r.postjobfree.com

Certified Public Accountant with over ten years of diverse industry experience and accomplished ability to work independently to successfully achieve project goals and objectives. Expertise in budgeting, forecasting, variance analysis, financial reporting and modeling, GAAP and SOX compliance. Collaborative professional, comprehensive knowledge of Finance and Accounting operations. Effective communication, analytical and problem-solving abilities, and excellent at multi-tasking.

KEY STRENGTHS

Areas of Financial Oversight

•Budgeting, Forecasting, Variance analysis

•Balance Sheet Reconciliations

•Financial Planning, Reporting and Modeling (FP&A)

•System implementation, Process improvements, Automation

•Internal and external auditing

•Sarbanes-Oxley (SOX) Audits

Business Partnerships

•Collaboration across Departments, Functions, and Business Areas

•Relationship Building

•Cross-cultural Communication

•Problem Solving

Technical Skills & Software

•Business Objects

•Oracle Applications

•Hyperion/Planning, Essbase

•Microsoft Office Suite (Expert in Excel, Word, PowerPoint)

•Tableau

WORK EXPERIENCE

Gilead Science (Rose International) Raleigh, NC (April 2023 – current)

Finance Consultant

Support the transition from Oracle EBS to SAP S/4 HANA for Record-to-Report (RTR), Order-to-Cash (OTC), and Source-to-Settle (STS) processes.

Engage with IT and the financial services team to support the reconciliation and resolution of issues identified in the interface between Oracle EBS and SAP S/4 Hana via Magnitude Source Connect software.

Track, audit and compare transactional postings between Oracle EBS system and SAP S/4 HANA system via Magnitude Source Connect.

Develop and maintain a reconciliation reporting process and manage exceptions during the hybrid phase.

Support the month-end procedures within RTR/PTP/OTC as they relate to Magnitude Source Connect and other analytics as required.

Engage with the Gilead ID, Business Process Owners, and partners, representing GFS RTR/PTP/OTC to resolve issues.

Engage with Gilead IT team to confirm integrity of all data interfaces and escalate exceptions as required.

Support any other key ad-hoc activities & initiatives within RTR/PTP/OTC that align with the future operation and global ERP implementation of S/4 HANA.

Support the training, testing and conversion phases within the S/4 HANA implementation.

Cisco Systems Morrisville, NC (November 2014 – June 2022)

Finance Manager - FP&A

Own monthly and quarterly activities like annual planning, quarterly budgeting, monthly forecasting, variance analysis and reporting. Lead monthly forecast calls and work with corporate team on forecast submissions on key spends and flag any potential issues/risks through timely variance analysis.

Prepare and Manage financial reporting packages on financial performance by comparing historical results against budgets and forecasts, and performing variance analysis to explain differences in performance and make improvements going forward.

Participate as a member of our FP&A team in improving the Company’s finance and accounting processes as they relate to month and quarter-end close process, real-time reporting, and rolling forecast.

Partner with the Finance Reporting Center of Excellence (COE) to drive standardized reporting and adoption.

Collaborate cross-functionally with other FP&A groups, as well as operations including purchasing, accounting, corporate finance.

Sr Financial Analyst, CX Americas

Analyze, report, and evolve bookings, revenue, and profitability forecast models utilizing inputs from cross functional partners.

Develop and implement standardized monthly reporting specifically for US Commercial and Canada delivery area, financial metrics, and commentary. Drive expense and headcount management within the region inclusive of planning, approval, tracking, and accruals.

Provide robust analytics to track financial performance and provide advisory support to leadership on strategic decisions and execution of key business goals and initiatives.

Ensure compliance in all aspects of the business.

Finance Analyst - WW Sales & Marketing FP&A

Conduct forecast review meetings, engage data-driven conversation, provide the explanation to variances, make recommendation actively as needed to ensure execution to spending mentorship, and facilitate accurate reporting from financial systems.

Produce monthly forecast, drive accountability to ensure monthly execution by spend categories, track actual execution against commit, collaborate effectively with other team members and communicate results.

Prepare reporting packages including actual, trends and projections for headcount, spend, productivity and efficiency.

Prepare and post accrual, re-class, and recurring entries, reconcile BS accounts and communicate and partner directly with corporate accounting team on changes or updates.

ABB Cary, NC (July 2014 – November 2014)

Audit Analyst/ Consultant

Ensures compliance with established internal control procedures by examining records, reports, operating practices, policies, and financial status.

Research prior ERP Framework of ABB to determine availability of financial data. Work with AP, AR, IS, Operations, and other functional groups to build a project archive to support any inquiry or challenge by the State. Intermediary between different business units to combine resources to achieve project goals.

Performed due diligence to research the feasibility of full and accurate financial records.

Liaison between SQL programmer and finance team to help interpret finance data and reports.

Prepare reports on findings and operations relative to compliance.

Implement measures to advise and assist customers on compliance matters.

Ensures compliance practices with state filings of escheatment tax.

Perform, coordinate, and monitor a variety of administrative support functions. Recommend measures to achieve operating efficiencies and ensure customer satisfaction.

Experis Raleigh, NC (Sept 2013 – April 2014)

Internal Auditor /Consultant

Experience with Sarbanes Oxley financial and IT auditing control testing for various industries, which includes Pharmaceutical, Insurance, Manufacturing, Government and State agencies.

Performed operational and financial integrated audits and pre- and post-implementation reviews.

Prepared audit scopes, reported findings, and presented recommendations for improving data integrity and operations.

Coordinated with IT department and external auditors during SOX IT testing.

Reviewed systems for adequate management controls, efficiency, and compliance with policies, regulations, and accounting principles. Made recommendations when necessary.

Coordinated with various departments to create remediation plans for deficiencies found during audit.

Perform general controls oversight and review to verify compliance with SOX provisions and professional standards.

Mediate between in-house managers/IT department and external financial and operational auditors.

Reviewed SAS 70 reports and executed control testing and documentation of IT general controls, system application and process controls, system access and security controls.

Assisted various projects in managing all aspects of the audit process including planning, fieldwork, reporting, and follow-up while continuously monitoring risks and taking appropriate actions that includes Security control review for Intrusion protection, Internal Privacy controls of operations procedures, Data management, storage, and recovery.

Provided leadership in the translation of business needs into technical specifications, in accordance with standard IT Governance policies.

Ensure audit tasks completed accurately and within established timeframes.

EDUCATION

Certified Public Accountant (CPA) 2013

Licensed in North Carolina

Master of Science in Accounting and Auditing 2007

Fairleigh Dickinson University New Jersey

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