Amie Patel Email & Phone Number

Boston, Ma, Us

Cambridge, Massachusetts, Us

Cambridge, Massachusetts, Us

Boston, Ma, Us

• Facilitates the submission of each strategic business unit and corporate department’s plan, forecast and budget information to create the company’s five-year financial outlook • Responsible for the creation of five-year plan presentations and metrics presented to executive management and the board of directors • Utilizes expert knowledge of Hyperion Essbase and Planning to maintain and improve the corporate planning modules • Spearheaded multiple process improvement projects, specifically a project to automate components of the plan balance sheet reporting

Boston, Ma, Us

• Led time saving process improvements, such as streamlining and automating the Corporate Expense monthly process to save approximately 15 hours of work per month • Coordinated maintenance within the Corporate Expense system, including maintaining cost centers, departments and interfaces to ensure expense reporting was completed accurately each month • Certified financial system integrity by ensuring journal entries were inputted utilizing various accounting systems, correcting system errors, and confirming account reconciliations were completed accurately • Prepared quarterly and annual GAAP and statutory financial statements and GAAP footnotes for the MD&A• Contributed to monthly book close process by communicating effectively with strategic business units and corporate departments to successfully prepare various exhibits such as a monthly PTOI Reconciliation, which was presented to senior management • Communicated effectively with the strategic business units and corporate departments to prepare various exhibits

Boston, Ma, Us

• Supported the activities of each monthly and quarterly book-close ensuring general ledger entries were inputting by utilizing set procedures and various accounting systems; interface are balanced; account reconciliations are completed to accurately• Researched and resolved complex reconciling issues and discrepancies• Assisted business units with month end closing functions, which includes research of general ledger details and preparing data queries• Followed risk management and quality compliance processes including OFAC & Attestation to ensure compliance with Corporate and Company procedures

• Constructed bank reconciliation statements for corporate clients• Analyzed client accounts and created yearly sales and expense spreadsheets• Assisted managers in transforming trial balances into income statements and balance sheets• Provided support for numerous duties including collating reports, filing information, faxing and organizing data

Waltham, Ma, Us

• Conducted competitive research on the email marketing industry by managing various communication channels for competitive intelligence and tracking competitive data points on a daily basis• Compiled market research for expansion into the European Market, specifically the UK• Contacted and interviewed current customers for feedback on future product development and improvements of current products• Conducted product analysis and updated existing product reviews• Prepared company profiles for large competitive threats including company history, financial reports, product summaries, and SWOT analyses

Master Of Business Administration - Mba

Bsba, Accounting, Finance