Astha Patel Email & Phone Number

Raleigh, North Carolina, US

Cary, NC, US

• Spearheaded a collaborative initiative with the leadership team to enhance the accuracy of SG&A expense tracking, leading to precise budget comparisons and efficient reclassification of expenses across.
• Delivered comprehensive monthly financial statements and performance analyses, incorporating advanced capital expenditure modeling and forecasting, which informed strategic decisions and identified cost-saving.
• Developed and maintained PowerBI dashboards to analyze operating expenses, plant expenses, and other COGS, significantly improving visibility into financial performance. Created a specialized Margin Dashboard for the.
• Led the annual budget preparation process, coordinating closely with the leadership and sales teams to establish SG&A and revenue budgets. Crafted and presented detailed budget proposals to the Private Equity team.

Raleigh, NC, US

• Sales Finance - Telco Segment
• Developed and delivered quarterly financial analysis presentations to executive leadership, leveraging sales finance data and market trends to provide valuable insights for improving decision-making and increasing.
• Collaborated closely with managers and cross-functional teams to create targeted plans for the upcoming year.
• Provided critical sales insights by analyzing financial data and market trends, enabling the Sales Team to make accurate forecasts and strategic investment decisions.Business Unit Finance - Total Product Portfolio
• Engaged in close collaboration with managers to develop targeted plans for the upcoming year and improved forecast accuracy (by 2%) by doing various different analyses.
• Analyzed In-Quarter and Out-Quarter Single year booking data to generate projections and provide strategic recommendations to key stakeholders, resulting in improved decision-making and increased business growth.

Raleigh, NC, US

• Provided actionable insights to the business by analyzing and presenting data through a range of reports, including Performance Outlook, Quarterly Business reports, Customers at Risk, Renewals, and Forecast reports.
• Continuously improved skills and reduced analysis time by proactively learning and implementing new tools, such as Tableau, Google Slides, Microsoft Office, and DBeaver (SQL Query).
• Played a key role in improving forecast quality for all product groups by utilizing multiple reports and carefully comparing results to identify the most accurate predictions for future functions.

Bensalem Township, Pennsylvania, US

• Processed bi-weekly, semi-annual, and semi-quarterly payroll for 1,500 employees, ensuring timely and accurate payment of salaries and benefits, and handling ad-hoc requests from Finance, HR, and Accounting teams.
• Prepared detailed Excel reports, tracking employee deductions, retirement benefits, garnishments, paid time off, and bonus and overtime calculations, ensuring compliance with company policies and government regulations.
• Accurately calculated Federal, State, and Social Security tax withholdings, as well as severance pay and 403B deposits, reducing errors and minimizing compliance risks.

• Managed on-site evaluations and internal audit as integral parts of the quality assurance program
• Acted as a primary point of contact for client and employees' inquiries and schedules
• Internal communication to process schedules for 300+ employees.
• Upload the information of AIDES in HHA Exchange’s software along with that check the visits of AIDES.
• Oversee all audits for physical files, CRM data entry, and employee files.
• Cash receipts reports and invoices organization and submission.

• Applied mathematical abilities on a daily basis to calculate and check figures in daily transactions.
• Communicate with vendors and clients to facilitates timely payments.
• Maintain records of orders and give reminders to employees and clients about events.
• Help in preparing Journal entries and Financial Statements.

Master Of Business Administration - Mba, Finance And Accounting

Bachelor Of Commerce - Bcom, Accounting And Auditing