Dee Patel Email & Phone Number

South Gate, Ca, Us

Los Angeles, California, Us

· Managing full cycle accounting, including A/R, A/P, journal entries, bank and account reconciliations, month and year end closing, and quarterly sales and use tax filings.· Reviewing and preparing financial statements for quarterly investor reporting and annual tax filings.· Performing in-depth financial analysis during due diligence, highlighting key findings that inform executive decision making.

Raleigh, North Carolina, Us

· Managed full cycle accounting, including A/R, A/P, month end closing and monthly and quarterly sales and use tax filings.· Implemented annual forecast, set department budgets by collaborating with department budget owners and company executives, and managed cashflow assessments.· Conducted detailed financial analysis, sales forecasts, variance analysis, and KPI analysis.

Los Angeles, California, Us

· Oversaw full cycle accounting including A/R, A/P, month end closing, journal entries, bank and account reconciliations, and quarterly sales and use tax filings.· Assisted CEO in building the annual forecast and setting detailed department budgets, reviewed and prepared financials for quarterly and monthly investor reporting packages.· Developed and implemented internal controls to improve financial accuracy and reporting in compliance with GAAP.

Irvine, Ca, Us

· Managed efficient cashflow reporting through daily cash applications, analyzing of chargebacks, and resolving customer disputes in a timely manner.· Identified, resolved, and assisted in cash collections of disputes for over $350k in fiscal year 2020.· Conducted weekly AR aging and forecasting reports, producing month end balance reconciliations, and creating ad hoc reports for customer balances and accruals.

Us

· Processed pharmaceutical rebates upwards of $300 million per month in a timely and accurate manner by establishing and maintaining contract databases in the rebate billing system.· Facilitated communication between Industry Relations, Client Management, Clinical Services and Pharmaceutical Manufacturers to identify accurate rebate eligibility and formulary information.· Reconciled discrepancies in accounts receivable and conducting research to resolve billing and invoice problems, yielding a collections rate of 95% for disputed balances.· Partnered with Industry Relations to identify financial performance trends and negotiate contract terms to increase revenues by approximately $2 million annually.· Analyzed data and assisting in preparation of financial metrics to forecast cash collections of up to $1.5 billion per month.

· Achieved financial objectives by preparing annual budget, scheduling expenditures, forecasting sales trends, and initiating corrective actions.· Maintained staff by recruiting, selecting, and training employees and maintaining a safe, secure, and legal working environment.· Distributed customer satisfaction surveys to measure areas of improvement and implemented corrective actions to increase customer retention by 30% within the first quarter. Increased net revenue by 15% due to consumer elasticity.· Revamped payroll and expense accounting, saving $15,000 annually by introducing alternate suppliers and equipment servicers with lower cost without decreasing quality standards.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Finance, General