Jesal Patel Email and Phone Number

• Support the assistant Dean at the Charlton College of Business with projects as requested• Led extensive nationwide market research on universities to comprehensively assess current program standings, enhancing the university experience for students and refining its market position through informed strategic initiatives• Organized and managed vast amount of student records while ensuring data integrity compliance• Planned and executed engaging informational and networking events, offering valuable guidance and interpretation on academic programs to students

• Prepared detailed accounts receivable report in Excel and Power BI, conducting statistical analysis that provided critical insights for efficient credit control and collection process resulting in a 30% reduction in time required for subsequent updates• Performed data reconciling and validation processes with attention to detail, enhancing overall data quality and ensuring 100% data accuracy and integrity across 1000+ records. reduced data errors by 15% through the implementation of best practices• Contributed to the Development of a comprehensive cash management model and a five-year strategic model, utilizing advanced financial modeling techniques, demonstrating proficiency in MS Excel resulting in valuable insights on key metrics that significantly enhanced the CFOs decision-making process for improved cost control and increased profitability

• Led and delivered 8+ projects by interpreting and analyzing requirements, scoping project path, creating project timelines and effectively managing timelines, and fostering strong relationships for client satisfaction and retention• Prepared a dynamic dashboard of 32 investments on an excel model to track key metrics that assisted senior executives in viewing portfolio performance in a concise manner for decision making• Mentored, managed and guided analysts on efficient execution of projects for 4 clients in real estate, emerging markets, and private equtiy sectors with a combined AUM of $125 billion• Reviewed all deliverables like financial statements, monthly reports and journal entries prepared by analysts & senior analysts and added checks and controls to elevate the quality of the work resulting in 98% accuracy and consistent exceptional service delivery• Implemented a new accounting software Investran to optimize the process of preparing a financial statement which saved 20% of preparation time• Liaised with the investor relations group and senior professionals like fund managers, CFOs, and controllers preparing investor reports under tight deadlines, ensuring timely delivery

• Prepared and reviewed valuation reports worth $700 million with multiple investments based on DCF valuation and market valuation and calculated the returns. Provided data backed brief commentary for the variance of valuation between quarters• Prepared a summary of 30+ deals and multiple assets under each deal with salient features and performance metrics such as revenue, expense, NOI, NAV, GAV, Debt, etc. for high volume real estate portfolio• Proficiently executed waterfall calculations as part of fund administration responsibilities, ensuring accurate distribution of profits, carried interest and management fees to GP’s and LP’s in compliance with fund policies and limited partnership agreements• Monitored procedures & controls within the team. Reviewed & approved analysts work daily within departmental guidelines• Executed diverse Ad Hoc reports and expense variance analysis between actual and budget/forecast values for the monthly close• Collaboratively worked with the training department to proactively identify and implement training initiatives for team members, integrating key accounting principles into training modules, resulting in a 25% improvement in the team's operational efficiency • Conducted extensive market research, providing executive leadership with actionable insights on industry trends and competitor performance, leading to informed decision-making and 25% business growth surpassing benchmark expectations

• Prepared and analyzed financial statements, partners' capital account statements, and footnotes to financial statements • Demonstrated adeptness in navigating intricate fund structures and diverse alternative investment vehicles • Accurately posted 1000+ journal entries including intercompany receivable and payables, accruals, capital call, distribution, investment purchases, expenses and income using accounting software such as Allvue, QuickBooks, and Sage Intacct• Assisted auditors to ensure efficient annual audit process by promptly addressing inquiries and providing necessary documentation• Executed end to end reports like aged receivable/payable, intercompany, monthly expense variance report• Efficiently managed 1099s and W-9 forms ensuring compliance and on-time submissions with 100% accurately rate• Monitored daily cash balances of 18+ bank accounts over $100 million and performed custody, cash, and bank reconciliations • Assisted the invoicing team with processing more than 300 invoices and ACH and wire payments per month