Nik Patel Email & Phone Number

• Developed future state Finance target operating model, benefits case, and sequenced implementation roadmap• Optimized Client's Order-to-Cash process through facilitation of design workshops, stakeholder interviews, process documentation/mapping, system/tool rationalization, and resource allocation• Private Equity mergers & acquisition carve outs and post-merger integration• Led digital transformation initiatives including implementation of an eInvoicing & ePayment SaaS platform• Vendor assessment and selection• Working Capital optimization• Global cross-functional Project Management including budgeting, scheduling, performance & deadline management, and risk mitigationBilling & Payment Tool Implementation:• Billing & Payment tool implementation utilized to accelerate payments, optimize payment management, and establish a centralized invoice repository• Collaborated with Treasury, IT, Marketing, and the Business to ensure project deliverables were completed on time and within defined budget and scope• Assisted the Business in developing customer communication materials, and developing payment tool adoption strategies• Project Management of overall scope, budget, resourcing, and deliverables

Gb

• Lead global OTC Project Manager for $60B+ post-merger integration• Conducted end-to-end O2C assessments – identifying pain points and opportunities for optimization and digital automation• Developed materials and led multiple deep-dive process specific workshops to determine key process and system variants• Conducted project management activities, including project plan development, coordinating cross-functional discussions, and ensuring proper risk mitigations and escalation protocols are applied

Miami, Florida, Us

• Conducted full scale SG&A benchmarks and current state assessments of finance function• Assessed resourcing levels and established recommendations for increased labor efficiency, productivity, and outsourcing• Developed end-to-end process ownership and governance models• Developed an extensive P-Card RFP, including RFP scoring models, Policies & Procedures documentation, and Roles & Responsibilities documentationInternational Experience (London & Amsterdam):• Initiated Dash-4-Cash Process to improve Working Capital • Assisted in determining Customer-to-Cash process gaps and inefficiencies• Assisted in development of initiatives to bridge process gaps to best practice standards

London, Gb

• BlackLine future state design and implementation• PeopleSoft Financials configurations and business processes documentation • Financial controls and benefit plan testing• Anti-money laundering (AML) KYC remediation• Order-to-Cash process optimization • Finance operating model assessments

Birmingham, Alabama, Us

• Underwrote credit facilities through extensive analysis of firm’s financials, operations, & management.• Normalized and spread financial statements• Prepared multi-million dollar credit memorandums for firms with over $300 million in revenues.• Prepared and maintained various spreadsheets and databases.• Used a variety of analytical techniques to ensure clients comply with covenants & maintain profitability.

Tallahassee, Fl, Us

• Created a new process of accounting of funds in order to accurately reconcile monthly & quarterly reports.• Assisted with determination of eligibility of companies applying for training funds.• Researched & developed new marketing strategies for training programs.

Norwalk, Ct, Us

Summer internship with GE-IKON Financial Services. • Quoted and revised lease agreements for new and existing customers. • Maintained asset databases• Maintained customer contracts through the use of MS Access.

Mba, Finance

Bba, Finance & Economics