Vice President - Origination | Leveraged Finance
Current
Siemens Financial Services, Inc
Oct 2024 - Present
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Parth Patel Email & Phone Number
Vice President | Origination - Leveraged Finance at Siemens Financial, Inc.
at
Siemens Financial Services, Inc
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Siemens Financial Services, Inc
Role
Vice President | Origination - Leveraged Finance at Siemens Financial, Inc.
Location
New York City Metropolitan Area, United States
Who is Parth Patel? Overview
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Quick answer
Parth Patel is listed as Vice President | Origination - Leveraged Finance at Siemens Financial, Inc. at Siemens Financial Services, Inc, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Parth Patel.
Parth Patel previously worked as Vice President - Origination | Leveraged Finance at Siemens Financial Services, Inc and Associate Origination - Leveraged Finance at Siemens Financial Services, Inc. Parth Patel holds Bachelor Of Science (B.S.), Accounting from Rutgers, The State University Of New Jersey - Rutgers Business School.
Profile bio
About Parth Patel
Experienced Associate with a demonstrated history of working in the finance industry. Skilled in Financial Modeling, Microsoft Excel, Tableau,Visual Basics and R. Strong education professional with a Bachelor of Science (B.S.) focused in Accounting from Rutgers, The State University of New Jersey - Rutgers Business School.
Current workplace
Parth Patel's current company
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Siemens Financial Services, Inc
10 roles
Parth Patel work experience
A career timeline built from the work history available for this profile.
Associate Origination - Leveraged Finance
Siemens Financial Services, Inc
Oct 2021 - Nov 2024
Analyst Leveraged Finance
Siemens Financial Services, Inc.
Sep 2019 - Oct 2021
R&D Controlling (Fldp)
Jan 2019 - Sep 2019
Performance Controlling (Fldp)
Jul 2018 - Jan 2019
Risk Assesment Analyst (Fldp)
- Developed Digital Indicator dashboard to keep track of different service activities and initiatives in QlikView with guidence from developer team- Automated daily reports using Visual Basics coding and reduced monthly reporting process time by 3 days (75%)- Monitor monthly performances of top 40+ high risk projects, detect potential risk factors to report to higher management- Maintain Bond Monitoring system to ensure all Purchase Orders that require bond under the policy are in compliance- Redesigned reporting to clearly inform audience through meaningful visual metrics
Jan 2018 - Jun 2018
Pricing , Funding And Risk Management Analyst (Fldp)
- Developed Liquidity Gap Analysis using the coding lanuguage R to create an overview of the liquidity sitution of SFS Inc. Tool was being used to analyze the costs SFS faces to close the liquidity gap- Maintained periodic reporting of currency, breakage and expected maturity risks in the SFS portfolio- Involved in building Interest Rate Reset Risk and FX Risk model to calculate the net exposure and value at risk(VaR) using R- Automated and maintained financial models using Visual Basics in Excel
Jul 2017 - Dec 2017
Financial Leadership Development Program Intern
Accounting, Controlling, & Cash Management- Conducted month-end closing activities including portfolio reconciliations, analysis of new business in a $1 billion portfolio, and developed cash dashboard to analyze trends for over $450 million of incoming cash- Reported and Processed Daily Business Volume, Vendor Approvals and Inter Company Cash Transactions- Performed Property Tax Reconciliation, Prepaid Reconciliation and also tracked and monitored entries- Managed the Transaction Change Management System
May 2016 - Jun 2017
Summer Leadership Program
- Engaged in collaborations through case studies with mentorship from firm staff and strategized plans for further implantation toward company goals- Leadership Development Seminar- Team building exercises and Community Service
Jun 2017 - Jun 2017
Accounting Clerk
- Performed monthly payroll and bank reconciliations- Reviewed and reconciled accounts payable expense forms for the company- Researched various target real estate investments regarding valuation and location for future businesses- Recorded daily business transactions into QuickBooks
Dec 2012 - May 2016
2 education records
Parth Patel education
Bachelor Of Science (B.S.), Accounting
Rutgers, The State University Of New Jersey - Rutgers Business School
Cfa Level Ii Candidate
Cfa Institute
FAQ
Frequently asked questions about Parth Patel
Quick answers generated from the profile data available on this page.
What company does Parth Patel work for?
Parth Patel works for Siemens Financial Services, Inc.
What is Parth Patel's role at Siemens Financial Services, Inc?
Parth Patel is listed as Vice President | Origination - Leveraged Finance at Siemens Financial, Inc. at Siemens Financial Services, Inc.
Where is Parth Patel based?
Parth Patel is based in New York City Metropolitan Area, United States while working with Siemens Financial Services, Inc.
What companies has Parth Patel worked for?
Parth Patel has worked for Siemens Financial Services, Inc, Siemens Financial Services, Inc., Siemens, Cohnreznick Llp, and Msd Llc.
How can I contact Parth Patel?
You can use AeroLeads to view verified contact signals for Parth Patel at Siemens Financial Services, Inc, including work email, phone, and LinkedIn data when available.
What schools did Parth Patel attend?
Parth Patel holds Bachelor Of Science (B.S.), Accounting from Rutgers, The State University Of New Jersey - Rutgers Business School.
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