Reena Patel Email & Phone Number

Hayward, Ca, Us

Hayward, Ca, Us

Emeryville, Ca, Us

• Direct and coordinate company financial planning and budget management functions. • Oversee daily operations of the with accounting staff• Manage the preparation of financial outlooks and financial forecasts. • Prepare financial analysis for contract negotiations and product investment decisions. • Ensure compliance with local, state, and federal agency's reporting requirements. • Establish and implement short- and long-range departmental goals, objectives, policies, and operating procedures. • Design, establish, and maintain an organizational structure and staffing to effectively accomplish the department's goals and objectives. • Oversee financial management of foreign operations to include developing financial and budget policies and procedures.

Provided accounting services, which included preparing payroll tax filings, sales and use tax returns, business property statements, monthly-end close procedures. Assisted clients in the selection and set up of accounting software. Ensured that clients were in compliance with with federal, state, and local government agencies. Performed duties of a controller and accounting manager for small businesses

San Ramon, Ca, Us

Provide superior client financial services, training, consulting, manage close process, evaluating policies and procedures, GL account reconciliation, preparation supporting schedules, sales and property tax reporting, payroll and payroll tax returns, budgeting, analysis and forecasting, variance and reporting trends, develop documentation procedures to maintain internal controls, identify cost control opportunities, recommend strategies for productivity and cost improvements. Founder of the QuickBooks Technical Committee at Armanino McKenna and leader in QuickBooks Niche group. Responsible to analyzing 3rd party applications to QuickBooks within firm. Provide as needed support to entire firm. Marketing to new clients and cross-selling of products and services to new and existing clients.Leader in the department of the mortgage pool niche group upon conception within the consulting department. Created standardize firms processes and procedures in handling ABS reports to QuickBooks GL.

Hayward, Ca, Us

Directed all activities of staff members in both the accounting and sales departments. Managed all AR, AP, and GL functions, including payroll preparation and processing. Generated monthly close of financial statements and prepared management reports concerning purchases, sales and inventory. Planned, prepared and delegated tasks to sales staff for monthly project and/or promotions. Organized department to enhance productivity and accuracy and improved company’s financial performance by proposing and maintaining the company’s budget. Facilitated conversion to new accounting system. Designed and developed policies and procedures manual. Designed and implemented monthly and seasonal marketing campaigns and designed relevant marketing collateral.

Post Baccalaureate Studies, Accounting

Bs, Business Administration With Concentration In Marketing And Cis