Reena Patel Email & Phone Number

Austin, TX, US

Austin, Texas Area

• Posted a growth rate of 51.47% for 2018 tax year, by fostering a culture of strong client relationships and high retention rates.
• Led a team of six tax professionals and trained more than 40 tax preparers per season. Effectively integrated ethics into the overall team culture which contributed to record-breaking franchise revenue to more than 15%.
• Surpassed franchise goal for the 2018 tax year by administering and accurately preparing over 600 individual tax returns in a timely and efficient manner.
• Attained over 95% of NPS (National Promoter Score) for two consecutive tax years through client surveys.
• Competencies: leadership, communication, time management, attention to detail, ethical conduct

Greater Chicago Area

• Expertly handled a vast array of financial reporting and accounting functions for 25 business clients.
• Reviewed and reconciled an 18-month backlog of unbalanced financial records and bank reconciliations for a business client which helped expedite their A/C receivable by more than 30% and enhanced cash flow tracking.
• Developed a more efficient workflow by improving documentation processes and streamlining office procedures which increased company’s efficiency to manage business clients by 35% and ensured tasks were performed more.
• Competencies: Detail oriented, regulatory compliance, time management, research, team oriented.

Kuala Lumpur, Malaysia

• Managed South East Asia regional accounts. Guided and implemented a sales forecast system, that dynamically calculated future sales and production.
• Automated order processing and inventory management with the support of the IT department which increased the company’s efficiency by more than 42%.
• Awarded “Sales person of the Year” (outperforming 5 sales colleagues) for maintaining positive customer relationships throughout the South East Asia regional market.
• Competencies: Plan for success, sales approach, negotiation, strategic skills, business plan

Master Of Business Administration - Mba, Accounting And Finance, Gpa 4.0

Bachelor'S Degree, Business Administration And Management, General