AeroLeads people directory · profile
Sefali Patel Email & Phone Number
Senior Consultant
at
Point B
1 work email found
@pointb.com
3 phones found area 206
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Consultant
Location
Walnut Creek, California, United States
Company size
Who is Sefali Patel? Overview
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Quick answer
Sefali Patel is listed as Senior Consultant at Point B, a company with 799 employees, based in Walnut Creek, California, United States. AeroLeads shows a work email signal at pointb.com, phone signal with area code 206, and a matched LinkedIn profile for Sefali Patel.
Sefali Patel previously worked as Management Consultant at Point B and Funding Strategy | Product Manager at Chevron. Sefali Patel holds B.A, Business Administration - Finance from Uw Foster School Of Business.
Company email context
Email format at Point B
This section adds company-level context without repeating Sefali Patel's masked contact details.
{first_initial}{last}@pointb.com
89% confidence
AeroLeads found 1 current-domain work email signal for Sefali Patel. Compare company email patterns before reaching out.
Profile bio
About Sefali Patel
Management Consulting professional skilled in program leadership and problem solving. Previous experience includes 10+ years of corporate finance, internal consulting, product management, project experience at a Fortune 500 company. I am enthusiastic about challenging the status quo; generating insights from data; and designing and deploying smart solutions to solve challenges and improve business processes. I take pride in communicating effectively; quickly learning new concepts, products, and technologies; and immediately adding value in every new role.Strengths: Business Analysis, Business Process Improvement, Cross-functional Collaboration, Communication, Data Analytics, Data Visualization, Forecasting, Leadership, Mentoring, Prioritization, Product Management, Project Management, Presentations, Reporting, Solving Problems, Scrum, Agile/Lean Methodologies, Stakeholder Management, Teamwork, User TestingTools: Microsoft Office Suite: Excel (Advanced), Word, Outlook, OneNote, PowerBI, PowerPoint, Teams, Azure DevOps, SharePoint; G Suite: Sheets, Slides, Forms
Listed skills include Analysis, Financial Analysis, Accounting, Financial Modeling, and 5 others.
Current workplace
Sefali Patel's current company
Company context helps verify the profile and gives searchers a useful next step.
Point B
9 roles · 17 years
Sefali Patel work experience
A career timeline built from the work history available for this profile.
Management Consultant
Current
Jan 2024 - Present
Senior Consultant
Nov 2021 - Apr 2024
Funding Strategy | Product Manager
-Developed funding strategy for international operations and worked cross-functionally with Legal, Governance, Tax, Treasury and Controllers to maximize flexibility for capital structure decisions, achieved optimal balance between cost and risk in funding decisions. -Partnered with business unit Finance leaders to understand key drivers and support.
2017 - 2021
~4 yrs
Senior Analyst | Project Manager
-Managed project team with internal and external consultants, identified efficiency opportunities in work processes of clients consisting of global business units. -Conducted surveys, extracted and analyzed large datasets to understand trends and provide recommendations. Developed and implemented solutions across business.-Became a Subject Matter Expert.
2014 - 2017
~3 yrs
Lead Finance Project Analyst
Chevron Energy Solutions
-Primary finance business partner to establish reporting, forecasting and financial processes for a new business unit at that focused on equity investments and large scale utility projects that consisted of new employees & contractors and a business model that significantly deviated from the traditional model. -Collaborated cross-functionally with the BU.
2011 - 2013
~2 yrs
Project Finance Analyst
Chevron Energy Solutions
-Worked in fast-paced, start-up atmosphere for small renewable energy company owned by Chevron.-Primary finance business partner for Sales and Operations teams, establishing trust and gaining an understanding of relevant business drivers impacting project margins and bookings. -Analyzed project financials, completed monthly variance analysis, and.
2009 - 2011
~2 yrs
Financial Analyst
Sep 2007 - Aug 2009
Financial Analyst Intern
Jun 2006 - Jan 2007
Team & coworkers
Colleagues at Point B
Other employees you can reach at pointb.com. View company contacts for 799 employees →
MM
Matt Mcclellan, Mba
Colleague at Point B
Denver Metropolitan Area, United States
View →
JB
Jens Brynestad
Colleague at Point B
Seattle, Washington, United States, United States
View →
AL
Amber Lightfoot
Colleague at Point B
Phoenix, Arizona, United States, United States
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DP
Don Pointb
Colleague at Point B
Kirkland, Washington, United States, United States
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JF
Jennifer Feldman
Colleague at Point B
Redmond, Washington, United States, United States
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LC
Lucas Carlisle
Colleague at Point B
Charlotte, North Carolina, United States, United States
View →
CL
Casey Lapham, Mba
Colleague at Point B
New York, New York, United States, United States
View →
MC
Minahil C.
Colleague at Point B
Washington DC-Baltimore Area, United States, United States
View →
MW
Moured Walid
Colleague at Point B
Algeria, Algeria
View →
JA
Justin Adamcyk
Colleague at Point B
Los Angeles, California, United States, United States
View →
Matt Mcclellan, Mba
Colleague at Point B
Denver Metropolitan Area, United States
View →
JB
Jens Brynestad
Colleague at Point B
Seattle, Washington, United States, United States
View →
AL
Amber Lightfoot
Colleague at Point B
Phoenix, Arizona, United States, United States
View →
DP
Don Pointb
Colleague at Point B
Kirkland, Washington, United States, United States
View →
JF
Jennifer Feldman
Colleague at Point B
Redmond, Washington, United States, United States
View →
LC
Lucas Carlisle
Colleague at Point B
Charlotte, North Carolina, United States, United States
View →
CL
Casey Lapham, Mba
Colleague at Point B
New York, New York, United States, United States
View →
MC
Minahil C.
Colleague at Point B
Washington DC-Baltimore Area, United States, United States
View →
MW
Moured Walid
Colleague at Point B
Algeria, Algeria
View →
JA
Justin Adamcyk
Colleague at Point B
Los Angeles, California, United States, United States
View →
2 education records
Sefali Patel education
B.A, Business Administration - Finance
Uw Foster School Of Business
B.S., General Biology
University Of Washington
FAQ
Frequently asked questions about Sefali Patel
Quick answers generated from the profile data available on this page.
What company does Sefali Patel work for?
Sefali Patel works for Point B.
What is Sefali Patel's role at Point B?
Sefali Patel is listed as Senior Consultant at Point B.
What is Sefali Patel's email address?
AeroLeads has found 1 work email signal at @pointb.com for Sefali Patel at Point B.
What is Sefali Patel's phone number?
AeroLeads has found 3 phone signal(s) with area code 206 for Sefali Patel at Point B.
Where is Sefali Patel based?
Sefali Patel is based in Walnut Creek, California, United States while working with Point B.
What companies has Sefali Patel worked for?
Sefali Patel has worked for Point B, Chevron, Chevron Energy Solutions, and Amazon.Com.
Who are Sefali Patel's colleagues at Point B?
Sefali Patel's colleagues at Point B include Matt Mcclellan, Mba, Jens Brynestad, Amber Lightfoot, Don Pointb, and Jennifer Feldman.
How can I contact Sefali Patel?
You can use AeroLeads to view verified contact signals for Sefali Patel at Point B, including work email, phone, and LinkedIn data when available.
What schools did Sefali Patel attend?
Sefali Patel holds B.A, Business Administration - Finance from Uw Foster School Of Business.
What skills is Sefali Patel known for?
Sefali Patel is listed with skills including Analysis, Financial Analysis, Accounting, Financial Modeling, Sap, Variance Analysis, Financial Reporting, and Forecasting.
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