Sheal Patel

Sheal Patel Email and Phone Number

Director of Finance at YouCopia @ YouCopia
Sheal Patel's Location
Chicago, Illinois, United States, United States
Sheal Patel's Contact Details

Sheal Patel personal email

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About Sheal Patel

I am a finance professional with a background in middle-market mergers and acquisitions. I have a passion for helping entrepreneurs maximize the value of their businesses through sales or mergers. Additionally, I am a self-trained chef and launched Dhuaan BBQ Company in Chicago as a passion project. DBC fuses traditional American BBQ with flavors from India. In a short year, it has gone from a small garage project to one of Chicago's most exciting new food options!!

Sheal Patel's Current Company Details
YouCopia

Youcopia

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Director of Finance at YouCopia
Sheal Patel Work Experience Details
  • Youcopia
    Director Of Finance
    Youcopia Mar 2021 - Present
    Chicago, Il, Us
    I am responsible for the financial health of our fast-growing company. By combining strategic and operational goals, our team manages the accounting and economic aspects of a company by enforcing a financial strategy aimed toward profitable long-term growth. I am also charged with overseeing the finance department, conducting financial assessments, generating reports, establishing company budgets, and conduct risk assessments on business initiatives.
  • Rent A Gardener, Inc.
    General Manager
    Rent A Gardener, Inc. Nov 2017 - Mar 2021
    Rent A Gardener is a boutique landscaping and horticulture consulting service based out of Naperville in the western suburbs of Chicago. In a few short years, we have grown from a small family services firm to the most reputable and highest regarded company in our industry and region. Our company utilizes technology in a way that has not historically applied to the landscaping and gardening industry. Utilizing modern technology and pairing that with our extreme dedication to client satisfaction we have become the de facto market leader. As General Manager, I am directly accountable for establishing and reaching budgets in all divisions and running day-to-day operations. My focus is on finance as well as daily production, efficiency, billing and purchasing systems, recruiting and leadership development, and morale of staff while protecting the company's values. In addition, I am responsible for directing marketing efforts.
  • Silver Cloud Consulting
    M&A Advisor
    Silver Cloud Consulting Dec 2013 - Nov 2017
    • Advise strategic and financial clients on buy-side and sell-side diligence engagements, providing oversight on projects under the direction of client management.• Prepare and review financial statement analyses to assess the quality/sustainability of target/client earnings, identify debt-like items and post-close purchase accounting concerns, and understand post-close working capital requirements.• Drive client/target discussions, primarily with senior-level and executive management. • Prepare professional, tailored diligence reports utilizing Excel, PowerPoint and business-writing skills.• Advise on sale and purchase agreements to ensure the closing balance sheet is in alignment with post-close working capital requirements. • Manage fieldwork and reporting phases of diligence engagements, while supervising and coaching engagement team members.
  • The Jordan Company
    Assistant Controller
    The Jordan Company Mar 2013 - Mar 2014
    New York, Ny, Us
    · Day to day accounting· Running audits for the portfolio companies· Financial Reporting· Cash Flow and Modeling· General Ledger· Potential tax exposure· Special Projects
  • Protiviti
    Senior Consultant
    Protiviti Apr 2012 - Mar 2013
    Menlo Park, California, Us
    • Plan SOX 404 Audits of Financial Institutions• Perform and document walkthroughs of several processes for Sarbanes-Oxley testing to understand the process and subsequently identify risks and implement controls to mitigate those risks• Manage fieldwork staff during audit, assign tasks, streamline process with client• Assist Directors in preparations of project proposals• Perform Internal Audit procedures for Financial Institutions• Manage budget for multiple engagements and assist in staffing requirements• Assist in project proposals and firm response for proposal requests• Act as main client liaison
  • Crowe Horwath Llp
    Assurance And Financial Advisory Group - Senior Staff
    Crowe Horwath Llp Jan 2010 - Mar 2012
    Chicago, Illinois, Us
    As a Senior Staff I am responsible for supervising annual audits, reviews and compilation engagements including all aspects of financial statement preparation, internal staffing of engagements, project scheduling and budgeting, planning of the engagement and related administrative functions.In addition to serving clients, I am responsible for staff development and maintaining client relationships. I also work in our Public Service Sectors group where I am responsible for coordinating and performing a variety of government audit work but would also work on consulting engagements. Many of these services are specialized such as testing of Student Financial Aid distributed by Universities.I also have experience auditing Employee Benefit Plans including 401(k), 403B, and other defined benefit and defined contribution plans.
  • Brunswick, Life Fitness Division
    Financial Analyst
    Brunswick, Life Fitness Division Mar 2009 - Jan 2010
    Mettawa, Il, Us
    Develop dynamic Financial Reports using Oracle Business Intelligence software. Work to correct errors on extended warranty contracts in the customer support division using Oracle E-Business Suite.
  • Young Innovations
    Accounts Payable Consultant
    Young Innovations Feb 2009 - Feb 2009
    Algonquin, Il, Us
    When Young Innovations changed their accounting structure, the new General Ledger mapping overstated Accounts Payable by a material amount. I was brought in as a consultant to fix the mapping issues and balance the Accounts Payable account correctly.
  • Northwestern Mutual Financial Network
    Financial Representative
    Northwestern Mutual Financial Network Apr 2007 - Aug 2007
    Milwaukee, Wi, Us
    Work closely with clients to develop customized solutions that meet long-term financial goals and objectives, offer exclusive access to insurance products, as well as disability income insurance, and an array of quality financial products and services available through Network Partners.In a plain sense, I started a life insurance practice from the ground up using my own contacts in the Chicagoland Area.
  • Sheffield, Haley,& Rodgers
    Audit And Tax Intern
    Sheffield, Haley,& Rodgers Apr 2006 - Sep 2006
    Assist in Tax Form preperation for Corporations, Small Business and Private Family. Assist in Trial Balance preperation and accompanied 2 CPA's on various Financial Statement Audits.

Sheal Patel Skills

Internal Controls Auditing Internal Audit General Ledger Accounting Financial Analysis Accounts Receivable Accounts Payable Sox 404 It Audit Project Planning Project Management Financial Statements Financial Audits Audit Excel Budgeting Financial Accounting Payroll Oracle E Business Suite Small Business Accounting Risk Management Grc Pivot Tables Vizio Business Process Mapping Operating Budgets Fund Accounting Accpac Hyperion Enterprise Private Equity Qad M&a Experience Transaction Advisory Services Mergers And Acquisitions Microsoft Excel Management Financial Reporting Sailing

Sheal Patel Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Accounting And Finance

Frequently Asked Questions about Sheal Patel

What company does Sheal Patel work for?

Sheal Patel works for Youcopia

What is Sheal Patel's role at the current company?

Sheal Patel's current role is Director of Finance at YouCopia.

What is Sheal Patel's email address?

Sheal Patel's email address is sh****@****ail.com

What is Sheal Patel's direct phone number?

Sheal Patel's direct phone number is (847)-735*****

What schools did Sheal Patel attend?

Sheal Patel attended Indiana University - Kelley School Of Business.

What skills is Sheal Patel known for?

Sheal Patel has skills like Internal Controls, Auditing, Internal Audit, General Ledger, Accounting, Financial Analysis, Accounts Receivable, Accounts Payable, Sox 404, It Audit, Project Planning, Project Management.

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