Sheal Patel Email & Phone Number

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 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.

• 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.

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

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

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.

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.

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.

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.

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.