Sonia Patel

Sonia Patel Email and Phone Number

Finance Manager at Horowitz group @ Horowitz Group
Sonia Patel's Location
Orange County, California, United States, United States
Sonia Patel's Contact Details
About Sonia Patel

-Experienced in balancing priorities short-term and long-term goals.-Able to coordinate multiple projects and meet deadlines under pressure-Equally effective working in self-managed projects or a team member-Unique combinations of skills working in high wealth family offices-Ability to adapt quickly to challenges and changing environments-Energetic, positive, and self-motivatedSpecialties: Competitive analysis

Sonia Patel's Current Company Details
Horowitz Group

Horowitz Group

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Finance Manager at Horowitz group
Sonia Patel Work Experience Details
  • Horowitz Group
    Finance Manager
    Horowitz Group Nov 2021 - Present
  • Horowitz Group
    Associate
    Horowitz Group Apr 2018 - Nov 2021
  • Mig Real Estate
    Senior Accountant
    Mig Real Estate Jan 2016 - Mar 2018
    Newport Beach, Ca, Us
    - Work closely with and communicate with executive officers, acquisitions, and underwriting teams, asset managers, and finance/accounting team. Also interface with third party management company handling property accounting.- Perform initial review of operating property cash needs and related contribution and distribution request forms.- Coordinate and ensure that all real estate and personal property tax payments for all product types are reviewed and paid in a timely manner. - Provide budget information to management companies for property level insurance, debt service, contributions/distributions, acquisition capital and amortization.- Review audit/acquisition and financing closing statements and related pro-rations and allocations and prepare journal entries for the fund level entities. Review and track post closing true-up for prorations.- Oversee, track, and process all debt service payments made via wire and ACH debits.-Set up new bank accounts with the respected banks and ensure all signers are added.- Responsibility for fund level accounting activity and entries, including fair market audits.- Review joint venture investment accounting including: recording of contributions, distributions, and profit/loss.- Assist with preparation of auditor schedules for GAAP and fair value audits.-Prepare wires and book transfer requests for any corporate level or property entities.-Review Staff Accountant's cash entries and ensure that all cash and waterfall entries at corporate and property level are recorded daily.-Review quarterly opportunity funds Investment summaries and record on the appropriate entities books.-Assist in the review of PPR's and overall property level financial and operations package on a monthly and quarterly basis.-Assist with and review of preparation of the quarterly corporate hard close package- Lead & contribute to misc. special projects as needed.-Assist supervisors as needed.
  • Meadows Asset Management
    Accountant
    Meadows Asset Management Oct 2011 - Jan 2016
    -Compile and analyse financial information for monthly/annual financial statements-Create and manage budget and forecast activities-Manage accounts payable and receivable
  • Xponential Growth Solutions
    Intern
    Xponential Growth Solutions Feb 2011 - Jun 2011
    • Matchmaking companies to the right retirement plans and financial advisor• Analyzed Retirement Plans • Formulated leads by contacting companies around the United States for senior marketing consultants to follow up with
  • Children'S Hospital Of Orange County
    Volunteer
    Children'S Hospital Of Orange County 2006 - 2008
    Orange, California, Us
    • Monitored playrooms on the Oncology floor• Entertained children with games, crafts, and movies • Managed groups of kids, ranging from one to 30, which was the maximum children allowed at one time.

Sonia Patel Skills

Powerpoint Microsoft Excel Microsoft Office Microsoft Word Accounting Accounts Payable Access Financial Analysis Outlook Public Speaking Time Management Marketing Finance Customer Service Event Planning Sales Accounts Receivable Financial Reporting Budgets Financial Accounting Microsoft Powerpoint Ms Office Suite Act Quickbooks Teamwork Leadership Yardi Ppms

Sonia Patel Education Details

  • Pepperdine Graziadio Business School
    Pepperdine Graziadio Business School
    Master Of Business Administration - Mba
  • San Diego State University
    San Diego State University
    Business Administration- Finance
  • London Metropolitan University
    London Metropolitan University
    Finance
  • Villa Park High School
    Villa Park High School

Frequently Asked Questions about Sonia Patel

What company does Sonia Patel work for?

Sonia Patel works for Horowitz Group

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

Sonia Patel's current role is Finance Manager at Horowitz group.

What is Sonia Patel's email address?

Sonia Patel's email address is sp****@****ref.com

What schools did Sonia Patel attend?

Sonia Patel attended Pepperdine Graziadio Business School, San Diego State University, London Metropolitan University, Villa Park High School.

What are some of Sonia Patel's interests?

Sonia Patel has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Sonia Patel known for?

Sonia Patel has skills like Powerpoint, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Accounts Payable, Access, Financial Analysis, Outlook, Public Speaking, Time Management, Marketing.

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