Tarjani Patel Email & Phone Number

Gilbert, Az, Us

Phoenix, Arizona, Us

Phoenix, Arizona, Us

•Assist Finance Director in preparing financial analysis and compile presentation of reports using Excel and visual data analytics.•Successful implementation of Management policies and procedures across the department.•Resourceful liaison between the department and the Human Resources team, thus facilitating thecommunication, and provide support to streamline the hiring process.•Compile data from multiple sources to track the financial efficacy of the program and funds thus ensuring compliance with department policies and grand guidelines are followed.•Consult with Marketing manager and Program managers to analyze the budget related challenges anddesigned the report template that effectively tracks to prevent it.•Compile and analyze Payroll data ($1.8M) to forecast and track the use of General Funds and Grant Funds.•Oversee department wide purchasing of supplies and implemented streamlined process of ordering, resulting in 70% saving of staff time compared to the original process.•Process purchase orders, review vendor agreements and contracts for the department to ensure compliance with City of Mesa purchasing guidelines.•Post Journal Entries and Budget transfers to balance the department funds.

Mesa, Arizona, Us

•Research and development of financial projection of annual $2M budget for the museum.•Lead a Project of Performance data platform launch and successfully completed its implementation before deadline resulting in time and resource saving for the department.•Performance analysis of participation and revenues earned by creating data driven visual presentations for the leadership team.•Coordinate quarterly Budget meetings with different staff to support them by providing Year to Date Expenditure reports.•Create annual financial report as per State requirements for Grant Funding eligibility.• Creating 3-5 years Business Plans and Financial forecasting for a total of $10M Capital improvement projects using excel.• Prepare Financial reports, Profit and Loss statements and Balance Sheets following Generally Accepted Accounting Principles (GAAP) for Department Director.• Managed Inventory for the Museum store through QuickBooks.• Process Accounts Payable and Accounts receivable for the Museum.• Assist program manager in calculating ROI for the programs offered.• City Fund and Grant Fund management – Budget building, tracking, and reporting.Financial Specialist

Phoenix, Az, Us

Achievements/TasksManaged Accounts Payable for more than 30 third-party Motor Vehicle registration locations Performed Internal account reconciliations.Processed fund distribution of more than $12M in registration fees to Cities and Counties.Work with different departments to perform end-of-month reconciliation and revenue distribution.

Bachelor Of Science - Bs, Accounting

Bachelor'S Of Science, Geology/Earth Science, General