Dee Patel

Senior Accounting Manager at TopQuadrant
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Contact Information
us****@****om
(386) 825-5501
Location
Springboro, Ohio, United States, US

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Experience

    • Software Development
    • 1 - 100 Employee
    • Senior Accounting Manager
      • Mar 2023 - Present

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Accounting Manager
      • May 2021 - Mar 2023

      · Managing G/L, A/R, A/P, journal entries, bank and account reconciliations, and month end closing process via QuickBooks Online. · Ensuring timely payments of invoices and resolving customer disputes. · Building annual forecasts, setting department budgets, and managing cashflow assessments. · Conducting detailed financial analysis, sales forecasts, variance analysis, and KPI analysis. · Preparing and presenting financial statements to company investors and partners. · Managing G/L, A/R, A/P, journal entries, bank and account reconciliations, and month end closing process via QuickBooks Online. · Ensuring timely payments of invoices and resolving customer disputes. · Building annual forecasts, setting department budgets, and managing cashflow assessments. · Conducting detailed financial analysis, sales forecasts, variance analysis, and KPI analysis. · Preparing and presenting financial statements to company investors and partners.

    • United States
    • Consumer Electronics
    • 700 & Above Employee
    • Accounts Receivable Specialist
      • Jan 2020 - May 2021

      · Managing efficient cashflow reporting through daily cash applications, analyzing of chargebacks, and resolving customer disputes in a timely manner. · Identified, resolved, and assisted in cash collections of disputes for over $350k in fiscal year 2020. · Conducting weekly AR aging and forecasting reports, producing month end balance reconciliations, and creating ad hoc reports for customer balances and accruals. · Managing efficient cashflow reporting through daily cash applications, analyzing of chargebacks, and resolving customer disputes in a timely manner. · Identified, resolved, and assisted in cash collections of disputes for over $350k in fiscal year 2020. · Conducting weekly AR aging and forecasting reports, producing month end balance reconciliations, and creating ad hoc reports for customer balances and accruals.

    • Hospitals and Health Care
    • 700 & Above Employee
    • Senior Rebate Analyst
      • Jul 2016 - Oct 2019

      · Accurate and timely processing of pharmaceutical rebates upwards of $300 million per month by establishing and maintaining contract databases in the rebate billing system. · Facilitating communication between Industry Relations, Client Management, Clinical Services and Pharmaceutical Manufacturers to identify accurate rebate eligibility and formulary information. · Reconciling discrepancies in accounts receivable and conducting research to resolve billing and invoice problems, yielding a collections rate of 95% for disputed balances. · Partnering with Industry Relations to identify financial performance trends and negotiate contract terms to increase revenues by approximately $2 million annually. · Analyzing data and assisting in preparation of financial metrics to forecast cash collections of up to $1.5 billion per month. Show less

    • Manager
      • Sep 2011 - Jun 2016

      · Achieving financial objectives by preparing annual budget, scheduling expenditures, forecasting sales trends, and initiating corrective actions. · Maintaining staff by recruiting, selecting, and training employees and maintaining a safe, secure, and legal working environment. · Distributing customer satisfaction surveys to measure areas of improvement and implemented corrective actions to increase customer retention by 30% within the first quarter. Increased net revenue by 15% due to consumer elasticity. · Revamped payroll and expense accounting, saving $15,000 annually by introducing alternate suppliers and equipment servicers with lower cost without decreasing quality standards. Show less

Education

  • University of California, Irvine - The Paul Merage School of Business
    Master of Business Administration - MBA
    2019 - 2022
  • California State Polytechnic University-Pomona
    Bachelor of Science (B.S.), Finance, General
    2012 - 2015

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