Lisa Patel

Founder at Lace & Pearls New York
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Location
US

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Experience

    • Founder
      • Jan 2018 - Present
    • United States
    • Investment Management
    • Amateur Explorer
      • Dec 2016 - Dec 2017
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Financial Planning and Analysis
      • Jun 2015 - Nov 2016

      Managed $4B P&L for North America’s Retail and eCommerce business, including a fleet of 465 Retail and Outlet Stores. Owned Budgeting, Forecasting, Real-Estate, and Capital Strategic Planning for North America and presented to CFO for approval. Led a team of 3 Direct Reports. Managed $4B P&L for North America’s Retail and eCommerce business, including a fleet of 465 Retail and Outlet Stores. Owned Budgeting, Forecasting, Real-Estate, and Capital Strategic Planning for North America and presented to CFO for approval. Led a team of 3 Direct Reports.

    • United States
    • Higher Education
    • 1 - 100 Employee
    • 2015 - Master's of Arts in Management
      • Jan 2014 - May 2015
    • United States
    • Airlines and Aviation
    • 700 & Above Employee
    • IT Financial Planning & Analysis
      • Sep 2010 - Dec 2013

      Drove financial operations for multiple business units including forecasting, reporting, budgeting, and month-end close. Led and consolidated all aspects of investment such as market analysis, financial modeling, and sensitivity analysis.

    • Human Resources Finance
      • Sep 2009 - Aug 2010

      Owned and managed $250M P&L, financial analysis, monthly reporting, annual budgeting, and forecasting for HR Department.

    • Operations Business Planning
      • Jan 2008 - Aug 2009

      Built financial models to implement state-of-the-art technology at US airports, to project revenue stream for checked baggage fees, to optimize ground support equipment fleet, and to determine lease commitments for US airports.

    • Capital Planning & Financial Analysis
      • Oct 2006 - Dec 2007

      Analyzed and acquired business funding of $120M for large capital projects in 1 year. Identified and implemented cost-saving initiatives at 60 airports.

    • Switzerland
    • Medical Equipment Manufacturing
    • 700 & Above Employee
    • Finance & Business Planning
      • Jan 2006 - Sep 2006

      Created forecast models to reduce budget preparation time by 30% in 4 months. Led analysis to forecast production based on competing companies’ market share. Created forecast models to reduce budget preparation time by 30% in 4 months. Led analysis to forecast production based on competing companies’ market share.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Jan 2005 - Jun 2005

      Assisted portfolio managers in analyzing stocks and mutual funds for prospective clients. Participated in client financial planning discussions and quarterly portfolio review. Assisted portfolio managers in analyzing stocks and mutual funds for prospective clients. Participated in client financial planning discussions and quarterly portfolio review.

Education

  • Harvard University
    Master's Degree, ALM Management
    2014 - 2015
  • The University of Texas at Arlington
    Bachelor's degree, Finance
    2002 - 2005

Community

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