Lisa Patel
Founder at Lace & Pearls New York- Claim this Profile
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Bio
Experience
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Lace & Pearls New York
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Retail
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Founder
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Jan 2018 - Present
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Europe, South America, Asia, Africa
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United States
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Investment Management
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Amateur Explorer
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Dec 2016 - Dec 2017
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Tapestry
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Financial Planning and Analysis
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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.
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Harvard University
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United States
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Higher Education
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1 - 100 Employee
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2015 - Master's of Arts in Management
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Jan 2014 - May 2015
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American Airlines
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United States
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Airlines and Aviation
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700 & Above Employee
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IT Financial Planning & Analysis
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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.
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Human Resources Finance
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Sep 2009 - Aug 2010
Owned and managed $250M P&L, financial analysis, monthly reporting, annual budgeting, and forecasting for HR Department.
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Operations Business Planning
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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.
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Capital Planning & Financial Analysis
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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.
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Alcon
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Switzerland
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Medical Equipment Manufacturing
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700 & Above Employee
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Finance & Business Planning
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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.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Intern
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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.
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Education
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Harvard University
Master's Degree, ALM Management -
The University of Texas at Arlington
Bachelor's degree, Finance