Dipen Patel

Experience

• 

  Momentum Solar

  Jun 2019 - Feb 2024

  • Reviews complex financial accounting work processes, systems, and procedures for efficient workflow and conformity with accounting principles.• Gathers and compiles information on processes, organizational structure, computer technology, policies, and procedures.• Examines and reviews proposals for any system related to financial accounting methods, policies, and procedures; recommends improvements.• Analyzes pricing and sales for business products, evaluating overall profitability and utilizing company and market information to make informed pricing decisions.• Conducts research on current trends within the marketplace to establish pricing for the organization's products and services. Show less • Collaborates with Project Development managers to ensure the technical aspects of customer presentations are well-prepared and aligns with project requirements.• Conducts thorough analysis and utilizes solar design software such as Aurora, Sunrun, Sunlight, Dividend, and AutoCAD to accurately model and estimate system energy for various projects.• Plays a key role in the development and maintenance of internal project management tools, including refining work breakdown structures, enhancing work package planning spreadsheets.• Participates in cross-functional teams to ensure seamless coordination and integration of technical and project management aspects.• Assists in the preparation of high-quality exhibits for proposals and contracts, ensuring clear and visually appealing representations of technical information. Show less

  • Senior Pricing /Senior Financial Analyst

    Jun 2021 - Feb 2024

  • Project Financial Analyst

    Jun 2019 - Feb 2024
• 

  New York Life Insurance Company

  Jun 2024 - now

  Insurance Agent

  Agent licensed to sell insurance through New York Life Insurance Company.