Kinal Patel

Kinal Patel

Internal Auditor

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  • Timeline

  • About me

    Finance Manager at Bell

  • Education

    • Southern Connecticut State University

      -
      Bachelor of Science Business Administration: Finance
    • Port Credit - Mississauga, Ontario

      -
      High School Diploma
    • Southern Connecticut State University

      2010 - 2012
      Master of Business Administration (MBA) Focus on Finance and Economics

      Highlighted coursework and seminars: Micro/Macro economics, Statistics for economics/business, Project management, Leadership and organizational learning, Investment analysis, Entrepreneurship and business development, Production-operations management, Business policy and strategy, Management of multinational corporations, Managerial finance and accounting, creativity and innovation

  • Experience

    • Global Partners LP

      Jul 2012 - Jul 2013
      Internal Auditor

      • Perform financial audits on daily fuel sales for over 140 company locations. • Review marginal costs, sales and financial reports for accuracy and consistency.• Establish control measures using risk management strategies for more efficient audits.• Use strict compliance measures to proactively minimize risk.• Create a more time efficient month-end closing.• Interact directly with the Accounts Receivable department to reconcile internal errors in regards to fuel delivery/cost issues.• Recommend opportunities for cost reduction. • Create and present month-end loss/gain reports based on weighted average cost of fuel.• Present the findings to the controller using Microsoft Word, PowerPoint, and Excel.• Reconcile credit card errors for reimbursements or adjustments to charges. Show less

    • TheMIGroup

      Sept 2013 - Apr 2019

      • Extensively use SAP and Business Intelligence for data analysis and financial reporting.• Perform detailed audit during reconciliation of corporate credit cards for all International Business Centers.• Analyze and manage vendor balances precisely within a limited availability of funds.• Provide insights on opportunities for process improvements and potential gains.• Initiate online wire transfers through HSBC and Bank of America management platforms.• Strive to research and resolve vendor concerns while consulting with International Agents.• Conduct fiscal year-end and month-end closing reconciliation. Show less

      • Corporate Accounting / AP Coordinator

        Feb 2014 - Apr 2019
      • Business Process Assistant

        Sept 2013 - Feb 2014
    • Livingston International

      Aug 2019 - Oct 2019
      Financial Analyst

      • Analyze actual and forecast Treasury expenses; provide details of any significant variances to management.• Support Team Lead in analyzing all bank-related expenses and cash accounts from a reporting perspective.• Prepare monthly financial statements and reconcile bank statements for our European accounts.• Identify areas for improvement, and help drive efficiencies and elimination of waste in current processes

    • Traffix

      Oct 2019 - Feb 2022

      • Develop P&L reports and create monthly financial report packages for all branches.• Utilize Qlik BI platform for data analysis and insights on KPIs to help drive continuous improvement.• Provide financially informed analytical support for the evaluation of current & future operational activities.• Prepare monthly actual to budget variance reports and analysis for G&A with explanations for discrepancies.• Participate in comprehensive investigations and ad hoc inquiries from management.• Work with branch directors on forecasting and the yearly budgets.• Record daily banking and cash advance activities; Prepare monthly borrowing base certificate reports. Show less

      • Financial Analyst

        Mar 2020 - Feb 2022
      • Billing Specialist

        Oct 2019 - Mar 2020
    • Bell

      Feb 2022 - now
      Finance Manager
  • Licenses & Certifications