Lisa Patel

Chapter Director @Institute Of Management Accountants Ima

Bradenton, FL, US
MOBILE NUMBERS
+12•••••••05

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WORK HISTORY

Aug 2025 — Present

Chapter Director @Institute Of Management Accountants Ima

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Tampa, FL, US

EDUCATION

2015 — 2017

University of Alabama at Birmingham

Bachelor of Science (B.S.), Finance

N/A

Institute of Management Accountants (IMA)

CMA

SKILLS

TeamworkCustomer ServiceMicrosoft OutlookLeadershipAnalytical SkillsResearchFinanceMicrosoft ExcelPowerpointData EntryData AnalysisMicrosoft OfficeSalesJournal EntriesEnglishCritical ThinkingTime ManagementMicrosoft WordTeam LeadershipAccount ReconciliationRetailAdministrative Assistance

ABOUT LISA PATEL

I’m a strategic finance professional with a passion for translating complexity into clarity — turning numbers into decisions and decisions into business results.With experience partnering across operations, supply chain, and executive leadership, I specialize in:• Driving performance through financial insights• Aligning teams through data storytelling• Leading process improvements that create lasting impactCurrently completing the Wharton FP & A Certification, I’m focused on sharpening my expertise in strategic planning, financial modeling, and value creation.Whether through optimizing close processes or guiding cross-functional partners through business transformation, I thrive when I’m bringing structure to ambiguity — and helping teams see what’s possible when finance is used as a strategic lever.Let’s connect if you’re building something that needs focus, insight, and forward motion.

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