Lisa Patel
Chapter Director @Institute Of Management Accountants Ima
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WORK HISTORY
Chapter Director @Institute Of Management Accountants Ima
Tampa, FL, US
EDUCATION
University of Alabama at Birmingham
Bachelor of Science (B.S.), Finance
Institute of Management Accountants (IMA)
CMA
SKILLS
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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