Nirali Patel
Finance Lead @Private Company
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WORK HISTORY
Finance Lead @Private Company
Woodland, CA, US
Budget Management: Create and monitor budget on monthly basis to ensure expenses are accurately allocated, costs are managed effectively, and cash flow is optimized. P&L and Revenue Management: Prepare and review profit & loss (P&L) statements for each property. Identify opportunities to maximize revenue and minimize costs. Financial Reporting & Tax preparations: Prepare comprehensive financial reports and tax preparations for ownership, ensuring revenue, expenses, cash flow, and profitability, are accurately tracked and communicated in Quicken. Prepare and address any action items resulting from the Tax Accountant.Internal Controls & Compliance: Implement strong internal controls and financial systems to prevent fraud and ensure compliance with industry standards, tax regulations, and franchise agreements.Collaboration with Operations: Track and improve key performance indicators related to both financial and operational performance. Ensure that financial targets align with operations and guest satisfaction goals.
EDUCATION
University of California, Berkeley, Haas School of Business
Bachelor of Science, Business Administration
ABOUT NIRALI PATEL
I bring over 10 years of experience in auditing, compliance, and finance, with expertise in risk assessments, internal controls, regulatory compliance, and audit program development. I’ve directed complex financial, operational, and compliance audits—leading teams, building audit programs, and ensuring findings translated into actionable improvements. My background spans compliance programs, clinical research billing, HIPAA, and regulatory reporting, as well as financial leadership in hospitality, where I oversee P&L, cash flow, and operational controls. Across these roles, I’ve driven audit and compliance initiatives that improved efficiency, strengthened accountability, and enhanced organizational outcomes. I’m passionate about using my combined audit and finance expertise to support transparent, well-governed, and resilient organizations.
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