Urmila Patil
Manager @埃森哲
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WORK HISTORY
Manager @埃森哲
Directs the product strategy and roadmap execution for \"Office of the CFO\" solutions, specializing in the digital transformation of FP & A, Close & Consolidation, and Cash Management. This role encompasses the end-to-end product lifecycle, from initial discovery and research to the delivery of scalable enterprise platforms. Key achievements include the \"zero-to-one\" architecture of a $40B custom loan recovery engine for the public sector and the integration of Gen-AI agents for predictive scenario modeling. Mandate involves aligning multi-year roadmaps with strategic business needs, regulatory requirements, and high-precision financial logic across global cross-functional teams.
EDUCATION
Narsee Monjee College of Commerce and Economics
Bachelor of Commerce (B.Com.)
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Master of Commerce
Schulich School of Business - York University
Master of Business Administration - MBA, Strategy, Finance
ABOUT URMILA PATIL
I specialize in the intersection of finance and technology, transforming complex \"Office of the CFO\" challenges into automated, scalable, and AI-enabled product solutions. With over 8 years of experience across the Big 4 and Accenture, I bridge the gap between deep financial logic and high-impact product engineering.My expertise lies in modernizing the Office of the CFO by replacing manual, legacy processes with scalable, AI-driven platforms that accelerate the time-to-insight. I have a proven track record of leading product discovery, design, and roadmap execution for enterprise-scale platforms and architecting zero-to-one custom solutions for $40B+ portfolios.I believe the best finance products are outcome-driven. Whether it\'s bringing a the month end close cycle to less than 5 days, or architecting AI agents for real-time scenario analysis, my focus is always on shortening the \"time to insight\" for decision-makers.Currently focused on leading digital-first finance transformations and architecting AI-enabled workflows. Happy to connect and chat about product leadership, the evolution of the CFO’s office, and strategic fintech innovation.
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