Lisa Patel Email & Phone Number

Senior Financial Planning Analyst

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Lisa Patel Location

Bradenton, FL, US

Lisa Patel Work

Senior Financial Planning Analyst @ Tropicana Brand Inc (July 2026 - Present)
Senior Financial Analyst - Supply Chain @ Tropicana Brand Inc (May 2024 - July 2026)
Chapter Director @ (August 2025 - Present)
Senior Financial Analyst @ (May 2024 - Present)
Senior Supply Chain Analyst @ (August 2023 - May 2024)
Senior Financial Analyst @ (January 2023 - August 2023)
Financial Analyst @ (June 2022 - March 2023)
Financial Analyst @ (November 2020 - May 2022)
Program Manager @ (April 2020 - November 2020)
Finance Officer @ (September 2017 - November 2020)
Financial Officer I @ (September 2017 - April 2020)
Finanical Assistant @ (September 2016 - August 2017)
Industrial and Materials Sector, Portfolio Manager and Analyst @ (August 2015 - April 2017)
Finance Department Intern @ (May 2016 - August 2016)
Fall Finance Intern @ (August 2016 - December 2016)

Lisa Patel Education

University of Alabama at Birmingham
Bachelor of Science (B.S.) (Finance)
2015-2017
Institute of Management Accountants (IMA)
CMA
2024
Corporate Finance Institute® (CFI)
Activities and societies: Advance Excel Formula Course
University of Alabama at Birmingham
B.S. Finance (Investment Management)

Lisa Patel Skills

Account Reconciliation
Accounting
Ad Hoc Analysis
Administrative Assistance
Analytical Skills
Budget Analysis
Budgeting
Business Acumen
Business Analysis
Business Analytics
Business Process Improvement
Business Strategy
Capital Allocation
Cash Flow Analysis
Cash Flow Forecasting
Certified Management Accountant (CMA)
Commodity Risk Management
Communication
Compliance Regulations
Consumer Packaged Goods (CPG)
Corporate FP&A
Corporate Finance
Cost Engineering
Cost Management
Cost Reduction
Critical Thinking
Cross-functional Team Leadership
Customer Service
Data Analysis
Data Analytics
Data Entry
Data Modeling
Demand Planning
English
Enterprise Resource Planning (ERP)
Executive Development
Finance
Financial Analysis
Financial Forecasting
Financial Modeling
Financial Planning Software
Financial Planning and Analysis (FP&A)
Financial Process Improvement
Financial Reporting
Financial Software
Financial Variance Analysis
Inventory Management
Inventory Optimization
Inventory System
Investment Management Industry
Journal Entries
Key Performance Indicators
Leadership
Microsoft Excel
Microsoft Office
Microsoft Outlook
Microsoft Power BI
Microsoft Power Query
Microsoft Word
Nonprofit Organizations
Operational Excellence
Operational Improvement
P&L Management
PowerPoint
Pricing Strategy
Productivity Analysis
Productivity Improvement
Profit Analysis
Profit Optimization
Profitability Analysis
Project Management
Reducing Operating Costs
Regulatory Audits
Regulatory Compliance
Research
Retail
Return on Investment Analysis
SAP Analytics Cloud
SAP ERP
SAP S/4HANA
SQL
Sales
Sarbanes-Oxley Act
Strategic Planning
Supply Chain Analytics
Supply Chain Management
Supply Chain Operations
Supply Chain Optimization
Team Leadership
Teamwork
Time Management
Visual Basic for Applications (VBA)

Lisa Patel Summary

Lisa Patel, based in Bradenton, FL, US, is currently a Senior Financial Planning Analyst at Tropicana Brand Inc. Lisa Patel brings experience from previous roles at Tropicana Brand Inc, Institute of Management Accountants (IMA), Tropicana Brands Group and First Watch Restaurants. Lisa Patel holds a 2015 - 2017 Bachelor of Science (B.S.) in Finance @ University of Alabama at Birmingham. With a robust skill set that includes Account Reconciliation, Accounting, Ad Hoc Analysis, Administrative Assistance, Analytical Skills and more. Lisa Patel has 1 emails and 1 mobile phone numbers on RocketReach.