Milind Patel Email & Phone Number

Milind Patel Skills

• Regulatory Requirements
• Financial Planning
• Treasury Management
• Timelines
• SPV
• Fund Management
• Capitalization (Accounting)
• Reporting Requirements
• Investor Relations Support
• People Management
• Team Management
• Client Confidentiality
• Customer Service
• Skilled Multi-tasker
• Resolving Issues
• Client Services
• Account Administration
• Financial Advisory
• Compensation
• Investment Sales
• Cash Balance
• Client Relations
• Account Management
• Business Networking
• Financial Planning and Analysis (FP&A)
• Wealth Management Services
• Transactional Legal Services
• Investments
• Allocations
• Presentations
• Performance Metrics
• Networking
• Negotiation
• Pivot Tables
• Allvue
• Microsoft Dynamics
• Research Skills
• Convertible Bonds
• Task Management
• Macros
• Investor Reporting
• Joint Ventures
• Audit tie-out
• ADV Filing
• Month-End Close Process
• Balance Sheet Review
• Balance Sheets
• Spreadsheets
• Expensify
• Financial Analysis
• Attention to Detail
• General Ledgers
• Fund Administration
• Fund Accounting
• Sales Tax
• Accounting
• ADP Payroll
• Nonprofit Organizations
• Cash Management
• Financial Accounting
• Xero
• Salesforce.com
• Financial Statements
• Financial Modeling
• Journal Entries (Accounting)
• Auditing
• Financial Reporting
• Tax Preparation
• Accruals
• Expense Reports
• Payroll
• Account Reconciliation
• International Financial Reporting Standards (IFRS)
• Generally Accepted Accounting Principles (GAAP)
• Accounts Receivable (AR)
• Accounts Payable & Receivable
• QuickBooks
• Leadership
• Public Speaking
• Strategic Planning
• Microsoft Excel
• Microsoft Office
• Microsoft Word
• Management
• Communication
• Finance
• Business Strategy
• Team Building
• Interpersonal Communication
• Teamwork
• Project Management
• Problem Solving
• Critical Thinking
• Interpersonal Skills