Milind Patel Email & Phone Number

Assistant Controller @ Ocorian

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Milind Patel Location

Texas, United States

Milind Patel Work

2026 -now Assistant Controller @
2024 -now Senior Associate and AVP @
2024 -2026 Senior Associate - CFO Advisory @
2024 -2024 Fund Accountant @
2023 -2024 Staff Accountant @
2026 -now Fund Controller @ Goodlander Investment Management

Milind Patel Education

Southern Methodist University
Professional MBA (Investment Finance)
2025-2027
University of North Texas
Bachelor of Business Administration - BBA (Accounting)
2018-2022

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

Milind Patel Summary

Milind Patel, based in Texas, United States, is currently a Assistant Controller at Ocorian. Milind Patel brings experience from previous roles at IQ-EQ, VIRIDIS Fund Solutions and Aduro Advisors. Milind Patel holds a 2025 - 2027 Professional MBA in Investment Finance @ Southern Methodist University. With a robust skill set that includes Regulatory Requirements, Financial Planning, Treasury Management, Timelines, SPV and more. Milind Patel has 2 emails and 3 mobile phone numbers on RocketReach.