Tejal Patel Email & Phone Number
Associate Director of Financial Planning, Budget and Strategy @ California Institute of Integral Studies
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Tejal Patel Location
- California, United States
Tejal Patel Work
- Associate Director of Financial Planning, Budget and Strategy @ (February 2026 - Present)
- Director, Finance Business Partners @ (August 2024 - December 2024)
- Senior Finance Manager- Finance and Strategy @ (September 2021 - January 2024)
- Senior Manager Corporate Finance- GTM @ (March 2021 - September 2021)
- Finance Manager @ (June 2014 - March 2021)
- Sr. Business systems analyst @ (November 2013 - January 2014)
- Finance Manager @ (March 2004 - October 2013)
- Finance adminstrator @ CPIC (March 1998 - December 2001)
Tejal Patel Education
- San Francisco State University, Lam Family College of Business
BS (Major in Corporate Finance & Business Mgmt)
2002-2004
Tejal Patel Skills
- Analytical Skills
- Annual Budgeting
- Annual Planning
- Attention to Detail
- Auditing
- Budget Tracking
- Budgeting
- Budgeting & Forecasting
- Business Management
- Business Planning
- Business Reviews
- Business Strategy
- Change Management
- Communication
- Corporate Finance
- Corporate Financial Reporting
- Critical Thinking
- Cross-functional Team Leadership
- Dashboards
- Data Analysis
- Enterprise Risk Management
- Executive Management
- Executive Team
- Finance
- Financial Accounting
- Financial Analysis
- Financial Background
- Financial Forecasting
- Financial Metrics
- Financial Modeling
- Financial Performance
- Financial Planning
- Financial Reporting
- Financial Results
- Financial Variance Analysis
- Forecasting
- Free Thinking
- Funds Management
- Generally Accepted Accounting Principles (GAAP)
- Internal Audit
- Internal Controls
- Interpersonal Skills
- Investment Decisions
- Leadership
- Management
- Management Consulting
- Managerial Finance
- Marketing Budget Management
- Marketing Operations
- Marketing Strategy
- Mitigation Strategies
- Operating Expenses
- Organizational Alignment
- Performance Management
- Problem Solving
- Process Improvement
- Project Management
- Quarterly Reporting
- Relationship Building
- Resource Planning
- Root Cause
- Sarbanes-Oxley Act
- Solution-oriented
- Strategic Financial Management
- Strategic Initiatives
- Strategic Thinking
- Strategy
- Team Leadership
- Team Management
- Teamwork
- Time Management
- Variance Analysis
- Workload Prioritization
- SQL
- Business Development
- Business Analysis
- Customer Service
- Integration
- Sarbanes Oxley Act
- Market
- Financial Data
- Vendors
- Work Under Pressure
- Cost
- Commitment to Success
- Microsoft Applications
- Business Partners
- Temporary Placement
- Organizational Structure
- Trend
- Revenue
- PC
- Science
- Continuous Improvement
- Meet Strict Deadlines
- Cuts
- PowerPoint
- Accounting
- Salesforce.com
- Workflow
- Human Resources
- Financials
- Profit
- Real Time
- Offering
- Reports
- Vlookup
- Life Insurance
- Microsoft Excel
- Training
- Policy
- Staff Training
- Subject Matter Expert
- Streamline
- Reporting
- Accounts Payable
- Chatter
- Fast Paced Environments
- Analysis
- Cpic
- Cut
- Economics
- Deltek
- Thought Leadership
- Resourceful
- Financial Statement Analysis
- Revenue Recognition
- Essbase
- Maconomy
- GAAP
- Project
- Training Programs
- Profit Optimization
- Business Systems
- Regulations
- Labor Issues
- PeopleSoft
- Establish Priorities
- Collaborating
- Green Initiatives
- Headcount
- Momentum
- Software
- Pivot Tables
- Oracle
- Margin Improvement
- Compliance
- Risk Consulting
- San Francisco
- Professional Services
- Hyperion Planning
- Budgets
- Office Operations
- Consolidated Reporting
- Databases
Tejal Patel Summary
- Tejal Patel, based in California, United States, is currently a Associate Director of Financial Planning, Budget and Strategy at California Institute of Integral Studies. Tejal Patel brings experience from previous roles at Culture Amp, Salesforce, UserTesting and Riverbed Technology. Tejal Patel holds a 2002 - 2004 BS in Major in Corporate Finance & Business Mgmt @ San Francisco State University, Lam Family College of Business. With a robust skill set that includes Analytical Skills, Annual Budgeting, Annual Planning, Attention to Detail, Auditing and more. Tejal Patel has 2 emails and 1 mobile phone numbers on RocketReach.
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