Saurabh Patel Consultant

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Investor Relations Specialist (Consultant)

Excel Group

Jan 2023 - Current (3 years 10 months)

- Managing relationships with institutional investors, hedge funds, and high-net-worth individuals, resulting in the successful raising of $1B in capital for the firm's private equity funds.
- Conducted market research and analysis to identify potential investors and opportunities for fundraising, resulting in a 15% increase in the firm's investor base.
- Develop and maintain investor databases, resulting in a 10% increase in the accuracy and completeness of investor information.
• Overseeing preparation and presentation of deal pitch decks.

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Acting Controller (Short-Term Consultant)

PSSI Food Safety Solutions

May 2022 - Nov 2022 (7 months)

- Oversaw weekly and monthly accounting close and management reporting processes (including consolidated financial statements of domestic and international subsidiaries).
- Worked with executive team on preparation of monthly financial package for board of directors and The Blackstone Group.
- Implemented 20% cost cutting measures on operations and non-operations SG&A expenses throughout the company.
• Part of executive team in charge of transitioning to new ERP system (D365).
• Worked with tax manager to ensure accuracy and proper remittance of sales taxes.
• Spearheaded development of standard operating procedures throughout the controller space.
• Developed and executed transition plan for the newly hired

Technical Consultant

Driven Brands Inc.

Feb 2022 - May 2022 (4 months)

- Reviewed and assisted with 2021 10K and 2022 Q1-Q2 SEC external filings.
- Reviewed and assisted with preparation of bank financials for individual domestic subsidies of the corporation.
- Oversaw currency translation analysis project of all foreign subsidiaries.
• Provided detailed accounting policy analysis & guidance to management on consolidation transactions.
• Provided technical accounting, structuring, and integration assistance for M&A transactions (including ensuring ASC 606 compliance).

Technical Consultant

Navy Federal Credit Union

Dec 2019 - Feb 2022 (2 years 3 months)

- Aggregated and developed automated migration strategy for key monthly technical accounting validation reports within data warehouse.
- Provided detailed accounting policy analysis & guidance to management on impact of potential upcoming securitization and troubled debt restructuring (TDR) transactions.
- Prepared detailed executive decks highlighting CECL Loan Portfolio impact across the banking industry, along with quarterly analysis of the Allowance for Loan Losses and TDR populations for various financial institutions.
• Led initiative to develop ad-hoc internal cash-flow models.
• Assisted with monthly close TDR validations and reconciliations.

Project Manager (Short-Term Consultant)

The Carlyle Group

Jul 2019 - Dec 2019 (6 months)

- Main liaison between HR, Legal & Compliance, Accounting, and IT management on Contractor Lifecycle Management Project (including leading recurring executive sponsor meetings).
- Maintained extensive detailed risk and decisions log as part of larger executive project discussions.
- Researched & developed detailed system process flows and business requirements.
• Facilitated solution demos from various software vendors (including Workday & ServiceNow).

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Acting CFO & Controller

LYRIQUE PRIVATE EQUITY

Jul 2018 - Jul 2019 (1 year 1 month)

• Managed the finance and accounting operations of a PE fund with $500M AUM, overseeing a team of 5 direct
reports (along with a team of external accountants and consultants).
• Analyzed detailed contracts involving multiple $20M+ potential acquisitions
• Streamlined the accounting and finance functions, reducing the close time from 8 days to 5 days and resulting in a 26% improvement in financial reporting accuracy.
• Implemented an expense management system that resulted in a 10% reduction in operating expenses for the firm.
• Prepared annual budgets and financial projections, resulting in accurate forecasting of future financial
performance.
• Oversaw team to implement GRC tool for risk and restru

Project Lead (Consultant)

Freddie Mac

Aug 2016 - Jul 2018 (2 years)

• Served as one of the leads on Investor Reporting Change Initiative (IRCI), a project that entailed changing the
timing and type of monthly servicing remittances in order to align with industry standard reporting and remittance cycle to become more competitive and streamline the internal monthly calendar cycle.
• Led the process mapping and scheduling change research between different work streams (specifically Servicing, Corporate Data Warehouse and Finance).
• Led UAT and critical business validation for Participation Loans and Remittance Type Conversion testing.
• Assisted in completion of the overall business and system requirements for IRCI.
• Worked extensively with the internal SOX team to complete Risk

Manager/Project Lead

Fannie Mae

Aug 2011 - Jul 2016 (5 years)

• Managed associates and staff throughout various workstreams within securities accounting (including the fair
value/settlements, resecuritization, and consolidation spaces).
• Engaged in various aspects of the future state strategic initiative (see specific detail below under Project Work).
• Maintained a significant presence in both current production and future state since 2013. In current production, ensured that deliverables (validations, disclosures, ad-hoc) were accurate and delivered in a timely manner.
• Worked extensively with Capital Markets Pricing teams on pricing of securities and commitments derivatives.
• Oversaw streamlining effort of the commitments' derivatives validations and analytics by au

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Senior Analyst

Oct 2009 - Aug 2011 (1 year 11 months)

Consultant

SVAIT GROUP

Sep 2008 - Apr 2009 (8 months)

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Senior Accountant

Watkins, Meegan, Drury Co., LLC

Sep 2005 - Sep 2008 (3 years 1 month)

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Various

Sep 2005 - Current (21 years 2 months)

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All work over the last 18+ years

Sep 2005 - Current (21 years 2 months)

Saurabh Patel

About

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Saurabh Patel

About

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