Dylan Patel

FP&A | Internal Engagement Advisor | Empowering Client-Facing Leaders | Driving Sales Success & Project Delivery Excellence

Philadelphia, Pennsylvania, United States

About

Experience

  • Deloitte (Philadelphia, Pennsylvania, United States · Hybrid)
    • Engagement Financial Advisor Consultant
      Jun 2024 - Present · 2 yrs 1 mo

      • Lead financial management for multiple client engagements, overseeing various project budgets by developing financial plans,monitoring performance, and ensuring alignment with client and firm objectives • Advise engagement teams on revenue recognition, billing, and compliance, providing guidance on complex transactions and ensuring adherence to Deloitte policies and regulatory standards to optimize profitability • Mentor and train new Analysts, delivering coaching and creating training materials to accelerate onboarding, enhance team skills, and promote best practices in financial management • Collaborate with Partners and Managers to identify and mitigate financial risks, conducting analyses and recommending solutions to support informed decision-making and protect account performance • Implemented process improvements that increased reporting efficiency, streamlining workflows and introducing new reporting tools to improve data accuracy and timeliness

    • Engagement Financial Advisor Analyst
      Jun 2022 - May 2024 · 2 yrs

      • Supported account project budgets through forecasting, variance analysis, and financial reporting, contributing to consistent on-budget delivery • Managed client invoicing, ensuring timely billing and resolution of payment issues • Streamlined revenue recognition and compliance tracking processes • Partnered with cross-functional teams to resolve financial discrepancies • Built Excel automation tools that reduced manual reporting effort

  • Business Process Management Co-op at Comcast
    Apr 2021 - Sep 2021 · 6 mos

    • Conducted bi-monthly QA for invoice processing systems, reducing errors and improving reliability of operational data • Contributed to an enterprise-wide financial transformation initiative, enhancing end-to-end processes using Agile methodologies • Developed job aids and user guides adopted across multiple departments, reducing training time and improving system adoption • Identified inefficiencies and recommended cost savings that resulted in a 40% reduction in monthly expenses for end-product delivery

  • Accounting Intern at AAMA HOLDINGS
    May 2020 - Oct 2020 · 6 mos

    • Maintained financial records across 15+ properties, ensuring accuracy and integrity of reporting • Produced monthly financial statements and supported tax filings, reducing month-end close cycle by 10% • Resolved reporting discrepancies through data investigation and reconciliation, supporting internal audit readiness

  • Finance Accounting Intern at Airgas
    Apr 2019 - Sep 2019 · 6 mos

    • Performed monthly reconciliations and journal entries, contributing to timely and accurate financial closes • Assisted CFO with financial analysis and documentation for special projects, increasing cross-departmental insight • Participated in month-end close processes, enhancing exposure to enterprise-level accounting operations