Open to opportunities

Nirali Patel

@niralipatel

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Experienced treasury and finance professional delivering accurate cash management and reporting.

United States

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What I'm looking for

I seek a treasury/financial operations role where I can manage cash, improve processes, deliver accurate reporting, and support cross-functional teams in a collaborative environment.

I am a detail-oriented treasury associate with multi-year experience managing bank reconciliations, high-volume cash movements, and reporting for client funds. I consistently delivered timely monthly reconciliations across 300+ accounts, processed daily wires/ACHs/checks, and supported CFO reporting with reliable ad hoc analyses.

My background spans treasury operations, financial advisory, front-desk financial processing, and marketing support, demonstrating adaptability and strong client service. I streamline processes—speeding journal entry adjustments and onboarding accounts—to improve turnaround, grow business, and support cross-functional teams effectively.

Experience

Work history, roles, and key accomplishments

Treasury Associate (Level 3)

SandsPoint Capital Advisors/Apex Group

Jan 2021 - Apr 2025 (4 years 3 months)

Prepared monthly bank reconciliations and payment trackers for 300+ accounts across 17 banks and processed 5–200 daily cash movements, ensuring timely client deliverables and supporting growth through efficient onboarding/offboarding of accounts.

Bank Reconciliation Cash Management Onboarding Reporting Excel

Financial Representative

Northwestern Mutual

Jan 2020 - Jul 2020 (6 months)

Conducted 30–40 outbound calls daily and scheduled 10+ meetings weekly, generating qualified leads and building a financial practice of five advisors to develop client financial plans and recommendations.

Financial Planning CRM Lead Generation Prospecting Appointment Setting Data Entry Relationship Management

Front Desk Clerk

Best Western Northwest Inn

Jul 2016 - Jul 2020 (4 years)

Managed front desk operations for a 65-room property, processed finances for 700+ guests, and produced daily earnings analyses in Excel that accelerated preparation of adjusting journal entries by 50%.

Customer Service Excel Data Entry Inventory Management Billing

Marketing and PR Specialist

A&A Marketing Group

Jun 2018 - Aug 2018 (2 months)

Promoted AT&T services across three social platforms, increasing social followers and engagement (Instagram +37, Twitter +22, Facebook +34) and grew online interactions by 60% through weekly blogs and campaign content.