Summary
Overview
Work History
Education
Skills
Websites
Projects
Timeline
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Minal Patil

Minal Patil

Pune

Summary

Highly skilled finance professional with over three years of experience in financial analysis, reporting, and enterprise software implementation, specializing in the real estate and product-based industries. Adept at streamlining operations, implementing advanced financial solutions, and providing data-driven insights to support strategic decision-making. Proven ability to manage diverse stakeholders, enhance financial processes, and lead complex projects to successful completion. Seeking an opportunity in investment banking or financial consulting to leverage expertise in financial modelling, valuation, and strategic advisory.

Overview

4
4
years of professional experience

Work History

Yardi Functional Consultant

Girase Realty Solutions Ltd
09.2022 - Current
  • Software Implementation & Training: Spearheaded end-to-end implementation of Yardi Property Management Software for multiple clients, achieving seamless integration and enhanced operational efficiency
  • Reporting & Automation: Designed and uploaded customized financial report templates, significantly improving accuracy and timeliness in financial reporting
  • User Access Management: Oversaw user access, defined security roles, and ensured robust data security protocols across Yardi platforms
  • Budgeting & Financial Strategy: Developed and optimized budget templates, aligning financial strategies with client objectives to support sustainable growth
  • Stakeholder Engagement: Conducted in-depth training for senior management and directors, ensuring optimal utilization of Yardi 6.0 features
  • Account Reconciliation: Executed tenant account reconciliations, resolving disputes and maintaining accurate financial records
  • Financial Management: Directed accounts payable/receivable processes, maintained general ledger accuracy, and prepared financial statements compliant with international accounting standards

Finance Intern

Girase Realty Solutions Ltd
04.2021 - 06.2022
  • Financial Analysis: Evaluated financial statements to assess company performance, identifying critical drivers of profitability and liquidity
  • Comparative Reporting: Prepared comprehensive reports comparing financial positions across periods, providing actionable insights for key stakeholders
  • Collaboration: Partnered with the finance team to enhance understanding of financial statement components and facilitate better decision-making
  • Project Coordination: Supported project onboarding processes, managed data transfers, and led user acceptance testing (UAT) to ensure smooth implementation

Education

MBA - Finance

Pune University
04.2022

Bachelors - Commerce

SNDT University
06.2019

Skills

  • Yardi PMS
  • Financial Modelling
  • Financial Statement Analysis
  • Budgeting and Forecasting
  • Business Acumen
  • Stakeholder Engagement
  • Financial Strategy Development
  • Communication
  • Client Relationship Management
  • Team Management and Organization

Projects

Financial Statement Analysis


Conducted a thorough analysis of financial statements, identifying profitability and liquidity trends.

Evaluated turnover ratios and resource allocation efficiency, recommending improvements to enhance financial stability. 


Client Onboarding for Yardi Implementation 


Directed client onboarding for Yardi PMS, ensuring alignment with project timelines and resources. 

Delivered regular progress updates to stakeholders, addressing challenges proactively to achieve successful implementation.

Timeline

Yardi Functional Consultant

Girase Realty Solutions Ltd
09.2022 - Current

Finance Intern

Girase Realty Solutions Ltd
04.2021 - 06.2022

MBA - Finance

Pune University

Bachelors - Commerce

SNDT University

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Minal Patil