Irfan Patel

Key contributions:

• Managed full-cycle bookkeeping, including accounts payable, accounts receivable,invoicing, and bank reconciliations.
• Maintained accurate general ledger entries and comprehensive records.
• Processed payroll and ensured full compliance with tax regulations.
• Prepared timely financial reports: monthly, quarterly, and annual basis.
• Supported the development of budgets, forecasts, and cash flow analyses to guide financial strategy.
• Collaborated effectively with management, auditors, and tax professionals to ensure regulatory compliance and smooth audits.
• Identified and implemented process improvements that increased efficiency and accuracy in financial operations.

Establishing a DSD (Direct-Store-Delivery) business - building systems.

Key contributions:

• Conducted detailed process mapping and optimization, increasing delivery efficiency by 15%.
• Collaborated with stakeholders to implement scalable business solutions.
• Designed and implemented dashboards to monitor operational performance and identify trends.
• Oversaw full-cycle bookkeeping, handling accounts payable and receivable, invoicing, and bank reconciliations.
• Analyzed and visualized system efficacy, resulting in a 15% reduction in annual operational costs.
• Managed a portfolio of 100+ diverse client accounts. SAP S/4HANA.

Establishing an Integrated Business Model- Supermarket, Restaurant, Gas Station: Multi Role Project building systems.

Key contributions:

• Conducted comprehensive market analysis, boosting revenue by 30%.
• Developed comprehensive reports for internal and external stakeholders to enhance transparency.
• Designed dashboards to track progress and business metrics.
• Oversaw project lifecycles: ideation to execution, ensuring timely delivery.
• Aligned Usability Studies with Marketing Strategies, leading to 25% more foot traffic and 15% higher sales.
• Implemented process changes to improve customer engagement, achieving a 25% increase in retention rates - by setting up SAP ERP as SAP Retail.

Rebranding an Integrated Business Model- Retail-Fintech-MSB (Money Services Business), Gas Station, Restaurant, Services: redesign systems and processes.

Key contributions:

• Improved vendor terms, reducing 15% costs through skillful negotiations.
• Improved efficiency by 15% by managing daily operations processes by using SAP Retail.
• Built a strong team to drive increased profitability.
• Designed functional specifications for process automation, streamlining workflows across departments.
• Directed compliance activities to adhere to federal and state regulations.
• Implemented predictive models to enhance reporting accuracy and reliability.
• Conducted stakeholder training sessions on updated systems and process changes.

Establishing a variety store -Multi Role Project, building systems.

Key contributions:

• Enhanced customer journeys, reducing task completion time by 25% and increasing customer retention by 10%.
• Developed and executed business plans, including market analysis.
• Built strong partnerships and a compelling brand identity.
• Increased client acquisition by 20% through strategic market penetration by leading a targeted outreach campaign using SAP Emarsys Customer Engagement.
• Achieved a 25% increase in client retention rates by utilizing SAP Retail.

Rebranding an Integrated Business Model- Retail-Fintech-MSB (Money Services Business), Variety Store, Services: redesigning systems and process analysis.

Key contributions:

• Spearheaded data-driven operational improvements, reducing redundancies by 16%.
• Led finance, marketing design optimization, and business operations.
• Managed finances, budgeting, accounting, and inventory control.
• Increased sales by 10% year-over-year by marketing initiatives.
• Resolved business challenges by optimizing operations to drive growth.
• Supervised MSB loss analysis, identifying trends and analysis.
• Provided training and mentorship to teams on loss analysis techniques.

Multi-role position: Business Process Analyst, Design, and Data Analysis.

Key contributions:

• Improved process efficiency by 65% through standardization and optimization, example: new vendor /member screening and registration.
• Enhanced business process efficiency by standardizing workflows and reducing processing times.
• Advocated for industry interests, built relationships with policymakers.
• Led strategic planning, goal setting, and financial oversight.
• Project Management: Organized successful conferences, trade shows, and attracted sponsors.
• Collaborated with legal and technical teams: compliance and data integrity.
• Conducted claims and loss analysis, providing actionable insights.