Pathik Parikh

Finance Consultant

Contact | Linkedin

SUMMARY:
I have 12 years of experience providing financial expertise and strategic guidance to a diverse range of clients. As a Finance Manager (Fractional CFO/Outsourced Controller) at EdOps, I oversaw all aspects of financial operations, including budgeting and forecasting, financial reporting, internal audit, and strategic planning. I have managed client engagements and worked closely with senior leadership to strengthen internal controls, streamline processes, optimize cash flow, and improve financial performance. I have also worked as an independent consultant, advising businesses and organizations on financial and strategic initiatives, including cash flow and liquidity management, go-to-market strategy, growth and expansion, and operational improvement.

AREAS OF EXPERTISE:

Financial Management
Budgeting and forecasting • Cash flow management and projections • Guidance on complex accounting issues • Support during staff transitions • Board and committee meeting support • Accounting software selection and implementation

Financial Analysis & Reporting
Financial statement preparation • 3–5 year financial projections • Annual Operating Plans • Monthly MIS reports • Consolidated and departmental reporting

Internal Audit
Internal controls evaluation and compliance monitoring • Accounting manuals and control process development • Audit preparation and liaison with audit firms • Training workshops for policy/systems implementation

SELECTED ENGAGEMENTS:

  • Achieved six consecutive years of clean financial and retirement plan audits (no findings, no adjustments) for a client with $45M annual revenue and 80,000+ annual transactions
  • Prevented a $6M lapse in federal funding by stepping into a grant manager role during a critical staffing transition at one of the largest charter school networks in Washington, D.C.
  • Assisted a charter school network with a $30M facilities financing transaction for a new building; successfully closed financing in under three months
  • Led and trained an internal team of analysts and specialists while managing client engagements with three of the five largest charter school networks in Washington, D.C.
  • Evaluated market-entry economics and growth potential for a $6B provider of electrical products and systems, informing the commercial launch and risk-mitigation strategy for a new product line
  • Structured a customer loyalty program for an 80+ location convenience store chain, projected to improve customer retention by 30% and increase revenue

Feel free to get in touch on Linkedin or through the contact page.