Pathik Parikh | Fractional CFO, Outsourced Controller, Finance Consultant

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