Vipul Patel

Vipul Patel is an accomplished business partner highly skilled in accounting controls, financial reporting, technical accounting, and operations. He collaborates closely with finance teams to ensure smooth day-to-day financial functions and provides crucial support to the Controller's Team and operations.

As a senior benefits accounting manager with a reputable company, Vipul excels in strategic planning, project management, problem resolution, budgeting, and staff training/supervision. He possesses exceptional communication, interpersonal, intuitive, customer service, organizational, and leadership skills.

His expertise spans auditing, financial reporting, accounting processes, and project management. Vipul is known for his ability to organize and execute multiple tasks within set deadlines. He is an energetic, self-motivated team player and builder who has managed Benefit Plans Audits, prepared Financial Statements, and overseen financial statement presentations on Fair value accounting standards.

Additionally, Vipul has experience in preparing Form 5500s, Annual Funding Notices, Summary Annual Reports, reviewing Form 990 and 990-T, providing support to Benefits Administration Teams on Plan design, aligning benefit programs, and coordinating and documenting internal control objectives and risk activities.

Vipul Patel holds a BS in Accounting from New Jersey City University. He has held notable positions such as Financial Director in Joint Venture Accounting at Aetna, a CVS Health Company, Financial Director at ActiveHealth Management, Investment Accounting & Compliance Manager, and Benefits Accounting and Compliance Manager at Mars, Inc. He also served as a Senior Manager at The Siegfried Group and as an Audit Manager at Deloitte.