Sneha Patel

• Lead data migration and cleansing projects, ensuring financial data integrity and compliance.
• Spearheaded Power BI implementation, developing dynamic dashboards for CFO/CEO decision-making.
• Optimised HubSpot CRM workflows, improving adoption across finance and operations.
• Partnered with C-Suite to embed new financial tools, aligning sales, finance, and HR systems.

• Oversaw ERP and financial system upgrades and integrations, ensuring compliance with business and regulatory requirements.
• Automated core financial processes (invoicing, reporting, reconciliation), reducing manual workloads.
• Delivered system training and support to finance users, improving adoption and compliance.
• Collaborated with IT and finance teams to develop scalable workflows.

• Built and optimised finance-related CRM processes, integrating data flows with reporting systems.
• Developed strategic financial and operational reports for senior leadership.
• Established data quality frameworks and automation for reconciliations and insights.

• Redesigned back-office processes using Lean methodology, removing inefficiencies and reducing admin overhead.
• Championed a culture of continuous improvement through smarter use of systems and innovative tech.
• Created data governance processes ensuring accuracy and real-time operational reporting.
• Supported cutover activities for Finance & Controlling systems during transformation rollout.

• Led business process transformation workshops and modelled new processes to achieve efficiency.
• Managed and trained teams to adopt new business processes and IT systems.
• Delivered strategic change analysis and reporting for global FMCG and enterprise clients.