Tanmay Patel
About Tanmay Patel
Tanmay Patel is a Director at Focal Point Data Risk, where he leads client engagements and trains staff on SOX audits. He has a strong background in accounting and finance, with previous roles at PricewaterhouseCoopers and extensive experience in financial audits and statement creation.
Current Role at Focal Point Data Risk
Tanmay Patel currently serves as Director at Focal Point Data Risk, a position he has held since 2019. In this role, he leads engagements for various clients, overseeing projects that require his extensive knowledge in financial audits and consulting. His leadership contributes to the firm's ability to deliver high-quality services in risk management and compliance.
Previous Experience at PricewaterhouseCoopers
Tanmay Patel has a significant background with PricewaterhouseCoopers, where he worked in various capacities. He began as an Audit Intern in 2009 for three months, gaining foundational experience. He then served as an Experience Associate from 2010 to 2014, focusing on SOX Financial and IT audits. His work included audits for mutual funds and hedge funds in accordance with the Investment Act.
Education and Expertise
Tanmay Patel studied at the UCF College of Business, where he earned a Bachelor of Science in Business Administration (BSBA) from 2004 to 2007, followed by a Master of Science in Accounting (MSA) from 2008 to 2009. His education laid the groundwork for his expertise in general ledger accounting, financial statement creation, and the valuation of financial instruments such as equities, bonds, and derivatives.
Training and Development
In his roles, Tanmay Patel has focused on training clients and new staff on SOX audits and accounting updates. His commitment to knowledge transfer ensures that both clients and colleagues are well-equipped to navigate the complexities of financial compliance and auditing standards.
Technical Proficiency
Tanmay Patel is proficient in various accounting and financial software, including MS Office Suite, Quickbooks, Quicken, ELITE Accounting System, and AccKnowledge Accounting System. This technical expertise supports his ability to create financial statements for private clients and manage complex audit processes.