Karisma Patel, Cpa, Cams

Karisma Patel, Cpa, Cams

Associate Manager @ The Siegfried Group

About Karisma Patel, Cpa, Cams

Karisma Patel is an Associate Manager at The Siegfried Group, where she has worked since 2022. She has previous experience as a Senior Internal Audit Advisor at Raymond James and as an Assurance Associate at PwC.

Work at The Siegfried Group

Karisma Patel has been serving as an Associate Manager at The Siegfried Group since 2022. In this role, she contributes to the firm's mission of providing high-quality professional services. Her responsibilities include managing client engagements and leading teams to deliver effective solutions. The Siegfried Group is known for its focus on accounting and finance, and Patel plays a key role in supporting the firm's operations in Tampa, Florida.

Previous Experience at Raymond James

Prior to her current position, Karisma Patel worked at Raymond James as a Senior Internal Audit Advisor from 2019 to 2022. During her three years in this role, she was responsible for assessing the effectiveness of internal controls and ensuring compliance with regulatory requirements. Her work in the Tampa/St. Petersburg, Florida area contributed to the company's risk management and operational efficiency.

Experience at PwC

Karisma Patel began her career at PwC, where she worked as an Assurance Associate from 2017 to 2019. In this position, she provided audit services to a diverse range of clients, focusing on financial statement audits and compliance. Her experience at PwC laid the foundation for her expertise in auditing and assurance services.

Education and Expertise

Karisma Patel holds a Master's degree from the University of South Florida, which she completed in 2017. She also earned a Bachelor of Science (BS) degree from the same institution in 2016. Her educational background has equipped her with a strong foundation in accounting and finance, supporting her professional roles in auditing and internal controls.

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