Sweta Patel

Sweta Patel - Member Profile

Dallas, TX

BSc, University of Southampton
VirtualCFO
HW Fisher & Co
Wise & Co

Sweta is a highly experienced finance and business operations professionals with over 25 years of progressive experience, a deep expertise in analytics driven strategy development, and a proven track record of raising profit margins, driving cost reductions, and improving cash flow/reserves. Sweta holds a Chartered Accountant qualification from the Institute of Chartered Accountants in England and Wales (ICAEW).

Areas of Sweta’s expertise include: FP&A, strategic planning, business process optimization, transformation program design & implementation, revenue recognition, due diligence, post M&A support and integrations, risk management, policy & procedure development, Board & shareholder communications, multi-entity & multi-currency consolidations.

Sweta has successfully served clients across multiple sectors including manufacturing, consumer durable goods, CPG, professional services, SaaS and non-profits, and has worked with Private Equity and Venture Capital sponsors. Experienced with the inner workings of both start-ups and established global corporation environments, Sweta is proficient at managing existing and building new teams, and at managing all aspects of the finance and business operations functions.

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