Yoginee Patel

Background

About Yoginee Patel

Summary A seasoned Interim Finance Professional with extensive international experience in financial services not-for-profit public sector and commercial sectors. Highly adept in ERP and cloud-based accounting systems implementations finance transformation and project management. Proven track record of setting up building and enhancing finance departments to support organizational growth. Known for hitting the ground running effectively managing remote contracts and delivering tangible results. Key Skills • ERP Systems Implementation: SAP Business By Design SAP ByD MS 365 Business Central NAVISION NetSuite MS Dynamics Great Plains Xero MYOB Sage 50 PSF • Finance Transformation: Developing and managing finance processes procedures policies templates business planning budgeting forecasting regulatory governance and internal reporting • Project Management: System selection sourcing configuration data migration UAT testing and training • Training and Development: Training finance and non-finance staff on new systems • International Experience: Extensive work in Auckland Wellington (NZ) Channel Islands London Milton Keynes (UK) Sydney Melbourne (Australia) and field visits to Afghanistan Pakistan Sudan and Fiji • Digitalization and Automation: Expertise in finance digitalization and automation projects Professional Experience ERP Systems Implementation and Management • Led ERP system projects from system selection to vendor demos and due diligence • Configured systems including redesigning the Chart of Accounts and GL dimensions • Managed data cleansing and data migration processes • Oversaw UAT testing phases ensuring system integrity and functionality • Developed comprehensive training plans and materials for finance and non-finance staff Project Management • Delivered finance transformation projects improving efficiency and effectiveness • Employed problem-solving and analytical skills to add value to organizations Finance Department Setup and Enhancement • Established finance infrastructures to support organizational growth • Implemented and managed finance processes policies and procedures • Conducted business planning budgeting and forecasting • Ensured regulatory governance and prepared internal reports