AAKASH PATEL
Baltimore,MD
Summary
Results-driven Accounting Manager with 8+ years of progressive experience in public and private sectors, including leadership roles in a fast-paced SaaS company. Proven expertise in general ledger management, financial auditing, and ASC 606 revenue recognition. Expert in driving month-end close efficiency, ensuring GAAP compliance, and enhancing audit readiness. Skilled in financial systems, including NetSuite, Salesforce, Stripe, Blackline, Chrome River, Nexonia, and UltiPro, with a strong record of automating reconciliations and improving reporting accuracy.
Overview
7
7
years of professional experience
Work History
Revenue Accounting Manager
IronCircle
Columbia
09.2025 - Current
- Managing a team of five accountants and overseeing month-end close activities for revenue and collections in compliance with U.S. GAAP and ASC 606.
- Leading the implementation of Salesforce and Stripe, improving automation, data accuracy, and real-time revenue reporting.
- Preparing and reviewing monthly and quarterly revenue share calculations to ensure accuracy and alignment with contractual terms.
- Supervising billing, collections, and cash application activities, monitoring accounts receivable aging to improve cash flow and reduce delinquencies.
- Identifying process improvement opportunities and implementing automation initiatives to accelerate the month-end close timeline.
- Managing, coaching, and developing a team of revenue accountants and AR specialists by setting clear performance goals, providing ongoing feedback, and fostering professional growth.
Accounting Manager
MarketWise Inc (NASDAQ: MKTW)
Baltimore
02.2024 - 09.2025
- Directed and supervised a team of four accountants, ensuring precision and timeliness in financial reporting through effective oversight of general ledger operations.
- Supervised month-end, quarter-end, and year-end closes for 10+ affiliates, ensuring timely completion of reconciliations, accruals, expense allocations, payroll, and journal entries in compliance with GAAP.
- Managed revenue recognition processes for a high-growth SaaS company, assuring alignment with ASC 606 standards, and maintaining accurate deferred revenue schedules.
- Oversaw and verified biweekly payroll journal entries across various entities, assuring accurate distribution of compensation and benefits.
- Reviewed and validated vendor invoices in NetSuite to ensure accurate processing and timely payments, in compliance with company policies.
- Supported quarter- and year-end audits, and SOX testing through data collection coordination, control assessment, and required documentation submission.
- Oversaw monthly intercompany eliminations and settlements among 10 or more affiliates, ensuring precision in consolidated financial reporting, and addressing discrepancies swiftly.
- Oversaw AR aging reports in NetSuite, achieving a 20% reduction in past-due balances through diligent vendor engagement, and proactive issue resolution during monthly closures.
- Analyzed and validated corporate card and employee reimbursement applications according to company policy, recognizing non-compliant expenses, and decreasing exception rates.
- Partnered with cross-functional teams to address reporting discrepancies and minimize financial close errors by 15%, ensuring consistent and compliant reporting across departments.
- Performed monthly general ledger reviews to detect discrepancies, enhancing audit readiness, and minimizing post-close adjustments.
- Generated monthly preliminary financial statements to support management review and early variance identification.
Senior Accountant
MarketWise Inc (NASDAQ: MKTW)
Baltimore
09.2022 - 02.2024
- Reviewed cash reconciliations and journal entries for 30+ bank accounts using NetSuite and Excel, ensuring timely resolution of variances during period-end close.
- Developed and executed the accounts receivable (AR) process, ensuring timely, precise recording of customer invoices and incoming payments.
- Strengthened IPO readiness efforts via the deployment of financial controls, acceleration of close processes, and confirmation of audit readiness in a pre-IPO environment.
- Supervised and trained junior accounting staff, managed daily responsibilities, and led monthly, quarterly, and annual consolidation processes.
Staff Accountant
MarketWise Solutions
Baltimore
09.2020 - 09.2022
- Prepared and reconciled cash accounts to ensure the accuracy of recorded transactions and proper alignment with the general ledger.
- Prepared monthly prepaid and amortization journal entries to ensure accurate expense recognition.
- Prepared recurring journal entries including property tax accrual, partner's payment accrual, and depreciations.
- Directed planning and execution of Accounting and Finance team events, including picnics, happy hours, and volunteer activities to enhance collaboration and strengthen team culture.
Audit Associate
CliftonLarsonAllen
Timonium
06.2019 - 09.2020
- Supported audit teams in planning engagements, testing account balances, and preparing financial statements for diverse clients.
- Applied U.S. GAAP and adhered to GASB standards during audits for governmental entities.
- Evaluated internal control systems to assess risk and validate accuracy of financial reporting.
- Maintained communication with clients throughout audits to clarify findings and gather necessary documentation.
Tax Intern
Cohen and Co.
Hunt Valley
01.2019 - 06.2019
- Analyzed financial data and prepared work papers for individual, partnership, and corporate tax returns.
- Ensured compliance with current tax laws while preparing federal and state tax returns.
- Identified tax savings opportunities through thorough expense reviews and client data analysis.
- Communicated with clients to gather tax documentation and clarify information promptly.
Education
Bachelor of Science - Accounting
Towson University
Towson, MD05.2019
Associate of Business/Technology - Columbia, MD
Howard Community College
Columbia, MD05.2017
Skills
- NetSuite and Blackline expertise
- Audit readiness and SOX compliance
- GAAP and US GAAP knowledge
- Recruitment and hiring strategies
- Accounts payable and receivable management
- Leadership and team development
- Effective communication skills
- Technical analysis and critical thinking
- Problem solving and process automation
- Cross-functional collaboration
- Attention to detail in transactions
- Time management and month-end closing
Certifications
- Certified in Microsoft Office Specialist Excel 2016
References
References available upon request.
Timeline
Revenue Accounting Manager
IronCircle
09.2025 - Current
Accounting Manager
MarketWise Inc (NASDAQ: MKTW)
02.2024 - 09.2025
Senior Accountant
MarketWise Inc (NASDAQ: MKTW)
09.2022 - 02.2024
Staff Accountant
MarketWise Solutions
09.2020 - 09.2022
Audit Associate
CliftonLarsonAllen
06.2019 - 09.2020
Tax Intern
Cohen and Co.
01.2019 - 06.2019
Bachelor of Science - Accounting
Towson University
Associate of Business/Technology - Columbia, MD
Howard Community College