Sajal Patel
Senior Accountant
Dayton,MD
Summary
Detail-oriented and results-driven accounting professional with over 5 years of experience in private equity fund accounting, financial reporting, and regulatory compliance. Proven ability to collaborate cross-functionally with operations, auditors, and management to ensure accurate fund performance reporting, transaction execution, and compliance with US GAAP and investor agreements. Proficient in system implementations and process improvements aimed at increasing operational efficiency. Skilled in leveraging financial systems and tools to streamline workflows, ensure compliance, and drive insightful decision-making.
Overview
6
6
years of professional experience
4041
4041
years of post-secondary education
Work History
Senior Accountant
The Carlyle Group
Washington, DC
08.2024 - Current
- Coordinated purchase/sale transaction pipelines across internal departments using Investran.
- Prepared investment documentation, supported audit testing, and ensured compliance with GAAP and fund agreements.
- Developed fund performance analyses for management using Excel-based models and automated reporting in OneStream and Workiva.
- Facilitated legal entity and account setup across platforms including Salesforce and internal systems.
- Supported capital activities including calls, distributions, and allocations through coordination with PA Operations.
- Managed credit facility processes including borrowing requests and covenant compliance reporting.
- Produced quarterly fund reports, investor statements, audit schedules, and regulatory filings (AIFMD, Form PF, Form ADV).
- Led and supported system/process improvement initiatives across departments, enhancing operational efficiency.
- Responded to investor inquiries and audit confirmations with timely and accurate information.
Staff Accountant
The Carlyle Group
Washington, DC
02.2022 - 08.2024
- Coordinated purchase/sale transaction pipelines across internal departments using Investran.
- Prepared investment documentation, supported audit testing, and ensured compliance with GAAP and fund agreements.
- Developed fund performance analyses for management using Excel-based models and automated reporting in OneStream and Workiva.
- Facilitated legal entity and account setup across platforms including Salesforce and internal systems.
- Supported capital activities including calls, distributions, and allocations through coordination with PA Operations.
- Managed credit facility processes including borrowing requests and covenant compliance reporting.
- Produced quarterly fund reports, investor statements, audit schedules, and regulatory filings (AIFMD, Form PF, Form ADV).
- Led and supported system/process improvement initiatives across departments, enhancing operational efficiency.
- Responded to investor inquiries and audit confirmations with timely and accurate information.
Accounting Intern
Brown Advisory
Baltimore, MD
07.2019 - 12.2020
- Reviewed tax returns for private equity holdings and ensured compliance with applicable tax law.
- Prepared and managed shareholder stock option packages and documentation.
- Recorded transactions and maintained accuracy in the general ledger using internal accounting systems.
- Processed and approved vendor payables while ensuring policy compliance and prompt disbursements.
Education
Bachelor of Science - Accounting
Towson University
Towson, MD05.2020
Bachelor of Science - Business Administration
Towson University
Towson, MD05.2020
Skills
Microsoft Office
Financial statement review
Expense tracking
Audit support
Audit preparation
Generally accepted accounting principles
Internal controls implementation
GAAP compliance
Year-end closing
Month-end closing
Problem-solving
Teamwork and collaboration
Accounting software systems: Investran, OneStream, Workiva, Salesforce
Timeline
Senior Accountant
The Carlyle Group
08.2024 - Current
Staff Accountant
The Carlyle Group
02.2022 - 08.2024
Accounting Intern
Brown Advisory
07.2019 - 12.2020
Bachelor of Science - Accounting
Towson University
Bachelor of Science - Business Administration
Towson University
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