As the Director of Financial Planning, Ms. Patel is responsible for the implementation of a reporting and forecasting process for Cresta’s funds and at individual portfolio companies. Ms. Patel brings over 15 years of experience in the financial services industry with a focus on private equity fund accounting, investment accounting, property accounting, treasury operations, performance reporting, and system implementations. Prior to joining Cresta in 2024, Ms. Patel was a Director at BlackRock, responsible for the implementation of a fee and incentive calculation platform across their alternatives portfolio. Prior to BlackRock, Ms. Patel was a Director at SandsPoint Capital Advisors, leading their consulting and treasury services, which included advising clients on waterfall distribution and remediation, reporting and process improvement. Since the start of her career, Ms. Patel has held other finance and advisory-related roles. Ms. Patel holds a B.S. in chemical engineering from the University of Texas.
