SPORTS
JAY PATEL
ANALYST
East Brunswick,NJ
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication skills, capability to prioritize and organize tasks, and in-depth understanding of industry concepts.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Business Analyst
NRG
Princeton, NJ
06.2019 - 01.2022
- Thorough understanding of electric/analyst customer lifecycle from contract initiation to fulfillment and final account processing
- Manage vendors to include establishing periodic meetings to review service performance and execute any corrective action steps for low performance
- To support the development and implementation an IT category strategy and develop an SRM and CRM (Supplier
- Elationship Management) framework
- Collaborate with Energy Category Manager to develop sourcing strategies for purchasing natural gas, electricity, and Co2, that reduce costs and/or mitigate risk
- Support the Energy Category Manager by leading strategic sourcing events and associated support activity including: development of sourcing profiles, execution of sourcing strategies and management of supplier contracts and pricing agreement
- Working closely with IT, Finance, and Accounting departments to ensure process flows smoothly
Client Valuations Analyst
Barclays
Whippany, NJ
12.2018 - 06.2019
- Prepare and send client valuation statements in a timely manner for variety of OTC derivates and Bonds trades
- Ensure that client queries are processed in a timely manner striking a right balance of client service
- Have an understanding of market conditions and its impact to the clients
- Partner with finance, sales, trading, risk and control, and other various areas to seek resolution to the client queries and fill out any gaps that may occur
- Assist in testing and overall rollout of monthly release items that impact client valuations infrastructure
- Report daily rolls to the clients while working closely with sales and trading
- Report and solve daily breaks in timely manner
- Client servicing which includes answering client emails and phones
Operations Analyst
BlackRock
Princeton, NJ
06.2018 - 12.2018
- Process new accounts, cancellations, account maintenance updates, supplemental bills and exceptions on a daily basis
- Mass generate and approve over 17,000 invoices per quarter, ensuring accurate debit of client account
- Monitor production payouts to Financial Advisors, work with appropriate areas to mitigate issues and ensure accurate payout
- Maintain the accounts receivable process for BlackRock SMA
- Developed an understanding of BlackRock tools and SMA product offering to facilitate trading and create more efficient client reports
- Work with the SMA business to ensure all one-off exceptions are completed accurately
- Assisted portfolio specialist with daily invoices and supplemental bills
- Generated reports of findings to help management with making key decisions.
- Assisted data aggregation, billing and transactions for data and account aggregation.
Trade Support/ Operations Analyst
Barclays
New York, NY
12.2017 - 06.2018
- Supporting daily trading activities, working directly with trader and trading managers
- Daily analyze trades on systems such as Impact, Irepo, and Fiss
- Work with front and back groups to resolve any discrepancies and making improvement to daily processes
- Work through daily fail report and work with front and back office personnel to resolve fail and DK’s
- Master the complexities of many products as well as gain a solid understanding of business model and infrastructure as well as mitigate the risk of the trade life cycle
- Support the options and daily rate risk and create EOD reports for the traders
- Assist traders in performing market analysis and analyze trading strategies
- Assist in the resolution of all settlement breaks with prime brokers and clients
Sales Operations Analyst
Pharmakinnex Pharmaceuticals
East Brunswick, NJ
06.2015 - 06.2017
- Project Work – Play an active part in projects around Sales Productivity, Reporting Development and business transformation
- Planning and Forecasting – Analyze and communicate the impact of the conversion program to the fiscal year plan and current quarter forecast by recurring revenue line
- Actively working in team with inside sales representatives to generate leads and convert into revenues
- Develop and manage sales/production/inventory reports to track key performance indicators (KPIs)
- Performs accountabilities in accordance with established organizational metrics Identifies trends and continuously makes recommendations to improve processes
- Work with the VP of Account Management and Account Management directors to develop and maintain dashboard reporting
- Decision Support Renewal Sales Management – Prepare and develop weekly status updates and perform ad hoc analysis on the renewal sales business that drive the decision making process of renewal sales management
Education
Bachelor of Science - Management And Finance
Rutgers Business School
Newark, NJ 01.2012 - 12.2015
Masters of Science - Supply Chain Management
Rutgers Business School
Newark, NJ 05.2020 - Current
Skills
Basic Math
Planning and Coordination
Excel
SAP
Problem-Solving
MS Office
Multitasking Abilities
Interests
GEOGRAPHY
TRAVEL
Timeline
Masters of Science - Supply Chain Management
Rutgers Business School
05.2020 - Current
Business Analyst
NRG
06.2019 - 01.2022
Client Valuations Analyst
Barclays
12.2018 - 06.2019
Operations Analyst
BlackRock
06.2018 - 12.2018
Trade Support/ Operations Analyst
Barclays
12.2017 - 06.2018
Sales Operations Analyst
Pharmakinnex Pharmaceuticals
06.2015 - 06.2017
Bachelor of Science - Management And Finance
Rutgers Business School
01.2012 - 12.2015