Aakankshi Patel
Sayreville
Summary
Detail-oriented Financial Services and Business Analysis professional with over 4 years of experience supporting banking operations, financial reporting, client account management, and business process improvement. Experienced in analyzing financial data, preparing reports, resolving account discrepancies, maintaining regulatory compliance, and collaborating with cross- functional teams. Proven ability to deliver exceptional customer experiences while supporting operational efficiency and regulatory compliance. Proficient in SQL, Microsoft Excel, Power BI, Tableau, SAP ERP, and Microsoft 365. Recognized for accuracy, analytical thinking, and delivering high-quality results in fast-paced financial environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Canadian Imperial Bank of Commerce
Toronto
07.2022 - 03.2026
- Supported daily banking operations by processing financial transactions accurately while maintaining regulatory compliance.
- Provided financial advice by identifying customer needs and recommended appropriate banking product and services.
- Built and maintained strong client relationships while consistently achieving customer satisfaction and sales goals by 20%. over target.
- Investigated and resolved account discrepancies through detailed transaction reviews.
- Collaborated with internal teams to resolve customer and operational issues while meeting service-level expectations.
- Leveraged digital banking platforms to enhance customer experience and operational efficiency.
- Maintained accurate documentation and supported with compliance reviews by ensuring documentation met banking policies and regulatory standards.
Customer Service Manager
Walmart
Mississauga, ON
10.2020 - 03.2026
- Led daily front-end operations while supervising associates and maintaining high customer service standards.
- Trained and coached 70 team members on operational procedures and customer service best practices.
- Analyzed customer data to identify trends, enhancing service delivery strategies.
- Collaborated with multiple departments to resolve customer issues efficiently.
- Improved operational workflow and ensured compliance with company policies.
Business Analyst
VC ERP Consulting
Ahmedabad
11.2017 - 04.2019
- Collaborated with stakeholders to gather requirements and define project scope.
- Documented business requirements through stakeholders interviews and workshops.
- Analyzed business processes to identify inefficiencies and recommend improvements.
- Led cross-functional teams in implementing ERP solutions, ensuring alignment with business objectives.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Coordinated User Acceptance testing (UAT) and validated business requirements.
- Collaborated with development teams using Agile methodologies.
Web Developer
Skynet Global Systems
Ahmedabad
09.2016 - 10.2017
- Led development of responsive web applications using HTML, CSS, and JavaScript frameworks.
- Mentored team of 5 junior developers on best practices in coding and project management methodologies.
- Streamlined website performance by optimizing code and utilizing content delivery networks (CDNs).
- Collaborated with cross-functional teams to enhance user experience through iterative design processes.
- Worked closely with business stakeholders to deliver technical solutions.
- Optimized web applications for speed, scalability and security.
Education
Master of Science - Management Information Systems
Conestoga College
Kitchener, Ontario08-2020
Bachelor of Science - Information Technology
Dharmsinh Desai UNiversity
Nadiad, Gujarat05-2018
Skills
Banking & Financial Operations
- Client Relationship Management
- Financial Products & services
- Banking Operations
- Regulatory Compliance
- Financial Reporting Support
- Financial Analysis and documentation
- Data validation
- Account reconciliation support
Business Analysis
- Requirements Gathering
- Process Mapping
- Business Process Improvement
- User Acceptance Testing (UAT)
- Agile/ Scrum
- Documentation
Technical Skills
- SQL
- Power BI
- Tableau
- Python
- Microsoft Excel
- SAP ERP
- Microsoft Visio
- Microsoft 365
Professional Skills
- Attention to detail
- Problem Solving
- Stakeholder Communication
- Time Management
Certification
Microsoft Certified - Analyzing and Visualizing Data with Power BI
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Financial Services Representative
Canadian Imperial Bank of Commerce
07.2022 - 03.2026
Customer Service Manager
Walmart
10.2020 - 03.2026
Business Analyst
VC ERP Consulting
11.2017 - 04.2019
Web Developer
Skynet Global Systems
09.2016 - 10.2017
Master of Science - Management Information Systems
Conestoga College
Bachelor of Science - Information Technology
Dharmsinh Desai UNiversity