Charmi Rushi Patel
Brampton,ON
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
3
3
years of professional experience
Work History
Financial-analyst
AIS Business Solution Pvt Ltd
09.2021 - 01.2023
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Analyzed and processed project specifics before capital deployments.
Assistant Accountant
OM Furniture Pvt Ltd
03.2020 - 03.2021
- Tracked funds, prepared deposits and reconciled accounts.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Analyzed and verified employee expense reports for accuracy.
- Evaluated and improved financial records to make important business decisions.
- Provided journal entries and performed accounting on accrual basis.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Education
Post Graduate in Cooperative Management - Cooperative Studies
Maharaja Sayajirao University
03.2020
Bachelor's in Commerce - Accounting
Maharaja Sayajirao University
04.2019
Skills
- Advanced Financial Analysis
- Adobe Software
- Expense and Revenue Analysis
- Data Research and Trending
- Sales and Marketing
- Evaluating Capital Projects
Hobbies
Beautician, Music, Travelling and Defining Artistics Things
Languages
English
Professional Working
Gujarati
Native or Bilingual
Hindi
Full Professional
Timeline
Financial-analyst
AIS Business Solution Pvt Ltd
09.2021 - 01.2023
Assistant Accountant
OM Furniture Pvt Ltd
03.2020 - 03.2021
Post Graduate in Cooperative Management - Cooperative Studies
Maharaja Sayajirao University
Bachelor's in Commerce - Accounting
Maharaja Sayajirao University
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