Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heena Patel

Piscataway

Summary

Dynamic and results-driven professional with a proven track record of successfully identifying revenue opportunities and streamlining processes across diverse industries. Proven leadership in mentoring and conducting business financial presentations. Adept at utilizing Excel, Cognos, and SQL to generate comprehensive reports and implement automated calculation systems. Seeking to leverage extensive experience and expertise to contribute to organizational success and drive advanced data analysis.

Overview

9
9
years of professional experience

Work History

Business Analyst

Fiserv
10.2021 - 06.2023
  • Successfully identified a $1 million revenue gap by conducting a comprehensive review of rebate calculations on Excel, cross-referencing them with actual contracts for payment processing.
  • Played a key role in a migration project, facilitating the seamless transition of 10,000 clients from the mainframe to the Oracle database.
  • Collaborated closely with developers to implement an automated calculation system for special rate pricing within the Mainframe database, specifically tailored for the Star Network.
  • Proficiently generated comprehensive sales and volume reports by efficiently utilizing Excel, COGNOS, and Mainframe systems.
  • Regularly presented the insightful findings from billing reports to stakeholders on a monthly and quarterly basis, facilitating data-driven business decisions.
  • Collaborated with both internal and external customers to resolve billing inquiries efficiently.

Senior Service Analyst

New York Life Insurance Co
03.2019 - 10.2021
  • Implemented an efficient online SharePoint workflow for the garnishment calculation process, resulting in the elimination of physical folder processes and a remarkable 95% reduction in paper costs.
  • Led the development and implementation of comprehensive documentation procedures for the online SharePoint process, optimizing workflow efficiency and ensuring standardized practices across the organization.
  • Facilitated training sessions for Analysts, Senior Analysts, Managers, and Vice Presidents, providing comprehensive guidance on the SharePoint process.
  • Designed a sophisticated financial Excel model to automate the garnishment process, effectively eliminating the need for manual calculations
  • Developed an automated Excel calculator using VBA for ledger check requests, resulting in a remarkable reduction of turnaround time from 2 days to just 5 minutes.
  • Significantly improved operational efficiency and accelerated the processing of ledger check requests, leading to increased productivity and seamless financial operations.
  • Partnered closely with NYL agents to effectively address and resolve garnishment inquiries.

Data Analyst

S&P Global Market Intelligence
05.2014 - 07.2018
  • Actively contributed to ad hoc projects by utilizing SQL queries to identify and rectify approximately 1000 errors.
  • Demonstrated a proactive approach in handling ad hoc projects, resulting in an impressive 10% reduction in client errors.
  • Designed a sophisticated Excel Spreadsheet for evaluating employee performance, incorporating advanced functions such as Pivot Tables, VLOOKUPs, and SQL.
  • Assisted management in making well-informed choices through data analysis, enabling the organization to achieve its goals effectively.

Education

Bachelor's - Finance

NR Institute of Business Management
India
01.2014

Skills

Excel Proficiency

Cognos

SQL

Data Analysis

Database Management

SharePoint Workflow

Stakeholder Communication

Financial Analysis

Project Management

Process Improvement

Financial Analysis

Timeline

Business Analyst

Fiserv
10.2021 - 06.2023

Senior Service Analyst

New York Life Insurance Co
03.2019 - 10.2021

Data Analyst

S&P Global Market Intelligence
05.2014 - 07.2018

Bachelor's - Finance

NR Institute of Business Management

Similar Profiles

CREATE PROFILE
Heena Patel