Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jaykumar Patel

Irving,TX

Summary

Financial professional prepared for impactful contributions in financial analysis roles. Strong analytical skills, proficiency in financial modeling, and adept at leveraging data to drive strategic decisions. Collaborative team player with focus on achieving results and adaptability to changing needs. Known for reliability, effective communication, and keen eye for detail

Overview

2
2
years of professional experience

Work History

Financial Analyst Intern

Pacific Insurance, USA
01.2024 - 04.2024
  • Assisted in preparing monthly and quarterly financial reports, supporting the budgeting and forecasting process for core insurance operations.
  • Conducted variance analysis on premiums, claims, and expenses to identify key trends impacting profitability.
  • Developed and maintained Excel and Tableau based financial models to track KPIs, improving visibility into product performance.
  • Collaborated with actuarial and underwriting teams to assess the financial impact of pricing changes and reinsurance strategies.
  • Prepared summary reports and presentation materials for senior analysts, enhancing clarity of financial insights for leadership.
  • Gained practical experience in financial planning, insurance product analysis, and regulatory reporting within a corporate setting.

Financial Consultant

Charles Schwab
01.2022 - 12.2022
  • Partner with high-net-worth and mass-affluent clients to build tailored financial plans focused on retirement, wealth preservation, and tax-efficient investment strategies.
  • Conduct in-depth portfolio reviews, leveraging fundamental and technical analysis to recommend appropriate asset allocation across equities, fixed income, and alternative investments.
  • Deliver holistic guidance on retirement accounts (IRA, Roth IRA, 401k rollovers), estate planning strategies, and risk management solutions.
  • Cultivate and manage a book of business by deepening existing relationships and generating new client referrals, driving assets under management (AUM) growth.
  • Collaborate with Schwab Wealth Advisory and other internal partners to deliver a seamless, team-based client experience.
  • Provide ongoing education to clients on market outlook, investment products, and financial tools, empowering them to make informed decisions.

Education

Master of Science - Financial Analytics Track

Bentley University McCallum Graduate School of Business
Waltham, MA
12.2024

Bachelor of Business Administration - undefined

Texas Wesleyan University
Fort Worth, Texas
12.2021

Skills

  • Programming Languages & Query Languages: Python (Pandas), R Programming, SQL
  • Project & Collaboration Tools: MS Project, MS SharePoint, JIRA, Confluence
  • Visualization & Reporting Tools: Tableau, Power BI, Power Query, QlikView, MS Office (Excel, PowerPoint, Word, Outlook)
  • Analysis and Design Skills: Cost/benefit analysis, Ad-hoc Analysis, GAP analysis, SWOT analysis
  • Financial Skills: Financial Risk, Portfolio Risk, Corporate Finance, Cash Flow, Derivatives, Fixed Income, Credit Analysis, Credit Risk Modeling, Financial Reporting, Financial statement analysis

Languages

English
Full Professional
Hindi
Native or Bilingual

Timeline

Financial Analyst Intern

Pacific Insurance, USA
01.2024 - 04.2024

Financial Consultant

Charles Schwab
01.2022 - 12.2022

Bachelor of Business Administration - undefined

Texas Wesleyan University

Master of Science - Financial Analytics Track

Bentley University McCallum Graduate School of Business

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