KALYANI PATEL
Richmond,Virginia
Summary
Finance Analyst successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.
Overview
7
7
years of professional experience
Work History
Data Analyst
Department Of Education
Chester, VA
01.2023 - Current
- Developed internal and/or external training on new features in SNPWeb..
- Streamlined data processing for faster results by implementing advanced analytics tools.
- Liaise with the vendor to ensure requirements are clearly defined and budgets and timelines
- Conduct tests on system updates, and report results.
- Assisted to SNP staff and program operators.
- Created and designed business intelligence databases, spreadsheets or outputs.
- Defined KPIs based on collected data sources.
- Supported projects and analyses to drive consistency and accuracy within financial models.
Financial Analyst
Shree Swami LLC
01.2022 - Current
- Developed and maintained financial models for various business units
- Analyzed financial data to identify trends and opportunities
- Provided strategic insights to senior management on financial performance and decision-making
- Managed the annual budget and forecast process
- Prepared financial reports for management and external stakeholders.
Financial Analyst
Mahindra & Mahindra
Gujarat, India
03.2017 - 11.2020
- Analyzed and audited financial business results, processes, and performances; resulted in the company various forecasting processes
- Summarized reports to submit to the Directors and helped to make business strategy decision
- Reconciled bank accounts
- Maintained Fixed Asset Accounting
- Performed other related duties as required or assigned
- Consolidated and coordinated the annual planning and quarterly forecasted process
- Analyzed Cash Flows and prepared 13-week Cash Flow forecast models.
Education
Master of Science in Finance -
Virginia Commonwealth University
12.2023
Bachelor of Commerce, Advanced Accounting & Auditing -
Veer Narmad South Gujarat University
06.2016
Skills
- 4 years of experience in analyzing financial and operational activities for business improvement
- Strong business acumen, controlling cross-functional team in a fast-paced environment, and achieving deadlines
- Familiar with different finance and data analytic software: QuickBooks, Microsoft Excel (Advanced), Excel VBA, Tableau
- Sound knowledge of Balance sheets, Discounted cash flow, P&L financial modeling, and Shareholder equity statement
- SPSS/STATA/SAS Software
- Due Diligence
- Database Model Conversion
- Account Reconciliation
- KPI Monitoring
- GAAP Compliance
- Financial Statement Analysis
- Auditing Procedures
- IFRS Compliance
Projects
Seagate Leverage Buyout (LBO): 30 mins PowerPoint presentation using advanced financing and accounting concepts for the analysis in Microsoft excel. Valuation of Twitter: using various multiples, DCF valuation, Sensitivity Analysis and Football Field. Created a dynamic dashboard used for calculating portfolio returns comprised of 7 stocks and graphed them using ggplot2 and high charter.
Timeline
Data Analyst
Department Of Education
01.2023 - Current
Financial Analyst
Shree Swami LLC
01.2022 - Current
Financial Analyst
Mahindra & Mahindra
03.2017 - 11.2020
Master of Science in Finance -
Virginia Commonwealth University
Bachelor of Commerce, Advanced Accounting & Auditing -
Veer Narmad South Gujarat University