Shuchi Patel
Frisco,TX
Summary
Motivated professional with a strong work ethic and adaptability. Proven ability to excel in dynamic environments and quickly acquire new skills. Experienced Business Analyst recognized for leadership and teamwork capabilities. Committed to building effective, high-performing teams.
Overview
10
10
years of professional experience
Work History
Portfolio Business Analyst
Young’s Market Company / RNDC
Tustin, CA
08.2019 - 03.2024
- Managed California reservation box for entire company, ensuring efficient operations.
- Created and uploaded comprehensive inventory guide for improved accessibility.
- Oversaw inventory management and timely release for vendors.
- Collaborated daily with portfolio managers, sales representatives, and departmental heads to forecast distribution accurately.
- Provided accurate information to sales representatives daily, facilitating order placement based on monthly guidelines.
- Ensured compliance with reservation protocols for product releases consistently.
- Partnered with IT department to enhance proprietary system for better inventory management and reservation processing.
- Maintained and updated daily inventory data in Oracle system, supporting operational accuracy.
Relationship Manager
RockForce Construction
Lake Forest, CA
02.2017 - 06.2019
- Working with vendors and clients on a daily basis to manage and maintain relationships
- Directly worked with CEO on projects, Bidding and recruiting.
- Managed invoices, expenses and budgets for various projects
- Helped building internal CRM to managed existing clientele, events and projects
- Worked on various projects to estimate budget, manpower, timeline etc.
- Managed vehicle orders, fleet and supplies for project
- Assisted various departments, in-house employees and contractors to work on different projects
- Help Estimators with getting all the necessary information for the Bid and run the Bid when needed
- Managing meetings between client and in-house team on daily basis
- Worked on multiple marketing and advertising projects
- Worked on various marketing projects with IT team to expand footprints of the company in new terretories
- Established strong client relationships to drive business development.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
- Analyzed competitors and market trends to facilitate business growth.
- Processed both outgoing and incoming payments and invoices.
- Supported clerical and administrative needs of senior department staff.
- Analyzed documentation and standard financial statements for accuracy.
Executive Agency Assistant
State Farm insurance agency
Clarkesville, GA
03.2014 - 01.2017
- Designed and implement follow up, marketing, Advertising and customer retention strategies
- Easily established rapport with current policy holders, referral partners and vendors
- Helped prioritized work schedules delegated assignments for owner and agents
- Scheduling & Managing the Owner's Calendar
- Daily interfacing with new clients through referral partners and provides them policy details; Phone calls
- (Inbound & outbound)
- Established and managed customer database for agents.
Education
Bachelor of Arts -
University of North Georgia
Oakwood, GADiploma - Photography
Shaw Academy
Skills
- Planning and forecasting
- Data analytics
- Process improvement strategies
- Market discovery
- Industry report review
- Competitive market assessment
- Business analysis skills
- Risk management
- Business intelligence tools
- Customer interaction
References
References
Available upon request.
Timeline
Portfolio Business Analyst
Young’s Market Company / RNDC
08.2019 - 03.2024
Relationship Manager
RockForce Construction
02.2017 - 06.2019
Executive Agency Assistant
State Farm insurance agency
03.2014 - 01.2017
Bachelor of Arts -
University of North Georgia
Diploma - Photography
Shaw Academy