Kirtan Patel
Falls Church, VA 22041
*****.******@*******.***
OBJECTIVE:
Seeking position as financial analyst in an organization which gives me the
opportunity and responsibility to utilize my professional and academic
knowledge to perform financial and accounting projects
EDUCATION:
Cleveland State University, Cleveland Ohio
Master of Business Administration (MBA) (Majors: Finance, Accounting)
Major GPA: 3.7/4.0
The Maharaja Sayajirao University of Baroda, Gujarat India
Bachelor of Commerce (Majors: Finance, Accounting)
Cumulative GPA: 3.6/4.0
COMPUTER SKILLS:
.
. Ad hoc reporting, Hyperion Essbase, MIS, Visual Basic
. SAS and SQL; generate statistics report, combine data, update and
retrieve data from database management system.
. H&R Block Tax cut, QuickBooks
. Microsoft Word, Excel, PowerPoint, Access, Outlook, InfoPath,
Publisher.
MEMBERSHIP: Active member of Financial Management Association, Cleveland
State University.
RELEVANT COURSES:
Financial Management Financial Policies
Investment Analysis Current Problems in Finance
International Accounting, US GAAP vs. IFRS Financial Accounting
Managerial Accounting Integrative Business Strategy
Management of Innovation/technology Marketing Strategy
Operations Management International Business
PROJECTS AND RESEARCH:
. Due Diligence audit on Artio Global mutual funds by analyzing
manager's performance, company's reputation, possible returns and
profit growth to make strategic recommendations on the investment.
. Mylan Pharmaceuticals Inc. financial analysis including analyzing
current and historical performance, making Pro Forma Statements and
giving strategic recommendations.
. Invacare, Inc. Sales improvement project on acquiring Asia and Europe
healthcare products' market.
. Harley Davidson, Inc. strategic audit analysis by evaluating company's
current performance, strategic posture, and financial situation.
. Swisher Mower case presentation on developing higher market share of
the company by analyzing company's performance, financial data, and
business plans. Frito-lay and Marshant Museum projects on business
strategic plan of improving profit margin.
Kirtan Patel
5601 Seminary Rd, Apt# 1114N
Falls Church, VA 22041
*****.******@*******.***
WORK HISTORY:
Financial Analyst, Finance Department (October 2009 - Present)
The Urban Institute, Washington DC
. Providing detailed analysis for financial monthly endowment reports.
. Preparing labor utilization reports, fringe analysis, allocation
reports, budget analysis.
. Retrieving data, building and analyzing different reports using
database softwares (Ad hoc, Management Information System (MIS),
Hyperion EssBase)
. Assisting Director - Finance in investment planning and future
projections.
. Work closely with Accounting, Contracts and Grants to analyze monhtly
financial operations.
Financial Analyst Intern, Business Development Department (May 2009 -
October 2009)
Arnoff and Associates, Inc., Bainbridge OH
. Provided a comprehensive understanding of the financial status of a
given investment opportunity.
. Researched the financial data that influence investment decision and
apply critical thinking to investigation that is necessary to locate
relevant information.
. Assemble data into spreadsheet and analyzing all aspects of the
financial operation of a company.
. Prepare reports that cite sources, provide facts, and make
recommendations for future actions.
Finance Teaching Assistant, Business College (August, 2007 - September,
2009)
Cleveland State University, Cleveland OH
. Worked with finance and accounting professors to evaluate projects and
research.
. Tutored graduate and undergraduate students in Finance, Accounting,
and Operations Management.
. Helped more than 50 business students to break assignments and
projects into small manageable parts.
. After the 1 or 2 tutoring sessions, students are easily able to get
highest grades in their assignments.
Financial Analyst Intern, Patient Financial Services (December, 2008 - May,
2009)
MetroHealth System, Cleveland OH
. Worked on the revenue cycle includes processes, sub processes, and
enabling technologies of finance and accounting that lead to receipt
of a complete payment.
. Supported projects across the breadth of the health system's revenue
cycle.
. Assisted into decision making, strategic planning, project valuation,
and corporate finance.
. Our team successfully completed the revenue cycle improvement project
of trauma center by minimizing equipment and staffing costs and
implement latest technology to improve profit margin.
Financial Assistant, Finance Department (October, 2005-June, 2007)
Alembic Chemical Limited, Gujarat India
. Helped designing, implementing and monitoring financial policies, and
managing cash resources.
. Provided essential alternatives and strategic recommendation of
improving market share of the company and achieved positive result by
implementing some financial plans of the project.
OTHER EXPERIENCE:
Student Intern, Finance Department (August 2005-October 2005)
Alembic Chemical Limited, Gujarat India
. Conducted a detailed finance research of pharmaceutical sales in
Vadodara, India.