HETAL PATEL
** ********** ** ● Flemington, NJ ***22 ● 732-***-**** ● ac7kt3@r.postjobfree.com
Detailed oriented Analyst with experience of 6+ years in various financial roles such as reporting, data analysis and audit review functions in organizations. Completed projects on automating the status reports for management, identifying trends from data to help on better decision making and manage communication with clients.
EDUCATION: Northern Illinois University==, DeKalb, Illinois
Bachelors of Business Administration Aug 2006 - Dec 2010
SOFTWARE
SKILLS: Financial Edge-Blackbaud, ADP, ReportSmith, Salesforce, Microsoft Office – Word, Excel, Power point, QuickBooks, ATX (Quarterly payroll tax), JIRA, R (basic working knowledge), Microsoft Access, MySQL, SQL Server, Python
SKILLS: § Excellent analytical skills and attention to detail, with strong sense of accountability
Ability to analyze large amount of data and find trends
Strong written and oral communication skills
Excellent client service and organizational skills
Strong team player with a positive attitude
EXPERIENCE: Moody's Corporation, New York, NY
Associate Analyst Feb 2015-Present
Provide analytical, statistical and research assistance to analysts in the Public Finance Group for local government debt transactions including cities, counties, school districts and special districts.
Utilize Excel to query and manipulate massive data sets to conduct data analysis.
Co-manage the process by which annual reviews for over 10,000 local government issuers are documented in accordance with regulatory guidelines, and also provide progress and tracking reports to senior management.
Improve methods of tracking and monitoring the surveillance of credits in meeting SEC compliance requirements
Provide continuous strategic guidance to senior management for Public Finance Group Surveillance Platform and raise any technical issues with technology team.
Moody’s Corporation, New York, NY
Financial Data Analyst Aug 2013-Feb 2015
Analyzed financial performance of U.S. municipal debt issuers and performed comprehensive reviews of more than 500 entities, creating ratio reports and answering analysts queries.
Created and implemented a comprehensive financial data quality assurance process to ensure the accuracy of key metrics for 8,000 public finance issuers.
Oversaw the transition of the Mid Cycle Review process from a manual excel based format to Surveillance Platform and performed user acceptance testing for tool
Lead a rigorous analytical review project that consisted of managing multiple processes, running weekly team meetings, preparing and presenting periodic results to a group of analysts, communicating across various teams and maintaining multiple trackers
Worked with Moody’s Client Services to research client inquiries and provide answers to clients concerning technical issues, accounting questions and credit specific queries
Center for Employment Opportunities, New York, NY
Finance Associate June 2012- Aug 2013
Confirmed the accuracy of all invoices, expenses and various accounting documents
Reconciled bank accounts and the daily payroll account
Prepared monthly fund invoice vouchers
Prepared Executive’s expense reports for Board Meetings
Prepared daily payroll in absence of payroll manager
Center for Employment Opportunities, New York, NY
Accounting Clerk/Associate Nov 2011-June 2012
Provided help with reconciliation of bank statements
Updated accounting journals, ledgers and records detailing financial transactions
Aided in processing invoices and filing all receipts and documents
Jalaram Accounting and Tax Services, Hanover Park, IL
Staff Accountant Dec 2006– Dec 2008
Carried out monthly reconciliation of bank accounts for over 100 small businesses firms
Assisted in preparing monthly sales and use tax and quarterly payroll tax returns
Prepared payroll for company’s and client’s employees
William Rainey Harper College, Palatine, IL
Student Aide Aug 2006–Dec 2008
Assisted students in making appointments with advisors and preparing supplemental information packets
INTEREST: Finance, Startups, Reading, Number Games, Travel, and Community Service