Manager Financial

Maitry Patel, MBA Associate Finance Manager

***************@*****.*** 269-***-**** Breinigsville, PA 18031

Analytical and technical finance professional with eight years of experience and success in financial analysis and planning. Collaborate with management and staff to build client base and maximize portfolio profitability. Complete market and data analysis while proposing financial strategies and identifying opportunities to increase revenue. Leverage fluency in three languages to initiate, progress and cultivate client relationships while engaging and promoting inter-company collaboration.

Areas of Expertise include:

Forecasting & Financial Planning

Fluent in English, Hindi, & Gujarati

Revenue & Marketing Strategies

Client Relationships & Growth

Problem Solving & Troubleshooting

Math Lab & Accounting Lab

Research & Data Analysis

Project Planning & Execution

MS Office & MS Project

Microsoft Excel

Professional Experience

MAKWEL INDUSTRIES Gujarat, India 05/2015 – 07/2018

Prepared and reviewed financial documentation while providing financial solutions and team leadership.

ASSOCIATE FINANCE MANAGER

Prepared financial statements and invoices while delegating duties and leading finance and accounting teams. Provided exemplary customer service through issue resolution and elimination of billing discrepancies. Collaborated with accounting and finance teams to troubleshoot and solve problems. Maintained state and federal regulations while assisting with internal and external audits.

Key Accomplishments:

Planned and executed weekly meetings to align on shared strategies and review updates on ongoing projects.

Met with high-level managers on a monthly basis to review financial reporting.

Completed several projects including analysis of industry, financial statements, and customer satisfaction.

MUTHOOT FINANCE Gujarat, India 05/2014 -- 04/2015

Build and curate financial portfolios while generating and improving client relationships.

FINANCIAL ADVISOR

Engaged with clients, built relationships, and developed customized portfolios. Provided guidance and troubleshooting for any client questions while providing effective portfolio management. Gauged daily standard work while utilizing interpersonal networking skills and addressing emerging business needs.

Key Accomplishments:

Analyzed market trends and opportunities to provide financial strategies and portfolio recommendations.

Generated weekly and monthly spending reports to address trends and identify potential opportunities.

MAKWEL INDUSTRIES INDIA Gujarat, India 02/2014 – 04/2014

Provided financial planning analysis, cost savings, and growth strategies.

FINANCE INTERN

Created and presented alternative financial models for proposals to improve revenue. Developed corrective actions for financial service risks and controls. Researched and determined potential risks while providing troubleshooting and solutions.

Key Accomplishments:

Completed monthly closing journal entries as well as weekly and monthly business performance reports.

Established several small businesses in growth industries, focusing on sales and operational excellence.

GAYATRI PSYLLIUM INDUSTRY Gujarat, India 11/2011 – 12/2011

Generated financial reporting while preparing and executing a growth strategy project.

ENTREPRENEURSHIP INTERN

Forecasted new product features alongside potential pros and cons. Reported on finance and provided analysis and growth strategy. Utilized GETCO guidelines and improved client relationships while pioneering new retention strategies.

Key Accomplishments:

Prepared and analyzed financial reporting on firm profitability. Planned and executed a project regarding business expansion and strategies to increase revenue.

Researched product production to reduce costs and increase profits. Led to an improvement in best practice and increase in overall revenue.

Education & Training

Pennsylvania State University

Undergraduate Certificate in Enterprise Resource Planning with SAP Online, Jan 2019 to present

Masters of Business Administration in Finance & Leadership

SIKKIM MANIPAL UNIVERSITY India May 2014

Bachelors of Science in Business Administration

ASBP COLLEGE OF BUSINESS ADMINISTRATION India May 2010

Ahmedabad Management Association

Diploma in Entrepreneurship Development,2011

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