Financial Analyst

Samir D. Patel

Address: Bensalem, PA, Phone: 267-***-**** Email: ac8oav@r.postjobfree.com

Experience

Fox Chase Cancer Center, Philadelphia, PA 1/17-Present

Financial Analyst

●Builds and maintains financial models

●Performs trend analysis to evaluate cash flow of clinical studies and the Clinical Trial Office

●Conducts AR Analysis to determine write offs and write downs

●Conducts risk analysis to determine the financial stability of vendors and commercial sponsors

●Manages and prepares the Operational Budget for the Clinical Trial Office

●Prepares the Capital Budget Proposals for the Protocol Support Lab

●Provides Financial Planning & Analysis support for senior leadership

●Conducts Financial Management for over 300 clinical Trials

●Prepares journal entry transfers and wire transfers

●Coordinates the Monthly Closing process

●Provides process improvements for financial processes

●Supervises the Financial Management Team

●Functions as the project lead for all financial projects

Client Solution Architects, Philadelphia, PA 6/16-8/16

Financial Analyst

●Supported the planning, execution, and reconciliation of program funds

●Provided appropriated financial analysis

●Reviewed financial and execution efforts

●Facilitated the development of program documentation that delineated all resource related items and schedules

●Prepared and submitted financial status briefs, funds execution status reports, weekly financial activity reports, travel status reports and funding document log updates

Bloomberg LP, Skillman, NJ 3/16-4/16

Municipal Financial Analyst

●Covered municipal bond issuers for South Texas, South Carolina and Hawaii

●Responsible for maintaining equity tickers for municipal bonds issuers

●Analyzed bond issues to ensure documentation is presented correctly

Education

Pennsylvania State University - University Park, PA 8/2013-12/2015

Bachelor of Science in Business Management

Minor: Political Science

Bucks County Community College - Newtown, PA 8/2011-5/2013

Earned 63 Undergraduate credits

Areas of Expertise

Equity Research, Strategic Management, Financial and Risk Management, Data Analysis, Financial Modeling and Forecasting, Financial Report, Quantitative and Analytical Analysis, Business Analysis, Advance in the use of Microsoft Excel

Skills

Sage 50 Accounting, USL Financials, Adobe Acrobat Pro DC, Microsoft Suite (Word, Excel, Access, PowerPoint, Publisher, Outlook, and OneNote), Tableau Desktop 10.0.1, Navy ERP ( SAP ERP), NAVAIR Logistics, PeopleSoft Financials, SAP Business Objects

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