Chintan J. Patel, MBA, CFA(ICFAI)

**** **** ******** *********, ********, CA 92373

Phone: 909-***-****

E-mail: acqc1a@r.postjobfree.com

Summary:

Chartered Financial Analyst from ICFAI University with two years of experience in the financial sector

Core expertise in fundamental analysis, risk analysis – mortgage underwriting, investment banking – derivatives revenue reporting

Well versed with the concepts of capital market, financial management, income statement analysis, and mergers and acquisitions

Strong communication, interpersonal, and analytical skills with proficiency at grasping new concepts quickly and utilizing them in a productive manner

Professional Experience:

eClerx Services Ltd.

Senior Financial Analyst (Financial Reporting) January 2014 – March 2015

Assessment and segregation of derivative deals as per categorized parties involved

Prepared, managed and reconciled weekly and monthly equity, FID, FX, CD, commodities, and adhoc derivative revenue reports reviewed by management and the front office on a regular basis for various regions in North and South America and Europe

Created and updated revenue reports in various systems according to system access to each parties concerned to the deals

Awarded as a star performer for the best performance in October 2014

Mphasis Ltd.

Initial Underwriter January 2013 – August 2013

Worked on residential mortgage underwriting (Desktop Underwriter Conventional)

Reviewed loan attributes and documents for completeness and accuracy

Assessed the credit worthiness (debt ratio, loan to value, credit scores, property valuation, capital adequacy, liquidity, financial capacity, etc.) of loan applicants by using the firm underwriting financial model

Recommended loan conditions and a final decision for approval by Senior Underwriters

Underwrote US residential mortgages and refinanced conventional loans

Navsari Iron Foundry and Mechanical Works

Finance Intern June 2009 – July 2009

5 years financial statements were being assessed from financial year April 2004-March 2005 to April 2008-March 2009.

All financial statements were analyzed with the help of various working capital management tools

Nimesh Electricals

Sales Representative August 2007 – July 2008

Engaged prospective customers and provided product recommendations based on consumer preferences

Mentored new employees on the sales floor and educated them on the various products sold in the store

Savita Oil Technologies Limited

Sales Intern December 2005 – January 2006

Reviewed retailers’ enthusiasm to sell the Automobile lubricant in South Gujarat Region of India

Contacted C & F (Carry and Forwarding) Agent working for South Gujarat Region and prepared the questionnaire under the guidance of senior team member which needs to be filled up by the retailers

Prepared the list of all the retailers according to region and approached them to take feedback in the limit of questionnaire within the span of 45 days

Education:

Chartered Financial Analyst – Institute of Chartered Financial Analysts of India (ICFAI) University, May 2012

Master of Business Administration – Maharashtra Institute of Technology College of Engineering Centre for Management Studies and Research affiliated with University of Pune, October 2010

Bachelor of Business Administration – Sinhgad College of Science affiliated with University of Pune, April 2007

Personal Certification:

Financial Modelling – IMS Proschool Pune, April 2015

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