Financial Data

Radha Patel

**************@*****.***

Cell: 732-***-****

OBJECTIVE

To obtain a position with a company that promotes learning and growth in order to become a strong professional in the business world.

EDUCATION

Fairleigh Dickinson University, Bachelor of Science, Business Administration, Madison, NJ, 2013 PROFESSIONAL STREGNTHS

Financial Analysis Accounts Receivable/Payable

Financial Forecasting Reconciliations

Financial Planning Tax Reporting

Data Analysis Data Processing

Market Research/Planning Tax Compliance

PROFESSIONAL EXPERIENCE

Morgan Stanley, New York, NY 1/2014-present

Tax Compliance Analyst (Consultant)

Classify Morgan Stanley legal entities in order to register entities into IRS Fatca system and track GIIN’s to Morgan Stanley Blueprint system

Answer daily FATCA inquiries from clients about GIINs, FATCA withholding status, tax documentation and new accounts

Utilize excel to calculate blended rates and create manual journal entries for NRA tax withholdings to be reported to MS database

Creating reports to assist with year-end reconciliations of SWAPS and LIQ payments

Prepare manual cash flow reports on a weekly basis to determine which account transactions are subject to tax withholding

Respond to inquiries regarding Canadian accounts to determine if accounts are eligible for favorable tax rates and calculate manual adjustments for these favorable rates

Weekly reconciliation for LIQ Interest and Fees accounts whether accounts are documented or undocumented

Check Prelims for client statements to ensure that all data is accurate including incomes, identification numbers, allocation breakdowns for sub investors

Bloomberg L.P, Skillman, NJ 5/13 – 9/13

Equities Fundamental Financial Analyst (Consultant)

Utilize programs provided by Bloomberg to prepare adjusted financial statements for equities department

Analyze annual and quarterly financial reports from clients and capture one time charges to adjust income statements, balance sheets, and cash flows

Capture and reconcile one time charges using specific industry grids as either pre-tax, after-tax, and per share

Use Bloomberg given rules to review the reconciled one time charges captured and used those as a guideline to produce adjusted financials

Manually calculated adjusted EPS, Total Abnormal Items, GAAP Pre-tax Profit, and Tax Effect of Abnormal Items to match historical data on Bloomberg Terminal

Utilize tools in Excel to compare and contrast historical financial data in the Bloomberg Terminal Historic Homes by McCann, Madison, NJ 9/12 - 12/12 Financial Planning Intern

Coordinated financial plans and forecasts based on investments given using Quickbooks

Created a six month master budget given potential investments including budgeted balance sheet, cash flow, and income statement

Analyzed business investments and spending, as well as accounts receivables and payables

Assisted with cash flow estimation and analysis for potential investment projects SKILLS

Bloomberg Terminal, Microsoft Excel/Word/Powerpoint, Prezi, QuickBooks, SharePoint, IT SAP FICO Training course

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