Sales Microsoft Office

JANKI PATEL

Mobile: 631-***-**** • E-mail: ***********@*******.***

Results-focused, detail-oriented Finance/Business Manager with a track record of experience in providing oversight and analysis of key operational areas at major financial services and publishing companies. Demonstrated track record of building and managing small teams of professionals to efficiently complete projects. Demonstrated ability to facilitate training sessions for employees, resulting in increased levels of knowledge among participants. Verified success identifying areas of needed improvement through in-depth analysis, providing solid recommendations that enhance key business and financial processes. Proficient in Bloomberg, Reuters, Microsoft Office, SAP Business Warehouse, Business Objects, Cognos and Salesforce. Earned Series 7 Securities License.

CORE COMPETENCIES

Business Operations t Financial Reporting t Budgeting t Forecasting t Data Analysis

Strategic Planning t Sales Planning t Team Management t Team Collaboration t Communication

Variance Analysis t Risk Analysis t Profitability Analysis t Problem Solving t Financial Modeling

Training Facilitation t Quality Control t Process Improvements t Solutions Development

EXPERIENCES AND ACHIEVEMENTS

CAMBRIDGE UNIVERSITY PRESS, New York, NY May 2008-Present

Senior Analyst, Financial Planning & Analysis

Assess regional and global sales trends, developing three-year budget of financial performance. Prepare monthly revenue and expenditure reports, noting major fluctuations to discuss with department heads. Document financial impact on business when results deviate from initial budget, delivering findings to senior management.

tPartnered with Sales & Marketing in strategic planning initiatives, resulting in the identification of potential acquisitions and growth opportunities in new markets.

tAllocated pricing and discount models to analyze profitability of existing and future products, resulting in $1,000k uplift in revenue.

tConducted stock holding reviews for aged titles, facilitating removal of excess inventory, achieving cost savings of $600k.

tAnalyzed current processes and systems, identifying problem areas and recommending solutions that led to expansion of our customer base by 5%.

MERRILL LYNCH & CO., New York, NY May 2007-May 2008

Senior Analyst, Fixed Income Research

Facilitated discussions with portfolio managers, Sales & Trading and equity analysts on trade potentials for bonds issued within the High Yield Energy sector. Analyzed quarterly financials and news announcements, forecasting a company’s credit strategy and defining its rating within the securities industry. Developed financial models for multiple high yield companies and performed sensitivity analysis to evaluate bond issuer’s ability to repay debt timely.

tCollaborated with management to publish key investment recommendations to shareholders and institutional loan investors.

DELOITTE & TOUCHE LLP, New York, NY Aug. 2004-May 2007

Senior Consultant, Control Assurance & Risk Services

Assisted clients in the development and execution of Sarbanes-Oxley Section 404 compliance plans, identifying opportunities to mitigate risks and improve operations. Managed multiple SAS 70 projects for correspondent clearing, trust banks and broker dealers. Operated as the lead point of contact in all aspects of the business from proposal development to delivery of recommendations to senior executives. Collaborated with departments including Sales & Trading, Operations and Accounting to review and test the operational effectiveness of internal controls.

tFacilitated successful broker dealer training seminars, resulting in increased proficiency and knowledge on key areas of securities business among attendees.

EDUCATION

Bachelor of Science, Management, State University of New York at Binghamton, 2004

Dual Concentrations in Finance and Management Information Systems

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