Sales Financial

*

CHIRAG PATEL

**** *********** **** **, ***. **08 • Atlanta, GA 30345

(C) 704-***-**** • *************@*****.***

PROFESSIONAL SUMMARY

Energetic corporate business management professional with multifaceted global experience in financial systems, investment banking, budgeting and planning, high tech and service. Areas of expertise include:

Evaluated Finance systems and processes to enhance results, improve efficiency and financial transparency

Provided insightful financial analysis to enable short and long term strategic and financial objectives

Interfaced with senior management to deliver information in a concise, meaningful manner fostering effective decision making

Detail-oriented finance leader able to build cross-functional unity among team members EDUCATION

EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL Atlanta, GA M.B.A., Finance and Leadership Concentrations Dec 2016

Goizueta Finance Club; Goizueta Dean’s List; Goizueta Investment Management; Goizueta Ambassadors SARDAR PATEL UNIVERSITY Anand, India

B.E., Information Systems; GPA 3.67 July 2002

EXPERIENCE

WELLS FARGO SECURITIES LLC Charlotte, NC

Finance/Strategy Consultant 2011 to Jan 2016

Managed cross functional team to perform profitability analysis for mortgage sales channels which enabled benchmarking against industry competition and strategic decisions on growth/exit strategies

Generated 16% cost savings by recognizing operational synergies to provide analytical support for home equity operations and mortgage sales channels.

Monitored, identified, and communicated financial and operational performance to senior corporate leaders and business partners

Improved productivity by 30% through better resource utilization, improved organizational structure, staff training and enhanced interaction model with the cross functional team

Collaborated with various business teams to understand changes in financial results and prepared relevant financial updates for senior management

Recognized, analyzed, and reported financial impact of proposed strategic risks to relevant business line

Identified opportunities and developed business cases for new strategies to grow cross sell partner products

Directed and coordinated monthly and year-end closing activities, balanced sheet account analyses, reports and schedules. Responsible for review of financial statements, including budgeting, and forecasting CMC MARKETS UK PLC London, UK

Project Manager – Corporate Finance 2009 to 2010

Developed financial models and sensitivity analyses, forecasted revenues/expenses, and recommended outsourcing of

£1 million software development to senior management, resulting in 20% cost savings

Built financial models in VBA and Excel to predict monthly capital and overhead expenditures, resulting in cost savings of 40% for IT department

Prepared and analyzed new development proposals to provide technical expertise to finance committee and reviewed financial processes for margin improvements

Planned and directed business transformation initiatives to enhance practices and reducing overall expenses

Communicated effectively with senior executives to spearhead the development of policies and procedures ACCENTURE UK LTD London, UK

Senior Associate 2007 to 2008

Analyzed target companies in technology, energy, and automotive industries with annual revenue ranging from £10 million to £1 billion and excelled client expectations

Esteemed advisor to clients during buy and sell process by performing financial and operational analysis and communicating significant findings to clients throughout the project's duration 2

Created and reviewed complex financial models to project free cash flow and liquidity, analyzed merger and acquisition opportunities, and performed valuation

Prepared buy and sell-side due diligence reports to help clients achieve strategic growth objectives for their organizations by driving informed acquisition, divestiture, and reorganization decisions

Outlined high level strategies for software development outsourcing, including off-shoring roadmap, new operating model, and approach to organizational change management

Identified opportunities to reduce development costs by 30% while ensuring efficient delivery and scalability LEHMAN BROTHERS London, UK

Investment Banking Analyst - TMT 2005 to 2007

Performed DCF, comparable companies and precedent transaction valuations for technology firms worth £1 billion and created pitch materials, informational memorandums, and financial due-diligence for senior management

Created 80+ pages of the Confidential Information Memorandum for firm with £1 billion in annual sales and conducted valuation, credit, and industry analyses for technology and media companies

Collaborated with product groups including mergers and acquisitions as well as debt and equity capital markets to develop presentations for meetings between senior investment bankers and CEOs/CFOs of leading technology, media and telecommunications companies

Performed sum-of-the-parts valuation analyses and competitor analyses across business divisions including Software, Systems & Tech, and Global Business Services, and conducted analyses of strategic mergers and acquisitions targets ROYAL BANK OF SCOTLAND PLC London, UK

Investment Banking Analyst - TMT 2003 to 2005

Conducted in-depth financial, company, and industry analyses, created valuation metrics of public companies, and presented findings to senior managers for technology and media companies up to £500 million in annual sales

Developed multiple valuation models, managed client's due diligence process, created pitch book, presented concepts of acquisition to clients, and provided advice on bid strategy

Created and implemented financial model to generate DCF, EV/EBITDA and revenue multiples for coverage team to pitch acquisition of more than £300 million

ADDITIONAL INFORMATION

UK Citizen and USA Citizen

CFA Level 1; CFA Society UK; American Accounting Association, Currently pursing CPA

Systems: Bloomberg, Tradeweb, BrokerTec and FactSet

Tech Skills: MS-Office Suite(Advanced Excel), SQL, Hyperion Financial Management (HFM) and Hyperion Essbase

Training The Street - Corporate Valuation, Financial Modeling

Interests: hiking, alternative investments, and photography

Contact this candidate