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Financial Analyst Data

Location:
Dublin, OH
Posted:
November 05, 2020

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Resume:

Jigar Patel

Data Analytics Business Operations Planning Visualization Reporting Strategy

917-***-**** adhk6s@r.postjobfree.com linkedin.com/in/jigar-patel-432a3b1ba Columbus, Ohio Professional Summary

● 7+ years of experience as Analyst, with 4 years of experience as a Data Analyst, working to transform raw data into actionable strategic knowledge to gain insight into business processes, and thereby guide strategic and tactical decision-making.

● Using complex SQL quarrying and reporting tools, design and develop new reports as well as enhance the existing ones.

● Extensive experience in Data Mining solutions to various business problems and generating data visualizations using Tableau, Power BI, Alteryx.

● Working experience in Financial Analysis techniques using Python libraries like NumPy, Pandas, SciPy, and visualization libraries of Python like Seaborn, Matplotlib. Key Competencies

● Database systems: Snowflake, SAP HANA, MySQL, PostgreSQL, Azure

● Database management tools: DBeaver, SAP Business Objects, Excel, SSMS, Alteryx, KNIME, Access

● SAAS systems: GoogleAnalytics, Salesforce Suite (Marketing Cloud, Audience Studio, Service Cloud, Survey, Einstein Analytics), Survey Monkey, Thematic, PROS RTDP, Sprinkler

● Statistical data modeling, regression, and predictive analysis: R, Excel, Python, Alteryx

● Data Visualization and Reporting: Excel, Tableau, Power BI

● Accounting software: NetSuite, QuickBooks, Right-click, SAP (FI, SD, MM), Salesforce IKEA, Conshohocken, PA

Analyst – Strategy, Planning, and Customer Engagement. June 2018 – Oct 2020

● Perform quantitative research and analysis to provide actionable insights into commercial programs to measure the impact on revenue cycle and customers, along with different customer segments and geographic dimensions

● Figure strategic plans to recognize and leave outdated business measures and re-design new services, with consideration on consumer loyalty and customer satisfaction

● Analyze customer surveys and customer service complaints data; reports NPS, CSAT, LTRA, and customer sentiments

● Lead cross-functional teams, conceptualize, design, and implement strategic solutions to customer problem areas, alongside P&L analysis

● A subject-matter expert analytics for all commercial and operations activities; function as the primary source of customer, sales, operation, and other functional data

● Support board and senior management with presentation decks, ad-hoc analytics, and reporting capabilities Project Highlights:

● Executed On-Time performance-revenue attribution, identifying $18.5M yearly steady revenue opportunity and recognizing $24M in the first year of implementation with 4.5 p.p. OTP improvement

● “Gift-card Option” program, accounting for $15M profit in annual revenue. Sensitivity analysis projects $26M p.a. in additional revenue from abandon and churn customers; another $2.5M p.a. from shipping fee. $17.5M acknowledged from segment sale in the initial 9 months of turn out

● Market convert surveying: KPI reporting, improving operations marketing and revenue and advertising management spent, with customer resource relations, allocation Website and App, search-to-

● Market research: Dashboard to monitor competitor network, pricing, and capacity product

● Split testing to drive incremental revenue from email marketing; Identify customer segment, email content recommendation

● A/B testing to decrease abandoned cart discount spent; saved $0.9M in discount coupons by optimizing eligibility and frequency algorithm

● Self-checkout service design based on timely-study of counter activity at the terminals, to divert traffic from counters to kiosks and free up human-resource

Bed Bath & Beyond – Union, NJ

Data Analyst Aug 2016 – June 2018

● Designing, programming, and implementing processes as well as reports, dashboards and file feeds

● The analytical data processing required for all the concepts like Bed bath and beyond, buy buy Baby, Harmon, CTS, CPWM, etc.

● Querying on large data sets of demographics, Omniture data, online and in-store attribution, product hierarchy, and customers.

● Created Dashboards using calculations, parameters in Tableau, and Developing Tableau report that provides clear visualizations of various industry-specific KPIs and other performance metrics.

● Design, development, and data transfers to the client include identifying sources for the data, writing queries to create data marts in Netezza/Teradata EDW.

● Worked closely with Marketing, Digital, Campaign management, Email marketing analytics teams, etc.

● Customer segmentation to identify the right population needed by the campaign team to run seasonal and regular campaigns.

● Design and develop data marts to provide to third-party businesses like Salesfloor, Liveramp, and Bridgetree for targeting purpose

● Support daily/weekly/monthly/quarterly business reporting and other ad-hoc business analysis iMobile LLC – Plainview, NY

Financial analyst & Reporting. July 2013- Aug 2016

● Managed financial closing, analysis of monthly financials, including year-to-date

● Developed and enhanced complex financial models in MS Excel (financial statements, scenario and sensitivity analysis, cash flow analysis, budget creation, and forecasting)

● Used python libraries like NumPy, Pandas, SciPy for analysis purposes, while visualization libraries of Python like Seaborn, Matplotlib for graphs plotting. Present the dashboards using BI analytics tools like Power BI.

● Maintained Fixed assets records, including additions, transfers, depreciation posting, and retirements. Performed yearly

● Responsible for corporate intercompany transactions which include: monitoring Intra and inter invoice processing; prepare closing entries

● One window control of corporate bank accounts

● Supplied necessary industry and market research to target new businesses

● Created ad hoc reports and financial analysis to provide strategic insight for C-suite with KPIs EDUCATION

Master of Business Administration in Finance 2016 - 2017 Monroe College New Rochelle, NY

Master of Business Administration in General Management 2011 – 2012 University of Northern Virginia Annandale, VA

Bachelor of Commerce in Accounting and Business Management 2006 - 2009 Gujarat University Gujarat, India, INDIA

SELECTED CERTIFICATIONS

Certification in Google Analytics 2020

Google Analytics Academy

Chartered Financial Analyst (CFA) Level 1 2018

CFA Institute

Tableau Desktop 2016

Tableau eLearning

SQL & Database Design 2016

Udemy

Microsoft Power Bi 2015

Udemy



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