Financial Analyst Manager

JENIL PATEL

+1-203-***-**** **************@*****.*** www.linkedin.com/in/jenilpatel7995/

Summary:

A result-oriented, enthusiastic, and highly analytical with an eye for the detail individual always striving to learn and achieve more. An extremely dedicated, passionate, and dependable professional endeavoring to fit in the finance industry with all my intentions to deliver the best I could for organizational as well as personal growth.

Education:

University of New Haven West Haven, CT May 2020

Master of Science, Finance

Maharaja Sayajirao University of Baroda Vadodara, Gujarat, India May 2016

Bachelor of Business Administrations

Diploma in Family Business & Entrepreneurship

Certifications:

CFA Institute June 2019

CFA Level 1

Bloomberg for Education April 2019

Bloomberg Market Concepts

Imarticus Learning Mumbai, Maharashtra, India March 2017

Certified Investment Banking Operations Professional

Experience:

Taj Auto Mall Bethlehem, PA July 2020 - February 2021

Accounts Payables Specialist

Process all incoming invoices on time and make payments using the ERA-Ignite software system.

Reconcile bank statements and make adjusting journal entries for numerous accounts intended to keep track of daily cash flow.

Compile and maintain reports for management consumption and end of month reconciliation

Communicate with vendors regarding monthly statements, contracts, and associated queries or issues to ensure invoices and payments are processed according to agreements

Perform day-to-day responsibilities with accuracy and timeliness to avoid any possible penalties

Sugo Electricals & Patel Associates Vadodara, India May 2016 - July 2018

Manager

Managed and built a relationship with key strategic large retail customers

Coordinated with suppliers to ensure timely fulfillment of orders for key retail and industrial customers

Maintained accurate records of product inventory and purchased additional supply as required

Data entry of customer order details, invoices, and payments daily

Performed daily reconciliation of orders received versus orders shipped

Research Projects:

University of New Haven West Haven, CT

Financial Analyst Report (Netflix) May 2020

Researched company details and financial statement analysis for Netflix, Inc. (Symbol: NFLX)

Prepared an in-depth financial analyst report using 2 stage FCFE valuation model

The outcome of my research was the recommendation to buy Netflix stock

Conducted final presentation of my research to 3 industry experienced professors at the university

Data Paper - Regression analysis of SS&C Technologies’ stock (Symbol: SSNC) May 2020

Prepared a data paper to see how market conditions of a country affects SSNC’s stock performance

Performed regression analysis of index’s % change with SSNC’s % change in daily returns

Analyzed 3 years of Index data for USA, UK, and Japan where SS&C had highest revenue

Presented the research paper to 3 industry experienced professors at the university

CFA Research Challenge - SS&C Technologies December 2018

Conducted Equity Analysis with a team of 3 students to prepare a comprehensive report

Utilized Discounted Cash Flow (DCF) Model to determine valuation of the SS&C Technologies

Presented our findings and recommendations to a panel of industry experts

Maharaja Sayajirao University of Baroda Vadodara, India

Economics Report (Impact of FDI in India) April 2016

The research was to evaluate how policies under Mr. Narendra Modi as a Prime Minister has impacted foreign direct investment in India

Data showed that increase in foreign direct investment positively impacted one of Mr. Modi’s objectives of increasing the GDP

Skills:

Financial Analysis

Financial Modeling

Valuation

Capital Markets

MS Office Suite

Bloomberg Terminal

R Studio

Derivatives

Wealth Management

Undergraduate Extracurricular and Volunteer Work:

Assisted “The Creative Team” whose focus was idea generation to the end product 2014 - 2016

for short films, promotional videos and posters.

Participated in CSR event held by “TEAM S.A.F.E”, focusing on traffic awareness 2016

Wrote an article for University’s annual magazine “Sankalp” 15th edition 2015

Participated in an annual business game event “BBA Baazigar” organized by the 2015

college and won an award for the most innovative business idea

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