Finance Intern Business Analyst

DAVESH PATEL

*** ******* ***** ***********, ** **157

Phone: 443-***-**** E-mail: ********@*****.***

Summary

A business analyst with a degree in Business Administration and a concentration in Finance. Currently seeking a new role that will allow me to translate my skills in financial management into a successful career with a professional services firm.

Education

Towson University Towson, MD

Major: Business Administration- Finance Graduation: Spring 2020

GPA: 3.07/4.00

Relevant Coursework: Microeconomics, Macroeconomics, Financial Accounting, Managerial Accounting

Professional Experience

Fiserv Forum Hagerstown, MD

Business Analyst Sept 2020 - Present

● Partner with a team in the account management for North and South region merchants

● Report out daily inventory needs and specify pertinent details for fulfillment by colleagues / third parties

●Scope existing concerns from business owners in regards to their financial stability and maturity.

●Conduct research on behalf of the account team, and surface solutions to help remediate the pain points for customers

●Utilize excel to develop automations that decrease manual account balancing

●Gather and present information to upper management regarding escalations or concerns on high priority account issues

Newday USA Fulton, MD

Processor/Post-Closer June 2020 – Sept 2020

●Learned SAFE ACT rules, regulations, and guidelines for a Mortgage Loan Originator

●Process/verifying correct information loans to assist in the closing procedures of the loan process

●Provide calculations and numbers for borrows to determine monthly payments for loans, insurance, and taxes

●Collaborate with colleagues to develop work strategies to improve efficiency within the closing process

●Communicate with team members and provide guidance and feedback amongst each other to achieve the same goals

State Farm in Catonsville MD Catonsville, MD

Account Executive Intern Jan 2020 – June 2020

●Licensed seller of Property and Casualty insurance for one of the largest insurance groups in the US

●Assist existing clients in responding to questions and concerns regarding policies

●Coordinate meetings with new clients in order to review their policies with State Farms rates, and recommend the best plan that aligns with their needs

●Collaborate with a peer-group team in the ideation and development of new marketing strategies to bring in new clients

●Proactively visit local businesses onsite in order to discuss different policy information relevant to them

LGS Financial Baltimore, MD

Finance Intern May 2019 – August 2019

●Interacted with clients and discussed different insurance product offerings that may prove beneficial in supporting their goals

●Leveraged best practices in the field of insurance to define product selling strategies

●Utilized Keynote to develop, organize and present financial products to clients

●Researched and sources lists of potential clients interested in products provided by LGS

Certification

Microsoft Office Specialist Certification in Excel

Licensed in Maryland Property and Casualty Insurance

Bloomberg Certified

Skills

●Analysis: Excel

●Presentation: PowerPoint, Keynote

●Note Taking: Word, OneNote

●OS: Windows, Mac OS

●Fluency: Proficient in Gujarati

●Effective Communicator

●Team Player

●Client Friendly

●Detail Oriented

●Analytical Thinker

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