Financial Analyst It Project

Phone +1-732-***-****.

E-mail ********@*****.***

Jigar S. Patel

Professional Summary

Strong finance professional who is trustworthy, possesses high business ethics, utilizes over 15 years of experience managing planning, expectation and contributing to financial goals of prestigious organizations. Possesses the ability to adapt to fast paced, fluid environment. Analytical and critical thinker who has a calm approach to deal with problems, independent as well as a strong team player with strong communication, relationship building and time management skills. Ability to handle multiple projects under tight deadlines.

Professional experience

EY (Ernst & Young) New York / New Jersey, USA

Assistant Director Market Finance: March 18 – Present

Serve as global account / portfolio finance lead and drive strong financial performance and operational excellence. Responsible for financial planning, budgeting, and forecasting.

Own and deliver formal executive reporting to leadership for business drivers, key metrics, and cash flow.

Manage formal report of performance indicators and account scorecard to measure success on an ongoing basis.

Analyze and advise on performance, forecast expectations against goals as well as make ongoing recommendations for optimization.

Develop strategic models and analysis to advise on levers to improve profitability as well as mitigate risks.

Provide financial modelling and advice to support pricing decisions on the largest and most complex pursuits.

Provide leadership with insights and recommendations throughout the year to achieve strong financial performance based upon analytics such as KPI, trend analysis and forward-looking drivers.

Implement framework to achieve strong operational discipline to manage inventory and working capital.

Maintain strategic and influential multiple level of executive relationships.

Manage through multiple competing priorities on regular basis.

EY (Ernst & Young) New York / New Jersey, USA

Financial Management Supervisor December 13 – February 18

Manage complex BOB for Tax, Advisory and ASU clients and serve as Advisory Lead FMA for Northeast region.

Provide PNL and RPH impact analysis to DF and PDF as result of TER exposure and inventory write downs.

Provide continuous support DF and PDF with number of long-term analysis and pricing of large deals.

Lead Inventory management regional discussion and help drive service line initiatives geared towards achieving their goals.

Develop rate cards and support various RFPs as finance lead for various clients.

Lead and support various global client reporting.

Conduct account review discussion with GCSP, provide performance indicators and advise on areas of improvement to achieve goals.

Develop financial models to help identify levers to optimize margin, perform ETCs and manage revenue exposure.

Conduct various analytical models to understand root cause and derive proposals as well as best practices to help improve performance and making favorable decision.

Proactively provide clear and concise communication to executives, market leaders and provide recommendation for managing surprises.

Prioritize tasks geared towards accomplishing executive and firm’s objectives.

Actively involved with ad hoc projects and leadership initiatives.

Meet tight deadlines on regular basis to deliver account level client reports for various clients.

Serve as a subject matter resource in the firm’s Systems, Quality and Risk policies.

Act as a mentor to juniors and develop them by increasing their involvement in day to day and ad hoc tasks.

Accenture New Jersey, USA

Senior Financial Analyst: October 11 – September 13

Managed variety of client reporting on monthly basis across multiple geographies.

Supervised Sales and backlog analysis on head count, financial spend, deal details including discount and rebates.

Conducted detailed and high-level analysis of a diversified and complex portfolio for leadership for BU.

Monthly/Quarterly forecasting and compiling monthly financial reporting dashboard presentation for live discussion with LOB heads and executives.

Closely monitor revenue & cash flow trends and provide analysis on key performance indicators to assist in informed decision making and managing client budget.

Provided variance analysis of budget vs. actual as well as estimates to complete with respect to planned targets.

Ensure revenue recognition for different recognition methods including no-LBA meets GAAP accounting guidelines.

Ensure various global transactions are compliant with firm’s policies as well as GAAP regulation.

Supported initiatives for implementing efficiencies and developing internal policy threshold to help avoid non-compliance.

Conducted quarterly internal controls for Sarbanes Oxley compliance.

Supported month end and quarter end closing process.

SunGard Global Trading New York, USA

Financial Analyst: January 09 – January 11

Responsible for Financial Analysis, Budgeting, forecasting.

Managed variance analysis and reporting for budget vs. actuals and forecast vs. actuals.

Assisted with annual CAPEX and OPEX budgeting at a global scale including budgeting for various charge back strategies.

Assisted with IT project reporting by developing amortization and capitalization schedules with respect to cost and revenue streams associated with project life cycle.

Utilized financial principles to analyze critical components of General Ledger to assist in development of internal controls to reduce risk and increase opportunity.

Utilized Rev-rec principals and Intercompany internal agreements to analyze and ensure accuracy with reporting.

Utilized capitalization principles and techniques to provide clear and concise report indicating costs which were capitalized and expensed.

Assisted project reporting by providing financial analysis with regards to useful life and associated amortization.

Supported month end and quarter end closing process.

Assisted with Sarbanes Oxley compliance reporting for non-cancellable purchase commitments.

Welcome Hospitality Management New Jersey, USA

Financial Accountant: August 03 – September 08

Created financial reports, compiled, and analyzed weekly revenue reports.

Assisted with financial statement substantiation, month-end and quarter-end closing.

Performed accrual and deferral GL entries and reconciliation for close process.

Analyzed and develop information on strategic planning and revenue management projects.

Utilized organizational policies to develop contractual agreement with corporate clients.

Conducted financial review meetings with seniors to implement strategies to achieve efficiency.

Technical Skills

Advanced MS Excel, Access, PowerPoint, Word and Internet skills.

SAP, Ariba, Mercury, SUN V5 Ledger system, QuickBooks Professional, Power BI People soft, Hyperion, M3 and Visual Matrix

Education

Rutgers University, New Brunswick, NJ

Major: Economics – 2007

Corporate Finance Institute:

Certification (In progress): Financial Modeling & Valuation Analyst

Language

Fluent in English, Hindi & Gujarati

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