Power Bi Financial Analyst

Naman Patel

**************@*****.*** 848-***-**** linkedin.com/in/naman-r-patel

PROFESSIONAL EXPERIENCE

Berkower LLC:Iselin, NJ

Associate Analyst January 2024 – Present

● Led cross-functional initiatives with Product, Engineering, Marketing, and Operations teams to enhance customer insights, refine targeting strategies, and improve risk management for the Consumer and Transaction Banking Products.

● Redesign and roll over daily and month-end reports to achieve better efficiency and lower variances.

● Implement a streamlined tracker system that significantly reduced communication gaps and enhanced organizational efficiency and Perform risk and threat analysis to identify key process flows and gaps, and create system diagrams to present to management, outlining functional and technical system specifications.

● Employ forecasting techniques which result in 90% accuracy in predicting future budget needs, facilitating proactive resource planning that saves 10% on unplanned expenses and eliminating budget shortfalls.

● Developed a Python script that automated a complex and error-prone Excel-based process with multiple tabs and steps, resulting in a 70% reduction in processing time compared to the previous manual approach.

● Conduct stakeholder interviews and achieve an infinitely repeatable and streamline process, eliminating the possibility of human error and saving an estimated 20 hours of manual work per month. JOST FINANCIAL MANAGEMENT CORPORATION:Watchung,NJ

Financial Analyst February 2022- December 2023

● Reviewing financial statements and providing support to finance managers and executives.

● Managed the engagement with third party partners to instruct, monitor, and settle buys/sells for equities, government bonds, mortgage-backed securities, and physicals increasing efficiency in operations by 20%.

● Executing various administrative tasks, completing cost and revenue analysis, and conducting reports.

● Participating in the planning of audits, operations, and business processes, including reviews of private sector partners.

● Presenting financial performance of the company, monthly and quarterly forecasts using Microsoft Excel models and dashboards.

● Implementing improvement opportunities within daily tasks to drive straight-through processing using KonnexMe Software, leading to a 90% lift in operational excellence.

Moneydart:Edison,NJ

Finance Intern July 2021 – January 2022

● Researched the forex industry and created a report on Moneydart’s pricing structure using SWOT analysis.

● Developed excel based financial models to determine rates offered at different slab levels.

● Reviewed current trends of the financial industry and created presentations for clients.

● Automated and integrated mainframe operations to increase resilience, security, and operational excellence while managing risk across the supporting lines of business.

EDUCATION

Rutgers University - School of Arts and Sciences:Newark, NJ B.S. in Finance May 2023

● Minor:Management Information Systems

● Organizational/Awards: Dean’s Honors List, Magna Cum Laude

● Campus leadership roles: Director, Rutgers Finance Society; Member, National Business Honors Society PROJECTS

Prudential Base Camp & Pru Pods Program:September 2023

● Participated in a workforce preparation program consisting of a Prudential mentorship experience and skill-building workshops.

● Budget Analysis and Visualization- Gathered and organized comprehensive budget data, including income, expenses, savings, and transactions; performed analysis using Excel and created clear visualizations in Excel, Tableau, and Power BI to highlight financial trends and budget allocation.

The Braven Accelerator-fellow May 2023

● Led a team of seven to win a Capstone Project competition by developing a prototype that enhanced training engagement and communication for front-line hospitality and F&B workers; used Excel for financial modeling and data analysis, driving a 30% increase in engagement and 10% boost in sales.

TECHNICAL SKILLS & INTERESTS

Tools:Microsoft Office Skills, Adobe Creative Suite,Google Suite, Microsoft Power BI, Tableau,SAP,QuickBooks, SQL,JavaScript,Oracle Soft Skills:Time Management,Analytical Thinking,Attentionto detail, Effective Communication, Collaboration, Critical Thinking, Leadership Interests:Investing, Artificial Intelligence,Valuations,Sports, Gym, Travel Languages:English,Gujarati, Hindi

Contact this candidate