Financial Reporting Analysis

Reetisha Patel

Aubrey, Texas • 510-***-**** • ***************@*****.*** • linkedin.com/in/reetisha-patel-884578280 My expertise in global finance, investment strategies, and industry insights positions me to spearhead growth and success. I am dedicated to delivering exceptional results that align with the organization's overarching financial objectives. WORK EXPERIENCE

Epic Research • 05/2018 - 05/2020

Financial Consultant

• Conducted comprehensive financial analysis for a multinational client, resulting in a 25% improvement in budget accuracy and a 30% reduction in financial reporting errors.

• Led a financial restructuring project for a client, reducing operational costs by 15% and increasing annual revenue by 10%.

• Developed and implemented an investment strategy that achieved a 20% return on investment (ROI) over 12 months, outperforming the market average by 8%.

• Demonstrated adeptness in effectively managing a diverse portfolio of esteemed clients from Singapore and Malaysia, providing them with personalized investment advice and meeting their unique financial requirements.

• Fostered enduring and meaningful relationships with clients, yielding exceptional levels of satisfaction and loyalty, as evidenced by high client retention rates.

Bandhan Bank • 07/2017 - 04/2018

Investment Retirement Planner • Internship

• Customized retirement plans for 150+ clients, result in a 98% client satisfaction rate and increased loyalty.

• Strengthened client relationships, leading to a 30% increase in referrals and cross-selling of additional financial products.

• Enhanced tax efficiency for clients, resulting in significant savings through effective use of government schemes and tax- saving products.

• Increased client portfolio returns by an average of 15% through strategic investments in ELSS, FDs, and SCSS IDBI Bank • 03/2017 - 05/2017

Internship - Customer Relationship Management

• Collaborated with the bank's internet banking team to create awareness among customers about online banking services.

• Assisted customers in resolving queries related to internet banking transactions, contributing to customer satisfaction.

• Developed effective communication and interpersonal skills while working in a fast-paced banking environment.

• Enhanced customer profitability: Led a project to optimize customer segmentation, resulting in a 15% increase in customer profitability and a 10% growth in cross-selling opportunities.

• Customer retention improvement: Implemented a personalized financial advisory program, resulting in a 12% increase in customer retention and a 20% rise in customer satisfaction scores.

• Loan portfolio optimization: Analyzed and restructured the bank's loan portfolio, reducing default rates by 18% and increasing loan approval rates by 25%, contributing to a 15% growth in loan origination revenue.

• Digital banking enhancement: Led a project to enhance the bank's digital banking platform, increasing online transaction volumes by 30% and boosting mobile app user engagement by 25%. EDUCATION

Master of Business Administration in Finance

Prestige Institute of Management & Research • India • GPA: 4.0 • 08/2016 - 04/2018

• Specialized in financial management, investment strategies, and corporate finance.

• Developed strong analytical skills and comprehensive knowledge of financial markets.

• Completed coursework in financial analysis, risk management, and strategic financial planning.

• Engaged in practical projects and case studies, enhancing real-world problem-solving abilities CERTIFICATIONS

Licensed Insurance Agent : General Lines Agent • 02/2025 - 03/2027 Texas Department Of Insurance

Financial Risk Management Level 2

GARP

Financial Risk Management Level 1

GARP

Financial Modeling and Valuation Analyst

Corporate Finance Institute (CFI)

Beyond the Financials: Insights, Analysis and Valuations University of Illinois at Urbana-Champaign

Financial Analysis of Scenarios and Decisions

University of Illinois at Urbana-Champaign

AWARDS & SCHOLARSHIPS

Golden Medal in Business Administration • 01/2016

University

VOLUNTEERING & LEADERSHIP

School

Secretary of Cultural Events

Exhibiting exceptional event planning and management skills, leading to successful and memorable cultural gatherings. School

House Leader

Showcasing exemplary teamwork and communication, guiding house members towards achieving collective goals and promoting a positive house spirit.

School

Captain of the Girls' Cricket Team

Exhibiting exceptional sportsmanship, strategic thinking, and motivating the team to achieve remarkable success in competitive tournaments.

MBA Studies

Coordinator of the Finance Team

Effectively managing financial projects and fostering a collaborative and results-driven team environment. SKILLS

Critical Thinking, Financial Analysis, Financial Modeling, Leadership, MS-Excel, MS-Word, Power BI, Retirement planning, Teamwork, Valuation Techniques

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