Data Analytics & Financial Strategy Specialist

Data Analytics & Visualization Bootcamp

University of North Carolina

Charlotte, NC

December 2022 - June 2023

Completed an intensive data visualization bootcamp, where I gained expertise in creating effective visualizations using Tableau and other tools Developed skills in data cleaning and manipulation using Python and SQL. Elon University, Elon, North Carolina

Bachelors of Science, Major in Business Administration and Minor in Finance Study Abroad Program - Tokyo, Japan

Innovation for America - San Francisco, CA

Summary of Qualifications

Detail-oriented Senior Financial Analyst with 5+ years of experience in financial planning, data analysis, and reporting. Proven ability to gather, clean, and analyze large datasets to deliver actionable financial insights that drive revenue growth and operational efficiency. Skilled in period-end closes, revenue analysis across multi-location operations, and creating digestible reports and dashboards for executive leadership. Adept at leveraging tools such as SQL, Excel, Alteryx, Tableau, and Looker to support data-informed strategic decisions. Core Competencies & Technical Skills

Saajan Patel

Phone: 215-***-**** Email: **************@*****.*** Raleigh, NC (open to relocate) Education

Professional Experience

Advanced Auto Parts

Senior Financial Analyst January 2025 - Present

Diagnosed financial and operational drivers of underperformance across U.S. retail stores by leading analysis on maintenance, repairs, and commercial delivery costs; partnered with operations and accounting teams to recommend corrective actions that improved store-level profitability. Delivered monthly, quarterly, and annual financial reporting by consolidating data across business units, creating executive dashboards, and highlighting key revenue and expense trends, enabling leadership to make faster, data-driven decisions. Transformed complex financial data into clear, actionable insights by building interactive dashboards and trend views, giving senior leadership real-time visibility into store performance, cost structures, and ROI.

Collaborated cross-functionally with finance, sales, and operations leaders to forecast revenue, evaluate cost drivers, and optimize capital allocation, directly influencing annual budget planning and risk mitigation strategies. Increased reporting efficiency by 20% through automation and advanced Excel/SQL queries, reducing manual processes and freeing capacity for deeper financial modeling and variance analysis

OnPoint

Financial Analyst June 2023 - January 2025

Performed in-depth financial analysis to evaluate performance, identify trends, and deliver actionable insights that shaped strategic decision-making. Built and maintained dashboards and variance reports to support budgeting, forecasting, and long-range planning, improving accuracy and visibility for leadership. Analyzed revenue drivers, expense trends, and store performance to recommend strategies that enhanced profitability and operational efficiency. Leveraged Excel, SQL, Alteryx, and ETL tools to automate reporting workflows, streamline data processing, and increase accuracy of financial reporting. Olly Olly

Analyst January 2022 - June 2023

Built financial dashboards and reports using BI tools, translating complex data into insights that guided strategic decision-making and strengthened client satisfaction. Analyzed KPIs, revenue trends, and forecasts for national accounts, directly contributing to a 60% increase in revenue growth. Managed client accounts and cross-functional initiatives, ensuring projects were delivered on time, within budget, and aligned to performance targets. Interfirst Mortgage

Financial Analyst July 2021 - December 2021

Analyzed client financial statements and risk profiles to recommend tailored mortgage products, improving customer satisfaction and long-term portfolio performance. Processed and reviewed loan applications with a focus on accuracy and regulatory compliance, reducing errors and mitigating financial risk. Delivered financial insights on product competitiveness, pricing strategy, and customer value to leadership, influencing product positioning and market strategy. Uproar Partners

Analyst June 2019 - July 2021

Conducted market research, financial analysis, and trend monitoring to uncover new revenue streams, strengthening the company’s go-to-market strategy. Delivered data-driven recommendations that informed sales strategy and contributed to a 30% increase in sales revenue. Managed Salesforce pipeline reporting and produced weekly financial health dashboards, equipping leadership with insights for forecasting, resource allocation, and risk management.

Financial Tools: FP&A, Budgeting, Forecasting, Variance Analysis, Period Close Data Tools: SQL, Alteryx, Tableau, Looker, Excel (Advanced), Google Suite, Snowflake Other: Salesforce, JIRA, Data Visualization, ETL, KPI Dashboards

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