Analyst Data
Resume:
Vidhi Patel
Atlanta GA ***24
(706) - 621-3839
**************@*****.***
Objective To obtain an opportunity as a financial analyst or investment analyst with a growing and progressive organization in investment banking and asset management.
Education Georgia State University
Robinson College of Business, Bachelors in Business Administration, Major in Finance
GPA: 3.89
CFA- Level 1 Candidate
Experience
Summary Automatic Data Processing, Inc. – Atlanta, GA Dec.11-Present
Senior Tax Analyst
• Formulated tax kits including the Form 8844 (Federal Empowerment Zone) and Form 8845 (Indian Employment Credit)
• Computed and audited Federal Tax Credits for Empowerment Zone Program and Indian Reservation for ADP clients
• Analyzed raw payroll data for each client which feeds into crediting process
• Generated data analysis and compiled reports to help ADP and their clients’ to determine whether their employees live on/near the Indian Reservation
• Coordinated directly with managers and Director of Tax Service to maintain the quality of client’s final tax reports
Environment: Siebal (Oracle On Demand), VISTA (ADP), Excel, Access
Yield Quest Securities/Advisors/Funds – Atlanta, GA Jan. 11-Dec. 11
Fixed Income Research Intern
● Constructed research documents and PowerPoint presentation for high investment grade municipal bonds
● Flagged downgrade of recent muni bonds and gathered recent news through popular media and Bloomberg terminal
● Performed data and credit analysis for recommendation on clients’ portfolio
Environment: Bloomberg Terminal BLP, Excel
SunRay Enterprise Inc. – Atlanta, GA
IT Recruiter Aug. 07-Nov. 10
● Developed successful experience of recruitment, placement and staffing
● Gained experience in managing end-to-end technical recruiting process, resume search, short listing, telephonic screening, interview coordination and rate negotiation
● Acquired ability to build relationship with client/vendors and candidates
● Exceptionally quick learner and possess sound communication skills
Achievements Georgia State University
● PricewaterhouseCoopers xTax Case Competition Fall- 2010
● Recognized for placement in Dean’s List 2009- 2011
Georgia Perimeter College
● Received Larry Landis Henly Scholarship for outstanding
Performance Spring- 2009
● Recognized for placement in Dean’s List 2008- 2009
● Received Certificate for outstanding achievement in Mathematic Spring- 2008
● Nominated for Student of the Semester in Calculus I Spring- 2008
Georgia Perimeter College, Business Club- Board of Director Spring- 2008
Georgia Perimeter College- Earth Club- Secretary Spring- 2008
Skills Computer Skills
Bloomberg Terminal BLP, Microsoft Office Suite (MS Word, MS Excel, MS Power Point, MS Access)
Languages
Fluent in English, Hindi, Urdu, and Gujarati
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