Life Insurance Financial

Jubin Patel

*** ****** ***** *************, ** **045 ~ 404-***-**** ~ ***********@*****.***

OBJECTIVE

Self-motivated individual looking to utilize my financial education, in the areas of investments, market research, international business and finance, to add value to the organization.

PROFESSIONAL EXPERIENCE

Metropolitan Life Insurance Company Alpharetta, GA: Financial Analyst (contract position) October 2011 – January 2012

• Ensured timely and appropriate accounting for Structures Risk Solutions, including Structured Settlements, Stable Value, and Capital Market Investment products, contributing to more than 30% of the company’s earnings

• Managed, identified, and resolved inefficiencies in General Ledger and sub-ledger, in accordance with GAAP

• Analyzed and resolved discrepancies related to Retirement and Savings products receipts for over $1B in assets

• Participated in all aspects of the month-end close process, which include suspense and cash reconciliations (daily), classification and journalizing of transactions and month-end internal financial reporting

• Administrated quality controls for over $500M of Master Terminal Funding contracts for Corporate Benefit Funding

Coca-Cola Refreshments, Atlanta, GA: Financial Analyst August 2009 – September 2011

• Assisted in the development of expense budgets, forecasts, and conduction variance analysis

• Was in charge of reconciling accounts using variance, trend analysis, and financial forecasting

• In charge of creating $20-$30M company-wide budget

• In constant communication with Marketing Team to provide financial analysis for brand strategies and advertising opportunities

• Prepared monthly consolidation journal entries following GAAP practices

• Generated reports for cross-reference payments and monthly receivable balances by groups

First Investors Corporation, Atlanta, GA: Finance Intern Jan 2009 - May 2009

• Organized and updated client database worth $70,000,000 by using the Branch Office Support System

• Formulated and analyzed investment analysis and proposals based on clients financial objectives and goals

• Researched various mutual funds, annuities and life insurance instruments to diversify and optimize client’s returns

• Scrutinized documents and performed internal audit for compliance purpose and fraud prevention

• Worked with SAP Fico to pull monthly financial reports

EDUCATION

Bachelor of Business Administration in Finance May 2009

Coles College of Business, Kennesaw State University, Kennesaw, GA

COMPUTER SKILLS

• Financial and Accounting Applications: SQL, Peoplesoft, Financial Management System (FMS), Lotus Notes, Murex, Pensions Accounting and Controls System, ACS, ReconPlus, Frontier, Commercial Electronic Office ( Wells Fargo online lockbox deposits review), Financial Analysis Reporting Online ( FARO )

• Operating Systems: Windows NT, 9x, 2000, XP, Vista, Mac OSX, Linux, and Windows 7

• Microsoft Office: Proficiency in Excel, Access, Word, Powerpoint, Visio

ADDITIONAL INFORMATION/PROJECTS

• Fluency in: English, Hindi, and Gujarati

• Portfolio Management Simulator: Stock-Trak

o Actively traded stocks, bonds, currencies, and calculated risk vs. reward

o Initial cash asset of $1,000,000, increased assets by 75.9% to $1,759,355

• Research Project:

o Ethical Budget Reporting/Accounting

o Managing Resource Efficiently; helped local Quizno’s efficiently manage resources and stay within their desired budget

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