Ashwin Patel
Edmonton,AB
Summary
Experienced and detail-oriented Financial Analyst with over 8 years of experience in financial analysis, budgeting, forecasting, variance reporting, and regulatory compliance. Proven ability to support strategic decision-making through data insights, cost recovery, audit preparation, and effective stakeholder communication. Ready to contribute to Alberta’s public service mission through fiscal accountability and innovation.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Servus Credit Union
Edmonton, AB
08.2021 - Current
- Delivered tailored financial advice and managed portfolios totaling over $5M.
- Performed variance analysis and produced monthly financial reports.
- Improved internal processes, resulting in reduced onboarding time.
- Ensured audit compliance and supported internal risk reviews.
- Used internal ERP to manage forecasts and reconcile accounts.
Shift Leader
Mark’s Work Wearhouse
Edmonton, AB
10.2019 - Current
- Managed store operations and trained new team members.
- Generated performance reports that informed operational decisions.
- Ensured corporate compliance and accurate stock levels.
Business Development Executive
HYS Developers LLP
Ahmedabad, India
05.2013 - 03.2018
- Conducted financial research to support international expansion.
- Led client/vendor negotiations and reduced payment disputes.
- Improved financial reporting accuracy through collaborative efforts.
Education
Master of Business Administration -
University of Ballarat
Sydney, Australia09.2010
Bachelor of Commerce -
Gujarat University
Ahmedabad, India04.2008
Skills
- Financial Forecasting & Budgeting: Prepared quarterly forecasts to guide budget planning and align financial goals
- Variance analysis and reporting: Delivered detailed variance reports that informed executive-level financial decisions
- Strategic Financial Planning: Created long-term financial roadmaps that enhanced operational efficiency and savings
- Regulatory compliance and audits: ensured audit readiness and adherence to policy through meticulous financial oversight
- Cost Recovery & Revenue Reconciliation: Managed reconciliation processes and recovered outstanding balances efficiently
- Internal Controls & Risk Mitigation: Developed procedures that reduced financial risk and strengthened governance
- Public Sector Accounting Standards (PSAB), GAAP: Applied PSAB and GAAP principles to ensure compliant reporting
- Microsoft Excel (PivotTables, VLOOKUP, Charts): Built dynamic reports and dashboards for financial visibility
- Microsoft Word & PowerPoint: Prepared professional documents and reports tailored for stakeholder review
- Client Advisory & Relationship Management: Advised clients on investment strategies with measurable portfolio growth
- ERP Systems (Servus Credit Union): Utilized ERP tools for account analysis, forecasting, and reconciliation
- Project & Capital Asset Management: Tracked assets and project budgets, ensuring full lifecycle accountability
References
Available upon request.
Timeline
Financial Advisor
Servus Credit Union
08.2021 - Current
Shift Leader
Mark’s Work Wearhouse
10.2019 - Current
Business Development Executive
HYS Developers LLP
05.2013 - 03.2018
Master of Business Administration -
University of Ballarat
Bachelor of Commerce -
Gujarat University
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