Jainil Patel
TORONTO
Summary
Detail-oriented and customer-focused finance professional with hands-on experience in financial analysis, accounting, and customer service. Skilled in cash handling, data analysis, and client relationship management, with a strong ability to balance accuracy and efficiency in fast-paced environments. Experienced in supporting financial operations, preparing reports, and resolving customer inquiries with professionalism. Adept at using Excel and financial tools to drive informed decisions. Committed to delivering exceptional service and contributing to Pay2Day’s mission of providing reliable and transparent financial solutions.
Overview
3
3
years of professional experience
Work History
Customer Service Associate
Walmart
06.2024 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled billing and payment issues by following guidelines and resolving disputes.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Financial Analyst Intern
Avon River Ventures
12.2024 - 12.2024
- Supported the finance team in preparing monthly financial reports, variance analysis, and cash flow forecasting to assist strategic decision-making.
- Conducted financial modeling and scenario analysis to evaluate investment opportunities and portfolio performance.
- Analyzed large datasets using Excel and SQL to identify trends, optimize budgets, and track KPIs across multiple projects.
- Assisted in the development of dashboards and visual reports using Power BI to present key insights to senior leadership.
- Collaborated with accounting and operations teams to reconcile data, ensure reporting accuracy, and maintain compliance with financial policies.
- Gained hands-on experience in financial planning, data-driven analysis, and valuation methodologies in a fast-paced investment environment.
Accountant Intern
R.L.Rawani & Co.
07.2022 - 12.2022
- Assisted in preparing and maintaining financial statements, general ledgers, and journal entries to support month-end and year-end closing processes.
- Reconciled bank statements, vendor accounts, and expense reports to ensure accuracy and compliance with accounting standards.
- Supported the accounts payable and receivable functions by verifying invoices, processing payments, and tracking outstanding balances.
- Helped analyze budgets, variances, and cash flow data to support financial reporting and management decisions.
- Utilized Excel for data entry, pivot tables, and VLOOKUPs to streamline financial data organization and improve reporting efficiency.
- Collaborated with senior accountants and auditors during internal reviews and audits to ensure compliance and documentation accuracy.
Education
Post-Graduate Certificate - Advanced Professional Accounting
York University
Toronto09-2025
Post-Graduate Certificate - Financial Planning
Humber College
Toronto12-2024
Bachelor of Commerce - Accounting And Audit
K.P.b.Hinduja College Of Commerce And Economics
Mumbai, Maharashtra07-2022
Skills
- Customer support
- Complaint Handling
- Customer Retention
- Transaction Processing
- Team Collaboration
- Customer Complaint resolution
Timeline
Financial Analyst Intern
Avon River Ventures
12.2024 - 12.2024
Customer Service Associate
Walmart
06.2024 - Current
Accountant Intern
R.L.Rawani & Co.
07.2022 - 12.2022
Post-Graduate Certificate - Advanced Professional Accounting
York University
Post-Graduate Certificate - Financial Planning
Humber College
Bachelor of Commerce - Accounting And Audit
K.P.b.Hinduja College Of Commerce And Economics