Summary
Overview
Work History
Education
Skills
Academic Experience
Extra-curricular experience
Practical Projects
Certification
Timeline
Generic

Jayani Patel

Analyst
Vaughan,ON

Summary

Innovative Finance Intern with high proficiency in [Program Name] and [Program Name]. Looking to obtain an internship that will benefit from an advanced knowledge of economics and customer service skills. Talented at supporting the finance team on various projects and contributing to building processes for monthly business analysis.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Research Assistant for Empirical Methods

Professor
St. Catharines, ON
09.2022 - 12.2022

• Independently categorized 1000 House of Commons speeches with 99% accuracy utilizing Excel with meticulous attention to detail.

• Collaborated with colleagues to ensure that data parameters aligned with professor’s research goals.

• Streamlined data analysis process reducing analysis time by 50% using machine learning to eliminate data discrepancies by 80%.

• Improved data accuracy by 15% using statistical concepts such as correlation and causation addressing omitted variable bias.

Entrepreneur & Small Business Owner

Pharaoh's Lashes
Vaughan, ON
07.2021 - 07.2022

• Executed a business plan integrating market research, competitive analysis, financial forecasting, and strategic planning.

• Negotiated with suppliers to reduce product costs and duties taxes, optimizing operational expenses.

• Implemented cost optimization measures resulting in a 5% reduction in weekly acquisition costs due to a 5% reduction in COGS.

• Achieved a successful net EBIT of $40K, net profit margin of 89.9% and ROI gain of 8.8x on $5K initially invested.

Education

Some College (No Degree) - Alternative Investments

Harvard Business School
05-2024

Chartered Financial Analyst - Level 1 Candidate

CFA Institute
02-2024

Bachelor of Business Economics, Honors: Finance Specialization - Finance

Brock University
St. Catharines, ON
04-2023

Skills

  • Fluent English
  • Fluent Gujarati
  • Intermediate Hindi
  • Advanced Urdu Elementary French
  • Analytical
  • Critical thinker
  • Ethics
  • Adaptability
  • Teamwork
  • Time mgmt
  • Organization
  • Note Taking
  • Attention to Detail

Academic Experience

Speaker & Member

Harvard Chapter in Toronto, Toronto, ON – Feb 2024 – Present

• Presented a “detailed and intuitive” ‘ZED’ talk offering “great insight” to 80 folks covering current disruptive topics and their future.

Member

Canadian Association for Business Economics, Toronto, ON – Jun 2020 – Present

• Participated in discussions about advanced policy analysis and learned about OCED forecasts, vital for informed decision making.

Extra-curricular experience

Elected President

Brock’s Gujarati Student Association, St. Catharine’s, ON – Apr 2022 – Apr 2023

• Strategically assembled a high-caliber team of 7 specialized student executives and recruiting 150 student memberships.

• Devised strategic plans for financial stability, securing $15k in sponsorships, showcasing adept management abilities.

• Orchestrated cultural event for 700 students by leveraging social media/influencers to reach an audience of +90K.

• Achieved a sold-out event, profiting $25K and donating $4K to UNICEF’s “school in a box” initiative to create social responsibility.

Practical Projects

#1) Conducted investment analysis to optimize efficiency and maximize utility for XTSE: ENB, BCE, BMO.

#2) Conducted risk assessment of a publicly traded technology company, evaluating its potential for investment.

#3) Conducted financial analysis of a renewable energy company and presented investment recommendations.

Certification

  • Excel & VBA
  • Robust Financial Modelling & Forecasting
  • DCF Modelling
  • Pivot Tables
  • Power BI
  • PowerPoint
  • Income Taxes
  • Bloomberg Market Concepts 2022
  • Bloomberg Environmental Social Governance 2023

Timeline

Research Assistant for Empirical Methods

Professor
09.2022 - 12.2022

Entrepreneur & Small Business Owner

Pharaoh's Lashes
07.2021 - 07.2022

Some College (No Degree) - Alternative Investments

Harvard Business School

Chartered Financial Analyst - Level 1 Candidate

CFA Institute

Bachelor of Business Economics, Honors: Finance Specialization - Finance

Brock University
Jayani PatelAnalyst