JAYKUMAR PATEL
St. Catharines,Canada
Summary
Results-oriented Economics professional and CFA Level 1 Candidate with a deep understanding of financial markets, business , and risk management. Expert at building "Centres of Influence" through leadership roles at Brock University and delivering customer-centric service in high-pressure environments. Adept at analyzing financial statements and managing organizational portfolios. Committed to leveraging analytical skills and a proactive attitude to drive business growth and client retention for Scotiabank.
Overview
4
4
years of professional experience
Work History
Treasurer
Brock University
01.2026 - Current
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
- Drafted treasury reports to support management decision-making needs.
Administrative Assistant
Rink Electronics
11.2021 - 08.2022
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Education
Bachelor of Arts - Economics
Brock University
St. Catharines, ON12-2026
Skills
- Software: Microsoft Office Suite ( Excel for financial modeling), AI-driven data analysis tools
- Financial analysis
- Account reconciliation
- Teamwork and collaboration
- Problem-solving aptitude
CORE COMPETENCIES
- Financial Literacy: Sound knowledge of business banking , financial statement analysis, and risk management.
- Business Development: Proven ability to build networks and foster ongoing relationships within the local community.
- Organizational Leadership: Experience managing budgets and complex stakeholder requirements.
- Communication: Skilled at translating complex financial concepts into relatable advice for clients.
Timeline
Treasurer
Brock University
01.2026 - Current
Administrative Assistant
Rink Electronics
11.2021 - 08.2022
Bachelor of Arts - Economics
Brock University