KAUTILYA PATEL
Halifax,Canada
Summary
Enterprising employee in Data and Financial Sector with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes Data analysis, Financial analysis, Database management and Reporting, Data Visualization and forecasting. Develops and maintains high standards of quality and issue resolution through effective Data and Financial planning. I am looking for an opportunity that not only helps grow and build a career but also helps to learn and develop new skills in data and financial analysis.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Junior Financial Analyst
H & RT Investments
08.2023 - Current
- Enter data collected from financial databases and statements and organize it.
- Conduct basic financial statement analysis to assess company performance.
- Maintain and update financial databases and spreadsheets with accuracy.
- Strengthened internal data governance practices by helping to develop and implement policies related to data storage, access, and retention.
- Increased efficiency in data extraction by utilizing SQL queries for retrieving relevant information from databases.
Financial Services Representative
PC Financial
06.2022 - 01.2023
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Worked with clients to provide competitive commercial banking solutions and retail financing plans
- Resolved conflicts and negotiated mutually beneficial agreements between parties
- Prepared variety of different written communications, reports and documents
- Maintained product details and protocols to comply with contracts and disclosures.
Data Systems Agent
FedEx Express
08.2020 - 07.2022
- Resolved problems, improved operations and provided exceptional service.
- Created various Excel documents to assist with data and presenting information on daily basis.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Used statistical methods to analyze data and generate useful business reports.
- Provided technical support for troubleshooting analytics and reporting issues.
- Documented effective and replicable methods for extracting data and organizing data sources.
Education
Associate of Arts - Public Administration
Cape Breton University
Sydney, NS07.2020
BBA - Business Administration
Navrachna University
India04.2017
Skills
- Data Visualization and Presentations
- Critical Thinking and Analysis
- Reporting Tools
- Critical Thinking
- Structured Query Language (SQL)
- Statistical Analysis
- Database Management
- Microsoft Office
- Processing Checks and Invoices
- Financial Projections
Certification
- Google Data Analytics Professional Certificate, Coursera
Timeline
Junior Financial Analyst
H & RT Investments
08.2023 - Current
Financial Services Representative
PC Financial
06.2022 - 01.2023
Data Systems Agent
FedEx Express
08.2020 - 07.2022
Associate of Arts - Public Administration
Cape Breton University
BBA - Business Administration
Navrachna University