Ketan Patel
Mississauga,Canada
Summary
Finance professional prepared to drive results through analytical expertise and strategic planning. Proven track record in financial analysis, budgeting, and reporting, ensuring accuracy and compliance. Strong collaborator known for adaptability and reliability, with a focus on achieving team goals. Skilled in risk management, reconciliation and data interpretation, bringing valuable insights to optimize financial performance.
Overview
14
14
years of professional experience
Work History
Tax Associate
J.P. Morgan Chase & Co
10.2021 - 05.2023
- Delivered high-quality client support by addressing accounts receivable, payables, and tax, ensuring a seamless banking experience.
- Reconciled financial transactions and monitored daily account activities, ensuring accuracy and proactive issue resolution.
- Delivered prompt and professional client support for accounts receivable, payable, and tax-related inquiries.
- Developed strong client relationships by providing prompt and professional assistance.
Associate
CRISIL LTD
09.2017 - 06.2019
- Successfully managed smaller-scale projects, overseeing planning, scope, budgeting, resource allocation, scheduling, task coordination, UI testing, and user training.
- Collaborated with business stakeholders to secure approvals and align project approaches with organizational goals.
- Led project review meetings to document and communicate business requirements and testing strategies.
- Prepared and maintained monthly budget reports and cost sheets, ensuring accuracy and transparency in financial management.
Senior Analyst
CRISIL LTD.
09.2012 - 08.2015
- Ensured accurate and timely recording of all transactions in Risk Management Systems, maintaining data integrity.
- Executed intraday and end-of-day processes, including completeness checks and reconciliation, ensuring accurate trade capture and book management.
- Fostered strong collaboration with Operations and infrastructure teams, promoting a unified and cohesive working approach.
- Maintained effective communication with support teams, facilitating prompt resolution of inquiries and issues.
- Contributed to strategic initiatives, driving continuous improvements in processes and business architecture.
Analyst
CRISIL LTD.
05.2009 - 08.2012
- Updated financial statement data in line with US GAAP and EMEA IFRS frameworks, maintaining consistency and accuracy for use in S&P’s credit rating models.
- Interpreted and analyzed key regulatory and performance ratios, including Tier 1 & Tier 2 Capital, Capital Adequacy Ratios, Return on Assets/Equity, and Non-Performing Asset trends, enabling more accurate risk assessments by senior analysts.
- Executed data validation and quality assurance checks to ensure completeness, consistency, and accuracy of financial inputs, directly supporting the integrity of published credit rating reports.
Education
PG Diploma - Business Analytics
George Brown College
Toronto, ON01.2025
PG Diploma - Financial Technology
Conestoga College
Milton, ON01.2024
MBA - Financial Management
Mumbai University
08.2013
Bachelor of Commerce - Accounting & Finance
Mumbai University
08.2008
Skills
- Client Support
- Relationship Management
- Microsoft Office Suite
- Strong Communication
- Interpersonal Skills
- Analytical Excellence
- Time Management
- Multi-tasking
- Tax compliance
Languages
English
Full Professional
Timeline
Tax Associate
J.P. Morgan Chase & Co
10.2021 - 05.2023
Associate
CRISIL LTD
09.2017 - 06.2019
Senior Analyst
CRISIL LTD.
09.2012 - 08.2015
Analyst
CRISIL LTD.
05.2009 - 08.2012
PG Diploma - Financial Technology
Conestoga College
MBA - Financial Management
Mumbai University
Bachelor of Commerce - Accounting & Finance
Mumbai University
PG Diploma - Business Analytics
George Brown College
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