Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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, ON
01.2025

PG Diploma - Financial Technology

Conestoga College
Milton, ON
01.2024

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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Ketan Patel