Nikunj Patel
Moncton,Canada
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling.
Overview
4
4
years of professional experience
Work History
Finance specialist
Rallye Motors Auto Group
Moncton, New Brunswick
03.2023 - 11.2023
- Prepares weekly and monthly reports as requested by management
- Addresses missing stipulations communicated from lender immediately
- Knowledgeable in state regulations regarding finance and the Fair Credit Reporting Act
- Adheres to a standard of professional ethics and is respectful to customers
- Structures deals in accordance with lender and dealership guidelines
- Performs credit interview, prepares credit application, verifies accuracy of all material information on the credit application and submits to lender
- Maintains good lender relations and also Maintains a lender guide of programs currently used and obtains a working knowledge of them
- Trains administrative personnel on assembling funding packages, Reviews funding packages prior to mailing.
Assistant Store Manager
Wendys Old Fashioned Hamburgers
Moncton, NB
05.2022 - 03.2023
- Interviewed, hired, and trained staff associates and equipped them to comply with company policies and procedures
- Maintained positive customer relationships by responding quickly to customer service inquiries
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings
- Responded to customer concerns, working with the manager to significantly raise customer satisfaction ratings
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement
- Developed and maintained strong relationships with vendors to facilitate timely product delivery
- Managed purchasing, sales, marketing, and customer account operations efficiently
- Interacted well with customers to build connections and nurture relationships
- Reconciled daily sales transactions to balance and log day-to-day revenue
- Walked through store areas to identify and proactively resolve issues negatively impacting operations
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Foodservice Supervisors
Wendys Old Fashioned Hamburgers
Moncton, NB
06.2021 - 05.2022
- Exercised leadership capabilities by successfully motivating and inspiring others
- Strengthened communication skills through regular interactions with others
- Developed and maintained courteous and effective working relationships
- Proven ability to learn quickly and adapt to new situations
- Gained strong leadership skills by managing projects from start to finish
- Proved successful working within tight deadlines and a fast-paced environment
- Demonstrated a high level of initiative and creativity while tackling difficult tasks
- Skilled at working independently and collaboratively in a team environment
- Developed strong communication and organizational skills through working on group projects
- Completed paperwork, recognizing discrepancies and promptly addressing them for resolution
- Identified issues, analyzed information, and provided solutions to problems
- Organized and detail-oriented with a strong work ethic.
Intern
Start-Up Support Plus
Moncton, New Brunswick
05.2021 - 06.2021
- Sorted and organized files, spreadsheets, and reports
- Interacted with customers by phone, email, or in person to provide information
- Managing clients account social media handling time management attention to detail
- Fulfilling customer request Evaluated customer needs and feedback to drive product and service improvements.
Crew Member Cook
Wendys Old Fashioned Hamburgers
Moncton, NB
09.2019 - 06.2021
- Worked in a fast-paced environment with a sense of urgency to serve guests quickly
- Kept kitchen up to code for health and safety inspections
- Delivered instructions clearly and respectfully to avoid errors due to miscommunication
- Interacted with customers to address kitchen-related complaints and praise
- Learned new menu offerings and options easily to assist customers with selecting items
- Monitored food temperatures to meet quality and safety standards.
Education
Diploma - Business Administration: Financial Management
New Brunswick Community College
06.2021
Skills
- Relationship building and management
- Critical thinking
- Leadership
- Product and service sales
- Customer relations
- Staff supervision
- Customer experience
- Inventory control
- Interpersonal communication
- Team building
- Production records
- Sales planning
- Cost control
- Negotiation skill
- Work ethics
- Adaptability
- Problem solving
Timeline
Finance specialist
Rallye Motors Auto Group
03.2023 - 11.2023
Assistant Store Manager
Wendys Old Fashioned Hamburgers
05.2022 - 03.2023
Foodservice Supervisors
Wendys Old Fashioned Hamburgers
06.2021 - 05.2022
Intern
Start-Up Support Plus
05.2021 - 06.2021
Crew Member Cook
Wendys Old Fashioned Hamburgers
09.2019 - 06.2021
Diploma - Business Administration: Financial Management
New Brunswick Community College
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