Summary
Overview
Work History
Education
Skills
Certification
Summer Projects
Awards & Achievements
Timeline
Generic

Swati Patel

Canada,ON

Summary

Analytical and customer-focused professional with a dual background in financial analysis and healthcare operations. Skilled in market research, investment evaluation, and risk assessment, with the ability to translate complex financial data into clear, actionable insights. Experienced Operations Associate in the healthcare sector, with a proven track record in billing management, patient counselling, and cross-department coordination. Known for high productivity, attention to detail, and resolving issues efficiently while ensuring accuracy and service excellence. Excel at communication, problem-solving, and adapting to diverse business environments to support data-driven decisions and continuous improvements.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Administration/ Operations

Zydus Hospitals
Vadodara, India
03.2022 - 04.2025

Billing & Financial Operations

  • Managed and resolved complex billing concerns, ensuring transparency and improving patient understanding of charges, discounts, and payment options.
  • Conducted detailed audits of billing data to ensure compliance with hospital policies and financial procedures, enhancing invoice accuracy.
  • Collaborated with finance and billing departments to identify discrepancies and streamline invoicing processes.
  • Supported financial planning efforts by analysing patient payment trends and generating monthly billing performance reports.

    Customer Service & Issue Resolution
  • Delivered exceptional service via face-to-face and phone interactions, building rapport and maintaining a high standard of care.
  • Identified and resolved patient inquiries and complaints with empathy and efficiency, contributing to increased customer satisfaction.
  • Recognized by leadership for strong problem-solving skills and ability to de-escalate concerns promptly and professionally.
  • Proactively identified service issues and suggested solutions to close gaps and improve service delivery.

    Team Collaboration & Reporting
  • Acted as a liaison between patients and internal departments including Clinical, Front Office, F&B, Housekeeping, and Security to ensure quick resolution of patient grievances.
  • Facilitated and analyzed monthly patient feedback reports; presented insights to management to support service enhancement strategies.
  • Conducted data analysis and research projects to support strategic planning, resource allocation, and internal process improvement.
  • Delivered clear, concise reports on service metrics and operational performance to management and team leads.

Financial Analyst Intern

William John’s Pizza Franchise
Vadodara, Gujarat
07.2018 - 11.2018
  • Conducted a comprehensive financial and operational analysis of William John’s Pizza within the Quick Service Restaurant (QSR) industry.
  • Analyzed customer behavior patterns across demographics (gender, age, dining frequency) to assess the impact of key QSR attributes on decision-making.
  • Assessed financial performance and operational efficiency to identify cost-saving opportunities and revenue growth potential.
  • Delivered data-driven recommendations to enhance customer experience and improve business profitability.
  • Evaluated trends and variances in financial data compared to strategic benchmarks and goals.
  • Proposed process improvement initiatives aimed at reducing costs and increasing operational efficiency.
  • Conducted industry research and market analysis to align business strategies with current economic and consumer trends.
  • Supported the development of long-term business plans with actionable insights drawn from financial modelling and scenario analysis.

Education

MBA - Finance

Institute of Technology And Management (SLS)
Vadodara
12-2019

B.COM - Accounting & Finance

Maharaja Sayajirao University of Vadodara
Vadodara
12-2017

Skills

  • Financial Analysis & Data Interpretation
  • Billing & Invoicing Oversight
  • Market Research & Risk Assessment
  • Customer Relationship Management
  • Cross-Functional Coordination & Team Collaboration
  • Advanced Microsoft Excel & MS Office Proficiency
  • EMR Systems & Operational Efficiency
  • Report Generation & Feedback Analysis
  • Auditing & Accounting Skills
  • Problem Solving & Critical Thinking
  • Strategic Planning & Time Management
  • Effective Verbal & Written Communication
  • Multitasking Under Pressure
  • Issue Resolution & Service Excellence

Certification

A basic Life Support certificate is a credential that validates an individual's competency in providing emergency care, including CPR, airway management, and the use of an AED. It's designed for healthcare professionals and first responders, and is often a requirement for working in healthcare settings.

Summer Projects

  • A Study of Borrowers of 2-Wheeler Loans
    Self-Initiated Project – Vadodara, India | Apr 2019
  • Conducted field-based research to analyze borrower perceptions of public, private, and dealer finance institutions.
  • Collected and analyzed primary data using SPSS software to uncover key decision-making factors among loan customers.
  • Delivered insights on customer satisfaction, interest rate sensitivity, and service-level expectations.
  • Recommended strategic actions to enhance the competitive positioning of public sector lenders based on quantitative findings.
  • Comparative Analysis of Mutual Fund Schemes
    Sharekhan Ltd. – Vadodara, India | Jun 2018 – Jul 2018
  • Performed in-depth analysis of equity, debt, and hybrid mutual fund schemes using performance metrics such as NAV, alpha, beta, and Sharpe ratio.
  • Assessed fund manager strategies and risk-return profiles across multiple Asset Management Companies (AMCs).
  • Prepared research reports for clients and internal teams to support investment advisory decisions.
  • Gained practical experience with financial data tools and mutual fund evaluation platforms.

Awards & Achievements

  • Achieved sales target for Demat account openings during summer internship at Sharekhan Ltd., demonstrating initiative and strong client engagement skills.
  • Contributed to increased customer acquisition and sales for William John’s Pizza by providing actionable insights during a financial analysis project (MAP Project).

Timeline

Administration/ Operations

Zydus Hospitals
03.2022 - 04.2025

Financial Analyst Intern

William John’s Pizza Franchise
07.2018 - 11.2018

MBA - Finance

Institute of Technology And Management (SLS)

B.COM - Accounting & Finance

Maharaja Sayajirao University of Vadodara
Swati Patel