Bhargav Patel
@bhargavpatel
Dynamic financial analyst delivering data-driven insights for strategic growth.
United StatesWhat I'm looking for
I am a dynamic and results-driven financial analyst with a proven ability to deliver data-driven insights that enhance financial performance and support strategic growth. My expertise lies in streamlining reporting processes, conducting in-depth variance analysis, and supporting high-impact budgeting initiatives. With a strong foundation in financial analysis, forecasting, and operational optimization, I have honed my skills through hands-on experience in both corporate and public finance environments.
Throughout my career, I have been recognized for my sharp analytical mindset and collaborative approach. At Bank of America, I successfully reduced manual errors by 30% and streamlined monthly reconciliation processes by 40%. My commitment to operational efficiency and client satisfaction has driven me to analyze and resolve complex operational issues promptly. I am passionate about leveraging my skills in Excel, financial modeling, and data visualization tools to contribute to organizational success.
Experience
Work history, roles, and key accomplishments
Senior Operations Analyst
Bank of America-GWIM
Jan 2021 - Present (4 years 6 months)
Delivered performance analysis, quality assurance, and issue resolution assistance to financial advisors. Evaluated system data and portfolio performance to ensure precision and alignment with investment goals.
Finance Intern
The School District
Jan 2018 - Present (7 years 6 months)
Oversaw software and maintenance budgets aimed at maintaining fiscal discipline and operational efficiency. Balanced invoices and forecasted fund allocations to ensure optimal financial planning.
Finance Intern
Kirtan Dada LLC
Jan 2017 - Present (8 years 6 months)
Coordinated with outside CPA practitioners to ensure seamless coordination and timely completion of external audits. Prepared monthly journal entries to maintain accurate and compliant financial records.
Warehouse Coordinator
NorthTect LLC
Jan 2013 - Present (12 years 6 months)
Distributed merchandise to assemblers and organized inventory in warehouse and on sales floor to streamline assembly workflows. Operated forklift to deliver cosmetic materials to handlers to maintain efficient production flow.
Education
Degrees, certifications, and relevant coursework
Temple University
Bachelor of Arts, Communication & Entrepreneurship
Completed a Bachelor of Arts in Communication & Entrepreneurship. Focused on developing skills in communication strategies and entrepreneurial ventures.
Bucks County Community College
Associate of Arts, Financial Planning
Obtained an Associate of Arts in Financial Planning. Gained foundational knowledge in financial planning principles and practices.
Availability
Location
United StatesAuthorized to work in
Job categories
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