Open to opportunities

Bhargav Patel

@bhargavpatel

Message

Dynamic financial analyst delivering data-driven insights for strategic growth.

United States

Message

What I'm looking for

I am seeking a role that fosters growth, values collaboration, and challenges my analytical skills.

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.

Performance Analysis Quality Assurance Data Evaluation Compliance Excel Macros

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.

Budget Management Financial Planning Invoice Balancing Financial Reporting Data Entry

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.

External Audit Coordination Journal Entries Budgeting

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.

Warehouse operations Inventory Management Logistics

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.