Malav Patel
@malavpatel
Data analytics and business process automation leader driving finance transformations.
United StatesWhat I'm looking for
I am a finance professional specializing in data analytics, business process automation, and financial strategy, with deep hands-on experience using Salesforce, Power BI, SQL, and Oracle ERP.
At Capgemini I led end-to-end automation and reporting programs, architecting real-time Power BI dashboards, integrating multiple data sources, and reducing manual reporting by 30% while cutting manual data entry time by 40%.
Previously, I managed large CRM migrations and adoption efforts, designed custom Salesforce workflows, and integrated external applications to streamline sales, finance, and HR processes, improving operational efficiency and user satisfaction.
I combine financial modeling and portfolio experience with technical skills (DAX, DataLoader, React/JavaScript, Excel Macros) to deliver actionable insights, pragmatic automation, and scalable reporting solutions that empower leadership to make data-driven decisions.
Experience
Work history, roles, and key accomplishments
Led end-to-end business process automation using Power BI and Salesforce, reducing manual data entry by 40% and cutting manual reporting tasks by 30% while delivering real-time dashboards for executive decision-making.
Senior Consultant
Sogeti
Apr 2017 - Dec 2019 (2 years 8 months)
Led migration of 500+ users from Microsoft CRM to Salesforce and implemented custom workflows and integrations that improved reporting accuracy and increased adoption across clients.
Senior Financial Analyst
Sogeti
Apr 2014 - Mar 2017 (2 years 11 months)
Automated financial reporting and developed forecasting models using Power BI, improving timeliness and accuracy of monthly financial insights for executive stakeholders.
Financial Analyst
Lerner, Sampson & Rothfuss
Jul 2013 - Apr 2014 (9 months)
Managed accounts receivable and general ledger posting, reconciled bank and mortgage accounts, and ensured compliance in foreclosure and eviction processes to maintain financial accuracy.
Analyst
Lerner, Sampson & Rothfuss
May 2012 - Jun 2013 (1 year 1 month)
Verified and processed vendor invoices, managed payroll reconciliation and supported month-end close activities to ensure accurate financial reporting and tax compliance.
Portfolio Analyst
Mason Maestro LLC
Jun 2010 - May 2012 (1 year 11 months)
Conducted market research and valuation analysis, automated trading strategies, and maintained portfolio risk reports to support investment decision-making.
Education
Degrees, certifications, and relevant coursework
University of Wyoming
Bachelor of Science, Accounting and Finance
2008 - 2012
Completed a Bachelor of Science in Accounting and Finance, covering accounting principles, financial analysis, and investment fundamentals.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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