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Sahil Patel

@sahilpatel4

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Business Intelligence Analyst building Power BI dashboards and SQL pipelines to drive finance decisions.

United States

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What I'm looking for

I’m looking for a BI role where I can build Power BI + SQL pipelines, connect SAP/transaction data, and partner with Finance stakeholders to deliver KPI visibility and pricing/forecasting insights in an Agile environment.

I’m a Business Intelligence Analyst with a financial accounting background spanning the UK, Ireland, and the US. I’m currently building Power BI dashboards, SQL pipelines, and SAP-connected reporting for a $50M+ payment portfolio, with a focus on turning complex data into clear executive insights.

In my role at WEX, I design and maintain Power BI using DAX and Power Query connected to SQL Server, helping teams monitor KPIs and sales performance trends. I also analyze millions of payment records with SQL to surface pricing inconsistencies and support pricing strategy decisions with Finance and Product stakeholders.

I’ve automated daily SAP FI/CO data pipelines through Alteryx into SQL Server, and I develop predictive pricing models using Python and R with Monte Carlo simulation. I bring structured governance—DAX standards, data modeling, and Power BI Service RLS permissions—backed by years of accounting experience across reconciliations, reporting, and month-end closes.

Experience

Work history, roles, and key accomplishments

Current

Business Intelligence Analyst

Current

WEX Inc.

May 2024 - Present (2 years)

Built and maintained Power BI dashboards (DAX/Power Query) connected to SQL Server to deliver KPI and sales-performance visibility across a $50M+ payment portfolio. Automated daily SAP FI/CO to SQL Server pipelines and used SQL and Python/R predictive modeling to identify pricing inconsistencies and forecast revenue impact for Finance and Product decision-making.

Power BI DAX Power Query SQL Server Alteryx Python R

Assistant Accountant

Harris Group

Sep 2021 - Jul 2023 (1 year 10 months)

Managed daily accounting operations including bank and ledger reconciliations and supported accurate month-end closes using Excel and Pentana. Maintained fixed asset registers, analyzed accounts receivable for overdue/cash-flow trends, and produced Excel dashboards and PowerPoint reports to support working-capital and audit-ready reporting.

Bank Reconciliation Accounts Reconciliation Month End Close Accounts Receivable Excel Dashboard Pentana Financial Reporting Audit Support

Accounts Coordinator

The Little Flower Penny Dinners

May 2020 - Sep 2021 (1 year 4 months)

Consolidated weekly cash, cheque, and online receipts into a centralized Excel ledger to track donation cash flow of over €50,000 per month. Managed payroll and statutory returns using Thesaurus/TAS Books, and automated meal-delivery and donation reporting with an Excel solution to improve reliability for compliance submissions.

Ledgering Payroll Processing Thesaurus TAs Data Consolidation Compliance Reporting Donation & Meal Tracking

Accounts Assistant

Plaza Hotel Tallaght

Mar 2020 - Apr 2020 (1 month)

Performed weekly bank reconciliations and updated Sage 50 ledgers, resolving discrepancies to keep cash and credit card postings accurate. Reviewed accounts receivable workflows, introduced a structured follow-up process, and produced weekly revenue and cost summaries for hotel operations.

Bank Reconciliation Accounts Receivable

Financial Accounts Manager

Alderton Accountancy

Aug 2013 - Nov 2018 (5 years 3 months)

Owned full-cycle management accounts for a £3M client portfolio, completing monthly book closes within five days across accruals, prepayments, budgeting, journals, and HMRC/VAT submissions. Produced monthly performance reports for 100+ SME clients, automated recurring reporting and modeling with Excel VBA/Power Query, and standardized reconciliation templates to improve consistency and reduce erro

Management Accounting HMRC Submissions Sage One Accounts Reconciliation VBA Client Reporting