Bansari Patel Email and Phone Number
As a passionate professional with a postgraduate degree in International Business Management and Financial Planning, I thrive at the intersection of global commerce and strategic financial analysis. My education has equipped me with a comprehensive understanding of international markets and the financial acumen necessary to navigate complex business landscapes.I am driven by a commitment to delivering value through innovative solutions and strategic planning. My background includes hands-on experience in financial modeling, market analysis, and project management, enabling me to contribute effectively to diverse teams and projects.I am actively seeking opportunities in international business and finance, where I can leverage my skills to support organizational growth and drive impactful outcomes. Let's connect and explore how we can collaborate to achieve success in today's dynamic business environment.
Medcan
View- Website:
- medcan.com
- Employees:
- 357
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Financial AnalystMedcan Oct 2024 - PresentToronto, Ontario, Canada· Manage and resolve all Finance Inquires inbox on a timely basis.· Assist in keeping internal databases up to date in sync with all relevant information, including Salesforce & Workday· Compile and manage list of uncollected fees at month-end and fees due for credit cards that were declined during the month· Backup for Accounts Receivable administrative responsibilities (ie, deposits) and assist with OHIP billing initiatives as required
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Tax InternHumber College Feb 2024 - Apr 2024Toronto, Ontario, Canada -
Peer MentorHumber College Aug 2023 - Jan 2024Toronto, Ontario, Canada• Engaged and empathetic peer mentor with a proven track record of providing valuable guidance and support to fellow students. • Demonstrated effective communication and active listening skills to create a welcoming and inclusive mentee environment. • Facilitated regular one-on-one sessions, workshops, and group discussions to foster academic and personal growth.
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Student Advisory CommitteeHumber College Aug 2023 - Jan 2024Toronto, Ontario, Canada• Represent and advocate for the interests and concerns of students to the school administration.• Serve as a communication link between students and the administration, ensuring information flows both ways.
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Financial AdvisorPrimerica Nov 2023 - Apr 2024Toronto, Ontario, Canada• Conducting thorough financial analyses for clients, assessing their current financial status, and identifying opportunities for improvement.• Developing personalized financial plans based on individual client goals, risk tolerance, and financial objectives.• Offering insights into insurance products and services to address clients' protection needs, including life insurance, health insurance, and other relevant coverage.• Educating clients on financial literacy and providing ongoing consultation to ensure they are aware of their financial options. -
Student LeaderSheridan College Nov 2022 - Apr 2023Mississauga, Ontario, Canada• Led diverse teams in executing impactful projects, fostering collaboration, and promoting student engagement.• Demonstrated effective communication, problem-solving, and organizational skills through successful planning and execution of events.• Dedicated to empowering peers, amplifying student voices, and contributing to a vibrant and inclusive campus community. -
Financial AssistantGovindbhai And Sons May 2022 - Aug 2022Gujarat, India• Conducted financial analysis and prepared monthly financial reports to assist management in making informed business decisions.• Performed monthly Control account reconciliations for Petty cash, and Bank Accounts, increasing accounting accuracy by 35%; prepared most month-end closing accounts, validating general ledger accounts for balance sheet reconciliation.• Prepared cost reduction proposal for Supply Department, reducing operating costs by 35%; spearheaded supervision on inspections and inventory of equipment, assuming duties of Aviation Support Division Officer immediately within a week.• Evaluated e-pay tax and outstanding tax amounts, ensured compliance, and developed algorithms for speedy data entry; collaborated with over 100 clients in e-filing income tax returns and financial statements.
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Business InternshipAmul (Gcmmf) May 2017 - Jun 2017India
Bansari Patel Education Details
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Financial Planning And Services
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3.5
Frequently Asked Questions about Bansari Patel
What company does Bansari Patel work for?
Bansari Patel works for Medcan
What is Bansari Patel's role at the current company?
Bansari Patel's current role is Financial Planning Professional | Driving International Business Growth through Strategic Financial Management and Market Insights.
What schools did Bansari Patel attend?
Bansari Patel attended Humber College, Sheridan College, Charotar University Of Science And Technology.
Who are Bansari Patel's colleagues?
Bansari Patel's colleagues are Ritchell E., Natalie Andrade, Paresha Rai, Sheetal Raghunath, Kryzel Pagcaliwagan, Yazan Armoush, Ahmed Ali.
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Bansari Patel
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