Dipen Patel Email and Phone Number
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Experienced highly motivated FP&A Business Partner with 15 years experience of working within the Financial Services Industry. Currently employed at Royal Bank of Canada in the Performance Management team providing business partnering services to RBC Capital Markets business heads and the European CFO
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Corporate Treasury - Associate DirectorRbc Capital Markets Aug 2019 - PresentLondon, England, United KingdomWorking in the European Corporate Treasure team to support the objectives of the wider Global team, duties include: Projects management of workstreams supporting Capital Markets businesses. Scope of projects cover:o Optimising balance sheet deployment versus capital resourceso Implementing initiatives to improve the ability to manage the liquidity and capital positions of the European entities and branches o Impact of regulatory changes Business Partner to the Capital Markets businesses, and supporting the business to navigate through the COVID driven market/ liquidity stress Presentation of papers to UK ALCO committee covering; key project updates, capital and liquidity management and updates to capital and liquidity risk appetite Leading preparation of ILAAP for UK regulated entity and presentation to UK ALCO committee Performing and liquidity and funding assessments for all new European Capital Markets products/ business initiatives Responsible for coordination of arms length pricing of intragroup funding facilities -
Performance Management – Associate DirectorRbc Capital Markets Jul 2012 - Aug 2019London, United KingdomFinance business partner providing FP&A support to RBC Capital Markets business heads and the European CFO, duties include:- Review/production of periodic performance management information including; o Monthly/Quarterly legal entity financials for RBCEL and RBC London Branch o Quarterly European Executive Committee financials o Monthly business level financial performance packs for Capital Markets businesses- Taking the lead in the annual ICAAP, ILAA and other regulatory processes requiring input from Performance Management relating to forecasts / plans - Taking an active involvement in Brexit related workstreams and providing financial projections to support regulatory applications for RBC Paris Branch and RBCEL Frankfurt Branch - Assist in providing ad hoc financial/performance reports and analyses to Capital Markets CFO, business heads and head office- Production of annual plans, multi period outlooks and periodic forecasts for designated businesses covering revenues, costs and balance sheets. In addition to providing oversight/review for overall CM Europe planning & forecasting- Develop, manage and run working relationships with designated European Capital Markets businesses including:o Production of periodic analyses and reporting to the businesseso Presentation to and discussion with business leaders and follow up on issues raisedo Proactively collaboration with other team members in obtaining supporting informationo Driving continual evolvement of MI to provide the business with further insight into their financials- Perform financial planning and forecasting activities in conjunction with the businesses to ensure alignment with business strategies and local/global goals- Direct line management responsibility for 1 employee, providing appropriate development opportunities and challenges- Regularly review working practices and processes with a view to improving efficiency, accuracy and achieving automation -
Financial Planning & Strategy, AssociateNomura International Jul 2009 - Jul 2012LondonHighly visible role working with all areas of the EMEA finance team requiring excellent communication skills, MIS production, presentation and analysis. My duties were:- Responsible for daily, weekly and executive reporting suite; and transfer to the Powai based team- Assisting in coordination of Budget process with EMEA and Global stakeholders, Budget system administrator responsible for ensuring data integrity issues are resolved and responsible for submission of data to group- Creation of a summary financial results report for senior finance management, challenging account line owners on unexpected variances to ensure the robustness of month end close numbers.- Lead on ad-hoc finance projects to update the Finance MIS system to ensure the timely delivery of quality MI to senior finance stakeholders.- Project team member for implementation of a new Global MIS reporting tool, providing key knowledge and advice from an EMEA MIS perspective.- Co-ordination and challenge of EMEA Monthly Revenue forecasts for senior management- Coaching and development of a Powai based support team, to minimise errors in production and drive forward FP&S objective of full off shore reporting production. -
Business Partner - Structured Debt Origination & Asset ManagementLloyds Banking Group Oct 2008 - Jun 2009LondonThis role involved providing financial support to the Asset Management and Structured Debt Origination business units which incorporated:- Development and production of the monthly consolidated management information packs and communication of results to the Business Unit heads- Coordinating with finance and the business to produce the quarterly forecast and budget data- Experience of change management whilst performing ad-hoc project work to assist in the Lloyds TSB/ HBOS mergerFacilitating the enhancement of cost reporting to assist team heads to monitor and minimise their cost bases - Key Achievement: Improving the level of financial control via analytical review of the numbers in order to identify and correct errors to provide a robust set of numbers and more detailed commentary -
Management Finance TraineeLloyds Banking Group Oct 2005 - Sep 2008London, United KingdomYear 3 - Leverage Finance AnalystAs an analyst for the Leverage Finance business my role was to support the Business Partner in providing financial support to the front office staff. Responsibilities included: - Interpretation of monthly results and production of the monthly management information packs and flash commentary for the head of Leverage Finance- Quarterly forecast and budget data productionManaging the half-yearly process for the valuation of warrants - Performance of other month end processes incorporating financial control and governanceYear 2 - SOX Central Team AssistantThe Central team was responsible for reporting on the progress of achieving SOX compliance across the Group, the creation of policy and providing support to the divisional heads. My role within this team covered:- SOX coordinator for the Group Functions incorporating; Treasury, Finance, Tax and HR- Assisting in the production of MI which was presented to the Group FD - Creation of the new Sarbanes Oxley intranet site which involved updating the policies and procedures to be followed by SOX teams across the Group- Dealing with queries from the SOX teams regarding the use of the SOX Express system used to document their work- Key Achievement: Production of the new Sarbanes Oxley site had been my first substantial project management role and by the end of the placement the new website was launched and I received positive feedback from the Group FD on the layout and content of the new site Year 1 - Corporate Banking Analyst In this team I performed the following duties:- Assisting with production of the monthly management information packs and flash commentary for the MD of Corporate Banking- Assisting with consolidation and review of data provided by the business partners in terms of monthly commentary produced and budget and forecast data- Liaising with the Ledger management team to understand the key one-offs and trends being reported on
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Accounts Payable AssistantEnglish Churches Housing Group Feb 2003 - Aug 2005Prompt processing of invoices to ensure suppliers are paid in a timely mannerAdministering the weekly payment run
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Trainee AuditorPricewaterhousecoopers Sep 2001 - Jan 2003In his role I worked on a variety of audit engagements including GMAC RFC bank, Ford Financial Services and Barclays. As a trainee my role involved:- Performing compliance testing (tests to see if procedures and controls were being adhered to)- Performing substansive testing (reviewing financial information and reviewing evidence to corroborate balances within general ledger accounts)
Dipen Patel Skills
Dipen Patel Education Details
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2.1 Bsc (Hons) -
Leicester Grammar SchoolGrade A All Subjects
Frequently Asked Questions about Dipen Patel
What company does Dipen Patel work for?
Dipen Patel works for Rbc Capital Markets
What is Dipen Patel's role at the current company?
Dipen Patel's current role is Corporate Treasury - Associate Director at RBC Capital Markets.
What is Dipen Patel's email address?
Dipen Patel's email address is di****@****ail.com
What schools did Dipen Patel attend?
Dipen Patel attended University Of Warwick, Leicester Grammar School.
What skills is Dipen Patel known for?
Dipen Patel has skills like Leadership, Financial Analysis, Accounting.
Who are Dipen Patel's colleagues?
Dipen Patel's colleagues are Yuan Gu, Cfa, Mingqi Hu, Kevin Haggerty, Ayman Samir, Malachy English, Ph.d., Cfa, Will Van Nest, Atkins Debbie.
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Dipen Patel
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Sutton2virginmedia.co.uk, tfl.gov.uk2 +184355XXXXX
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