Harsh Patel Email & Phone Number

Edison, Nj, Us

New York City Metropolitan Area

Ship Bottom, New Jersey

New York, New York

Large Insurance Company- worked on a key client during the start of Covid to help firm financially during the tough times.Large Insurance Company- Performed timely and accurate reporting of Statutory financial results (Stat Audit, MD&A, Quarterly Filings and 4/1 filings); Collected and analyzed financial data, ensuring that reporting is compliant with NAIC reporting regulationsAssisted Fortune 500 Company with completing quarterly board slidesPerformed various high-level analytical analyses over fluctuations in accounts and document resultsContinuously monitor, recommend, and implement process improvement initiatives to increase effectiveness and productivityPrepared U.S. Statutory basis financial statements and related filings, while forging partnerships with a broad range of finance functions, including controllers, fin ops, TAG, investments, tax, and actuarial.

Jersey City, New Jersey

Project 1: Rebranding enterprise wide- Citigold Private Client to Citigold Private Client International

Newark, New Jersey

Project Management Office- IT ProjectsPROJECT 1-APTTUS: SalesForce Cloud Application, Apttus System for Sourcing & Procurement Group (SPG) & Law Department-PROJECT 2-Phase 2 TRIRIGA: Migrating Oracle Property Manager(OPM) to IBM TRIRIGA: Corporate Real Estate Group- Facilities Management & Capital Project DepartmentSupported the Project Management Office part of the Enterprise Services & Systems department managed by Chief Financial Office.

Newark, New Jersey

Joined the ESFS team, working with the Internal Consulting Group as well as ALM Finance. I did financial analysis on Prudential Joint Venture/ Limited Partnership portfolio which is a large portion that drives the balance sheet. I met with business partners to make adjustments on any project plan updates or changes to the timeline.

New Brunswick, New Jersey

Provided financial analysis for the Global Financial Service department. Put together quarter close decks for VP and managers. Consolidating Expense, Headcount and Capital for GFS Departments and shared Services centers (EMEA, LATAM, ASPAC), doing forecasting and variance analysis for them. Prepared month end, quarter end and year end reports.