Heley Patel, Mba
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Heley Patel, Mba Email & Phone Number

Investment Banking | Financial Analyst | Banking Industry | Recent MBA Grad - Rutgers School of Business'23 at First Bank NJ
Location: United States 5 work roles 2 schools
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Current company
First Bank NJ
Role
Investment Banking | Financial Analyst | Banking Industry | Recent MBA Grad - Rutgers School of Business'23
Location
United States
Company size
108 employees

Who is Heley Patel, Mba? Overview

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Heley Patel, Mba is listed as Investment Banking | Financial Analyst | Banking Industry | Recent MBA Grad - Rutgers School of Business'23 at First Bank NJ, a with 108 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Heley Patel, Mba.

Heley Patel, Mba previously worked as Investment / Finance Analysts at First Bank Nj and Finance & Accounting Analyst at First Bank Nj. Heley Patel, Mba holds Master Of Business Administration - Mba, Finance from Rutgers Business School.

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First Bank NJ

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About Heley Patel, Mba

A dedicated and detail-oriented Investment Analyst with extensive experience in financial analysis, investment accounting, and stakeholder collaboration. Proficient in advanced Excel and Fiserv Prologue, with a proven track record of improving financial reporting processes and conducting in-depth investment research. Strong relationship management skills and a commitment to process improvement. Passionate about leveraging analytical skills to support strategic decision-making and optimize investment portfolios.

Current workplace

Heley Patel, Mba's current company

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First Bank NJ
First Bank Nj
Investment Banking | Financial Analyst | Banking Industry | Recent MBA Grad - Rutgers School of Business'23
hamilton, new jersey, united states
Website
firstbanknj.com
Employees
108
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5 roles

Heley Patel, Mba work experience

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Investment / Finance Analysts

Current
First Bank Nj

Assisted in the preparation and analysis of financial statements and regulatory reports, ensuring compliance with GAAP.Conducted in-depth investment research and analysis, managing and reconciling a substantial investment portfolio.Collaborated with team members on financial forecasting and strategic decision-making.Developed and enhanced financial reporting processes, increasing efficiency and accuracy.Created tailored financial reports in Fiserv Prologue, improving… Show more Assisted in the preparation and analysis of financial statements and regulatory reports, ensuring compliance with GAAP.Conducted in-depth investment research and analysis, managing and reconciling a substantial investment portfolio.Collaborated with team members on financial forecasting and strategic decision-making.Developed and enhanced financial reporting processes, increasing efficiency and accuracy.Created tailored financial reports in Fiserv Prologue, improving decision-making and operational efficiency.Designed and modified reports in Business Analytics, streamlining reconciliation procedures. Show less

Mar 2024 - Present

Finance & Accounting Analyst

First Bank Nj

Hamilton, New Jersey, United States

Conducted independent research projects, including a significant project on fixed asset clearing during a major conversion.Managed and reconciled a $25M monthly investment portfolio, identifying strategic investment opportunities.Analyzed financial statements, market trends, and economic indicators to provide accurate financial forecasts.Trained new team members on daily reconciliations and the use of software tools such as Business Analyst (BA) and Excel.Managed and mentored… Show more Conducted independent research projects, including a significant project on fixed asset clearing during a major conversion.Managed and reconciled a $25M monthly investment portfolio, identifying strategic investment opportunities.Analyzed financial statements, market trends, and economic indicators to provide accurate financial forecasts.Trained new team members on daily reconciliations and the use of software tools such as Business Analyst (BA) and Excel.Managed and mentored two interns annually, fostering a collaborative work environment. Show less

Jan 2022 - Mar 2024

Accounting Clerk

First Bank Nj

Hamilton Township, New Jersey, United States

Jan 2021 - Dec 2021

Finance Accounting Intern

First Bank Nj

Hamilton Township, New Jersey, United States

May 2019 - Dec 2020
Team & coworkers

Colleagues at First Bank NJ

Other employees you can reach at firstbanknj.com. View company contacts for 108 employees →

MK Michael Kahn Michael Kahn Colleague at First Bank NjHawthorne, New Jersey, United States View → DL Darcy Lowe Darcy Lowe Colleague at First Bank NjWest Orange, New Jersey, United States View → VP Valencia Perez Valencia Perez Colleague at First Bank NjBurlington, New Jersey, United States View → BS Brian Seeber Brian Seeber Colleague at First Bank NjSchwenksville, Pennsylvania, United States View → KK Kathleen Kirkham Kathleen Kirkham Colleague at First Bank NjBordentown, New Jersey, United States View → JK Joseph Kerr Joseph Kerr Colleague at First Bank NjGreater Philadelphia, United States View → EB Elyse Bush Elyse Bush Colleague at First Bank NjBethlehem, Pennsylvania, United States View → SA Seena Alipour Seena Alipour Colleague at First Bank NjPrinceton Junction, New Jersey, United States View → AP Arlene P. Arlene P. Colleague at First Bank NjPrinceton Junction, New Jersey, United States View → CM Carol Monaghan Carol Monaghan Colleague at First Bank NjSomerset, New Jersey, United States View →
2 education records

Heley Patel, Mba education

FAQ

Frequently asked questions about Heley Patel, Mba

Quick answers generated from the profile data available on this page.

What company does Heley Patel, Mba work for?

Heley Patel, Mba works for First Bank NJ.

What is Heley Patel, Mba's role at First Bank NJ?

Heley Patel, Mba is listed as Investment Banking | Financial Analyst | Banking Industry | Recent MBA Grad - Rutgers School of Business'23 at First Bank NJ.

Where is Heley Patel, Mba based?

Heley Patel, Mba is based in United States while working with First Bank NJ.

What companies has Heley Patel, Mba worked for?

Heley Patel, Mba has worked for First Bank Nj.

Who are Heley Patel, Mba's colleagues at First Bank NJ?

Heley Patel, Mba's colleagues at First Bank NJ include Michael Kahn, Darcy Lowe, Valencia Perez, Brian Seeber, and Kathleen Kirkham.

How can I contact Heley Patel, Mba?

You can use AeroLeads to view verified contact signals for Heley Patel, Mba at First Bank NJ, including work email, phone, and LinkedIn data when available.

What schools did Heley Patel, Mba attend?

Heley Patel, Mba holds Master Of Business Administration - Mba, Finance from Rutgers Business School.

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