Javid Patel Email and Phone Number

Led a team of analysts to build a financial planning assessment framework implemented by 230+ health care providers and implemented governance standards▪ Responsible for preparing the financial plan board pack which was then used by the Chief Financial Officer and the Chief Executive during meetings with the Board and the Secretary of State.▪ Managed a team of 2 on various successful projects including financial planning forms build and guidance writing.▪ Produced extensive analysis of financial plans for provider health sector along with supporting recommendations on impact to sector wide policy.▪ Designed and delivered process for producing new reference cost benchmarking tool utilised by 230+ healthcare providers, moving from MS Access to Alteryx.▪ Chair of a diversity network of 800 members across 6 sites, consisting of internal and external stakeholders.▪ Developed diversity and inclusion strategy speaking alongside the NHS England & Improvement Chief Executive and the Chief Operating Officer at numerous organisational events.

Client1: Globeleq Generation Limited ▪ Audited the consolidation for both Globeleq Africa and Globeleq Generation Limited under IFRS, including auditing UKGAAP statutory entities.▪ Co-designed and developed the testing procedures for component teams including setting materiality, revising group instructions and agreeing scope of work.▪ Reviewed work undertaken by junior staff and overseas offices, including concluding on their independence, scope, competence and finally any reliance on experts.▪ Audit was showcased as exemplary standard.Client2: BP Shipping Plc▪ Designed the strategy for testing the company’s internal controls system, in particular the interface with BP’s trading arm, as well as actual audit procedures.▪ Assessed the reasonability of significant adjustments like pricing inventory and residual fuel at year end in light of fuel price sensitivity.▪ Concluded audit procedures including reporting findings from the audit, reporting directly to the senior manager.Client3: Mabanaft Limited (UK) ▪ Refined and improved the revenue testing approach to deliver a more efficient and assured audit from the previous year.▪ Led the audit from start to finish, including designing audit procedures, procedure testing, audit conclusion and reporting findings.▪ Negotiated and delivered £3,000 of additional audit services for the following year.▪ Impairment test performed on all investments held as well as significant judgements around renewable transport fuel obligations (RTFOs), derivative financial instruments and inventory at year end which is valued at fair value rather than on a LIFO or FIFO basis.Client4: BG Group▪ Managed a team of 8 over a period of 3 months till audit completion.▪ Engaged with various overseas teams on their audit of overseas entities and the review of their work.▪ Advised on technical accounting implications of transition from UK GAAP to FRS.High performer at Ernst & Young and first time passes on my ACA exams.

Responsible for the daily net asset value pricing for 16 investment trusts for online publication and portfolio assessment▪ Responsible for the accurate calculation of the net asset value pricing and any queries from the public relating to these.▪ Refined and improved the pricing process to deliver efficiencies and effective publish.▪ Assessed investment trust compliance on a daily and weekly basis, at trust level and portfolio level.▪ Responsible for directors’ fees calculations and submission, as well as paying off investment trust invoices.▪ Supported investment trust accountants with their investment trust accounts delivery.

Responsible for input of trade data and documents, as well as process improvement▪ Refined the documentation process to deliver efficiencies.

Supporting a project involving the largest migration of custody accounts between BNY Mellon and JP Morgan▪ First point of contact for high profile clients through telephone and email correspondence.▪ Produced and presented weekly progress statistics for senior members of staff including Vice President.▪ Direct liaison with various relationship managers to monitor project delivery.▪ Helped deliver a better than expected project delivery.