Jinita Patel Email & Phone Number

Seattle, Wa, Us

London, England, Gb

Partner with the Capital Markets business in the execution of the division’s finance strategy. Support the business in the development of budgets and forecasts and track against financial performance, timelines, and milestones. Support the Product and Partnerships teams with BAU business cases/capital allocation process, revenue synergy projects, cross-divisional strategic initiatives, and other partnerships/M&A to enable the business to achieve long term growth targets. Solve for efficiency gaps and streamline the processes between heritage-Refinitiv and heritage-LSEG to optimize the financial reporting for projects.

London, England, Gb

LSEG (London Stock Exchange Group) is more than a diversified global financial markets infrastructure and data business. We are dedicated, open-access partners with a commitment to excellence in delivering the services our customers expect from us. With extensive experience, deep knowledge and worldwide presence across financial markets, we enable businesses and economies around the world to fund innovation, manage risk and create jobs. It’s how we’ve contributed to supporting the financial stability and growth of communities and economies globally for more than 300 years.Support Controllership activities for the Americas region. Exercise strong control over revenue assurance activities involving month end close for management reporting, supervising actuals against the plan/forecast/past performance and variance analysis on fluctuations in revenue. Deliver strategic priorities for Sales to Billing workflow. Develop globally consistent reporting from Controllership to summarize and provide insight on trends on the recurring pending book, outright pending book, and net installs reporting as well as other insightful KPIs to assist Commercial Finance with revenue forecasting. Provide inputs for annual budget planning and monthly forecasting related to sales to revenue conversions. Identify and drive revenue growth opportunities and risk exposures with customer admin optimization through reduction in accidental billing holidays, inaccurate or outdated pending items, billing issue resolutions, billing on hold, etc.Assist with executing SOX controls and audit requirements.

London, England, Gb

Support Controllership activities for the Americas region. Exercise strong control over revenue assurance activities involving month end close for management reporting, supervising actuals against the plan/forecast/past performance and variance analysis on fluctuations in revenue. Deliver strategic priorities for Sales to Billing workflow. Develop globally consistent reporting from Controllership to summarize and provide insight on trends on the recurring pending book, outright pending book, and net installs reporting as well as other insightful KPIs to assist Commercial Finance with revenue forecasting. Provide inputs for annual budget planning and monthly forecasting related to sales to revenue conversions. Identify and drive revenue growth opportunities and risk exposures with customer admin optimization through reduction in accidental billing holidays, inaccurate or outdated pending items, billing issue resolutions, billing on hold, etc.Assist with executing SOX controls and audit requirements.

London, England, Gb

Refinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in over 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.Responsible for sales and revenue forecasting; preparing monthly reports on performance and assisted sales teams in promoting growth of sales and revenue. Provide narratives and business context for financial results, collating inputs for the largest GTM Americas market.Forecast sales and identify high growth areas in which sales resources should be focused to achieve expected results.Develop and oversee sales targets, commissions planning, and commissions reconciliation process for sales teams, account teams, and customer success managers. Monitor data accuracy of sales pipeline and workflow to ensure consistency in the application of best practices by the Sales and Account Management, Customer Administration, and Operations Management Services groups. Collaborate with multidisciplinary teams and support ad hoc projects within the GTM Americas Finance team.

London, England, Gb

Refinitiv, formerly the Financial & Risk business of Thomson Reuters, is one of the world’s largest providers of financial markets data and infrastructure. Build and maintain relationships with over 500 buyside, sellside, and academic clients across the US by identifying their workflow needs and providing training/subject matter expertise on relevant content found in our products and data feeds. Using Salesforce, provide post-sales support for clients to retain active product usage, ranking first in the Mid-Market Customer Success Management team. Prospect potential new clients and perform white space analysis in current book of business to identify potential competitor displacements and strategic growth sales opportunities. Work directly with internal product design and market development teams to implement product enhancements, maintain customer loyalty, and ultimately increase Refinitiv’ market share as a leading financial market data provider.

Toronto, On, Ca

Build and maintain relationships with over 150 clients across the US by identifying their workflow needs and providing training/subject matter expertise on relevant content found in our products and data feeds. Develop and execute specialized plans to deploy desktop solutions to new clients. Using Salesforce, provide post-sales support for clients to retain active product usage, ranking first in the Mid-Market Buyside Client Specialist team. Prospect potential new clients and perform white space analysis in current book of business to identify potential competitor displacements and strategic growth sales opportunities. Work directly with internal product design and market development teams to implement product enhancements, maintain customer loyalty, and ultimately increase Thomson Reuters’ market share as a leading financial market data provider.

Toronto, On, Ca

Upgrade clients to Thomson Reuters’ flagship products.Create relationships and offer targeted training for new and existing end users to optimize their understanding of our products.Increase retention rate at assigned accounts.Coordinate efforts with Sales Team members across Thomson Reuters.Provide customer feedback to Sales and product development teams and represent the “Voice of the Customer” – a driver for innovation and sales strategy.

South Orange, Nj, Us

Tutored college students in various subjects, including Calculus, English, Business Finance, and Statistics. Supported students in understanding concepts and problem-solving. Motivated the students to achieve academic excellence, which resulted in improved test scores.

Us

Planned and executed audit work, including the gathering of appropriate data and information analysis, preparation of workpapers and writing draft reports summarizing the results of my reviews, in accordance with professional standards. Performed wage compliance analysis of employee payroll and benefits, compared amounts to contract requirements, and offered recommendations for any discrepancies to contract administrators and vendors. Inspected locations on site tours to review the operations and procedures in place. In addition, reviewed test months of billings and supporting documentation to understand aggregate performance. Prepared audit reports for findings uncovered related to contract administration, billings, and wage compliance, leading to recommendations of amounts due and/or alterations to future administrative practices and policies.

Uncovered AR (accounts receivable) discrepancies and adjusted them to clarify and optimize revenue; helped management determine available funds for business investments. Compiled monthly financial reports, identified trends, and offered recommendations for management to include in business decisions. Adjusted AP (accounts payable) to ensure accurate management of expenses.

South Orange, Nj, Us

Arranged activities, such as painting and educational computer games, for the children. Encouraged the children to resolve conflicts between them.

Placed covers on books by paying close attention to details. Organized books on shelves.

Tutored high school students (grades 9-12) in various subjects, including Geometry, Algebra 1, Algebra 2, Pre-calculus, Biology, Chemistry, English, and Spanish. Supported students in understanding concepts and problem-solving. Motivated young children to achieve academic excellence, which resulted in improved test scores.

Developed a new computerized organization technique for patient information that increased efficiency and ease of access. Processed client information and administered data into an Excel spreadsheet. Assisted the secretary by taking phone calls and organizing the equipment.

Constructed activities for the children. Assisted the children with their homework and projects. Contributed an effort to resolving conflicts between the toddlers by showing them that teamwork is better.

Organized books back in their respective spots on the shelves.

Managed implementation of event by organizing personnel and supervising the actors. Contributed quality to production by coordinating backstage preparation, making the scenery, and supporting the actors during practice by running lines with them. Provided customer service and created organization by distributing pamphlets and collecting tickets.

Bachelor Of Science (Bs), Finance

Education record