Khush Patel Email & Phone Number

Edison, Nj, Us

Capital Markets & Analytics - Cash Forecast

New York, New York, United States

- Support with financial analysis & KPI reports on a monthly, quarterly, and annual basis for corporate management and underwriting leads.- Analyze the drivers of P&L components (premium, losses, expenses, etc.) by business segment and geographic region.- Assist with the annual budgeting and monthly forecasting processes.- Collaborate with accounting, actuarial, operations, and expense teams to complete various projects.- Extract and consolidate large quantities of data from different sources- Process and reclassify policy level data so that it aligns with the most updated mappings.- Support with improving existing processes that will provide decision-useful information to stakeholders.

New York City Metropolitan Area

- Incorporated SQL, Excel, and FAME software to analyze thousands of databases to locate missing global aliases- Analyzed and updated the National Accounts for over 100 countries to provide up-to-date historical data to clients- Led projects in collaboration with the Data Operations and Quantitative Research groups to help bring efficiency to clients by reclassifying thousands of databases to determine whether data was active or discounted

Edison, New Jersey, United States

- Processed daily client transactions, deposits, withdrawals, money transfers, loan payments, etc.- Accurately maintained records of all transactions promptly and in compliance with bank procedures- Assisted clients with various questions and concerns related to their accounts and bank products.

New York City Metropolitan Area

- Acquired business and technical acumen along with personal growth and professional development across 80 hours of online learning- Gained insights and advice on business, leadership, technology and career from business executives and recognized experts- As an AT&T Summer Learning Academy Intern, completed entry-level training in finance, sales advertising, media and technology, communication and leadership- Networked with students and AT&T employees and asked questions of nationally renowned speakers

Bridgewater, New Jersey, United States

- Organized training sessions for 50+ children on a weekly basis.- Demonstrated technique and teamwork skills within each group of players.

Bachelor'S Degree, Business Analytics And Information Technology, Finance, Senior

High School Diploma, 3.9/4.0

Activities and Societies: Vice President of Latin National Honors Society, Vice President of Latin Club, National Honor Society Inductee