Kunal Patel Email & Phone Number

I am a final-year BBA Finance student at NAIT with a keen interest in financial analysis and modeling. Achieving third place in the CMT Investment Global Challenge, I also actively contribute as a Sector Analyst in ICON, a prestigious student-managed fund at NAIT. Currently a CMT Level 2 and a CFA Level 1 (scholarship) candidate, I specialise in developing and maintaining financial models and analyzing trends. I am passionate about combining Technical Analysis with Financial Analysis through my role at ICON and further afield."I am seeking an entry-level position to apply my training to work with financial data models and analyze financial scenarios for an Edmonton-based company.What I can do:• Develop and maintain financial models using advanced Excel spreadsheet skills, including knowledge in converting data to graphs and tables• Input and accurately record, analyze, and interpret data to identify financial trends (profitability, impacts of funding & investment spend).• Use excellent verbal and written communication skills to provide regular updates to the team• Assist in the creation of monthly financial reports, along with budget to actual variance analysis• Support in finance efficiency improvement projects (system implementation, business resumption planning, etc.) to support in the growth of the businessWhat I bring:• Post-secondary training in Finance and Accounting including knowledge of ASPE/IFRS, requirements, and practices• Advanced training in Microsoft Excel, with the ability to create models, scenarios, forecasts, and dashboards. Also basic knowledge of Python, R and Tableau. • Technical expertise and knowledge of software applications including Google Workspace and Microsoft Suite.• Excellent verbal and written communication skills including presentations and debriefing• Exceptional time management and organizational skills

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  Nait (Northern Alberta Institute Of Technology)

  Finance