Maitrey Patel Email & Phone Number

Stockholm, Stockholm County, Sweden

• Built, produced, and maintaining Power BI reports / dashboards and Power Apps using Microsoft Power platform including automation of business process by using Power Automate.
• Collected data from varied sources like SQL databases, Excel, MS List, websites, Text/CSV, SharePoint, and other data sources and streamlined data collection in report development.
• Analyzing and improving the data system landscape and business processes via, making automations, integrations of various Microsoft tools and different ways of working, eventually resulting into increased operational.
• Collaborated with cross-functional teams, conducting business cases, understanding, analyzing, and communicating underlying data trends and patterns using analytical insights.

Stockholm, Stockholm County, Sweden

Stockholm, Sweden

•  Achievements:
• Led, developed & successfully delivered MS Excel based 3 Category Model projects as Analytical tools for the entire Pet Food Category to gain valuable data insights for Category management.
• Discovered opportunities and provided analytical recommendations for category strategy, brand performance, pricing as well as portfolio analysis. My Main Responsibilities and duties:
• Supported and delivered requests related to ad-hoc analysis, strategy building, product & KPI performance, and cultivated & presented key insights.
• Worked with large data sets, numbers and Analytic tools.
• Data extracted from multiple sources and assembled it into relevant graphs, charts and/or tables using MS Excel and PowerPoint and presented analysis.

Sojitra, Anand, Gujarat

•  Achievements:
• Built & drove the financial services firm from the scratch Rs. 0 to Rs. 200 million financial transactions per month.
• Within a span of 5 years, acquired 250+ clients and received "The Highest Client Acquisition Award" in the year FY 2013-14.
• Managed financial portfolios for 20 high net-worth individual clients and institutions to deliver higher YoY return beating market index by 15%.
• Grew and mentored a team of 9 full-time and 6 part-time employees. My Main Responsibilities and duties:
• Founded the financial services providing firm.

• Handled Investment analysis and ensured mechanisms to delight clients via financial analysis and enriched customer experience.
• Provided financial market research analysis insights and tailored periodic investment reports.
• Delivered training, built tools, and developed engagement guidelines to ensure consistent client management.

• In addition to existing roles, I have also performed an accountant role where I was maintaining accounts and financial records, making copies, bookkeeping, filing documents and reporting.
• Produced and reconciled financial statements including Cash flows, Balance Sheets, P&L accounts.

Sojitra, Gujarat, India

• Sharekhan Ltd. is India's leading brokerage house in financial services industry since year 2000 and it is owned by French bank "BNP PARIBAS".
• By partnering with this company, I was distributing, trading and dealing financial products and instruments such as Equity, Derivatives, Commodities, Currencies and Mutual Funds

Ma In Business Administration, Advanced Management And International Business

Master Of Business Administration (Mba), Finance And Marketing, First Class

Bachelor Of Business Administration With It (Bba Itm), Finance | International Business | It, First Class With Distinction