Ketul Patel Email & Phone Number

Greater Chicago Area

Strategic Planning Analytics & Reporting:• Streamlined monthly reporting for senior executives. Consistent reports brought better visibility to track and control key performance indicators.• Demonstrated excellent excel skills by designing interactive template for monthly Corporate Goal tracking and reporting to senior management. Reducing lead time by 70%. • Prepared dashboards for senior managementSpecial Projects Analytics:• Safety Analysis: Implemented robust month-end reporting processes which resulted in capturing better quality safety data.• Designed analytical reports with historical trend and variance analysis. Brought better monitoring of safety information.• Employee Opinion Survey Analysis: Performed in-depth analysis of employee opinion survey (data analysis of huge 15,000 responses) with different dimensions and demographics.• Prepared correlation analysis between Safety Data and Employee Opinion Survey which helped draw critical findings.

United Kingdom

Budgeting & Forecasting:• Successfully led countrywide annual budgeting ($65 million) and long range planning (LRP).• Transformed budgeting process by suggesting improvements and designing excel based system to capture revenue and cost information. Effectively partnered with cross-functional team. • Consolidated individual business unit budgets and prepared final P&L for Managing Directors and CFO’s review. Prepared monthly and quarterly forecasts in co-ordination with sales and operations directors.Month-End Reviews, Analysis and Reporting:• Prepared financial reports and provided analytical insights to Business-Unit Directors during monthly corporate reviews. • Produced Business-Unit specific and UK-wide consolidated P&L reports. Kept proper documentation of month-on-month reports (variance, trend analysis, Budget vs. Forecast vs. Actuals).• Helped UK-CFO for monthly leadership meeting by providing ad hoc analytical reports to facilitate his presentation.Business Deal Analysis:• Prepared financial models for new business deals. Provided analytical insights and critical review of financial model (Revenues, Costs, profitability etc.) to business development team.• Built scenario analysis (what-if) and helped prepare buffers for risks involved.• Largest deal worked on was approximately £24 million ($38 million).

Mumbai Area, India

• Responsible for executing companywide 3-Year Business Planning, Annual Budgeting ($180 million) and ongoing forecasting for all locations (UK, USA and Asia Pacific).• Consolidated revenue, costs, operational expenditure and capital expenditure budgets to prepare company level budget. Prepared presentations for Executive Board Review.• Implemented corporate cost reduction initiatives and process improvements.• Prepared monthly financial reports and presentation for Group CFO and CEO. Providing insights of variance analysis with respect to budget and forecasts.• Founding member of Global Project Management Office. Helped set up and establish standardized processes and best practices across geography for project control and monitoring.

Mba, Finance

Be, Information Technology