Pratik Patel Email & Phone Number

United States

Responsibilities include providing alternative options for resolving debt to struggling clients. • Personal finance assessment • Coordination of debt consolidation enrollment • Work with prospective consumers who have applied directly with National Debt Relief to consult and guide them towards a debt relief option that will aid them with their debt related issues.• Prepare a household budget to confirm that clients can afford the program, but most importantly not overextend themselves. • Create an exit strategy bringing clients back to credit worthiness.

Albany, New York Area

• Forecast revenues based on statistical analysis of recent trends and historical data using pivot ta-ble and vlookup.• Hands on preparation and contribution to the monthly financial P&L forecast and planning.• Effectively evaluated market trends by utilizing market and property specific reports, both future and historical.• Adjusted pricing strategies based on economic factors such as supply, demand, market conditions, and compression to maximize revenue.• Increased market share by adjusting mix of business, optimizing pricing and inventory strategies, and minimizing price resistance in low demand period.• Oversaw Accounts Receivable; prepared monthly A/R reports and bank reconciliations.

Canton, North Carolina

Performed Daily Night Audits & Customer ServiceTrained new employee as receptionist & night auditorsResponsible for balancing credit cards & cash payments for the dayCompleted end-of-shift reports and closed out the shift properly

Bachelor’S Degree, Geography

Finance And Financial Management Services