Pavan Patel Email & Phone Number

Falls Church, Virginia, United States

•Review and report on Pharmacy Benefit Managers (PBM) client performance in order to increase overall profitability •Partner with senior managers and lead directors to review client portfolios in identifying and executing on path to profit opportunities •Support client improvement initiatives and targets, monthly dashboards and performance tracking, underwriting support, and ad-hoc analysis to help CVS Health make better, more informed decisions to drive profitability and growth

Washington, District Of Columbia, United States

•$2.8 million of assets under management•Constructed discounted cash flow models and three statement pro forma models to forecast performance of potential investments for the Phillips Student Investment Fund •Analyzed earnings calls, 10-Qs, 10-Ks, market news, and research reports using FactSet for companies within the S&P’s Consumer Staples and Consumer Discretionary sectors •Attended BlackRock Aladdin sessions to learn and leverage Aladdin’s analytics to better understand the risks associated with the student investment portfolio

Washington, District Of Columbia, United States

•Spearheaded unprecedented growth of university club, elevating membership from 10 to 160+ within a single semester•Orchestrated weekly 40-minute presentations on diverse financial topics, fostering comprehensive understanding among members and enhancing financial literacy within the student community•Pioneered a portfolio management competition, enabling students to manage $100,000 paper trading accounts, promoting practical application of financial theories and strategies •Established a real fund, empowering select analysts to co-manage a portfolio exceeding $1,000, cultivating hands-on experience in investment management and risk assessment•Curated and executed high-profile guest speaker events featuring industry leaders from The Federal Reserve, Morgan Stanley, The Cynosure Group, and others, enhancing networking opportunities and industry insights for club members

•Prepared numerous financial statements such as the 8-K, 11-K, 10-Q, and 10-K by footing, recalculating, checking prior year values, and performing quarter to date checks to ensure the statements are supported with the back-end files •Performed the 2023 GAAP Audit rollovers for 11 files by rolling over the 2022 values to allocate space for the 2023 annual numbers and footing, recalculating, and doing quarter to date checks for each file which created simplicity for employees working on those documents •Evaluated the 2023 debt file and tied out all necessary financial statements to be sent to Ernst & Young for audit before being announced to the public during the quarter two earnings release

Master'S Of Science, Finance

Bachelor'S Of Science, Finance, Summa Cum Laude