Rakhee Patel Email & Phone Number

London, England, United Kingdom

•Updating and issuing important business-critical reports to senior management, providing trend analysis and commentary, identifying any significant activity in revenue.•Providing daily activity reports to senior managers in multiple departments, allowing them to have full visibility of their team’s current performance to pre-empt any potential shortfalls against targets.• Gathering the requirements from senior management and producing a weekly KPI dashboard in Microsoft Excel, allowing management to view performance at both an individual and team level.•Developing departmental activity trackers, streamlining their current processes and providing improvement suggestions, implementing best practices, also maintaining accuracy of data and liaising with team members when needed to prevent future errors.• Creating an activity tracker in Microsoft Excel for the Customer Service team, which extracts live data from multiple workbooks, allowing them to clearly see which tasks need actioning urgently, reducing the customer waiting time and maintaining customer satisfaction.•Producing accurate monthly commission reports to be reviewed by senior management by a fixed deadline, using data from multiple excel workbooks to calculate the earned commission of the Sales Executives, based on their activity and their targets.•Carrying out critical investigations as needed, locating payments and orders across various systems to maintain client satisfaction.•Being the company’s in-house Microsoft Office Excel expert, investigating issues for multiple departments, finding root causes, problem solving and optimising their workbooks when appropriate.

Maple Cross

•Supporting the management team, automating reports and preparing graphs for board presentations illustrating KPIs plus annual profit, loss and turnover.•Representing the Project Manager, liaising with the client and interfacing between client and team to determine requirements and action requests.•Closely working with the Project Manager to assist with project planning, allocating resource for multiple projects being deployed simultaneously, and providing regular updates on project spend against budget.•Launching an online portal for the Regional team supporting client’s £200K investment after data testing during UAT phase to ensure 100% accuracy.•Developing deployment tools in Excel to improve reporting quality, and project management tools to accurately track project progress.•Creating innovative reporting dashboards for clients to facilitate data analysis and performance checks against agreed KPIs.•Producing a company-wide productivity tool to track billable activities against targets, managing client invoicing and proof-reading proposals.•Implementing changes to reduce invoice payment turnaround times and improve cash flow, resolved primary customer payment issues, introduced a more efficient process approved by senior stakeholders•Assisting the Finance Team; raising client invoices, setting up suppliers/projects, updating sales ledger and running aged debtors reports in Sage, raising purchase orders, uploading supplier invoices for payment to Yooz and Sage and validating batch payments for expenses.•Being the primary system administrator for the Finance Team; handling employee queries, actioning requests, setting up new users and problem-solving as required.•Recruitment support covering candidate communication, completing telephone/face-to-face interviews, overseeing competency tests, onboarding new employees

Maple Cross

• Providing a high standard of administrative support to the Director and Managing Consultants such as organising meetings for events.• Establishing requirements for meetings, liaised closely with venues, booked accommodation and also distributed details to delegates.• Setting up a Client Satisfaction database for feedback data, highlighting strengths and potential weaknesses to facilitate Continuous Improvement.• Performing administrative tasks including diary management, presenting information to staff on behalf of the director, and travel planning.

London, United Kingdom

• Appointed to a customer facing role, providing detailed information, answering queries and ensuring that people made effective use of their time.• Provided visitors with a high quality Customer Experience, co-ordinating events, booking attractions and performing the meet and greet.• Directed visitors to appropriate departments, dealt with a wide range of enquiries and professionally communicated face-to-face and via telephone.

London, United Kingdom

• Involved in completing three corporate events, taking on tasks for the Event Manager and maintaining a focus on client satisfaction.

London, United Kingdom

• Supported the Publishing team in securing potential future projects, researching market and fully utilising existing relationships with publishers.