Sahaj Patel Email & Phone Number

Mississauga, Ontario, Canada

• Spearhead sales forecasting and budgeting efforts across various regions, customer segments, and product lines, driving a 15% increase in forecast accuracy.• Optimize free cash flow management by streamlining working capital processes and implementing capital expenditure controls, reducing operational costs by 10%.• Compile and analyze comprehensive financial reports, synthesizing key metrics such as sales, gross margin, and capital spending to deliver actionable insights for senior leadership.• Design and implement a standardized cost model for the FPS Business Unit, enhancing pricing accuracy and contributing to an 8% boost in profit margins.

Brampton, Ontario, Canada

• Developed a strategic asset allocation model to refine wealth planning processes, enhancing client engagement and optimizing investment portfolios.• Engineered compensation model for financial planners, improving performance tracking/fostering a results-driven culture.• Built an interactive dashboard for Regional Leaders, providing real-time data to support agile decision-making andperformance management.• Led the design and implementation of a tax/escrow/NPV calculator in Python for sports professionals, showcased on the company website to elevate client service offerings.

Brampton, Ontario, Canada

• Developed in-depth investment theses and detailed financial models for acquisition targets ranging from $3MM-$25MM in revenue, leading to a 20% improvement in high-quality deal flow.• Conducted rigorous due diligence on potential acquisitions with EBITDA between $500K-$3MM, strengthening deal pipeline quality and increasing deal success rates by 15%.• Identified and pitched a previously overlooked industry sector, expanding the firm's target investment sectors by 25% and driving new growth opportunities.• Collaborated with senior analysts and portfolio managers to evaluate market trends and competitive positioning, contributing to the development of long-term investment strategies that increased portfolio returns.

Toronto, Ontario, Canada

•Analyzed recent financial statements to identify trends and performance indicators, enhancing understanding of company’s financial health and risks.•Prepared a Capitalization Table to visualize capital structure and ownership, aiding strategic fundraising decisions.•Conducted quantitative and qualitative analyses for a 10-year Financial Model Forecast, offering insights into long-term projections and growth.