Ujas Patel Email & Phone Number

Sharpsburg, PA, US

New York City, NY, US

Midvale, Utah, US

Midvale, Utah, US

• Synthesized data sets to provide verbal & written recommendations to upper level management
• Oversaw and distributed company sales metrics to various departments to drive business goals
• Identified business trends & scan key performance indicators to highlight areas of improvement
• Built ad hoc reports to Bed Bath leadership team on a weekly basis to support strategic decision making

New York, NY, US

• Prepared the annual financial plan, manage the forecast and close process for Lord & Taylor online and admin expenses
• Monitored monthly variances during month end vs prior forecast, budget and LY and follow up with business partners to track overages and saves within the company
• Prepared month end reclasses and accruals to accurately capture expenses by cost center within the period
• Provided variance explanations directly to upper level management on a daily basis during forecast and close
• Calculated GP, COS & Comps of the business and provide detail to various business partners within the org

San Francisco, California, US

• Worked with business partners in Design, Store Operations, and Human Resources to develop annual budgets and monthly financial forecasts that accurately predict expense trends and highlight key issues for senior.
• Tracked headcount changes/movement globally, identify variances against approved budget, and evaluate financial impact
• Performed analysis on large financial data sets using database/reporting applications, summarize into clear and concise layouts by various parameters, and derive meaningful conclusions
• Liaised with business partners and accounting department to resolve any issues during the month-end close, and to deliver an accurate and timely close
• Identified and research monthly variances to budget and forecast, proactively identifying opportunities for improvement

New York, NY, US

• Assisted with the creation of annual financial plans by monitoring daily financial performance, highlight trends across KPI’s and recommend decisions to upper level management to maximize P&L across all families of.
• Produced ad hoc financial reports, models, and projections to accurately assist with cost cutting decisionsusing Excel, Oracle, and Hyperion to beat expected production standards by 6%
• Prepared and submit month-end closing journal entries to reconcile accounts payable, accounts receivable, purchasing, budget, and payroll accounts in the General Ledger to ensure accuracy
• Collaborated with Supply Chain Management to allocate a $20M annual budget by providing project modeling, forecasting, capital allocation, and variance analysis
• Prepared monthly accruals and reconcile weekly invoices for the D2C and Small Ticket families of business

Bachelor’S Degree, Finance, General

High School