Urva Patel Email & Phone Number

Chicago, Il, Us

Lake Zurich, Illinois, United States

• Developed a daily sales report and interactive dashboard• Contributed to the automation of the monthly project cost validation process for variance analysis• Observed and learned from the budgeting and forecasting process• Collaborate with team members to gather, clean, and organize financial data for accurate reporting and analysis• Support the integration of new technologies and tools to improve financial data visualization and presentation• Participate in identifying system inefficiencies and proposing solutions to enhance financial reporting accuracy and efficiency

Lake Zurich, Illinois, United States

Highland Park, Illinois, United States

• Create email campaigns, design advertisements for print media, utilize search engine optimization and created an on-line application form and pricing charts for clients and prospective employees• Utilize HTML and CSS to create content for the website aimed at increasing brand awareness• Providing administrative support, answer phones and provide exceptional service to clients

•Conducted in-depth financial modeling and analysis, including DCF and Comps, to assess the value of potential investment opportunities, resulting in accurate and data-driven recommendations for clients•Collaborated within cross-functional teams to execute successful M&A transactions, playing a key role in due diligence, financial statement analysis, and the creation of client-facing pitch materials•Demonstrated strong proficiency in financial software tools, and Excel to gather market intelligence, generate financial reports, and optimize modeling efficiency, ensuring high-quality financial analyses and client deliverables

Remote

• Prepared a P&L projections• Conducted Financial Statement Analysis and Ratio Analysis monthly• Created 13-week and monthly cash flow forecast model• Conducted analysis for various customers and prepared reports• Managed accounting transactions and helped with invoicing• Reconciled Accounts Receivable and Payable

California, United States (Remote)

• Developed budgets, managed cash flows, analyzed data, developed investment strategies, financial modeling• Completed segmentation analysis, channel analysis, and positioning deliverables• Orchestrated a strategy consultation to determine client analytics, determine business development opportunities and maximize campaign effectiveness• Designed strategies to increase brand awareness and engagement through social media, email• marketing and tracking consumer analytics

Chicago, Illinois, United States

Attended 12 hours of web seminars and workshops on Brand Building, Understanding Software as a Service (SaaS), Multichannel Marketing, Financial Literacy, Building Virtual Social Capital, Refining Your, Voice and Story, Building Digital Awareness, Understanding Social Equity, Business Ethics, and Corporate Responsibility every week. Experienced a series of great workshops with professionals, business case study analysis, and completed a capstone project at the end related to Marketing and Advertising, Market Research, and Professional Development.

Mundelein, Illinois, United States

• Guided students in determining methods to solve math problems and enhance their skills related to calculus and geometry• Computed students' performance, and record relevant data to assess progress

Finance, Data Science

High School Diploma