Urva Patel Email & Phone Number

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.

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.

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