Jay Patel

About Jay Patel

Financial Analyst | Investment Banking | FP & A | Equity Research | Valuation & …

Experience

1. Financial Analyst

   Microsoft

   Jan 2025 — Present

   Built and maintained driver-based revenue forecasting models for Azure and AI product lines, using usage trends, pricing changes, and customer behavior to support monthly and quarterly planning. · Worked closely with product, sales, and engineering teams to align financial forecasts with real business assumptions and ongoing execution plans across cloud services.· Automated parts of the forecasting and reporting process using Excel and Power BI, which helped reduce manual effort and made monthly reporting more consistent.· Improved overall revenue forecast accuracy by 18%, helping leadership rely more confidently on forward-looking plans for AI and cloud investments.· Performed regular variance analysis across Azure revenue streams to understand key movements in consumption, enterprise renewals, and pricing impacts.· Helped reduce forecasting cycle time by about 30% by streamlining templates and standardizing inputs across different business teams.· Created executive-facing dashboards to track revenue, margin, and key growth metrics, improving visibility into business performance trends.· Supported financial evaluation of large-scale AI and infrastructure investments by building scenario models and reviewing different demand assumptions.· Presented monthly and quarterly financial insights during business reviews, highlighting key drivers behind performance and flagging risks or opportunities.· Strengthened data accuracy by adding validation and reconciliation checks across multiple finance systems used in planning and reporting cycles.