Kartik Patel

Experience

1. Financial Analyst

   IEEE

   Sep 2010 — Present

   Manage 45% of all financially sponsored conferencesAnalyze past performance of financially sponsored conferences in order to develop realistic budgetsDetermine financial status of conferences by comparing and analyzing forecasts with actual resultsReconcile monthly financial transactions in order to generate forecasts to determine conference statusImprove financial status of conferences by analyzing variances, identifying trends, and recommending actionsProvide information to management by assembling and summarizing conference related activity, preparing reports, analyses, and recommendationsValidation and reconciliation of monthly reports with the Treasury, Tax and Controllers DepartmentProcess loan requests to internal and external bank accountsProcess wire transfer requests in order to pay invoices incurred by the conferenceTrain new employees on tax and compliance reportingProvide training to Conference Organizers on new financial and compliance processes Prepare ad-hoc reports for senior management

Skills

• Financial Planning
• Strategic Planning
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Strategic Financial Planning
• Business Analysis
• Data Analysis
• Forecasting
• Asset Management
• Process Improvement
• Training
• Asset Managment
• Cross-Functional Team Leadership
• Marketing
• Project Management
• Budgets
• Finance
• Financial Analysis
• Financial Modeling
• Microsoft Word
• Analysis