Khushi Patel

Financial Analyst @ Rockefeller

Role: Financial Analyst at Rockefeller Capital Management
Location: Ridgewood, NJ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Analyst
Rockefeller Capital Management
Jul 2024 — Present · Paramus, NJ, US
Conducted monthly and quarterly financial analyses, delivering detailed reports and presentations to senior management to support strategic planning initiatives• Managed and maintained financial models, including the budget and the forecast, to ensure alignment with RCM’s organizational goals• Performed daily deposit interest repository and Solver checks, improving reporting efficiency• Analyzed data to produce ad-hoc reports and analyses for senior leaders and cross-functional teams

Contact information

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•••••@rockco.com
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Current company

Rockefeller Capital Management

Financial Services · 1.7K employees · Founded 2018 · New York, New York, United States

At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help discerning clients—individuals, families, businesses, and institutions—achieve their goals through the delivery of premier financial advisory and investment management. We specialize in wealth management, asset management, and investment management with the objective of connecting clients to a broad network of solutions and compelling opportunities that they wouldn’t be able to explore anywhere else. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

rockco.com

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