Rick Patel
Financial Analyst at Capital One
- Role
- Financial Analyst at Capital One
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rick Patel
Financial Analyst with around 2 years of experience in financial planning, budgeting…
Experience
Financial Analyst
Jan 2025 — Present · US
Built and optimized financial models (DCF, ARIMA, regression, scenario planning, and sensitivity testing) for credit portfolios and investment products, improving forecasting accuracy by 15% and reducing quarterly reporting errors by 20%. • Designed and automated KPI dashboards and variance analysis in Tableau, Power BI, SQL, and Python, enabling real-time tracking of loan performance, liquidity, and operating efficiency, cutting decision-making cycles by 25%. • Led FP & A and treasury initiatives including cash flow forecasting, capital budgeting, and liquidity planning, reducing idle capital by $12M annually while aligning with long-term corporate strategy. • Streamlined financial reporting processes by automating monthly, quarterly, and annual workflows with SQL, Python, and Excel VBA, reducing manual effort and reporting timelines by 35% while ensuring accuracy in regulatory submissions. • Partnered with cross-functional teams to integrate ERP/CRM/payment systems into Snowflake & SAP, enforce SOX/GAAP standards, and strengthen financial controls—improving reporting consistency and audit readiness. • Drove cost optimization and variance investigations across OPEX, procurement contracts, and vendor agreements, negotiating improved terms and delivering $3.5M in annual savings across business units. • Delivered executive-level dashboards, presentations, and scenario planning models highlighting financial risks, market opportunities, and investment priorities, enabling timely, data-driven leadership decisions.
Education
Parsippany Hills High School
High School Diploma
2017 — 2021
Rutgers University
Bachelor of Science - BS
2021 — 2025
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