Rupesh Patel

Owner

Role
Senior Financial Analyst - Corporate Real Estate at First Citizens Bank
Location
Raleigh, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rupesh Patel

Specialties: Financial, ROI, P&L, Budget, KPIs, Cash Flow and Capital Investment analysis. MS Office (Access, Excel, Macros, Outlook, PowerPoint, and Word), Financial Modeling. Tableau, Hyperion/Oracle PBCS, Essbase, Sequel View Point, PeopleSoft,Great Plains and FRX, Salesforce.com, Dunn and Bradstreet Risk Management web portal, Treasury Analysis and Management. ProForma, Google Sheets, QuickBooks.

Experience

  1. Senior Financial Analyst - Corporate Real Estate

    First Citizens Bank

    Jun 2022 — Present · Raleigh, NC, US

    Consolidate and analyze monthly budget variance reporting is timely, accurate and informational- Assist in the administration of the Capital expense planning and Corporate Real Estate annual budget processes- Complete monthly reconciliations for multi tenants within the portfolio and annual assessments received from respective leased locations- Create dynamic operational reporting packages to help tell a financial story- Provide AdHoc Analysis to Organization and Department Leaders- Develop models, processes, and reports that track key business metrics, analyze and interpret data.

Education

  • Western Carolina University

    Bachelors of Science, Corporate Finance

    1998 — 2002

  • University of Phoenix

    MBA, Business Administration

    2008 — 2010

  • UNC-Chapel Hill Boot Camps

    Data Analytics

    2021 — 2021

Skills

  • Highly Analytical
  • Budget Management
  • Macro
  • Great Plains Software
  • Revenue Management
  • Budgeting
  • Year End Close
  • Teamwork
  • Peoplesoft
  • Account Reconciliation
  • Auditing
  • Attention to Detail
  • Treasury Management
  • Microsoft Excel
  • Month End Close
  • Revenue Forecasting
  • General Ledger
  • Strong Business Acumen
  • Kronos Timekeeping
  • Financial Modeling
  • Marketing Strategy
  • Headcount
  • Budgets
  • Ad Hoc Reporting
  • Financial Planning
  • Finance
  • Leadership
  • Budget Analysis
  • Journal Entries
  • Access
  • Capital Budgeting
  • Data Analysis
  • Pivot Tables
  • Corporate Finance
  • Cash Flow Management
  • Microsoft Word
  • Salesforce.com
  • Variance Analysis
  • Word
  • Hyperion

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Rupesh Patel — Senior Financial Analyst - Corporate Real Estate at First Citizens Bank in Raleigh, NC, US | Unifers