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CAREER OBJECTIVES:
Looking For a challenging career which demands the best of my professional ability and
enhancing my current skill set & knowledge.
EDUCATIONAL QUALIFICATION:
Qualification Institute University Year Percentage MBA
(Finance)
Parul Institute of
Management &
Research
Gujarat Technological
University
2014 7.18 CPI 7.43 SPI
BBA Sardar Patel Collage Of
Administration
Sardar Patel University 2012 56 %
H.S.C.
(Commerce)
Zenith High School GSHSEB 2008 50 %
S.S.C.
Zenith High School GSEB 2006 58 %
STRENGTHS:
Can take Initiative, Work under pressure and balance multi-task assignment.
Can be a good Team player, Have a tenacity to patiently work through an era to
achieving result.
Positive Attitude, Quick Learner, Punctual and disciplined.
Making friendly relations easily.
COMPUTER SKILLS:
MS Office
SAP
Power Pivot
Tally
SAP – BRIDGE ECC 6.0 PRH
Name: Kalpan T. Patel
Address: D/ 71 Siddhivinayak so. , B/H Ram vatika, O/S Panigate,
Waghodia Road, Vadodara. Pin code: 390019
Contact No. :-
(m) 7878216506
Date of Birth :- 17 / 08 / 1990
EXPERIENCE:
Stemmons Business Services Pvt. Ltd. (BOXER PROPERTY – USA)
As a Financial Analyst From: July – 2016 to Present.
KEY RESPONSIBILITIES:
Assist in the development of budgets for existing propertiesand create proformas for
potential acquisitions
Develop financial packages for lenders including historical income/expenses reports,
investment summaries and prospect activity
Liaison with IT and Business Analysts to create financial databases, Adhoc reports
and other projects to improve corporate effectiveness.
Assist Churchill Capital with finances and refinances of properties.
Prepare detailed financial analyses and write formal responses to special
lender/servicer inquiries related to asset performance.
Prepare investor/property analyses and assist with quarterly portfolio value reports.
Assist in due diligence process and interface with third parties (appraisers, surveyors,
etc.) for loan re-financings and asset acquisitions/dispositions.
Maintain accurate list of all Boxer-related entities and federal tax ID numbers.
All other duties as assigned by the Treasurer.
TeamLease Services Limited
Deputed to SCHNEIDER ELECTRIC INFRASTRUCTURE LTD.
As a Finance Executive.Since: Jan 2015 to July 2016
KEY RESPONSIBILITIES:
LC opening and making Bills of Exchange.
Making AR AP ADJUSTMENT.
Sales order booking in SAP BRIDGE ERP.
Monthly Sale order booking reporting
Financial adjustments in times of liquidity crisis
Sai Electromech Pvt. Ltd.
As an Account Assitant
From: June -2014 to December – 2014
KEY RESPONSIBILITIES:
Bank, Debtors & Creditors Reconciliation.
Entry of daily business transactions in Tally.
Working with spreadsheets, sales and purchase ledgers and journals.
Preparing statutory accounts.
Calculating and checking to make sure payments, amounts and records are correct.
Sorting out incoming and outgoing daily post and answering any queries.
Managing petty cash transactions.
Controlling credit and chasing debt.
PROJECTS HIGHLIGHTS:
A Global Country Study Report on “STEEPLED Analysis for Infrastructure
Sector of Slovenia” during 3rd & 4th Sem. MBA, 2013-2014.
A Comprehensive Project on “Indian Insurance sector” during 3rd & 4th Sem. MBA,
2013-2014.
A Summer Internship Project done with SHAREKHAN LTD. On the Topic of
“Investment Behavior of the client of the Sharekhan towards Equity market”
during 2nd Sem. MBA, 2013.
A report on Training & Development area of BARODA DAIRY, during TYBBA,
2011.
EXTRA CURRICULAR ACTIVITIES:
Took a Part in Business Quiz, organized by TATA Crucible Sponsored by CNBC
TV 18 at IIM – Ahmedabad.
Took a Part in “Business Blusters” competition and Won 2nd price, Organized by
BJVM college, V.V. Nagar.
Yours Sincerely
(Kalpan Patel)