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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 E-mail [email protected]

Kalpan Resume FA

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Page 1: Kalpan Resume FA

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

E-mail

[email protected]

Page 2: Kalpan Resume FA

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

Page 3: Kalpan Resume FA

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)