Janvi Patel, CPA
Senior Financial Analyst, Private Markets at Fiera Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Fiera Capital
-
Canada
-
Financial Services
-
400 - 500 Employee
-
Senior Financial Analyst, Private Markets
-
Mar 2022 - Present
-
-
-
Manulife
-
Canada
-
Insurance
-
700 & Above Employee
-
Senior Financial Analyst
-
Jul 2021 - Mar 2022
-
-
Investment Analyst - Fixed Income
-
Sep 2020 - Jul 2021
-
-
Financial Analyst
-
May 2019 - Aug 2020
-
-
-
IBM
-
United States
-
IT Services and IT Consulting
-
700 & Above Employee
-
Financial Analyst
-
May 2017 - Aug 2018
-
-
-
-
Accounting Intern
-
2016 - 2017
Brampton, ON Positon Duties and Responsibilities: - Working in a team to serve several clients - Preparing financial statements, reconciliations, and posting journal entries - Responsible for five clients - Constantly consulting clients to provide optimal solutions - Ensuring the completion of assigned tasks in line with established deadline - Assisting with the semi-annual physical inventory counts - Studying and applying accounting policies and processes for small to medium… Show more Positon Duties and Responsibilities: - Working in a team to serve several clients - Preparing financial statements, reconciliations, and posting journal entries - Responsible for five clients - Constantly consulting clients to provide optimal solutions - Ensuring the completion of assigned tasks in line with established deadline - Assisting with the semi-annual physical inventory counts - Studying and applying accounting policies and processes for small to medium sized private companies Skills Used and Developed: - Good understanding of GAAP - Strong Microsoft skills including, Microsoft Excel, Word and Outlook software - Excellent verbal and written communication skills - Strong organizational and time management skills Show less
-
-
-
Schulich School of Business - York University
-
Canada
-
Higher Education
-
200 - 300 Employee
-
Finance Exam Grader
-
2016 - 2017
Evaluating assignments, midterms, and final exams for an introductory finance course.
-
-
-
Club Coffee
-
Canada
-
Food and Beverage Manufacturing
-
200 - 300 Employee
-
Operations Intern
-
2016 - 2016
Toronto, ON Position Duties and Responsibilities: - Assisted executive members in evaluating a major project in the manufacturing process - Managed and organized data, filings, and spreadsheets - Analyzed data, presented results, and assisted in the implementation of new processes and improvements Skills Used and Developed: - Analytical skills by working and managing big data - Excel skills - Presentation skills - Verbal and communication skills - Time management skills
-
-
-
Hasty Market Corp.
-
Canada
-
Retail
-
1 - 100 Employee
-
Administrative Assistant
-
2014 - 2015
Toronto, ON - Recorded daily sales, inventories, and expenses through excel sheets - Recorded and managed orders, payments, and employee payroll using the QuickBooks Software - Managed all paper filings - Organized schedules - Developed and maintained filing systems - Implemented new processes to increase efficiency Skills Used and Developed: - QuickBooks Software - Time management skills - Communication skills - Attention to Detail
-
-
Customer Service Representative
-
Jul 2013 - Apr 2014
Toronto, ON Position Duties and Responsibilities: - Worked in a collaborative team to provide customers a satisfying experience - Managed complaints - Provided appropriate solutions to problems - identified and assessed customer needs - Communicated all necessary and complete information - Followed procedures and guidelines Skills Used and Developed: - Communication skills - Problem solving skills
-
-
Education
-
York University - Schulich School of Business
Bachelor’s Degree, Accounting and Finance