Janvi Patel, CPA

Senior Financial Analyst, Private Markets at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA

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Experience

    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Senior Financial Analyst, Private Markets
      • Mar 2022 - Present

    • 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

    • 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

    • Canada
    • Higher Education
    • 200 - 300 Employee
    • Finance Exam Grader
      • 2016 - 2017

      Evaluating assignments, midterms, and final exams for an introductory finance course.

    • 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

    • 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
    2014 - 2018

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