Kinjal Patel

Director of Finance at Everybody Votes Campaign
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Contact Information
Location
Greater Philadelphia
Languages
  • Gujarati -
  • Hindi -
  • French -

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Experience

    • Civic and Social Organizations
    • 1 - 100 Employee
    • Director of Finance
      • May 2023 - Present
    • United States
    • Financial Services
    • 700 & Above Employee
    • Operations Team Lead - Finance and Reconciliation
      • May 2022 - May 2023

    • Senior Operations Associate - Finance and Reconciliation
      • Nov 2020 - Aug 2022

    • Operations Associate - Finance and Reconciliation
      • Nov 2017 - Nov 2020

      Joined the Finance Team for the stock transfer agency to provide in-depth analysis into differences for back-office stock market activity for over 700 clients. Have financial responsibility of over $300 million in fiduciary across over 700 client accounts. Responsible for analyzing and reconciling account information for all the clients, as well as overseeing and verifying that all client activity is reconciled on a regular T+1 basis. I also research and account for around 20 different liabilities, stemming from sales and purchases of shares, corporate action, dividends, taxes, and fees needed for reconciliation. Also responsible for following specific time-frames for keeping accounting data up-to-date and communicating with systems, departments, and other personnel to verify data activity. Speared-headed and created a Financial Forecast Regression model which accurately predicts the breakdown of Interest Revenue each month in 2019. Show less

    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Payment Accuracy Specialist
      • Jul 2016 - Jun 2017

      Responsible for auditing client data and generating high quality recoverable claims for the benefit of Cotiviti Healthcare and their clients. Able to identify and input recovery claims, voids, and other over-underpayment types. Handled financial operations of the organization consisting of preparing financial statements, developing auditing theories, researching on feasible business projects. Communicated audit recommendations to supervisory auditor for evaluation, verification and continuous learning. Show less

    • United States
    • Higher Education
    • 100 - 200 Employee
    • Student Help Desk Techinican
      • Sep 2014 - May 2016

      Designing, running, monitoring software tests on new and existing programs for the purposes of correcting errors, isolating areas for improvement, and general debugging. Earned commendations for teamwork, flexibility and work excellence in providing IT support to doctoral student and faculty. Designing, running, monitoring software tests on new and existing programs for the purposes of correcting errors, isolating areas for improvement, and general debugging. Earned commendations for teamwork, flexibility and work excellence in providing IT support to doctoral student and faculty.

    • United States
    • Government Administration
    • 700 & Above Employee
    • Finance Intern
      • Jun 2015 - Aug 2015

      Worked with the Treasurer and the Assistant Treasurer to conduct quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for the Treasury Department. Led in an effort to develop a more accurate revenue forecasting model. With guidance from the City Treasurer, I developed the beginning of a new framework of a forecasting model which the City of Pittsburgh continues to rely on and build on to this day. Assisted in reassessing the value of properties that the Department of Finance felt were undervalued during their last tax assessment. Led a team of six interns in doing research and preparing cases on hundreds properties in the city, and as a result we were able to increase the city’s tax base by $66,534,800. Show less

    • Business Marketing Intern
      • Apr 2014 - Aug 2014

      Responsible for assisting the organization in the development and implementation of its marketing, business development, and public relations plans. Assisted with financial analysis, forecasting, and risk assessment for the website. Developed detailed spreadsheets to identify trends and construct forecasts. Responsible for assisting the organization in the development and implementation of its marketing, business development, and public relations plans. Assisted with financial analysis, forecasting, and risk assessment for the website. Developed detailed spreadsheets to identify trends and construct forecasts.

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Lead Associate
      • Aug 2011 - Aug 2014

      Helped with inventory and determining the number of merchandise required for purchase. Recommended merchandise based on individual requirements and advised customers on utilization and care of merchandise. Helped with inventory and determining the number of merchandise required for purchase. Recommended merchandise based on individual requirements and advised customers on utilization and care of merchandise.

    • India
    • IT Services and IT Consulting
    • 500 - 600 Employee
    • Windows UCrew Representative
      • Jan 2014 - May 2014

      Increased brand awareness and produced visibility for Microsoft products using primary social media outlets. Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates for all Microsoft products on Pitt’s campus. Consolidated and analyzed monthly results and budgets. Increased brand awareness and produced visibility for Microsoft products using primary social media outlets. Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates for all Microsoft products on Pitt’s campus. Consolidated and analyzed monthly results and budgets.

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Research Assistant
      • Jan 2013 - Apr 2013

      Worked on the Biomedical Validation of the Transfer Assessment project. Designed, acquired data and conducted statistically designed experiments to solve yield problems and optimized existing processes. Compiled and reviewed complex data to assess research accounts and business units. Worked on the Biomedical Validation of the Transfer Assessment project. Designed, acquired data and conducted statistically designed experiments to solve yield problems and optimized existing processes. Compiled and reviewed complex data to assess research accounts and business units.

Education

  • University of Pittsburgh
    Bachelor’s Degree, Economics and Statistics, Physics Minor
    2012 - 2016
  • Spring-Ford High School
    High School
    2008 - 2012

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