Priyanka Patel

Financial Planning and Analysis Manager at Tampa Maid
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Contact Information
us****@****om
(386) 825-5501
Location
Lakeland, Florida, United States, US
Languages
  • English +Gujarati + Hindi -

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Experience

    • United States
    • Food and Beverage Manufacturing
    • 1 - 100 Employee
    • Financial Planning and Analysis Manager
      • Jul 2022 - Present

    • United States
    • Hospitals and Health Care
    • 300 - 400 Employee
    • Sr.Financial Analyst-FP&A
      • Jun 2019 - Aug 2022

    • Sr Financial Analyst -Revenue Cycle
      • Oct 2018 - Jun 2019

    • United States
    • Motor Vehicle Manufacturing
    • 200 - 300 Employee
    • Financial Analyst - FP&A
      • Jan 2018 - Jun 2019

      Experienced Financial Analyst with a demonstrated history of working in the automotive industry. Skilled in Analytical Skills, Leadership, Visual Studio, SQL,Microsoft Excel, and FinancialAnalysis. Strong professional with a Bachelor of Commerce focused in Business Administration and Computer Science; Concentrated; Finance from University of Windsor.

    • Category Sales Analyst Supervisor
      • Jan 2015 - Jun 2019

      • Write reports using SQL Server to gather data for analysis. Review and analyze the data for decision making purposes. • Create pivots, graphs and charts to present the data visually. Create and automate recurring reports using Visual Studio. Create PowerPoint presentations for top national customer meetings. • Create dashboards and other reporting tools to support sales performance reporting, monitoring and tracking using Tableau. • Monitor data and provide analysis to illustrate sales trends and identify strengths and weaknesses for upper management and executive staff. • Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server. Created action filters, parameters and calculated sets for preparing dashboards and worksheets in Tableau.• I currently serve as a liaison between IT and Sales in order to deliver the best results to the Sales team. I have a deep understanding of sales channels and business models. Through analysis I am able to recommend sales effectiveness initiatives to increase sales and resource optimization. • I work closely with high level executives and perform ad hoc report requests as needed to help the organization overall. • Reviews, analyzes, and communicates competitive data. Create the Dashboards and other reporting tools to support sales performance reporting, monitoring and tracking. • Provide analytical support and have a deep understanding of sales channels and business models. Monitors data and provides analysis to illustrate sales trends, identify weaknesses in current sales execution and support future sales strategy. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • AST
      • Jun 2013 - Dec 2014

    • Assistant Accountant
      • Jan 2008 - Oct 2008

      • Maintained monthly balance sheet account reconciliations, bank reconciliation statement, including cash and inter-company accounts. • Maintained chart of accounts, Purchase Order policies and procedures. • Managed vendor accounts and invoices , generating weekly on demand cheques. • Prepare and enter vendor invoices into Accounts Payable system for timely payment, created weekly paychecks and adjust the entries. • Prepared bi weekly payroll functions for 45 employees and vendors. • Sending proposals to target market. Show less

    • Jr.SQL Server DBA
      • May 2007 - Aug 2007

      • Developed and created data dictionary, tables, and views, indexes, and functions advanced queries for databases by using Query Analyzer and SQL Server Enterprise Manager. • Queried against the database using T-SQL, stored procedures, user-defined functions, cursors, views, etc. • Created and developed the stored procedures, triggers, views, and user-defined functions to handle complex business rules, activity log, error log, and audit analysis. • Developed and created data dictionary, tables, and views, indexes, and functions advanced queries for databases by using Query Analyzer and SQL Server Enterprise Manager. • Queried against the database using T-SQL, stored procedures, user-defined functions, cursors, views, etc. • Created and developed the stored procedures, triggers, views, and user-defined functions to handle complex business rules, activity log, error log, and audit analysis.

    • Sales Associate
      • Aug 2003 - Dec 2004

      • Achieved the highest sales per hour based upon quarterly sales by applying sensible sales and customer service skills to increase sales. • Managed cash transactions, accurately provided change and receipts, conducted end-of- day register closing procedures. • Achieved the highest sales per hour based upon quarterly sales by applying sensible sales and customer service skills to increase sales. • Managed cash transactions, accurately provided change and receipts, conducted end-of- day register closing procedures.

    • Assistant Manager
      • Aug 2001 - Aug 2002

      • Played key role in Purchasing and Billing Department by reconciling bank statements, managing accounts payable and receivables, and conducting business purchasing/inventory control. • Created a database utilizing Excel and Access for tracking all business activities. • Managed and handled cash/debit transactions including balancing till and closing procedures. COMMUNITY INVOLVEMENT Database Administrator, Occupational Health Clinics for Ontario Workers • Played key role in Purchasing and Billing Department by reconciling bank statements, managing accounts payable and receivables, and conducting business purchasing/inventory control. • Created a database utilizing Excel and Access for tracking all business activities. • Managed and handled cash/debit transactions including balancing till and closing procedures. COMMUNITY INVOLVEMENT Database Administrator, Occupational Health Clinics for Ontario Workers

    • Team Leader
      • Jan 1998 - Jan 1999

      • Conducted fundraising for a new hospital and campaigns for kidney diseases in • Conducted fundraising for a new hospital and campaigns for kidney diseases in

Education

  • Florida Southern College
    Master of Business Administration - MBA, Business Administration and Management, General
    2019 - 2021
  • University of Windsor
    Bachelor of Commerce, Business Administration and Computer Science; Concentrated; Finance
    2005 - 2008
  • Polk Community College
    Associate of Arts, Computer Science
    2000 - 2002
  • Florida Southern College

Community

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