Jay Patel
Fairburn
Summary
Detail-oriented Financial Analyst with 5+ years of experience in financial modeling, forecasting, and data analysis. Skilled at leveraging analytics to drive strategic decision-making, optimize profitability, and deliver actionable insights. Adept in advanced Excel, SQL, R, and STATA with a strong background in investment analysis, risk management, and portfolio strategy. Excellent communicator passionate about transforming raw data into meaningful financial insights that support organizational growth.
Experienced with coordinating volunteer activities and supporting community programs. Utilizes organizational and interpersonal skills to promote effective project execution. Knowledge of building strong community relations and enhancing service delivery.
Professional, experienced, and ready to contribute in volunteer capacity. Skilled in team collaboration, adaptable to changing needs, and focused on achieving impactful results. Strong communication, organizational, and interpersonal skills, ensuring reliable support and effective teamwork.
Overview
8
8
years of professional experience
Work History
Volunteer
Baps Organization
11.2017 - Current
- Coordinated volunteer activities to enhance community engagement and support local initiatives.
- Organized training sessions for new volunteers, fostering skill development and teamwork.
- Developed outreach materials to promote programs and increase participant involvement.
- Mentored junior volunteers, providing guidance on best practices and operational efficiencies.
- Assisted with special events and programs.
- Collaborated with local organizations to identify needs and align volunteer efforts accordingly.
Grocery Team Leader
Publix Grocery Store
03.2019 - 03.2024
- Supervised daily operations ensuring compliance with safety and quality standards.
- Trained new team members on product knowledge and customer service practices.
- Coordinated inventory management to maintain optimal stock levels and reduce waste.
- Assisted in scheduling shifts to optimize workforce efficiency during peak hours.
- Implemented merchandising strategies to enhance product visibility and sales performance.
- Resolved customer inquiries and complaints, fostering positive shopping experiences.
Financial Analyst Intern
Wells Fargo
07.2023 - 09.2023
- - Delivered financial forecasting and budgeting support with 3+ years of prior experience in financial analysis.
- - Conducted financial modeling and data analysis using Excel and SQL.
- - Identified cost-saving opportunities and improved operational efficiency through actionable reporting.
Education
BBA - Business Economics
Georgia State University
Atlanta, GA07.2025
Skills
- Financial Analysis Forecasting Modeling Reporting Research Budgeting Compliance Valuation Strategy Risk Management Data Analytics
- Teamwork and collaboration
- Organized and efficient
- Problem-solving
- Attention to detail
- Team collaboration
- Leadership qualities
- Community service
- Time management
- Adaptability and dependability
Accomplishments
- - Presented top-ranked research on interest rate effects on stock markets in Financial Economics.
- - Achieved Top 5% project grade in Financial Economics for research on equity market impacts.
Languages
Gujarati: Native
Hindi: Advanced
Timeline
Financial Analyst Intern
Wells Fargo
07.2023 - 09.2023
Grocery Team Leader
Publix Grocery Store
03.2019 - 03.2024
Volunteer
Baps Organization
11.2017 - Current
BBA - Business Economics
Georgia State University
Honors & Awards
- Dean's List, Georgia State University (2023, 2024), - Outstanding Research Project – Financial Economics (2024), - Top 5% Academic Performer, Economics Dept. (2024–2025), - Merit Scholarship Recipient, Georgia State University (2023)