Karan Patel
Location
Marlton, NJ
Education
R
Rutgers University-Camden
August 2014 - April 2017
degree
Bachelor's
major
Finance
Work Experience
R
Reliance Standard Life Insurance
Premium Accounting Analyst
Philadelphia, PA, US
September 2022 - present
company
Reliance Standard Life Insurance
title
Premium Accounting Analyst
overview
- Gathered, consolidated, and analyzed financial data from multiple sources, including internal and external vendor
- Delivered comprehensive presentations to educate both external and internal parties on complex state-mandated plans
- Researched large datasets using advanced Excel functions (VLOOKUP, HLOOKUP, IF/SUMIFS, INDEX, MATCH) to efficiently
- Leveraged Microsoft Excel to automate data entry processes by creating macros and templates for repetitive monthly
B
BAPS Swaminarayan Sanstha
Volunteer
September 2004 - present
A
Agna
Operations Analyst
Philadelphia, PA, US
May 2019 - August 2022
Skills
AccountingAdministrative OperationsAutomationBig DataBilling ProcessesBootcampBudgeting SkillsBusiness EfficiencyCase StudiesCost of Goods Sold (Inventory)Critical ThinkingDatabasesData Entry SkillsData ModelingDiscounted Cash FlowFinancial AccountingFinancial Data AnalysisFinancial ModelingFinancial PlanningForecasting SkillsGrowth StrategiesKey Performance IndicatorsKnowledge of FinanceLeadership DevelopmentLeveraged BuyoutLookup TableMacrosManagement ProcessesMergers and AcquisitionsMicrosoft ExcelMicrosoft PowerPointNetworking SkillsPayroll ManagementPostgreSQLPower BIPresentationsProduct ManagementQuantitative AnalysisRisk AnalysisSalesSQL DatabasesStock ControlStrategic Thinking