Ronak Patel

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Ronak Patel
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Education

  • University: Fordham University
  • College: NA
  • Degree: Master of Business Administration (MBA)
  • Major: NA
  • Minors: NA
  • Start Date: NA
  • University: Drexel University
  • College: NA
  • Degree: Bachelor of Science (BS)
  • Major: NA
  • Minors: NA
  • Start Date: NA

Work Experience

Project Analyst

Brown Brothers Harriman NA

• Led cross-functional projects to implement system/product upgrades, aligning technology solutions with business strategy
• Collaborated with vendors/internal stakeholders to onboard banking products, ensuring alignment with client objectives
• Served as Subject Matter Expert for product demos and client training, supporting adoption and change readiness
• Conducted business requirements gathering and User Acceptance Testing (UAT) to improve user experience for products
• Managed Agile and Waterfall project lifecycles, driving engagement and clear communication for internal/external users
• Produced executive reports highlighting key project milestones, behavioral adoption challenges, and leadership recommendations

Skills:
  • Addepar
  • AuditBoard
  • Banking
  • Box.com
  • Change Management
  • Data Quality
  • Industries: Finance
  • JIRA
  • Languages: (Not specified)
  • Microsoft Access
  • Microsoft Excel (Advanced)
  • Microsoft Word
  • Pivotal CRM
  • PowerPoint
  • Private Equity
  • Project Management
  • qTest
  • Risk Management
  • SharePoint
  • Soft Skills: Collaboration
  • Supply Chain
  • Tableau)
  • TEAMS
  • Visio

Data Quality Analyst

JP Morgan Chase & Co NA

• Monitored and resolved data quality issues within Wholesale Risk applications to drive operational improvements
• Analyzed and published weekly reports highlighting metric breaches, communicating data anomalies to senior leadership
• Reviewed and certified data sets and lineage to improve completeness, timeliness, and accuracy in risk-related applications
• Designed and built Tableau dashboards to track data risk projects in partnership with internal teams and project managers
• Supported Diversity, Equity, and Inclusion initiatives by conducting internal research to improve recruitment and training

Skills:
  • Addepar
  • AuditBoard
  • Banking
  • Box.com
  • Change Management
  • Data Quality
  • Industries: Finance
  • JIRA
  • Languages: (Not specified)
  • Microsoft Access
  • Microsoft Excel (Advanced)
  • Microsoft Word
  • Pivotal CRM
  • PowerPoint
  • Private Equity
  • Project Management
  • qTest
  • Risk Management
  • SharePoint
  • Soft Skills: Collaboration
  • Supply Chain
  • Tableau)
  • TEAMS
  • Visio

Intern | Financial Control

JP Morgan Chase & Co NA

• Maintained integrity of financial statements by reconciling PnL aggregators for accurate general ledger reporting
• Updated daily trading summaries and settlement documents to ensure validity and accuracy of the general ledger
• Automated variance detection by building Excel macros to flag PnL discrepancies across lines of business
• Partnered with corporate treasury teams across multiple regions to discuss month-end reporting and data variances

Skills:
  • Addepar
  • AuditBoard
  • Banking
  • Box.com
  • Change Management
  • Data Quality
  • Industries: Finance
  • JIRA
  • Languages: (Not specified)
  • Microsoft Access
  • Microsoft Excel (Advanced)
  • Microsoft Word
  • Pivotal CRM
  • PowerPoint
  • Private Equity
  • Project Management
  • qTest
  • Risk Management
  • SharePoint
  • Soft Skills: Collaboration
  • Supply Chain
  • Tableau)
  • TEAMS
  • Visio

Intern | Private Equity - Internal Audit

Kohlberg Kravis Roberts & Co. NA

• Performed internal audit tests to reconcile KKR Board of Directors data against Compliance reports, ensuring accurate firm expenses
• Executed and led annual Sarbanes-Oxley (SOX) testing for entity-level controls using the AuditBoard platform
• Created detailed corporate finance control tests using trading data to satisfy firm compliance requirements

Skills:
  • Addepar
  • AuditBoard
  • Banking
  • Box.com
  • Change Management
  • Data Quality
  • Industries: Finance
  • JIRA
  • Languages: (Not specified)
  • Microsoft Access
  • Microsoft Excel (Advanced)
  • Microsoft Word
  • Pivotal CRM
  • PowerPoint
  • Private Equity
  • Project Management
  • qTest
  • Risk Management
  • SharePoint
  • Soft Skills: Collaboration
  • Supply Chain
  • Tableau)
  • TEAMS
  • Visio

Intern | Supply Chain Distribution & Management

The Estée Lauder Companies NA

• Scheduled and confirmed high-volume shipments via B2B platforms for major retailers (e.g., Bloomingdale's, Macy's)
• Investigated shortage/overage discrepancy claims for external audit purposes in partnership with Global Finance and KPMG
• Generated Excel charts and summarized logistical data to enable management tracking of outgoing shipments

Skills:
  • Addepar
  • AuditBoard
  • Banking
  • Box.com
  • Change Management
  • Data Quality
  • Industries: Finance
  • JIRA
  • Languages: (Not specified)
  • Microsoft Access
  • Microsoft Excel (Advanced)
  • Microsoft Word
  • Pivotal CRM
  • PowerPoint
  • Private Equity
  • Project Management
  • qTest
  • Risk Management
  • SharePoint
  • Soft Skills: Collaboration
  • Supply Chain
  • Tableau)
  • TEAMS
  • Visio

Equal Employment Opportunity

  • LGBTQ: NA
  • Ethnicity: NA
  • Disability: NA
  • Veteran: NA
  • First-generation College Student: NA
  • Pell Grant Eligibility: NA
  • Work Authorization: NA
  • Visa Sponsorship: NA

Personal Information

  • Experience Time

    NA

  • Gender

  • Age

  • Currently pursuing

    Certificate

  • Languages

    NA

Skills

NA

Career Interest

Open to Different Industries

No

Location Type:

NA

Location:

NA

Employment Type:

NA

Industry:
NA

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