Shane Patel

Experience

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  Bajaj Aliianz Life Insurance Co Limited.

  Apr 2004 - Sept 2007

  Insurance Financial Advisor

  Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.Managing and updating client portfolios.Building and maintaining your client base. Show less

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  Sales force (Telstra-Marketing)

  Jun 2008 - Nov 2011

  Associate Operation Analyst

  • Identified project requirements by interviewing customers; analyzing operations; determining project scope; documenting results; preparing customer contracts.• Developed problem solutions by describing requirements in a work-flowchart and diagram; studying system capabilities; analyzing alternative solutions; preparing system specifications; writing programs.• Developed project estimates by identifying phases and elements, personnel requirements, and costs.

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  Woolworths Supermarkets

  Nov 2009 - Sept 2014

  Overseeing the planning and implementation of merchandising strategies.Creating eye-catching store layouts that showcase the brand and aesthetic of the company.Preparing annual and quarterly budgets, and presenting them to the relevant stakeholders.Tracking inventory movement and systematically introducing promotions, sales, price changes, etc.Identifying trends and monitoring supply and demand.Collaborating with the marketing department to brainstorm new projects, campaigns, and business ideas.Interpreting sales reports and providing guidance on how to improve figures and customer engagement. Show less

  • Inventory Analyst

    Nov 2011 - Sept 2014

  • Merchandise Manager

    Nov 2009 - Oct 2012
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  Woolworths Supermarkets

  Oct 2016 - Sept 2019

  Operations Analyst

  • Setting performance standards and measuring performance for efficient functioning of retail stores.• Managing stores operations ensuring optimum inventory levels to achieve the maximum cost savings without hampering the sales plans.• Handling sales promotional activities as a part of brand building & market development effort through promotional weekly schemes.• Increased annual revenue by 7% by recommending improvements in operational efficiency.• Consistent review of all system process inefficiencies and forecasting potential area gaps in order to drive ongoing performance improvement and end user satisfaction. Show less

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  Australia Post

  Oct 2019 - Dec 2021

  Operation Officer

  • Setting performance standards and measuring performance for efficient functioning of retail stores.• assisting with the verification of registered and special articles• Operating mail processing equipment such as letter preparation lines, letter indexing and sorting equipment• Processing underpaid mail, bulk mail lodgments, express mail and other mail services• Operating letter indexing and sorting machines, multi-line optical character machines and bar-coding equipment• Investigating complaints regarding lost items Show less

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  MVP Studio

  Feb 2021 - Dec 2021

  Business & Data Analyst

  • Data analysis and cleansing using excel & power query from a variety of data sources for complex structured & unstructured datasets.• Gathering requirements & identifying proper source of information to understand how reporting improves the client’s business process.• Designing databases and applying SQL to implement medium to complex logic and query optimization.• Designing, developing & maintaining Kimball methodologies (star/snowflake) to create DW by using SSIS(ETL) & SSAS.• Preparing reports & dashboards by creating different charts, KPI’s, DAX/MDX queries as per requirement.• Performing project deployment to SQL/web server to automate different jobs activities and business reporting.• Prepared talent dashboard and reports for AU & NZ property value growth, median value vs income, schools & public transport, crime rates, etc. Show less

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  Leisure-Tec

  Oct 2021 - Dec 2022

  Data Analyst

  • Data analysis and cleansing using excel & power query from a variety of data sources for complex structured & unstructured datasets.• Preparing reports & dashboards by creating different charts, KPI’s, DAX/MDX queries as per requirement and reporting to finance controller of the company.• NetSuite administrator [Configuring and maintaining NetSuite for the business. Collaborate with team members across all business functions and external development teams to perform customizations, resolve user issues as well as define processes within NetSuite. Ensuring that NetSuite is up to date with the latest security patches and features.• Maintaining management dashboard on weekly basis and updating information in report as required.• Create Dashboard on NetSuite and share with respective role as required.• Create monthly Dashboard in power point for company board meeting.• Gathering requirements & identifying proper source of information to understand how reporting improves the client’s business process.• Working with NetSuite ERP people for system maintenance to make it more efficient for organization and report customization and creation as per requirement.• Creating custom field by writing query to make report productive for organization.• Create beginning of month and end of month scheduled report to respective team member as required.• Work closely with operation team for inventory activity report, sales and inventory forecast and supplier planning.• Running ETL process to uploading multiple ecommerce platform sales data [such as Shopify, RV Online, ECC, myCOOLMAN] into NetSuite ERP system on daily basis.• Work on Margin review every quarter such as Pricing by Customer by Part, landed cost by customer by part broken down by customer, review landed coast calculations, margin analysis by part by customer. Show less

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  AIG

  Dec 2022 - now

  Operation Reporting Analyst