Parth Patel

Experience

• 

  All American Healthcare Services, Inc.

  Jun 2020 - Feb 2021

  Billing Analyst

  • Enhanced efficiency and productivity through introduction of auto-pay movements using Stripe.• Utilized analytical, time management, and organization skills to prepare and submit key reports prior to deadline as well as learn new processes and systems implemented across the company.• Coordinated daily team meetings to ensure weekly and monthly receivables targets are being achieved.• Managed and responded to daily Euler increase requests, including researching, communicating and following-up on all Euler-related requests and decisions for clients.• Processed and applied weekly credit card and ACH transactions on behalf of clients to ensure accounts were up to date.• Reconciled billing statements and accounts receivable records, identifying and resolving discrepancies to maintain a clean accounts receivable ledger. Show less

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  Bloomberg

  Aug 2022 - Dec 2022

  Client financial Services

  • Coordinated and worked alongside various teams such as sales, contracts and billing to resolve pricing issues and terminal inventory disputes to ensure client satisfaction.• Communicated with clients to capture web based requirements that need to be implemented by the IT team.• Attended regular team/client meetings to build strong working relationships and identify key areas for improvement. Assisted in developing and testing the new client facing system which allowed clients to capture their reports without having to reach out to internal client service teams.• Maintained and provided support to all global users to ensure a smooth client onboarding and improved client satisfaction by implementing a streamlined client onboarding process which resulted in a reduction in onboarding time and simultaneously increased client understanding.• Facilitated daily Scrum meetings (daily stand-ups, sprint planning, sprint reviews, and retrospectives) for multiple teams, ensuring adherence to Agile principles and making adjustments for continuous improvement. Show less

• 

  Aon

  Jan 2023 - now

  Financial Analyst

  • Cross reference and maintain financial databases such as our internal revenue management systems (RVR and bridge-workspace) to create monthly and annual revenue/expense projections based on budget and prior year sales.• Write queries through SQL to pull information and generate reports from database tables to assist in daily and quarterly analysis of sales teams.• Analyze client policies, performance metrics, and variances to understand total profits and accurately forecast monthly revenue numbers that need to be provided to sales teams.• Prepare and deliver reports and presentations to stakeholders with actionable insights on which teams need assistance in hitting their allocated revenue targets. As well as creating monthly variance analysis reports and business unit performance reports.• Use business intelligence tooling to streamline financial reporting processes which improves efficiency by reducing manual effort and risk of error. • Host monthly meetings with sales teams to accurately forecast and deliver month end reporting.• Conduct research and analysis on new business, rule changes or system changes that impact reporting processes.• Lead cross-functional teams in gathering requirements to understand which financial goals are not being met and perform gap analysis to ensure that it will be met in the next quarter. Show less