Kaaran Patel

Experience

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  Golf Club at Cinco Ranch

  Jun 2012 - Aug 2013

  Assistant Golf Professional

  - Coordinated 50+ golf tournaments for members and philanthropies - Administered golf lessons to members daily - Analyzed club’s daily revenue through dynamic pricing models- Managed 300+ members’ golf handicaps

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  Aberdare Business Solutions, Inc.

  Jun 2013 - Aug 2014

  Accounting Intern (Summer Seasonal)

  - Profitability Analysis for professional consulting company. Review and analysis of contracted services for multiple corporations based on services offered with various mark ups and profit margins.- Review and financial analysis of month fee structured clients vs hourly fee structured clients. Determination of profitability standards.- Set up and implementation of quoting software for professional consulting company. Implementation of standardized wording, price structures and quote layouts for prospective new clients.- Implementation of project management software program. Development of project descriptions, sub engagements and tasks for over 3000 active and open engagements. Work with accounting supervisor to fine tune work flow and project priorities.- Bank reconciliations, journal entries, generalized accounts payable journal entries and standard monthly bookkeeping projects for mid-sized corporations. Show less

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  JPMorganChase

  Jun 2015 - Aug 2015

  Summer Analyst

  - Middle Market Banking covers companies with annual revenues from $20 million to $1 billion, offering cash management, credit, investment banking and wealth management.- Constructed and reviewed client financials in risk analytics program to determine possible leveraged finance facility options. - Prepared various industry analysis reports for a group of 6 bankers with diversified client/prospect portfolios. - Worked closely with various profitability models to determine pricing and facility amounts for clients ranging from $5 million to $100 million. Show less

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  JPMorganChase

  Jan 2016 - now

  • Vice President

    Feb 2022 - now

  • Associate Banker

    Jan 2019 - Feb 2022

  • Analyst

    Jan 2016 - Jan 2019