Sam Patel Analyst

Senior Operations Specialist

Bloomreach

Oct 2022 - Current (3 years 9 months)

• Leveraged data analytics tools to monitor billable utilization for a professional services team of 150+, enabling data-driven decision-making and continuous process improvement. • Generated comprehensive weekly and monthly reports for senior management, providing insights into operational performance and suggesting strategic initiatives. • Analyzed existing processes and identified deficiencies between teams, leading to the integration of business systems, such as Salesforce and Netsuite, facilitating seamless data exchange and improving cross-functional collaboration. • Managed and administered the Workfront platform, configuring user roles, permissions, and custom fields to align with organizational processes and workflows.

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Senior Associate

CIMA GROUP

Feb 2020 - Feb 2022 (2 years 1 month)

• Analyzed labor data using mathematical allocation methodologies and visualized reimbursable cost centers in Microsoft Power BI dashboards to increase yearly reimbursements by $2M. • Led a team of 3 accountants in preparation of monthly, quarterly, and annual financial reporting. Responsibilities included obtaining financial, HR, and timekeeping information from centralized databases and generating Microsoft Power BI reports for executive leadership. • Built data insight reports for corporate expenses and automated existing reports in order to improve expense distribution to portfolio assets by 30%. • Ensured business intelligence reporting was aligned with organizational standards, strategic business plan, and led training workshops t

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Analyst

CIMA GROUP

Jan 2018 - Feb 2020 (2 years 2 months)

• Configured and administered a new labor metrics software to expand the scope of reimbursable expenses and billable hours from 3 departments to 17 departments. • Created automated Microsoft Power BI dashboards to track weekly employee utilization metrics by department, achieving 98% firm-wide compliance. • Compiled and distributed multi-source expense data to assets for reimbursement, resulting in increased monthly cash flow by $250k. • Independently queried databases and synthesized large data sets into digestible information, primarily utilizing SQL, Microsoft Power BI, and Excel.

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Controller

CRU Real Estate Group

Dec 2013 - Nov 2017 (4 years)

• Collaborated with management team to create monthly budgets and forecasts for a $50M hospitality asset portfolio. • Provided property development decision support analysis for value-add and active management business strategies, resulting in asset values increasing by 30% at disposition. • Performed treasury management for hotel and corporate operations and reconstructed company cash flow forecasting methods to improve cash flows by 15% .

Sam Patel

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