Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
Generic

Reha Patel

Summary

Results-driven management professional with proven track record in leadership and operational strategy. Adept at driving organizational growth and enhancing productivity through effective team collaboration and strategic initiatives. Recognized for adaptability and commitment to achieving high standards and impactful results.

Overview

16
16
years of professional experience

Work History

Assistant Vice President

J P Morgan
09.2020 - Current
  • Leadership & Team Management: Lead a team of 12 individual contributors, overseeing career development, tracking project progress, and ensuring alignment with organizational goals. Mentored junior staff, fostering professional growth and enhancing team collaboration on projects.
  • Presentations & Financial Communications: Support the preparation of presentations and other key financial communications, effectively conveying critical financial metrics and strategic information. Managed key stakeholder relationships, ensuring alignment with business objectives and regulatory requirements.
  • Strategic Collaboration: Partner with business units to ensure financial plans are in alignment with organizational strategic objectives, driving cohesive and effective planning.
  • Cross-Functional Support: Work closely with other departments to provide actionable financial insights and support cross-functional projects, enhancing decision-making processes and strategic initiatives.
  • Management Support: Utilize exceptional communication and interpersonal skills to facilitate collaboration in business planning, strategy sessions, senior leadership engagements, presentations, and management reporting.
  • Risk Management & Improvement: Proactively identify risks, gaps, and opportunities for improvement; implement actions to mitigate risks and drive continuous improvement initiatives.
  • Project Oversight: Plan, execute, and monitor projects across compliance, technology, marketing, and legal functions for large, global clients, ensuring adherence to regulations, compliance requirements, and industry best practices.
  • Market Research & Competitor Analysis: Guide the team in conducting market research and competitor analysis within private banking, identifying customer needs and regional trends to inform product development and feature prioritization.
  • Performance Metrics & Reporting: Develop and implement performance metrics, dashboards, and reporting mechanisms to track key performance indicators, identify improvement areas, and drive data-based decision-making across the organization.


Assistant Manager

AXA Business Services
03.2011 - 07.2014
  • Support CFO Office by providing strategic analysis, financial modeling, and decision support to senior leadership.
  • Manage a team of 15 team members and 2 team leads financial planning and operations professionals, providing leadership, guidance, and support to drive team performance and achieve departmental goals.
  • Estimate and track financials of all countries. Provide guidelines for the country on how to create budgets and monitor its progress and validate it before finalizing on the numbers.
  • Conduct regular reviews of budgetary performance, identifying deviations and opportunities for improvement, and collaborate with country finance heads.
  • Received Best Assistant Manager Award.

Sr. Team Manager Credit Analysis

Dell International Services
08.2009 - 11.2010
  • Managed corporate trade credit operations with a focus on accountability to increase customer satisfaction, designed and implemented productivity tracking and implemented regular senior management reports / presentations.
  • Reduced Bad Debt write-off by 30%
  • Achieved 10% decrease in head count

Risk Manager

Aditya Birla Minacs
06.2008 - 08.2009
  • Managed a portfolio of commercial credit consisting of $80M loan for Silicon Valley Bank
  • Led a team, which evaluates credit worthiness of startups (includes financial analysis, sensitivity analysis, projections, asset evaluations and RAROC). Ensured the monthly portfolio report accurately captures variances and their underlying causes.

Senior Risk Analyst / Consultant

Genpact
11.2006 - 05.2008
  • Underwriting credit pitches, maintaining credit score model to recommend the credit worthiness of corporate customers of GE
  • Worked on project to identify customers for commercial lending.
  • Obtained Silver Award for transition.

Associate Consultant

Thomson Reuters
02.2005 - 10.2006
  • Developed dynamic and complex financial modeling, developed models based on profitability, liquidity, stock performance, option greeks, leverage and growth ratios for top investment banks.
  • Rated as a top performer by the management and awarded with Thomson Financial Global Platinum Award.

Financial Assistant

Hewlett Packard
08.2002 - 06.2004
  • Monitored reconciliation accounts on a monthly basis and validated financial transactions for quality and accuracy.
  • Received Bronze Award for keeping a track of large invoices and liaison with the cost center manager to account it appropriately.

Education

CFO Program -

CFO Program
ISB
09-2025

Entrepreneurial Edge -

London Business School
02-2022

CFA - undefined

ICFAI University

BBM - undefined

Bangalore University

Skills

  • Cross-functional Leadership
  • Stakeholder Management
  • Issue resolution skills
  • Financial management
  • Corporate presentations
  • Strategic planning
  • Project management
  • Business administration
  • Business development
  • Growth planning
  • Financial acumen

Accomplishments

  • Achieved 20% by introducing python for reporting tasks.
  • Documented and resolved prospecting which led to better accuracy.

Hobbies and Interests

Art, Painting, Baking, Swimming, Golf

Timeline

Assistant Vice President

J P Morgan
09.2020 - Current

Assistant Manager

AXA Business Services
03.2011 - 07.2014

Sr. Team Manager Credit Analysis

Dell International Services
08.2009 - 11.2010

Risk Manager

Aditya Birla Minacs
06.2008 - 08.2009

Senior Risk Analyst / Consultant

Genpact
11.2006 - 05.2008

Associate Consultant

Thomson Reuters
02.2005 - 10.2006

Financial Assistant

Hewlett Packard
08.2002 - 06.2004

CFA - undefined

ICFAI University

BBM - undefined

Bangalore University

CFO Program -

CFO Program

Entrepreneurial Edge -

London Business School

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