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Anup D. Patel
1207 Oakwater Drive, Royal Palm Beach, FL 33411
Cell Phone: 561-302-8661, Home Phone: 561-795-7781
Email: fanup@yahoo.com
EDUCATION:
CFA Level I Candidate
Six Sigma GreenBeltCertified –12/2016
Master’s inBusinessAdministrationat FloridaAtlantic University July 2012
 Phi Theta Kappa member (Honors Society)
 Academy of International BusinessSEConference speaker
Bachelor of Science inBiological Sciences at UniversityofCalifornia-DavisJune2001
CORE SKILLS:
 Excellent communicator
 Analytical problemsolvingskills
 Self-motivated/Independent thinker
 Great understandingof business environment
 Proficientwith MicrosoftOffice(Excel, PowerPoint,)
 SAP super-user
WORK HISTORY:
Financial AnalystI,NextEra Energy Resources, Jupiter, FL 2015-Present
 Development and compilation of comprehensive business/financial forecasts,businessreviews,
management reports, executive presentations and analyses in supportof business unit’s goalsand
objectives
 Record, report, and analyzemonthly financial results, performactual vs.budget varianceanalysisand
develop contingency action plans to ensure business remains on target to meet assigned business
objectives
 Monthly OperatingPerformance Review, Business Planningand Consolidation (BPC) Cash Re-forecasts,
Headcount reconciliations,monitor CurrentWork In Progress (CWIP) ensuringall aged Work Orders are
closed out in a timely fashion,and assistin the development and maintenanceof our Financial and
Operational Dashboards
 Ensure accountingintegrity of corporate financial data through the implementation of appropriate
internal controls and compliancewith Sarbanes-Oxley provisionsprocesses.Creatingaccruals and journal
entries for each entity to be posted on SharePoint and in SAP.
 Independent research, analysis,and reportingon financial and operational issues affectingthe business
unit.
 Conduct complex projects or assignments,recognizeand/or detect defects errors problem areas,identify
root causefor process breakdown (s) and determine necessary courseof action to correct process
deficiencies
 Identify and recommend changes to day-to-day financial routines and processes to enhance the accuracy
of accounting/financial data and/or efficiency/productivity of the department
 Demonstrate project management skillsinclusiveof setting timelines/projectplans/schedules.
 Forecastingand maintainingthecapital expenditures for the team. Vetting projects with accountingto
determine costs and depreciation schedules.Submittingall pertinent information for a smooth capital
process.
Anup D. Patel
1207 Oakwater Drive, Royal Palm Beach, FL 33411
Cell Phone: 561-302-8661, Home Phone: 561-795-7781
Email: fanup@yahoo.com
BusinessServices Technician,NextEraEnergy Resources, JunoBeach, FL. 2015
Associate BusinessServices Technician,NextEra Energy Resources, JunoBeach, FL. 2014-2015
 BPC and Business Objects analysis
 BEX Analysis,SAP Financial, ERP Central Component (ECC), and Supplier Retail Management(SRM)
proficiency
 Activity Based Costingfor the central maintenance team within wind fleet ($80 million budget)
 Budget reporting
 Support the cost management and internal controls for multipleWind Energy sites
 Responsiblefor maintenance of records,data retrieval/compilation,financial reporting
(budget/variance/costtracking),month-end close,and ensuringthat all transactions arein compliance
with Sarbanes-Oxley.
 Accounts payableactivities,inventory activities and indicator tracking
 Material:Validateand enter material into Cost Tracker. SAP Inventory Issues,Material Management
(min/max levels,Planned Order Report, Storage Bin location,updatematerial descriptions,extend M&S,
request M&S). Quarterly & Full ScopeSarbanes-Oxley Inventory Count.
 Budget/Accounting: Assistwith Month-End Close,accrual processand budget forecast. SAP PO / invoice
verification;SAP PO Confirmation & Receipts, Invoiceprocessing,,web cycles.MR11 Review and Posting.
 Forecastingfor overhead, capital,depreciation,and directjob costs.
 Responsiblefor Wind Fleet Team Oil ChangeBudget
Bench Chemist,FloridaPower & Light,West PalmBeach, FL. 2009-2014
 Responsiblefor costanalysis atthe Central Lab, includingbudgetingand forecastingfor all testingat the
lab ($2 million dollarbudget)
 Performed standard and time sensitive laboratory analyses aswell as designingand developingnew
laboratory procedures for fuel oil,lubricating oil, transformer oil, PCBs, water, environmental remediation,
and hazardous waste
 Preparing and maintaininganalytical standardsused in the calibration of equipment. Generating reports
of analyses and maintainingcomputer database. Acclamation to process driven environment with tools
such as Quality Improvement (QI) stories,FailureMode and Effects Analysis (FMEA) and Lean (5S)
 Waste Team Leader and Safety Team Leader. Integral member of VP Cup Quality Team
Owner/General Manager,Vero Beach Resort, Vero Beach, FL. 2005-2009
 Performed P & L statements and maintained financial statements for hotel with revenues in excess of $2
million annually
 Supervision of 15-20 employees in all departments includingfrontdesk, maintenance, and housekeeping.
Night auditingand management of customer complaints and book-keeping
 Managed day to day operations to ensure a smooth workingenvironment
 Brand Management and Public Relations

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AnupPatel 2017

  • 1. Anup D. Patel 1207 Oakwater Drive, Royal Palm Beach, FL 33411 Cell Phone: 561-302-8661, Home Phone: 561-795-7781 Email: fanup@yahoo.com EDUCATION: CFA Level I Candidate Six Sigma GreenBeltCertified –12/2016 Master’s inBusinessAdministrationat FloridaAtlantic University July 2012  Phi Theta Kappa member (Honors Society)  Academy of International BusinessSEConference speaker Bachelor of Science inBiological Sciences at UniversityofCalifornia-DavisJune2001 CORE SKILLS:  Excellent communicator  Analytical problemsolvingskills  Self-motivated/Independent thinker  Great understandingof business environment  Proficientwith MicrosoftOffice(Excel, PowerPoint,)  SAP super-user WORK HISTORY: Financial AnalystI,NextEra Energy Resources, Jupiter, FL 2015-Present  Development and compilation of comprehensive business/financial forecasts,businessreviews, management reports, executive presentations and analyses in supportof business unit’s goalsand objectives  Record, report, and analyzemonthly financial results, performactual vs.budget varianceanalysisand develop contingency action plans to ensure business remains on target to meet assigned business objectives  Monthly OperatingPerformance Review, Business Planningand Consolidation (BPC) Cash Re-forecasts, Headcount reconciliations,monitor CurrentWork In Progress (CWIP) ensuringall aged Work Orders are closed out in a timely fashion,and assistin the development and maintenanceof our Financial and Operational Dashboards  Ensure accountingintegrity of corporate financial data through the implementation of appropriate internal controls and compliancewith Sarbanes-Oxley provisionsprocesses.Creatingaccruals and journal entries for each entity to be posted on SharePoint and in SAP.  Independent research, analysis,and reportingon financial and operational issues affectingthe business unit.  Conduct complex projects or assignments,recognizeand/or detect defects errors problem areas,identify root causefor process breakdown (s) and determine necessary courseof action to correct process deficiencies  Identify and recommend changes to day-to-day financial routines and processes to enhance the accuracy of accounting/financial data and/or efficiency/productivity of the department  Demonstrate project management skillsinclusiveof setting timelines/projectplans/schedules.  Forecastingand maintainingthecapital expenditures for the team. Vetting projects with accountingto determine costs and depreciation schedules.Submittingall pertinent information for a smooth capital process.
  • 2. Anup D. Patel 1207 Oakwater Drive, Royal Palm Beach, FL 33411 Cell Phone: 561-302-8661, Home Phone: 561-795-7781 Email: fanup@yahoo.com BusinessServices Technician,NextEraEnergy Resources, JunoBeach, FL. 2015 Associate BusinessServices Technician,NextEra Energy Resources, JunoBeach, FL. 2014-2015  BPC and Business Objects analysis  BEX Analysis,SAP Financial, ERP Central Component (ECC), and Supplier Retail Management(SRM) proficiency  Activity Based Costingfor the central maintenance team within wind fleet ($80 million budget)  Budget reporting  Support the cost management and internal controls for multipleWind Energy sites  Responsiblefor maintenance of records,data retrieval/compilation,financial reporting (budget/variance/costtracking),month-end close,and ensuringthat all transactions arein compliance with Sarbanes-Oxley.  Accounts payableactivities,inventory activities and indicator tracking  Material:Validateand enter material into Cost Tracker. SAP Inventory Issues,Material Management (min/max levels,Planned Order Report, Storage Bin location,updatematerial descriptions,extend M&S, request M&S). Quarterly & Full ScopeSarbanes-Oxley Inventory Count.  Budget/Accounting: Assistwith Month-End Close,accrual processand budget forecast. SAP PO / invoice verification;SAP PO Confirmation & Receipts, Invoiceprocessing,,web cycles.MR11 Review and Posting.  Forecastingfor overhead, capital,depreciation,and directjob costs.  Responsiblefor Wind Fleet Team Oil ChangeBudget Bench Chemist,FloridaPower & Light,West PalmBeach, FL. 2009-2014  Responsiblefor costanalysis atthe Central Lab, includingbudgetingand forecastingfor all testingat the lab ($2 million dollarbudget)  Performed standard and time sensitive laboratory analyses aswell as designingand developingnew laboratory procedures for fuel oil,lubricating oil, transformer oil, PCBs, water, environmental remediation, and hazardous waste  Preparing and maintaininganalytical standardsused in the calibration of equipment. Generating reports of analyses and maintainingcomputer database. Acclamation to process driven environment with tools such as Quality Improvement (QI) stories,FailureMode and Effects Analysis (FMEA) and Lean (5S)  Waste Team Leader and Safety Team Leader. Integral member of VP Cup Quality Team Owner/General Manager,Vero Beach Resort, Vero Beach, FL. 2005-2009  Performed P & L statements and maintained financial statements for hotel with revenues in excess of $2 million annually  Supervision of 15-20 employees in all departments includingfrontdesk, maintenance, and housekeeping. Night auditingand management of customer complaints and book-keeping  Managed day to day operations to ensure a smooth workingenvironment  Brand Management and Public Relations