Prajakta Patki, MBA, FPAC, FMVA

• Leveraging knowledge across key finance domains to enhance and shape AI models, guiding the development of intelligent systems with real world financial implications.

• Excelled in profitability analysis, budget vs. actual variance analysis, and/or profit/loss forecasting. 𝘒𝘌𝘠 𝘈𝘊𝘊𝘖𝘔𝘗𝘓𝘐𝘚𝘏𝘔𝘌𝘕𝘛𝘚: 🔹 𝗔𝗿𝗺𝗮𝗰𝗲𝗹𝗹 𝗣𝘃𝘁. 𝗟𝘁𝗱. – 𝗔𝗻𝗮𝗹𝘆𝘇𝗲𝗱 𝗽𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗳𝗼𝗿 𝘁𝘄𝗼 (𝟮) 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘀𝗲𝗴𝗺𝗲𝗻𝘁𝘀 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝗮𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀, 𝗮𝘀 𝘄𝗲𝗹𝗹 𝗮𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘃𝗮𝗿𝗶𝗮𝗻𝗰𝗲 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝗶𝗻𝗴 𝗱𝗲𝘃𝗶𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗯𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝗼𝗻 𝗳𝗮𝘃𝗼𝗿𝗮𝗯𝗹𝗲 𝗮𝗻𝗱/𝗼𝗿 𝘂𝗻𝗳𝗮𝘃𝗼𝗿𝗮𝗯𝗹𝗲 𝘃𝗮𝗿𝗶𝗮𝗻𝗰𝗲𝘀 𝘁𝗼 𝗮𝗹𝗶𝗴𝗻 𝘄𝗶𝘁𝗵 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗴𝗼𝗮𝗹𝘀. 🔹 𝗔𝗧𝗦 𝗖𝗼𝗻𝘃𝗲𝘆𝗼𝗿𝘀 𝗣𝘃𝘁. 𝗟𝘁𝗱. – 𝗗𝗲𝗺𝗼𝗻𝘀𝘁𝗿𝗮𝘁𝗲𝗱 𝘁𝗮𝗹𝗲𝗻𝘁 𝗶𝗻 𝗮𝗰𝗰𝘂𝗿𝗮𝘁𝗲𝗹𝘆 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗿𝗼𝗹𝗹𝗶𝗻𝗴 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝗳𝗼𝗿 𝗽𝗿𝗼𝗳𝗶𝘁/𝗹𝗼𝘀𝘀 𝘂𝘀𝗶𝗻𝗴 𝗮 𝘄𝗲𝗶𝗴𝗵𝘁𝗲𝗱 𝗺𝗼𝘃𝗶𝗻𝗴 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 𝘈𝘥𝘥𝘪𝘵𝘪𝘰𝘯𝘢𝘭𝘭𝘺 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘥 𝘍𝘔𝘝𝘈 𝘢𝘯𝘥 𝘍𝘗𝘈𝘊 𝘤𝘳𝘦𝘥𝘦𝘯𝘵𝘪𝘢𝘭𝘴 𝘥𝘶𝘳𝘪𝘯𝘨 𝘵𝘩𝘪𝘴 𝘵𝘪𝘮𝘦

𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝘀𝘀𝗼𝗰𝗶𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 (2020 – 2021) 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 (2019 – 2020) • Strategically steered the development of financial models from scratch, working with large data sets. Created monthly forecasts for revenue accrued and received. • Drove relationships among teams and auditors, including supporting U.S.-based headquarters by delivering on-time ad-hoc reports, critical for internal and annual audit reporting. • Built beneficial relationships among stakeholders in diverse geographical regions to consistently ensure clear communication, goal alignment, and resolution of issues to support project success. • Coached, mentored, and guided top-performing finance teams across EMEA and Canada to seamless implement standardized processes and leverage successful practices from the APAC. 𝘒𝘌𝘠 𝘈𝘊𝘊𝘖𝘔𝘗𝘓𝘐𝘚𝘏𝘔𝘌𝘕𝘛𝘚 🔹 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗱 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆 𝟭𝟱% 𝗮𝗻𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗱 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 𝗮𝗻𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗶𝗺𝗽𝗹𝗶𝗳𝗶𝗲𝗱 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 𝘂𝘀𝗶𝗻𝗴 𝗢𝗿𝗮𝗰𝗹𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘄𝗵𝗶𝗹𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗔𝗣𝗔𝗖 𝗮𝗻𝗱 𝗘𝗠𝗘𝗔 𝘀𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿𝘀 🔹 𝗥𝗲𝗱𝘂𝗰𝗲𝗱 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗰𝗹𝗼𝘀𝗲 𝘁𝗶𝗺𝗲 𝗯𝘆 𝟰𝟬% 𝘄𝗵𝗶𝗹𝗲 𝗲𝗻𝘀𝘂𝗿𝗶𝗻𝗴 𝗳𝘂𝗹𝗹 𝗔𝗦𝗖 𝟲𝟬𝟲/𝗜𝗙𝗥𝗦 𝟭𝟱 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲𝘀 𝗯𝘆 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗻𝗴 𝗦𝗮𝗮𝗦 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄𝘀 𝘁𝗼 𝗢𝗿𝗮𝗰𝗹𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗲𝗶𝗴𝗵𝘁 (𝟴) 𝗔𝗣𝗔𝗖 𝘀𝘂𝗯𝘀𝗶𝗱𝗶𝗮𝗿𝗶𝗲𝘀 🔹 𝗕𝘂𝗶𝗹𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 𝗳𝗼𝗿 𝗺𝗼𝗻𝘁𝗵𝗹𝘆 𝗰𝗹𝗼𝘀𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝗼𝗳 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗳𝗼𝗿 𝘀𝘂𝗯𝘀𝗶𝗱𝗶𝗮𝗿𝗶𝗲𝘀 𝗿𝗲𝗱𝘂𝗰𝗶𝗻𝗴 𝗺𝗮𝗻𝘂𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗯𝘆 𝟮𝟬+ 𝗵𝗼𝘂𝗿𝘀 𝗽𝗲𝗿 𝗺𝗼𝗻𝘁𝗵 𝗮𝗻𝗱 𝗽𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝘃𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻𝘁𝗼 𝗮 $𝟭𝟮𝟬-𝗺𝗶𝗹𝗹𝗶𝗼𝗻 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲

• Expertly prepared and reviewed interim and/or annual financial statements, as well as accurate Schedules of Investments for ETFs in strict compliance with Investment Company Act of 1940 and US GAAP standards. • Analyzed client investments in mutual funds and Exchange Traded Funds (ETFs) totaling $5 billion AUM using Bloomberg and SEC data. Calculated Net Asset Values (NAVs) and short- and long-term capital gains. • Applied skill in effectively performing NAV and capital gains’ variance analysis for ETFs and mutual funds, including proactively identifying key drivers and streamlining reporting accuracy for quarterly financials. 𝘒𝘌𝘠 𝘈𝘊𝘊𝘖𝘔𝘗𝘓𝘐𝘚𝘏𝘔𝘌𝘕𝘛𝘚 🔹 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝘁𝗲𝗮𝗺 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘃𝗶𝗮 𝗺𝗲𝗻𝘁𝗼𝗿𝗶𝗻𝗴 𝗼𝗻 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗮𝘀𝗽𝗲𝗰𝘁𝘀 𝗼𝗳 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 𝗽𝗿𝗲𝗽 🔹𝗥𝗲𝗱𝘂𝗰𝗲𝗱 𝗿𝘂𝗻𝘁𝗶𝗺𝗲 𝗯𝘆 𝟮𝟱% 𝗮𝗻𝗱 𝗲𝗹𝗶𝗺𝗶𝗻𝗮𝘁𝗲𝗱 𝗳𝗼𝗿𝗺𝘂𝗹𝗮 𝗲𝗿𝗿𝗼𝗿𝘀 𝗯𝘆 𝗺𝗼𝗱𝗶𝗳𝘆𝗶𝗻𝗴 𝗲𝘅𝗶𝘀𝘁𝗶𝗻𝗴 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝘀 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹 𝘁𝗼 𝘀𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗲 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀; 𝗮𝗹𝘀𝗼 𝗹𝗲𝗱 𝗺𝗼𝗻𝘁𝗵-/𝗾𝘂𝗮𝗿𝘁𝗲𝗿-𝗲𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝘂𝘀𝗶𝗻𝗴 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗘𝘅𝗰𝗲𝗹

• Leveraged broad scope of industry knowledge toward accurately performing various facets of cost optimization, financial forecasting, and/or merger integration for three (3) well-regarded internationally based companies. 𝘒𝘌𝘠 𝘈𝘊𝘊𝘖𝘔𝘗𝘓𝘐𝘚𝘏𝘔𝘌𝘕𝘛𝘚 🔹 𝗡𝗲𝗱𝗲𝗿𝗺𝗮𝗻 – 𝗔𝗻𝗮𝗹𝘆𝘇𝗲𝗱 𝗳𝗶𝘅𝗲𝗱, 𝘃𝗮𝗿𝗶𝗮𝗯𝗹𝗲, 𝗮𝗻𝗱 𝘀𝘁𝗲𝗽𝗽𝗲𝗱-𝗳𝗶𝘅𝗲𝗱 𝗰𝗼𝘀𝘁 𝗯𝗲𝗵𝗮𝘃𝗶𝗼𝗿𝘀; 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗲𝗱 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲𝘀; 𝗮𝗻𝗱 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗱 𝗮 𝗖𝗼𝘀𝘁 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗠𝗮𝘁𝗿𝗶𝘅 𝗶𝗱𝗲𝗻𝘁𝗶𝗳𝘆𝗶𝗻𝗴 𝟭𝟱% 𝘀𝗮𝘃𝗶𝗻𝗴𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗰𝗼𝘀𝘁 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀 🔹 𝗦𝗼𝘃𝗣𝗹𝘆𝗺 𝗜𝗻𝗱𝗶𝗮 𝗣𝘃𝘁. 𝗟𝘁𝗱. – 𝗕𝘂𝗶𝗹𝘁 𝗮 𝗱𝗿𝗶𝘃𝗲𝗿-𝗯𝗮𝘀𝗲𝗱 𝘁𝗵𝗿𝗲𝗲 (𝟯)-𝘀𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁, 𝗺𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗿𝗲𝘃𝗲𝗻𝘂𝗲, 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗰𝗮𝗽𝗶𝘁𝗮𝗹, 𝗣𝗣&𝗘, 𝗮𝗻𝗱 𝗿𝗲𝘁𝗮𝗶𝗻𝗲𝗱 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀; 𝘂𝗹𝘁𝗶𝗺𝗮𝘁𝗲𝗹𝘆 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗱 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴 𝗮𝗰𝗰𝘂𝗿𝗮𝗰𝘆 𝗯𝘆 ~𝟮𝟬% 🔹 𝗦𝗰𝗵𝗮𝗲𝗳𝗳𝗹𝗲𝗿 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 – 𝗔𝗹𝗶𝗴𝗻𝗲𝗱 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴 𝗽𝗼𝗹𝗶𝗰𝗶𝗲𝘀 𝗼𝗳 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻 (𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗱𝗮𝘁𝗲 𝘃𝘀. 𝗮𝗰𝗰𝗲𝗽𝘁𝗮𝗻𝗰𝗲 𝗯𝘆 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗱𝗮𝘁𝗲), 𝗶𝗻𝘃𝗲𝗻𝘁𝗼𝗿𝘆 (𝗙𝗜𝗙𝗢 𝘃𝘀. 𝘄𝗲𝗶𝗴𝗵𝘁𝗲𝗱 𝗮𝘃𝗴), 𝗮𝗻𝗱 𝗱𝗲𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗶𝗼𝗻 (𝗪𝗗𝗩 𝘃𝘀. 𝗦𝗟𝗠)

• Skillfully prepared financial models viz balance sheet, profit and loss, and cash flow statements from scratch. 𝘒𝘌𝘠 𝘈𝘊𝘊𝘖𝘔𝘗𝘓𝘐𝘚𝘏𝘔𝘌𝘕𝘛𝘚 🔹 𝗣𝗹𝗮𝘆𝗲𝗱 𝗮 𝘃𝗶𝘁𝗮𝗹 𝗿𝗼𝗹𝗲 𝗶𝗻 𝗲𝗶𝗴𝗵𝘁 (𝟴) 𝗶𝗻𝘁𝗲𝗿𝗻𝗮𝗹/𝗲𝘅𝘁𝗲𝗿𝗻𝗮𝗹 𝗮𝘂𝗱𝗶𝘁𝘀 𝗳𝗼𝗿 𝗜𝗧, 𝗵𝗼𝘀𝗽𝗶𝘁𝗮𝗹𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 🔹 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝗶𝗻𝗰𝗼𝗺𝗲 𝘁𝗮𝘅 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝗮𝗻𝗱 𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗲𝗱 𝘀𝗰𝗿𝘂𝘁𝗶𝗻𝘆 𝗮𝘀𝘀𝗲𝘀𝘀𝗺𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀

UON is among the 24 Russell Group Universities of UK and among the top 100 as per Global QS Rankings Major :- • Corporate Finance • Venture Capital and Private Equity • Project Management • Strategic Management Other :- • Business Economics • Managing People • Operations Management • Marketing • Entrepreneurship and Creativity and • Sustainable decisions in organizations.

Modules : • Mathematics and Statistics • Business Economics • Company Law • Costing • Auditing and Taxation • Corporate Accounting

Modules :- • Financial Reporting • Business Law • Information Technology • Strategic Management • Costing and Taxation