Uzair Patel

25 year old recent Accounting & Finance graduate with 6 years of Customer Service Experience.

Passionate about financial services and looking to begin studying towards a CIMA qualification.

Strong numerical and excel skills, as well as communication, team working and leadership.

Estates Graduate Intern, Locala Health and Wellbeing

08/2021 – 02/2022

Whilst interning at Locala, I had 3 key projects to work on. These were to collate data in order to create a room booking system as well as creating a budget for different sites, helping to gain the ISO14001 certification for the organisation and to help ensure all health and safety policies were being upheld by each department. 

• Travelling to different bases and measuring room sizes by hand to create spreadsheets
• Collating data by speaking to other colleagues and searching through files.
• Comparing policies to what is currently being done
• Working with an outside company to ensure the ISO14001 audit is carried out successfully
• Providing easy to read data in Excel for senior members of staff to understand and provide ideas/solutions for what can be done next. 

Store manager, Brew Coffeehouse and Brunch Bar  

06/2019 - Present

Originally hired as a waiter. Quickly developed my skills and understanding of how the business functions and what was needed to improve. Rewarded with the role of manager and welcomed the added responsibility. Responsibilities include:  

• Providing friendly, easy to understand customer service to identify and solve any issues

• Providing help to colleagues and helping them recognise how to meet customer expectations

• Achieving and exceeding performance measures and individual targets  

• Create Excel spreadsheets to reduce the time taken to calculate wages and create weekly rotas

• Liaising with suppliers in order to provide the best quality foods to customers at the best price  

• Giving customers advice in order to up-sell goods and turn them into sales opportunities  

• Taking ownership of tasks in order to provide clear accountability

• Maintaining a pleasant manner whilst providing good customer service during busy periods e.g The“Eat Out to Help Out” scheme  

• Acting as an employee representative, involving the organisation and promotion of certain events in addition to keeping owner aware of employee wellbeing and implementing actions to resolve concerns 

Donor relations advisor, Penny Appeal  

12/2018 - 05/2019  

Working for a charity, aiming to deliver an excellent donor experience, helping donors choose and donate to the right charity that fits their requirements. 

• Communicating through email to existing customers regarding new products and services  

• Working both inbound and outbound calls to help process donations

• Provide assistance to donors for any issues they face  

    • Providing technical help to colleagues and helping them recognise how to meet

      customer satisfaction

    • Maintaining a pleasant manner and aiming to be as constructive as possible

Receptionist, Kick Off Dewsbury

01/2017 - 05/2019  

Duties in this role included the following:  

• Inbound and outbound calls to create bookings and answer queries

• Taking payment from customers

• General cleanliness of the facility

• Cashing up and delivering takings to the owner

University of Huddersfield 

2016 - 2021 

• Accounting & Finance BSc (Hons) - 2018 – 2021: First

  Modules: Company Law, Corporate Reporting and Governance, Management Accounting, Financial Management, Accounting Information Systems

• Pharmaceutical Chemistry MSci - 2016 - 2018 - Did not complete

Heckmondwike Grammar School  

2013 - 2015  

• A Levels; Maths: C, Biology: C, Chemistry: D  

Thornhill Community Academy  

2008 - 2013  

• GCSEs; Maths: A, English: B, Biology: B, Chemistry: B, Physics: B