monealpatel

Financial Analyst / Trader / Product Manager

Strategic and data-driven growth leader with 7+ years of experience spanning proprietary trading, fintech product management, and financial analytics. Consistently staying ahead of financial markets by keeping up with global economic events and actively adopting cutting-edge tools for financial analysis. Adept at building BI dashboards, loyalty frameworks, and GTM plans that enhance user acquisition, retention, and engagement. Combines analytical rigor (time-series forecasting, KPI modeling) with business acumen to drive platform growth and trader satisfaction.



Yearly salary: $100,000

Hourly rate: $35

Nationality: 🇺🇸 United States

Residency: 🇺🇸 United States


Experience

Fintech Product Manager
Rsquare Technologies
2020 - 2023
Managed the product strategy and roadmap for 19 fintech products, including financial reconciliation tool and CRM platform, aligning business goals with technical execution and user needs. Conducted market research, competitive analysis, A/B testing, and client interviews to deliver strategic insights that informed the product roadmap, driving a 12% YoY increase in B2B platform engagement and a 15% boost in user retention while strengthening client relationships. Spearheaded GTM execution for multiple high-impact releases, collaborating with marketing, sales, and customer success teams to ensure positioning, onboarding, and adoption strategies landed effectively, achieving 22% boost in early feature adoption. Collaborated with the marketing/sales team to design and launch loyalty and referral programs, tailored to enterprise client needs; achieved a 9% increase in customer lifetime value (CLTV) and improved Net Promoter Score (NPS) by 11 points. Leveraged in-house CRM and ERP systems to analyze client data and drive growth strategies, while evaluating and testing platforms like Zoho and HubSpot to enhance data integration and client engagement. Led daily Agile Scrum ceremonies with C-level executives, driving cross-functional alignment and presenting data-driven product insights to inform strategic decision-making. Built real-time analytics dashboards (Power BI, Tableau, Google Looker Studio) to monitor product health KPIs (MRR, churn, CAC, LTV), enabling data-driven decisions and reducing manual reporting time by 40%. Developed financial models and product performance reports that directly supported over $50,000 in government grant funding from Bahrain; collaborated with executive leadership to deliver data-driven presentations for successful funding pitches.
Assistant Financial Manager
Fix-R-Us
2017 - 2019
Developed cash flow forecasts, budgets, and payroll optimization models, improving scheduling efficiency and reducing labor costs by 10%. Provided actionable insights to senior leadership, leading to cost-saving decisions and a 15% increase in project pipeline volume. Conducted cost-benefit analysis on service tiers, resulting in a new pricing model and higher customer growth. Integrated external vendor data (Lowe’s, Home Depot) into materials forecasting, reducing overages and delays across project delivery.

Skills

ambassador
analyst
product-manager
research
trader
english