Sanjay Patel
About Sanjay Patel
Sanjay Patel is a Senior Project Portfolio/Business Manager at UBS, where he has worked since 2017. He has extensive experience in financial analysis, project management, and stakeholder engagement, having held various roles at UBS and HMRC over the past decade.
Current Role at UBS
Sanjay Patel serves as a Senior Project Portfolio/Business Manager at UBS, a position he has held since 2017. In this role, he manages project portfolios and oversees business initiatives in London, United Kingdom. His responsibilities include engaging with senior stakeholders and presenting status reports on ongoing programs and financial performance. Patel has accumulated seven years of experience in this capacity, contributing to the strategic direction and operational efficiency of the organization.
Previous Positions at UBS
Sanjay Patel has held multiple roles at UBS, demonstrating a progressive career within the organization. He worked as a Financial Analyst from 2012 to 2013 in New York, followed by positions as an IT Cost Accountant and EMEA Regional Lead - Control Group Senior Data Analyst in London from 2013 to 2014. He also served as IT Finance Business Manager from 2015 to 2016 and as IT Finance Business Change Management in 2016. His diverse roles have equipped him with a comprehensive understanding of financial operations and project management.
Education and Expertise
Sanjay Patel holds a BSc in Accounting and Computing from De Montfort University, where he studied from 2007 to 2010. He furthered his education with a Postgraduate Certificate in International Business Management from PGC International Business Management, completing the program from 2012 to 2013. His academic background supports his expertise in managing program and project budgets, as well as contract management, which includes reviewing role grading and salaries for vendors and contractors.
Key Achievements in Project Management
Throughout his career, Sanjay Patel has implemented significant initiatives that align with business objectives. Notably, he created an 'uber 2019 planning tool' to assist project managers in forecasting in alignment with business budgets. He also implemented a three-year workforce reduction strategy to optimize resources and align with target budgets. His experience includes overseeing the onboarding and maintenance of new joiners in HR systems for Credit Risk, showcasing his ability to manage complex projects effectively.
Professional Experience Prior to UBS
Before joining UBS, Sanjay Patel worked as a Business Analyst at HMRC from 2008 to 2012 in Leicester, United Kingdom. This four-year role provided him with foundational experience in business analysis, which he later applied in his various positions at UBS. His early career laid the groundwork for his subsequent expertise in financial analysis and project management.