Harsh Sheth Email & Phone Number

Toronto, Ontario, Canada

Mississauga, Ontario, Canada

▪ Processed Mutual Fund Adjustments and Locked funds Unlocking requests under the limit of $150K▪ Achieved average daily productivity of over 125% with an accuracy rate of more than 97%▪ Processed transactions on Scotia Mutual Funds, 3rd Party Mutual Funds, and Non-Registered and Registered Accounts using systems like RPM SSUI, IPUI, Intralink, FundSERV, FundCom, and Image/AS400 ▪ Supported colleagues with their training or cross-training initiatives within the department to… Show more ▪ Processed Mutual Fund Adjustments and Locked funds Unlocking requests under the limit of $150K▪ Achieved average daily productivity of over 125% with an accuracy rate of more than 97%▪ Processed transactions on Scotia Mutual Funds, 3rd Party Mutual Funds, and Non-Registered and Registered Accounts using systems like RPM SSUI, IPUI, Intralink, FundSERV, FundCom, and Image/AS400 ▪ Supported colleagues with their training or cross-training initiatives within the department to increase the team’s efficiency and productivity by 20% ▪ Engaged with the bank’s partners to deepen client relationships and leverage broader Bank relationships, systems, and knowledge to reduce partner’s errors by more than 30% ▪ Actively ensured the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations concerning Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Guidelines for Business Conduct. Show less

Mississauga, Ontario, Canada

Vaughan, Ontario, Canada

Assisted with the maintenance and preparation of financial statements, G/L, month-end/year-end closing statements along with T4 summary and monthly/quarterly payroll remittances▪ Generated weekly payroll for $300K on an average and maintained payroll files for 400+ employees using QuickBooks▪ Submitted program claims like WSIB, EHT, etc. to 2 types of government funders by preparing employee claims and other government remittances carefully to achieve timely and accurate annual… Show more Assisted with the maintenance and preparation of financial statements, G/L, month-end/year-end closing statements along with T4 summary and monthly/quarterly payroll remittances▪ Generated weekly payroll for $300K on an average and maintained payroll files for 400+ employees using QuickBooks▪ Submitted program claims like WSIB, EHT, etc. to 2 types of government funders by preparing employee claims and other government remittances carefully to achieve timely and accurate annual reconciliations.▪ Maintained accurate budgets 87%-96% of the time for all programs by providing reconciliations on time and following up with departments and clients to successfully execute plans and future operational expansions.▪ Prepared budgets for the branch operations, fuel, and office supply teams valued at $17K by creating the rationale for operational proposals to effectively use expenditures and allocate profit appropriately.▪ Matched 3000 purchase orders to invoices and code financial aspects appropriately to enter accounts payables in QuickBooks driving effective follow-ups with various clients regarding payment-related matters▪ Automated and streamlined monthly reporting using MS Excel to reduce the repetition of monthly tasks which lead to an increase team’s productivity and accuracy by more than 15% Show less

Canada