Nirmal Sheth Email & Phone Number

Alpharetta, Ga, Us

Alpharetta, Georgia, United States

Brentwood, Tennessee, United States

Nashville, Tennessee, United States

• Provide analysis to support business initiatives and support merger, acquisition and integration activities• Research, analyze and synthesize data from multiple sources to monitor trends in KPIs, drive actionable business insights, and elevate results requiring leadership's attention• Participate in strategy development and support the execution of the annual budget process, long-range plan, and monthly close with accounting• Meet with internal partners to gather necessary data to perform pro forma modeling, ROI analysis, and scenario analysis• Implement process improvements and reporting automation by leveraging macros and existing resources, and partnering with other departments and vendors to adopt new capabilities.

Greater Nashville Area, Tn

• Conducted staff meetings, employee development and periodic employee reviews• Generated reports for upper management on team status and progress• Responded to escalations and manage stakeholder expectations• Developed, documented, and managed processes for performing functional tasks• Ensured all team tasks are performed in compliance with UBS standards• Identified, reported, and helped resolve any risks within functional area

Greater Nashville Area, Tn

• Responsible for production of monthly and quarterly client performance reports for ~900K managed accounts.• Leveraged SQL queries and scripts to load, mine, and maintain performance data.• Troubleshot data incongruities and define business requirements for technology based solutions.• Served as liaison between Business and IT partners for defect resolution, testing, and creating enhancements.• Responsible for account reconciliation, quality assurance testing, and database integrity of performance reporting systems.• Responsible for developing the automation pipeline to meet savings targets• Analyzed business processes and designed solutions using the available toolbox of automation software• Prioritized automation projects from development to maintenance and support• Ensured RPA projects were designed and documented in compliance with CoE guidelines

Greater Nashville Area, Tn

• Identified system defects and provide business requirements to IT and external software vendors• Conducted end user testing and verification for updates in QA and production• Created training/user manuals and audit documentation• Helped with implementation of new regulatory requirements• Collaborated with IT on system enhancements that improved processing time by 100+ hours annually• Wrote two VBA programs to automate tasks and reduce processing time by 50+ hours annually• Trained new employees on proprietary systems and data flow

Greater Nashville Area, Tn

• Collected data from three source systems, and manipulated it to create daily reports• Created six macros to automate daily processes that resulted in savings of 100+ hours annually• Verified account updates and perform corrections on bad data• Reconciled position and proceeds information daily for accurate tax reporting• Analyzed and updated client accounts with cost information• Communicated with branch offices via business memos and phone to acquire cost data• Helped put in place processes for handling situations that clients regularly inquire about

Knoxville, Tennessee Area

• Led organized programs to enhance on-campus living experience• Responsible for developing a community among 55 residents• Worked the help desk, and conducted hall walks to ensure resident safety• Supported residents as an intermediary in helping solve their housing and school related problems