Hi, I’m
Dhruvin Patel
Fintech Solutions Specialist
Nashville,US
Summary
Finance professional with experience in FP&A, equity research, and process automation across financial services and small business. At UBS, led automation initiatives and partnered with trading desks to streamline operations. Former Equity Analyst at TVA with a focus on valuation and performance reporting. Currently advise a hospitality business on budgeting, revenue strategy, and investment planning. Passionate about leveraging data, technology, and financial insights to drive smarter, scalable decisions.
Overview
4
years of professional experience
3
Certifications
Work History
Hospitality Management LLC.
Advisory Partner
05.2024 - Current
Job overview
- Lead budgeting and forecasting to shape financial direction and cash flow strategy.
- Advise on revenue growth initiatives, including pricing strategy and market positioning.
- Assess capital allocation and long-term business development opportunities.
- Monitor performance metrics to inform high-impact operational and financial decisions.
- Evaluate acquisition opportunities and provide input on expanding ownership stake.
UBS Investment Bank
Senior Collateral Associate
02.2024 - Current
Job overview
- Led automation and workflow redesign initiatives, reducing manual processes by 40% and boosting efficiency by 25%, directly improving service delivery.
- Acted as internal SME, identifying operational pain points and proposing tech-enabled solutions that improved accuracy, reduced errors by 30%, and accelerated turnaround times by 20%.
- Partnered with global Agile and DevOps teams to implement scalable, client-focused tools that aligned with business objectives and regulatory requirements.
- Facilitated alignment across departments and leadership teams, translating complex operational challenges into cohesive, actionable project roadmaps.
- Delivered high-impact solutions in fast-paced, resource-constrained environments—demonstrating agility, ownership, and a strong bias toward measurable results.
UBS Investment Bank
Collateral Analyst
10.2022 - 01.2024
Job overview
- Supported 40+ institutional clients by analyzing margin requirements, reducing discrepancies by over 80%, and ensuring full compliance with regulatory standards.
- Improved client experience by managing collateral for 15 accounts, streamlining resolution processes under Reg T, and driving a 30% operational improvement.
- Served as key point of contact post-onboarding, strengthening client relationships through proactive issue resolution and process transparency.
- Collaborated cross-functionally with internal teams (Risk, Collateral, and Ops) to align business needs with project goals and day-to-day execution.
- Created 15+ business requirement documents to guide internal improvements and lay the groundwork for process automation.
Tennessee Valley Authority
Equity Analyst
01.2021 - 12.2021
Job overview
- Managed Strategically allocated $700,000+ diversified portfolio with more than 32 stock covered by 10 Analyst across 11 sectors of benchmark: As of December 2021, portfolio outperformed benchmark S&P 500 by 1.20%.
- Developed and prepared a comprehensive financial model to analyze the performance of companies under Consumer Discretionary, Consumer Staples, and Information Technology sectors (Comparable Analysis, DDM, DCF).
- Conducted in-depth research on the retail industry under Consumer Discretionary sector, identifying underperforming securities and recommending prompt buy and sell resulted in generating 27% return in 11 months (DG & TSCO).
Education
Western Kentucky UniversityBowling Green, KY
Bachelor of Science from Finance & Data Analytics
05-2022
University Overview
- Financial Management Association | President
- Dean’s Advisory Council for College of Business | Advisor
Skills
Strategic financial planning
Certification
Securities Industry Essentials
Timeline
NetSuite Functional Ultimate Guide
10-2024
Advisory Partner
Hospitality Management LLC.
05.2024 - Current
Senior Collateral Associate
UBS Investment Bank
02.2024 - Current
Securities Industry Essentials
12-2023
Collateral Analyst
UBS Investment Bank
10.2022 - 01.2024
Equity Analyst
Tennessee Valley Authority
01.2021 - 12.2021
BB&T Emerging Leaders Program
10-2018
Western Kentucky University
Bachelor of Science from Finance & Data Analytics
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