Summary
Work History
Education
Skills
Timeline
Generic
ADVAIT SHAH

ADVAIT SHAH

Waterloo,Ontario

Summary

A student committed to learning, developing accounting and financial management skills, and team contribution. Looking to gain knowledge and experience in the financial service sector through the development of my analytical and communication skills.

Work History

Accounting/Tax Associate

Segal GCSE LLP
01.2023 - 04.2023

An audit, accounting, tax and business advisory leader in Toronto and surrounding regions.

  • Prepared T1 , T2 , T3 and T5 tax returns for clients using Taxprep.
  • Managed tax and financial documents as well as performed bookkeeping for clients using Caseware.
  • Assisted the transfer pricing team by calculating the NCP (Net Cost Plus) values for many industries using the S&P capital plugin for MS Excel.
  • Screened for companies using the S&P capital cloud based service.

Financial Analyst Intern

India Infoline Limited Wealth Management
07.2022 - 08.2022

It is a multinational diversified financial services company.

  • Assisted senior analysts and investment heads on a project called "momentum of stocks". Which dealt with forecasting the position of the stock based on historical returns of the stock for different periods of time.
  • Created various models such as rolling returns for different periods, 5 number summaries, decile bands and graphs to analyze the trends of the stock in MS Excel.

Co-Founder

ToyJoy
04.2019 - 04.2021

An NGO to collect and distribute toys to underprivileged children

  • Setup collection drives at schools and housing communities.
  • Initiated online marketing strategies to increase donor registration such as hosting online games during Covid-19 to increase our online engagement with donors.
  • Conducted market research to identify NGOs and orphanages that would accept these toys by visiting and conducting online searches.
  • Conducted deliveries with the help of our logistics partner, Dunzo(www.dunzo.com).
  • Managed to run the entire operation on a 0-cost basis.

Education

Bachelor of Arts - Honors Accounting And Financial Management

University of Waterloo
Waterloo
2026

Skills

  • Microsoft Office
  • Google Workspace
  • R-Studio
  • Tableau
  • Taxprep
  • CaseWare

Timeline

Accounting/Tax Associate

Segal GCSE LLP
01.2023 - 04.2023

Financial Analyst Intern

India Infoline Limited Wealth Management
07.2022 - 08.2022

Co-Founder

ToyJoy
04.2019 - 04.2021

Bachelor of Arts - Honors Accounting And Financial Management

University of Waterloo
ADVAIT SHAH