Ishita Shah
Aspiring CPA
Kitchener,ON
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Financial Services Representative
CIBC Branch With ATM
2023.10 - 2024.01
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Handled more than 20 customers each day and deepened relationship with each of them.
- Sales of more than a million in a quarter. (GICs, TFSAs, RRSPs, etc.) and was recognized top in the community in that quarter.
Accounting Specialist
Naresh & Co (A Firm Of Chartered Accountants)
2019.09 - 2022.09
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Used accounting software to prepare weekly and monthly financial reports
- Leveraged advanced Excel skills to create dynamic financial models for decision-making purposes.
- Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
- Continuously updated job knowledge through participation in educational opportunities attending professional conferences reading relevant publications.
- Streamlined accounting processes for efficiency, implementing automation tools and software solutions.
- Provided excellent customer service when addressing inquiries from internal external stakeholders, ensuring their needs were met in a timely manner.
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Conducted regular reviews of fixed asset records, ensuring proper depreciation calculations and accurate recordkeeping.
- Implemented process improvements that reduced manual tasks for the accounting team, freeing up time for higher-value activities.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
Education
Post Graduate - International Business Management
Mohawk College
Hamilton, ON 2022.09 - 2023.05
Masters of Commerce - Economics
Maharaja Sayajirao University
2019.05 - 2021.05
Bachelors of Commerce - Accounting And Finance
Maharaja Sayajirao University
2016.05 - 2019.05
Skills
Business Developmentundefined
Certification
Investment Funds in Canada (IFIC) Certification, Canadian Securities Ins
Timeline
Financial Services Representative
CIBC Branch With ATM
2023.10 - 2024.01
Post Graduate - International Business Management
Mohawk College
2022.09 - 2023.05
Accounting Specialist
Naresh & Co (A Firm Of Chartered Accountants)
2019.09 - 2022.09
Masters of Commerce - Economics
Maharaja Sayajirao University
2019.05 - 2021.05
Bachelors of Commerce - Accounting And Finance
Maharaja Sayajirao University
2016.05 - 2019.05
Investment Funds in Canada (IFIC) Certification, Canadian Securities Ins
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