Krish Shah
Toronto,ON
Summary
Dynamic and results-oriented professional with experience at World Financial Group, adept in tax preparation, financial record-keeping, and enhancing client relationships. Excelled in streamlining processes for improved efficiency and accuracy. Demonstrates strong problem-solving abilities and expertise in Microsoft Excel, contributing to significant workflow optimization. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
2
2
years of professional experience
Work History
Financial Planner Associate Intern
World Financial Group
Mississauga
03.2025 - Current
- Managed administrative tasks, including document preparation, data entry, and record-keeping to ensure efficient office operations
- Assisted financial planners by organizing client information, scheduling meetings, and maintaining compliance with company policies
- Improved workflow efficiency by streamlining document management and client onboarding processes
Retail Sales Associate
Sonsuh Educational Supplies
North York, Canada
10.2024 - Current
- Managed front-end store operations, including assisting customers and handling inquiries
- Processed transactions, including cash, credit, and invoicing, ensuring accuracy and efficiency
- Provided excellent customer service, addressing needs and resolving issues to enhance customer satisfaction
- Maintained records of sales and invoices, improving organization and workflow
- Assisted in inventory management and restocking to ensure smooth operations
Accounting Intern
Sumaria & Sumaria Chartered Accountant
Mumbai, India
12.2022 - 02.2023
- Assisted in tax preparation and filing, ensuring compliance with regulations
- Supported bookkeeping tasks, including maintaining financial records and reconciling accounts
- Helped colleagues in preparing financial statements and reports
- Reviewed and organized financial documents to streamline tax filing processes
Education
Ontario Graduate Certificate - Financial Planning Programme
Humber College
Ontario, Canada04.2025
Bachelors - Accounting and Finance
SK Somaiya University
Mumbai, India02.2023
Skills
- Tax preparation and filing
- Bookkeeping and financial record-keeping
- Invoicing and billing
- Financial research and compliance
- Banking and cash handling
- Cash management and transaction processing
- Accuracy in handling payments and reconciliations
- Customer account assistance
- Client relationship management
- Strong problem-solving and communication skills
- Document preparation and data entry
- Microsoft Excel
- Microsoft Word
- Accounting software
- Time management and workflow organization
- Problem solving
Websites
Timeline
Financial Planner Associate Intern
World Financial Group
03.2025 - Current
Retail Sales Associate
Sonsuh Educational Supplies
10.2024 - Current
Accounting Intern
Sumaria & Sumaria Chartered Accountant
12.2022 - 02.2023
Ontario Graduate Certificate - Financial Planning Programme
Humber College
Bachelors - Accounting and Finance
SK Somaiya University
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