Summary
Overview
Work History
Education
Skills
Certification
Websites
Languages
References
Timeline
Generic

Misbah Sheikh

Toronto,ON

Summary

Motivated and detail-oriented Accounting & Finance student with practical experience in financial operations and investment account management. Proven ability to analyze data, ensure compliance, and support clients across institutions such as Canada Life, Sun Life, iA Insurance, B2B Bank, and Manulife Bank. Seeking to apply my knowledge and initiative in a dynamic finance environment.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Case Operations Analyst Intern

AI Financial
Richmond Hill, Ontario
01.2025 - 04.2025
  • Oversaw and maintained over 200 client investment accounts (TFSA, RRSP, RESP, FHSA) across major financial institutions, including Canada Life, Sun Life, iA Insurance, B2B Bank, and Manulife Bank, reducing processing delays by 25%.
  • Investigated and resolved financial discrepancies to ensure accurate monthly and quarterly reporting.
  • Maintained strict adherence to compliance and audit regulations, supporting internal control processes.
  • Collaborated with advisors and cross-functional teams to streamline onboarding, documentation, and account servicing workflows.

Sales Associate

Carter’s | OshKosh
Toronto, Ontario
06.2023 - 12.2024
  • Assisted customers with product selection, sizing and styling.
  • Handled customer complaints in a professional manner.
  • Greeted customers and provided exceptional customer service.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • Processed credit card transactions quickly and securely.

Seasonal Sales Associate

Roots
Toronto, Ontario
10.2023 - 12.2023
  • Processed returns, exchanges, and refunds in accordance with company policies.
  • Processed credit card transactions quickly and securely.
  • Handled customer complaints in a professional manner.
  • Greeted customers and provided exceptional customer service.
  • Assisted customers with product selection, sizing and styling.
  • Restocked shelves as needed to ensure sufficient inventory levels.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.

Project Member – Adventures to Science

University of Toronto
Toronto, Ontario
10.2020 - 05.2021
  • Delivered educational presentations to over 200 middle school students, increasing engagement by 30%.
  • Managed timelines and responsibilities within a multi-disciplinary team to ensure project success.

Volunteer Tutor – Reading to Leading Program

Toronto Public Library
Toronto, Ontario
12.2018 - 09.2019
  • Demonstrated various teaching techniques to engage students in the learning process.
  • Utilized different methods such as audio and visual aids, lectures, demonstrations, or hands-on activities to enhance learning outcomes.
  • Developed lesson plans tailored to the needs of each student.
  • Adapted instruction methods based on individual learning styles.
  • Created a positive learning environment by encouraging open communication between tutor, teacher, and student's family members.
  • Encouraged students to ask questions and participate in discussions.
  • Organized group activities to allow students to practice problem-solving skills.
  • Maintained accurate records of student progress for reporting purposes.

Education

Bachelor of Commerce - Accounting And Finance

Seneca College of Applied Arts And Technology
North York, None
04-2026

High School Diploma -

Marc Garneau Collegiate Institute
Toronto, ON
06-2022

Skills

  • Financial analysis
  • Risk assessment
  • Regulatory compliance
  • Data management
  • Customer service
  • Problem resolution
  • Collaborative teamwork
  • Investment strategies
  • Account management
  • Attention to detail orientation
  • Microsoft Excel

Certification

Udemy Online Courses (Completed/In Progress – 2025):

Accounting & Finance

  • Accounting Debits and Credits – Accounting Play – John Gillingham
  • Learn Accounting & Bookkeeping Basics in Minutes for Free – Mathew Georghiou
  • Cloud Accounting Course – Deepa Shekhar

Languages

  • Learn Spoken Arabic in 101 Languages! – Sultan Muzaffar
  • Arabic Language for Non-Arabs – Mohamad Samir Al Nahhas
  • Arabic4NoNs – Arabic for Non-Natives – Moustafa Nasser
  • French for Beginners – Katie H

Languages

English
Full Professional
French
Elementary
Arabic
Limited
Urdu
Professional

References

References available upon request.

Timeline

Financial Case Operations Analyst Intern

AI Financial
01.2025 - 04.2025

Seasonal Sales Associate

Roots
10.2023 - 12.2023

Sales Associate

Carter’s | OshKosh
06.2023 - 12.2024

Project Member – Adventures to Science

University of Toronto
10.2020 - 05.2021

Volunteer Tutor – Reading to Leading Program

Toronto Public Library
12.2018 - 09.2019

Bachelor of Commerce - Accounting And Finance

Seneca College of Applied Arts And Technology

High School Diploma -

Marc Garneau Collegiate Institute

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Misbah Sheikh