Pooja Shah
TORONTO
Summary
Result-oriented accounting and customer service professional with over 9 years of experience in full-cycle accounting and client support. Expertise in accounts payable, accounts receivable, bank reconciliation, and financial reporting. Recognized for delivering exceptional customer service and effectively resolving inquiries while fostering positive client relationships.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Account Management Specialist
Questrade Financial Group Inc
Toronto
05.2026 - Current
- Handled client inquiries, delivering prompt solutions to ensure satisfaction.
- Documented client interactions in CRM for effective tracking and follow-up.
- Facilitated communication between clients and departments for seamless service delivery.
- Assisted in onboarding new clients by preparing essential documentation and resources.
Cash Manager
Shoppers Drug Mart
Saskatoon
06.2024 - 04.2026
- Managed daily cash flow, ensuring accurate reconciliation of transactions for retail operations.
- Maintained accurate records of cash deposits and withdrawals for audit compliance.
- Collaborated with team to enhance cash management processes.
- Trained staff on cash register operations and effective customer service techniques.
- Resolved customer concerns and escalations to ensure positive experiences.
Senior Officer Accounting
Emtici Engineering Ltd
Vallabh Vidyanagar
04.2022 - 12.2023
- Managed full cycle accounts payable and receivable, ensuring timely processing of sales and purchase invoices.
- Reconciled supplier accounts, facilitating timely and precise payment processing.
- Ensured accuracy of financial records, including journal entries and general ledger accounts.
- Maintained accurate inventory and equipment records to support operational needs.
Senior Executive-Accounts
Rotomotive powerdrives India Ltd
Borsad
05.2017 - 04.2022
- Coordinated with sales representatives and customers to manage accounts receivables, ensuring timely collections and resolution of outstanding balances.
- Prepared profit and loss statements and balance sheet by accurately recording and classifying revenue, expenses, assets, and liabilities.
- Performed monthly bank reconciliations by comparing bank statements with bank book; identifying discrepancies and resolving variances.
- Recorded bank transactions including deposits,withdrawals and bank charges ensuring accurate financial records.
Education
Master's Degree in Accounting - Accounting And Finance
Sardar Patel University
Gujarat,India01-2018
Skills
- Full-cycle accounting
- Accounts payable and receivable
- Account reconciliation
- Microsoft Excel proficiency
- ERP software expertise
- Microsoft ERP systems
- CRM management
- Client communication
- Effective communication
Certification
- Quickbooks
Timeline
Account Management Specialist
Questrade Financial Group Inc
05.2026 - Current
Cash Manager
Shoppers Drug Mart
06.2024 - 04.2026
Senior Officer Accounting
Emtici Engineering Ltd
04.2022 - 12.2023
Senior Executive-Accounts
Rotomotive powerdrives India Ltd
05.2017 - 04.2022
Master's Degree in Accounting - Accounting And Finance
Sardar Patel University