Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shady Kolta

Mississauga,Canada

Summary

Results-driven Senior Fund Accountant at CIBC Mellon with expertise in data analysis and client relationship management. Successfully developed procedures enhancing financial accuracy and improved operational efficiencies. Proven ability to lead projects and foster relationships, ensuring compliance and client satisfaction while optimizing processes. Proficient in Microsoft Excel for effective financial reporting.

Overview

8
8
years of professional experience

Work History

Senior Fund Accountant

CIBC MELLON
Toronto
11.2024 - Current
  • Developed and implemented procedures for ensuring the accuracy of financial data in a timely manner.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Prepared audit-related materials, performing numbers reconciliation alongside auditors.
  • Participated in projects aimed at improving operational efficiencies within the department.

Fund Accountant

CIBC MELLON
Toronto, Canada
05.2022 - 11.2024
  • Analyzed fund and account data to identify potential problems, and develop appropriate solutions.
  • Developed strategies to improve fund operations processes and procedures.
  • Reviewed and reconciled accounts for accuracy.
  • Handled client questions, concerns, and escalations to meet contractual expectations and preserve client relationships.

Everyday Banking Associate

Bank of Montreal
Mississauga, Canada
12.2020 - 04.2022
  • Boosted sales of loan products by offering services to new and established customers
  • Created customized packages for customers based on financial targets and current capabilities
  • Cultivated trusting relationships with customers with confident and professional approach
  • Met customers' unique needs and achieved sales targets using consultative techniques

Marketing Manager

Amuka Esports
Toronto, Canada
06.2019 - 12.2020
  • Developed and supervised marketing campaigns and events to maximize income and achieve audience targets.
  • Expanded social media reach through influencer partnerships on Instagram, Facebook, and Twitter.
  • Optimized marketing campaigns with continuous development of fresh ideas and new methods.
  • Measured the impact of marketing programs and adjusted approaches to achieve objectives.

Co-Founder

BITGATE Inc.
Toronto, Canada
03.2017 - 05.2019
  • Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging industry trends.
  • Fostered positive relationships with industry partners, leveraging connections to implement strategic plans.
  • Maintained professional affiliations and contacts to keep ahead of current trends, changes, and legislation.
  • Implemented strategic offerings to enhance company's suite of products and services.

Education

IFIC - Mutual Fund Certification -

CSI Institute
Toronto, ON
10.2020

Bachelor of Arts (B.A.) - Economics

York University
Toronto, ON
06.2019

Skills

  • Data analysis
  • Client relationship management
  • Process improvement
  • Project management
  • Proficient in Microsoft Office (Excel, Word, PowerPoint)

Languages

  • Arabic, Proficient (C2)
  • French, Intermediate (B1)

Timeline

Senior Fund Accountant

CIBC MELLON
11.2024 - Current

Fund Accountant

CIBC MELLON
05.2022 - 11.2024

Everyday Banking Associate

Bank of Montreal
12.2020 - 04.2022

Marketing Manager

Amuka Esports
06.2019 - 12.2020

Co-Founder

BITGATE Inc.
03.2017 - 05.2019

IFIC - Mutual Fund Certification -

CSI Institute

Bachelor of Arts (B.A.) - Economics

York University

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Shady Kolta