Siddart Shah
Toronto
Summary
A customer-oriented and financially savvy professional who has experience in customer service, customer service basics of retail banking, and financial analysis. Motivated in client relationship, cash management, financial product cross-selling, and regulatory standards compliance. Studying the Canadian Securities Course (CSC) and capitalizing on both academic and practical experience in the field of accounting, finance, and international business management to deliver superior service and quality financial advice. Passionate about learning more about banking and finance, and will achieve further education and professional qualifications in the subject. Available full-time with a desire to perform in a frontline banking position.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Finance and Accounting Intern
Mercantile Mergers & Acquisitions
04.2025 - 08.2025
- Helped with bookkeeping and reconciliations, and closed books at the end of the month to accuracy and in line with accounting standards as required by the accounting team.
- Being involved in internal audit and making sure that financial regulations are followed.
- Assisted with budgeting, forecasting, and variance analysis, which gives information to make strategic decisions.
- Assisted in deriving and analysing key financial ratios (ROI, NPV, IRR) to evaluate investment performance and assist in strategic decisions.
- Collaborated cross-functionally with accounting and audit teams, enhancing overall reporting efficiency by 20%.
- Assisted in preparing monthly financial statements that improved reporting turnaround by 10%.
- Calculated and evaluated important financial ratios to determine the performance of the company.
- Ready and audited financial statements; general ledger account records and accounts receivable/payable support.
- Worked with cross-functional departments to obtain financial data and enhance the effectiveness of reporting.
Store Associate (offered Assistant Team Lead position)
Dollarama Incorporation
10.2024 - 10.2025
- Helped with bookkeeping and reconciliations, and closed books at the end of the month to accuracy and in line with accounting standards as required by the accounting team.
- Provided superior customer service in responding to queries, complaints, and creating a great shopping experience that enhanced customer retention.
- Processed 200+ daily customer transactions with 95% cash accuracy and zero till discrepancies.
- Boosted customer satisfaction and retention by 15% through proactive service, efficient issue resolution, and personalized support.
- Managed the Food Department (1,000+ SKUs), ensuring expiry compliance and stock rotation, preventing product losses valued over $5,000.
- Supported merchandising and inventory control: Received goods and pallets, and goods segregated by department and shelves were stocked out regularly.
- Helped managers and supervisors with the everyday process of operation to enhance efficiency and time saving.
- Trained and supervised 5–7 new associates, enhancing team efficiency and overall service delivery.
- All closing tasks (cash reconciliation, restocking, and lock-up of the store) were carried out in a manner that was smooth and timely manner.
- Added to team training and the orientation of new members, strengthening the customer-first and compliance-based culture.
Finance and Accounting Intern
Kishor Gada & Company
02.2021 - 06.2023
- Helped with bookkeeping and reconciliations, and closed books at the end of the month to accuracy and in line with accounting standards as required by the accounting team.
- Being involved in internal audit and making sure that financial regulations are followed.
- Assisted with budgeting, forecasting, and variance analysis, which gives information to make strategic decisions.
- Ready and audited financial statements; general ledger account records and accounts receivable/payable support, and improved reporting accuracy by 15% by reconciling ledger discrepancies before month-end closures.
- Worked with cross-functional departments to obtain financial data and enhance the effectiveness of reporting.
- Performed financial modeling (ROI, NPV, IRR) for client portfolios, supporting investment decisions worth $1M+.
- Collaborated with auditors to ensure 99% adherence to statutory and tax regulations.
Education
Post-Graduation Diploma - Global Business Management
Humber College
Bachelor’s of Commerce -
University of Mumbai
Chartered Accountancy – Intermediate level -
ICAI (Institute of Chartered Accountants of India)
Canadian Securities Course -
04.2026
Skills
- Customer Service
- Cash Handling
- Team Collaboration
- Sales Targets
- Problem Resolution
- Customer Retention
- Digital Banking
- Time management
- Persuasive Negotiations
- Communications
Certification
- Power BI
- Advance Excel
- First Aid Level C
- Smart Serve Ontario License
- Financial Markets
- Organ Donation Awareness
Timeline
Finance and Accounting Intern
Mercantile Mergers & Acquisitions
04.2025 - 08.2025
Store Associate (offered Assistant Team Lead position)
Dollarama Incorporation
10.2024 - 10.2025
Finance and Accounting Intern
Kishor Gada & Company
02.2021 - 06.2023
Post-Graduation Diploma - Global Business Management
Humber College
Bachelor’s of Commerce -
University of Mumbai
Chartered Accountancy – Intermediate level -
ICAI (Institute of Chartered Accountants of India)