Darshit Shah Email & Phone Number

Toronto, On, Ca

Kitchener, Ontario, Canada

• Recording day-to-day financial transactions and completing the posting process in QuickBooks• Create and Review General ledgers, Journal Entries & Financial Statement• Reconcile bank statements, credit card statements and Accounts payable invoices• Creating client’s invoices and Receivable reports• Organize and file records digitally and physically.• Creation of month-end closing financial reports• File companies’ GST-HST tax returns monthly and quarterly. Issuing yearly T4 slips and adding Employer Record of Employment• Monthly calculation and remittance of payroll deductions, EHT, WSIB and other payroll benefits• Assisting in budgeting and Forecasting• Additional administrative duties to help the team.

• Assigned drivers to routes based on schedules and requirements, ensuring efficient and timely delivery of goods.• Monitored delivery routing and ensured compliance with transportation regulations, maintaining accurate records of schedules, routes, and shipments.• Communicated with drivers to provide updates or changes to routes and handled customer inquiries, providing status updates on shipments or services.• Managed disruptions and delays, ensuring minimal impact on business operations, and maintained communication with responding units to provide necessary information.

Toronto, Ontario, Canada

Assisted manager with creating financial statements and analyzing company’s accounts, generating Tax forms (T4, Td1) generating Records of Employment. Along with that also investigated & creating invoices as well as managed payrolls for their employees.• Preparation of balance sheets, Income Statements, and Cash Flows.• Detailed study of the Canada Revenue Agencies portal for a better understanding of Tax and payrolls.• Achieved expert knowledge of software named Quick Books for the creation of Payrolls and invoices.• Helped the company with advertising on social media platforms.

• Helped me understand the time sensitivity of the game.• Developed high-concentration power.• Learned how to precise and on-the-point reports of the analysis.• Achieved top 3 positions as a game analyzer for certain months within the team.

India

• Met with clients to understand their financial goals, risk tolerance, and current financial situation. Conducted thorough assessments to determine appropriate financial strategies.• Provided recommendations on asset allocation and portfolio management. Stayed informed about market trends, economic changes, and financial products. Analyzed financial data and market trends to provide informed advice to clients.• Build and maintain strong relationships with clients through regular communication and meetings. Addressed client inquiries and concerns promptly and professionally.

Ahmedabad

I was assigned a customer relationship manager (CRM), in this role I created client base for the company and analyzed their portfolio for respective clients.• Developed my knowledge in future and option trading. • Learned more about how financial services work in practice.• Studied the stock market thoroughly and got into a few businesses for the firm• Explained to clients about the Demat account and its operations for their better understanding.• Looked after a few insurance clients for different services such as Life, Home, and Retirement Plans.

Diploma Of Education, Business Management And Financial Services

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Accounting And Finance