Ishav P.S. Kohli

** ******* **, *******, ** M*J *Z7, CA 647-***-**** adfd66@r.postjobfree.com

EDUCATION

University of Toronto Bachelor of Commerce (B. Com) – Specialization in Finance & Economics June 2020

CFA Examination - Level I Passed (Dec 2019), Level II Candidate (Dec 2020)

CPA Designation in Progress (7/14 PREP Courses Completed)

SOFTWARE

Microsoft Office Excel (VBA, Advanced Functions) Access (Basic SQL) R ERP Softwares G-Suite QuickBooks Bloomberg Terminal Capital IQ VC Circle Hootsuite

WORK EXPERIENCE

Urban Accents Canada Toronto, ON

Junior Accountant Jan ’20 – June 20’

Record entries into accounting software, posted journal entries and maintained general ledger.

Reconciled monthly bank and financial statements to identify and report errors.

Maintained vendor records, resolved payment issues, and prepared cheques for authorized vendor payments.

Adjusted and maintained monthly balance sheet accounts for Accounts Payable and Receivables.

Prepared monthly and quarterly pro forma financial statements based on input from senior management.

Part Time - Customer Sales Associate Sep ’19 – Dec 19’

Answered phone calls in a professional manner and provided educated responses to customer queries.

Greeted customers and listened to their preferences to suggest appropriate home furnishings.

YES Bank Mumbai, MH

Sustainable Investment Banking Analyst May ’19 – Aug 19’

Focused on building industry databases for the renewable energy, electric vehicles, and medical sectors by performing industry research and performing quantitative / qualitative data analysis.

Developed and updated complex financial models, performed DCF analysis, precedent transaction analysis and comparable company analysis to generate high quality investment reports.

Liaised with other investment banking divisions to accommodate client’s diverse needs.

Created reports on renewable energy growth trends globally and within India based on client requirements.

TATA Consultancy Services Canada (TCS) Toronto, ON

Associate Marketing Manager July ’18 – Aug 18’

Conducted Extensive Marketing research into prospective clients such as Lululemon and Interac Corp.

Liaised with vendors to organize and secure sponsorship for upcoming corporate events.

Focused on enhancing On Campus recruiting activities and New Hires onboarding programs.

French Canadian Chamber of Commerce Ontario (FCCCO) Toronto, ON

Social Media Marketing Intern May ’18 – June 18’

Worked on the implementation of the organization’s Smart Ecosystems Centre of Excellence (CoE).

Used Hootsuite to manage the social media profiles and developed a marketing plan for the upcoming year.

State Bank of India (SBI) Toronto, ON

Retail Banking & Product Development Intern May ’17 – July 17’

Performed extensive market research in the field of Indo-Canadian banking needs (Remittances).

Conducted a white space and peer group analysis to drive more traffic to our suite of products.

SOFT SKILLS

Communication Organization Detail Oriented Attention to Detail Meticulous Committed Disciplined Hard Working Eager to Learn Willing to Learn Dedicated

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