Arjun Mohan
228 90 Ave SE Calgary,Alberta
Summary
Finance professional with 7+ years of experience in financial analysis, portfolio performance monitoring, and banking operations across corporate and retail environments. Proven expertise in financial forecasting, variance analysis, and advanced Excel-based financial modeling, with a strong ability to translate complex datasets into clear, actionable insights and executive-level MIS dashboards. Adept at supporting strategic decision-making through data-driven analysis and performance reporting. Currently serving as a Personal Banking Associate at BMO, delivering client-focused financial solutions and advisory support in a fast-paced banking environment.
Overview
10
10
years of professional experience
Work History
Personal Banking Associate
Bank of Montreal
Calgary, Alberta
04.2026 - Current
- Delivered holistic personal and business banking support, including daily transactions, account servicing, and client relationship management at BMO.
- Conducted needs-based financial assessments and recommended tailored investment solutions (TFSA, RRSP, RESP, and non-registered) and credit products aligned with client goals and suitability.
- Built and strengthened long-term client relationships through proactive financial advice, cross-selling opportunities, and a strong focus on client experience and compliance standards.
Intermediate Accountant
Thambiath Sreenivasan Professional Corporation
Calgary, Alberta
11.2025 - 04.2026
- Perform full-cycle bookkeeping for multiple clients under ASPE, including GL maintenance, journal entries, accruals, and financial statement preparation.
- Lead month-end close and reconciliations (bank, AR/AP, payroll, and balance sheet), ensuring accuracy and compliance.
- Process payroll and prepare statutory filings (GST/HST, T4s, T5s, WCB); support corporate tax working papers, and reporting.
Customer Service Representative
Bank of Montreal
Calgary, Alberta
11.2025 - 03.2026
- Deliver personalised banking solutions, ensure compliance, identify cross-selling opportunities, mitigate risk, and build strong client relationships to drive satisfaction and branch performance.
Management Information Systems (MIS) Analyst
DAMAC Properties
Dubai, UAE
11.2022 - 07.2023
- Created daily and weekly Excel dashboards tracking aging accounts, roll rates, recovery performance, and projected cash inflows.
- Built Excel-based forecasting models comparing expected vs actual collections, and performing variance and shortfall analysis.
- Conducted scenario and impact analysis of promotional campaigns on cash flow, and collections.
- Improved dialer efficiency by removing settled accounts in real time, and standardising reporting frameworks to enhance accuracy.
MIS & Portfolio Performance Analyst – Collections
First Abu Dhabi Bank
Dubai, UAE
12.2017 - 10.2022
- Maintained MIS dashboards in Excel, monitoring delinquency trends, exposure, recovery ratios, and monthly target achievement across credit cards, loans, and mortgages.
- Developed forecast versus actual analysis to identify performance gaps by product segment.
- Performed bucket-level trend analysis (Fresh Flow to 90+ DPD) to support allocation strategy and risk mitigation.
- Standardised reporting templates, reducing inconsistencies, and improving management visibility.
- Coordinated with credit risk, operations, and teams to validate data and ensure reporting integrity.
International Tax & Compliance Associate
PwC Acceleration Center
Kolkata, India
12.2015 - 09.2017
- Supported Canadian and Australian high-net-worth clients by preparing 100+ tax and investment filings annually, ensuring 0% errors and compliance with cross-border regulations.
- Coordinated complex tax projects (SR&ED, GST/HST, PFIC) and optimized estate and wealth planning, delivering accurate, timely, and clear client reporting.
Education
Master of Business Administration - Accounting & Finance
University Canada West
Vancouver, British Columbia2025
Bachelor of Commerce - Accounting & Finance
Goenka College of Commerce and Business Admin.
Kolkata, India2015
Skills
- Financial Statement Analysis
- Budgeting & Forecasting Support
- Variance Analysis (Revenue, Cost, Working Capital)
- Excel Modeling (Pivot Tables, XLOOKUP, INDEX-MATCH, Scenario Analysis)
- MIS Reporting & Dashboard Development
- Data Consolidation & Validation
- KPI Tracking & Performance Monitoring
- Process Improvement & Standardization
- Cross-Functional Stakeholder Communication
Languages
English
Advanced
C1
Malayalam
Advanced
C1
Bengali
Advanced
C1
Hindi
Upper Intermediate
B2
Timeline
Personal Banking Associate
Bank of Montreal
04.2026 - Current
Intermediate Accountant
Thambiath Sreenivasan Professional Corporation
11.2025 - 04.2026
Customer Service Representative
Bank of Montreal
11.2025 - 03.2026
Management Information Systems (MIS) Analyst
DAMAC Properties
11.2022 - 07.2023
MIS & Portfolio Performance Analyst – Collections
First Abu Dhabi Bank
12.2017 - 10.2022
International Tax & Compliance Associate
PwC Acceleration Center
12.2015 - 09.2017
Master of Business Administration - Accounting & Finance
University Canada West
Bachelor of Commerce - Accounting & Finance
Goenka College of Commerce and Business Admin.