• Welcome

Hi, I'm Jowin Jojo.

LinkedIn
Projects Completed
1 +
Years of Experience
1 +
  • About Me

Banking Advisor/Customer Service

As a dedicated Banking Advisor, I specialize in building strong client relationships, understanding financial needs, and providing personalized banking solutions. I focus on delivering exceptional customer service while guiding clients in managing their day-to-day banking, savings, and investment goals.

With strong attention to detail and a client-first approach, I ensure compliance with banking regulations while supporting smooth and efficient financial transactions. I am committed to creating trust and long-term relationships by offering accurate advice and proactive financial support.

My expertise includes financial analysis, account management, and advising on banking products such as loans, credit, and investment options. Proficient in tools like Microsoft Excel and digital banking platforms, I simplify financial processes and provide clear insights to help clients make informed decisions and achieve long-term financial success.

  • Resume

Work Experience

Nov 2024 – Feb 2026
Osmow’s Shawarma

Managed daily transactions, maintained accurate financial records, monitored sales logs, and improved reporting accuracy through consistent tracking and verification practices.

Food Supervisor
Sep 2025 – Dec 2025
Lambton College

Posted journal entries, reconciled accounts, prepared trial balances, and supported financial reporting while ensuring accuracy and compliance with accounting standards.

WIL Project Intern – Bookkeeping & Financial Planning
  • What I know

Skills

Financial Record Management

Maintaining accurate financial records, including general ledger updates, journal entries, and ensuring organized bookkeeping processes.

Accounts Reconciliation

Performing bank and account reconciliations to identify discrepancies and ensure accurate financial reporting and record consistency.

Accounts Payable Processing

Managing invoices, processing payments, and tracking expenses while ensuring timely and accurate accounts payable operations.

Financial Reporting

Preparing financial statements and reports to provide insights into business performance and support informed decision-making processes.

Budgeting & Expense Tracking

Monitoring expenses and assisting in budgeting processes to control costs and improve financial efficiency across operations.

Accounting Software Management

Utilizing QuickBooks, Sage, and ERP systems for data entry, reporting, and maintaining accurate financial records efficiently.

  • Portfolios

Recent Projects

WIL Project – Financial Planning & Analysis

• Analyzed 10+ client financial profiles to develop personalized financial plans aligned with budgeting, investment strategies, and risk assessment goals

• Performed 25+ financial calculations and forecasting models using Microsoft Excel, improving reporting accuracy and supporting data-driven financial decisions

• Evaluated 8+ investment options including RRSPs and TFSAs, aligning strategies with client objectives and enhancing portfolio planning effectiveness

• Prepared structured financial reports and recommendations, ensuring clarity, accuracy, and actionable insights for improved financial planning outcomes

Phone

+1 647-202-7617

Location

Scarborough, Ontario

Mail

jowinjojo@gmail.com

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