Investment Manager
Suntrust Holding SAL
Total des années d'expérience :26 years, 2 Mois
Suntrust is a Private Equity fund with a mandate to invest in a diversified portfolio in the Kurdistan Region of Iraq.
• Origination, assessment, acquisition and asset management of the fund’s investments.
• Search & attract new ideas & opportunities in different sectors.
• Lead and participate in the entire investment process.
• Manage the strategic investment planning.
• Manage all tasks relevant to opportunity identification, valuation, due diligence, financial modeling, business plans, business presentations, and the management and monitoring of the deals.
• Manage M&A processes for all relevant investments.
• Lead negotiations with considered targets to achieve the investment objectives.
• Conduct “deal structuring” for considered investments.
• Prepare feasibility studies for new start-up projects & prospective investments.
• Responsible for asset risk management portfolio (risks, impacts, mitigations, options, etc.).
• Prepare board-level reports, briefings, presentations, risks of various investment opportunities.
• Maintain and update all records of financial performance of all investments.
Provided expertise in business valuations, feasibility studies, business plans, financial due diligence, financial modeling, financing analysis, and business case development.
• Consulting engagements included business valuations, feasibility studies, financial due diligence, and M&A analysis.
• Lead economy, industry, and financial analysis to analyze new market entries, growth opportunities, and new business ventures in oil and gas, healthcare, retail, manufacturing, and real estate sectors.
• Developed financial models to evaluate acquisitions and new business initiatives contributing to expansion of operations in the UAE and the GCC.
• Developed economic insights reports in the context of business valuations and financial feasibilities.
• Prepared long-term financial forecasts, reviewed business cases, and performed financial analysis, aiding management in making business and financing decisions.
• Reporting on opportunities and risks, industry trends, and projected financial performance.
• Taught corporate finance, equity valuation, and financial statements analysis courses to professionals.
Le Cercle Hitti is the sole distributor in Lebanon and some of the Levant region of premium brands such as Roche Bobois and Ligne Roset. A group of six companies providing products across the value chain, from design, to material fabrication and supply, to final installation.
• Supervised and prepared monthly financial statements, ratio analysis, social security, and tax reports.
• Reviewed operating results, analyzed variances, and identified actions to close gaps in profitability and growth objectives.
• Prepared budgets, monthly forecast updates, and business plans.
• Tracked key business and financial metrics, reviewed competitor information, benchmarked company’s financial plans, and prepared management reporting packages.
• Developed performance drivers, implemented new analytical tools, and prepared presentations that identified financial issues and supported timely strategic decision-making.
• Identified opportunities for process improvement and implemented changes to gain efficiencies.
• Directed activities of 8 staff in the finance department.
A group of advertising and publishing companies namely Al Waseet, Al Balad newspaper, Layalina Magazine with more than 500 employees. Integra sal is the publisher of Al Balad Newspaper. Integra prints, distributes, and sells the advertising space of Al Balad newspaper.
• Worked closely with the team that founded the newspaper and the publishing company.
• Prepared and supervised the preparation of financial statements on a monthly basis.
• Directed budgets and cost control.
• Monitored and analyzed monthly operating statements.
• Analyzed and interpreted financial data and recommended changes to improve the system and the financial performance.
• Ensured the organization’s adherence to income taxes, NSSF, VAT and other legal regulations.
• Directed activities of 8 staff in the finance department.
• Assessed loan requests for retail and corporate credit applications through cash flow analysis, credit analysis, interviews with applicants and checking application forms, references, and other information.
• Recommended approvals of credit applications within policy guidelines.
• Prepared papers setting out conditions and periods of loans, rates of repayment.
Bouygues SA is a French industrial group listed on Euronext Paris exchange and is a blue chip in the CAC 40 stock market index. The company range of products and services covers public works and infrastructure construction and engineering, real estate development, media, telecommunications services.
Soltravo sal Lebanese company with presence in Lebanon and Saudi Arabia for over 30 years entered into a joint venture with Bouygues construction to execute construction projects mainly in foundations and geotechnical works for Solidere for the reconstruction of Down Town Beirut.
• Examined and recorded journal vouchers, payment requests, accounts payable, bank reconciliations, general ledger reconciliations, payroll and monitored current projects’ budgets.
• Generated monthly close of financial reports and prepared special management reports.
• Presented financial information to senior management.
• Developed the chart of accounts.
• Negotiated with suppliers and vendors to receive the most favorable payment and delivery terms.
• Ensured the organization’s adherence to income taxes, NSSF, and other legal regulations.
• Directed activities of 3 staff members in the finance department.
Successfully completed all three levels and the required relevant work experience as of 2006.