Senior Demand Manager
Credit Suisse AG
Total years of experience :21 years, 6 Months
Aligning demand with IWM’s strategic priorities and redeploy resources to achieve optimal allocation, acting as intermediary between IWM BAs, Shared Service units and other Divisions to ensure IWM Demand is captured and planned & deputizing IWM COO in Design Authority Committees Globaly
Lead major global Regular and Targeted audit programs within the bank in PB and CFO functions, working closely with Head of Audits in the Risk Assessment on Regulatory Reporting topic, Liquidity & Funding, Accounting, Reviewing Key Risk management tools RCSA, MICOS Controls, Treasury and Private Banking. Drive the Operational and Leadership meetings of Chief Auditors
Lead the acquisition, design and execution of large finance projects within complex multi-national clients; Help clients to define value drivers, metrics and KPI’s and outline efficient processes that will improve transparency and drive continuous finance performance improvement. Support transformation program outcomes through the delivery of appropriate financial planning, reporting and analysis, strategic management information and cost transparency.
SELECTED ACHIEVEMENTS
• Lead engagement in finance transformation program, helping client through EPM solutions e.g. Rolling Forecast, Balanced Scorecard & Strategy mapping, Multi-dimensional reporting and Scenario based planning.
• Led an intense project for a major Insurer in creating a comprehensive Scorecard to be presented to BoD, and led a Capability Assessment project of Recovery & Resolution Plan compliance for a major international bank
CREDIT SUISSE AG, Switzerland
Market Area UK / International, Private Banking EMEA
Serve as subject matter expert for all financial reporting and finance matters, overseeing MIS cockpit and reports for the entire Market Area. Drive monthly rollup forecasting and annual Organizational Business Planning process. Tracking progress to targets and ensuring successful delivery on KPIs. Ensure an appropriate staff, by coaching, training on the job, assessing performances as well as external training.
SELECTED ACHIEVEMENTS
Positioned the Market Area to act as a pilot on several initiatives within the entire Private Banking division
• Implemented new monthly MIS Cockpit to senior executives and management teams built on visual charts, providing them with comprehensive yet simplified view of the market performance
• Increased revenue by 7% in Q3 2011 through strong referral management & solid business case management
• Succeeded in reducing the overall cost by 5% for full year 2011 via managed expenses optimisation and properly advising on bottom performers management
Successfully performed / reviewed budgeting & planning modules, cost estimates, forecasts, 1 year operational plan and strategic five years business plan. Challenged management on initiatives and new projects, maintained proper investment & corporate governance. Oversaw the instructions of Social Security, SLA recharges, and Swiss GAAP accruals for deferred compensation & bonus for all locations worldwide, and guided the FINMA Capital deductions process.
SELECTED ACHIEVEMENTS
Voluntarily taken-over the position of Business Manager of Global Risk Control function
• Established a very strong relationship and excelled in communicating risk issues to stakeholders and business partners. Reduced work efforts of senior executives through offering training for important topics & setting up regular one on ones
Managed the reorganization of 23, 000 employees from different Business Divisions to Corporate Centre Project (CtB Project Management)
• Ensured monitoring of business and financial performance by providing the management team with information, financial analyses and proactive advice
• Supervise 1 team member
• Review B/S & P/L Monthly Consolidation Process and its all adjustments according to IFRS, US GAAP and Swiss GAAP
• Prepare the Monthly Management Report, Quarterly Trustee Report as well as the Annual Financial Statements
• Calculate the impact of share based components on the diluted EPS
• Review the FINMA Capital Deductions process from Group Treasury for our Own Shares, AIVs and Outstanding Options
• Apply SOX as well as Basel ll for Internal Risk Control
process & Review the Monthly IFRS2 Tax Reports
Led the Client Reporting team through delegating preparation of financial statements for trusts, companies and partnerships, located in a wide range of jurisdictions, preparing investments, income & capital distribution schedules. Oversaw the Reconciliation of bank & portfolio accounts, real estate purchases and sales to completion statements. And proper Verification of contributions from clients and distributions to beneficiaries
SELECTED ACHIEVEMENTS
• Structured practical documents to provide distinct training, processes and education for new hire and existing employees worldwide on the newly implemented database program (Project 1)
• Achieved with my team excellent results in cleaning out a challenging reporting back-log through adapting a top-notch motivation program for extra working hours
Mostafa Shawki & Co. (Deloitte Touche) Cairo, Egypt,
Semi Senior Auditing Division, according to IAS and IFRS:
• Lead 2 - 4 Junior Auditors during assignments
• Interim Auditing & yearly financial statements
• Test, design control structure & accounting systems
• Give advice to clients to improve internal control structures
• Prepare financial statements & auditor's reports
• Prepare financial analysis & cash flow statements
Industrial Companies: Procter & Gamble Egypt
Petroleum Companies: ExxonMobil
Hotels: Marriott Hotel
Documentary Credit Department; Junior
• Mainly opening the LC & Examining the documents
• Providing that the terms & conditions of LC have been fulfilled