Sr. Manager (Financial Planning & Operation)
CAS Scale BD Pvt. Ltd, subsidiary CAS Korea
Total years of experience :15 years, 5 Months
1. Investment planning, pipe-lining, rational prioritizing, scheduling and conducting preliminary research
2. Market Research, Data Analysis, Reporting & Presentation
3. Business Development initiatives and participation in Govt. bidding
4. Leading the team for concept paper preparation, feasibility study, financial modeling, finance sourcing
5. Business strategic planning, implementation and motivation initiatives
6. Driving sales and marketing activities and ensure growth
7. Change Management and Leadership development initiatives
8. Taking initiatives for developing department charter, organizational reporting structure, setting organizational values and principals and driving KPI initiatives
9. Helping departments to prepare policies and SOPs
MAJOR ACHIEVEMENTS:
1. Introduced two new products in BD market: TTR & Label-sticker
2. Industry analysis, demand projection and pre-feasibility report on Label & Sticker plainitiative. Restructuring the organogram of the company to uplift leadership capability
4. Streamlining the process of after sales service, reporting structure, HR evaluation matrix, broken scale handling process, cloud based sales & marketing daily visit and so on.
5. Implementation of organizational development fund
6. A number of policies, SOPs and formats to standardize process of business execution
1. FINANCIAL ANALYSIS, FORECASTING & FEASIBILITY STUDY
2. FINANCIAL PLANNING, BUDGETING & REPORTING
3. TREASURY ADMINISTRATION
4. INTERNAL PROCESS AUDIT
5. REGULATORY AFFAIRS & FINANCIAL COMPLIANCE
Most Value Adding Tasks Include:
- Secretary of Managers` Coordination Meeting
- Standardization of Internal Auditing activities
- Policies and SOPs review & formulation
- SLA & Agreement validation & recommendations
- Conducting Process audit, physical visit and compliance monitoring activities & delivering reporting & recommendations
- IPO planning, preparation, related valuation, analysis & reporting
- Business growth & trend analysis, sales performance analysis and target setting, peer group and industry analysis, cost benefit analysis
- Develop Financial Models & preparing project concept paper & Information Memorandum (Project Profile) of new projects
- Monthly Business Review preparation and reporting
- Cash Budget, existing business forecasting and variance analysis
- Managing external stakeholders (BTRC, World Bank, Bangladesh Bank) and others
MAJOR ACHIEVEMENTS:
- Implemented financial health checking criteria and quarterly monitoring system
- Lead the team in developing Financial Models and Business Proposals writing for a number of projects including but not limited to: FTTH Network Deployment Over NTTN, Connected Schools, Data Center, Mobile Phone Assembly Line, Partnering With ISPs, Comprehensive Company Financial Forecast, Company Valuation and so on.
- Successfully conducted the financial closure of 3 projects totaling USD 80 mil. with Huawei as supplier`s credit & World Bank
- Developed and executed policies: Disposal Policy, Developed Liquidity Damage Policy, Credit Administration Policy, Monthly Closing Policy, Insurance Policy, Supply Chain Management Policy, Payment Approval Matrix and others
IN ADDITION:
=> Played the role of `Manager (Financial Planning & Budgeting)` for Bangladesh Technosity Ltd., a subsidiary of Fiber@Home Ltd.
01. Planned & formulated budgetary framework of the company
02. Prepared budgetary format in MS Excel for SBUs & concerned departments
03. Preparing company budget
04. Variance analysis and management recommendations
05. Planned and developed the Management Information System (MIS) of the company
06. Developed comprehensive framework using MS Excel for fetching information for MIS incorporation from SBUs and departments
07. Preparing MIS monthly & yearly based on the specific format in MS Excel
08. Developed service wise complex revenue ledger forms in MS Excel for Sales & Marketing Team
09. Developed account receivable forms in MS Excel for Revenue Assurance Team
10. New investment analysis in various VAS industries
11. Project company valuation: pre-money & post-money
12. Supervising in preparing Financial Models for various potential projects
13. Supervising in preparing Information Memorandum (IM) of the projects
14. Communicating with the financiers/lenders
15. Prepared and implemented 'Monthly Fund Requisition Form' for all the departments
16. Communicating with the managers of SBU and departments in implementing management decision related to financial matters
17. Presenting various financial analysis and observations before the management
18. Various analytical management-reports preparation
19. Reviewing Service Level Agreements (SLA) for financial justifications
20. Supervising revenue assurance team
21. Day to day management work
Major Project Feasibility Experience :
01. USD 58.34 Million Expansion Project of for Nationwide Telecommunication Transmission Network (NTTN) Business: Financial Model (FM) & Information Memorandum (IM)
02. Assessment of cable TV operation through Optical Fiber Network based on FTTH model: FMl
03. Raising Fund for International Terrestrial Cable (ITC) Project: FM & IM
04. 3 Financial Models for Loan Swapping Option Analysis
Overall Responsibilities:
01. Preparation of project concept paper
02. Developing work plan and work packages
03. Analyze and customize data and information for reporting purpose
04. Conducting feasibility study using proper method, software and tools
05. Develop financial model based on the commercial and economic attributes of the project and figure out Cash flows, IRR, NPV, Payback of the project
06. Preparing market survey and financial feasibility study reports and information memorandum of the projects
07. Supervising in writing Terms Of Reference (TOR), Request For Proposal (RFP), Expression Of Interest (EOI) and Proposals
08. Assisting in smooth progress of the project by tracking time, deadlines and deliverables
09. Assisting Project Managers and Work Package Managers for both small and large projects by collecting data/information and relevant documents, maintaining project files and reports
10. Assisting in liaison with the project team members and chasing necessary papers and maintaining project files
11. Compiling with consultants/project team members deliverables and other tasks assigned by Group Manager time to time
Business planning and proposal writing experience:
01. Investment Promotion and Financing Facility (IPFF) (PPP cell, Bangladesh Bank)
02. Supporting private sector development through Bureau of Investment Promotion (BIP), Rajasthan, India (IFC, WB)
03. Vessel safe shelter for Maldives (IFC, WB)
04. PPP project pipeline analysis for Kenya (IFC, WB)
05. Private Sector Development (PSD) in Maldives (IFC, WB)
06. Investment Promotion and Financing Facility for Bangladesh (IPFF, WB)
07. Institutional Assessment for Village Court (UNDP)
08. Refurbish-Build-Operate-Transfer (RBOT) of Chittagong Dry Dock Ltd.
09. Water Supply and Sanitation in Cyclone Prone Coastal Areas of Bangladesh (IDB)
10. Concept paper of IIFC and IFC Joint Venture for PPP Project Development
11. PPP Option Analysis and Implementation Plan for Tajikistan (IFC, WB)
Major investment project due diligence experience:
01. Summit Bibiyana 735 MW Combined Cycle Power Plant
02. Inland Container Terminal (ICT) at Muktarpur by Cemcor (Summit)
Few of the Major Projects Completed:
01. Market Research for Selected Items of Glass Fabrication Industry in Bangladesh
02. Standardization of Process Work & Value Added Service (VAS) Industry Analysis for
03. Refurbish Build Operate and Transfer (RBOT) of Chittagong Dry Dock Limited
04. Investment Promotion & Financing Facility (IPFF)
(on-going)
05. MoU with IFC: IIFC and IFC Joint Venture for PPP Project Development
06. Impact Evaluation of Japan’s Official Development Assistance (ODA) Program in the Communication Sector of Bangladesh
07. Dhaka Elevated Expressway (DEE)
08. Information Communication Technology Progress Monitoring for BCC
01. Sought after viable new business opportunities for Apex by analyzing data & information from various sources
02. Analyzed 9 new projects (Corn Starch, HFCS 42, Yeast, Wheat Flour, French Fry, Bakery Foods, Fashion Wear, Battery, Solar Module Assemble Line) and prepared 3 feasibility reports (Corn Starch, HFCS 42 & Yeast)
03. Prepared and presented persuasive project profile
04. Analyzed financial data and information sensitive to the cost of capital of the firm with a view to minimizing it
05. Assisted the management by proving analytically processed data and information based on the usages of statistical and financial tools
01. Preparing annual budget for ACI in liaison with the SBUs
02. Preparing market analysis reports which are aligned with the business needs
03. Making several sessions of presentation on “Strategic Planning Process” and “The Magic Of Thinking Big” for departmental heads
04. Conducting a routine work: “Economic Analysis Of Bangladesh” and presentation
05. Preparing reports on “Global Compact” program of UNO
06. Maintaining continuous communication with SBUs for planning purpose
08. Planning to introduce ‘best practice’ policy within the company for supporting vision
I prepared my dissertation based on the actual tools and techniques that I had been using at my service in Apex. I developed a technique named as TWOA (Two Way of Action) for collecting and analyzing data and information from the practical field and successfully implemented in Apex.
I have completed my internship in Credit Rating Agency of Bangladesh (CRAB), the top most leading credit rating firm in Bangladesh, and was employed as Financial Analyst in CRAB as well. Received a very extensive training on Financial Analysis conducted by Mr. Rohit Enamdar of Indian Credit Rating Agency (ICRA). Prepared a comprehensive dissertations was on the performance of the mutual funds of Investment Corporation of Bangladesh (ICB).
Attained the 'Star Mark' at this level and awarded with the Board Scholarship by the GoB.