Planning And Analysis Manager
SHIFT Financial Services Ltd.
Total years of experience :45 years, 5 Months
• Conducted research and analysed data to identify opportunities for improving the organizations competitive position and profitability.
• Developed and implemented functional strategies and specific objectives for the companys departments to support the overall infrastructure.
• Consulted with top management to make recommendations based on research findings and product performance, contributing to key.
• decision-making processes.
• Collected and analysed company data to identify trends and inform decision-making across the organization.
• Collaborated with cross-functional teams to align departmental objectives with broader organizational goals.
• Monitored and tracked progress toward objectives, identifying areas for improvement and adjusting as needed.
• Communicated insights and recommendations to stakeholders at all levels of the organization, including senior leadership, to drive action and achieve results.
• Conducted research and analyzed data to enhance organizational competitiveness and profitability.
• Developed and implemented functional strategies and objectives to support company departments.
• Consulted with top management, providing recommendations based on research findings and product performance.
• Collected and analyzed company data to inform decision-making and identify trends.
• Collaborated with cross-functional teams to align departmental objectives with organizational goals.
• Monitored progress toward objectives, identifying areas for improvement and adjustment.
• Communicated insights and recommendations to stakeholders, including senior leadership, to drive action and results.
• Developed and implemented comprehensive performance reports focusing on key performance indicators (KPIs), providing actionable insights that led to a 95% increase in efficiency.
• Analyzed progress toward objectives, identifying areas for improvement and adjustment.
• Offered strategic recommendations to senior management based on in-depth analysis, improving 90% decision and business outcomes.
• Presented study findings using visualization tools such as PowerPoint and BI software, ensuring clear communication of complex data.
• Achieved recognition for producing the best reports in the company, delivering impactful insights to stakeholders.
• Achieved a 90% implementation rate of data-driven strategies, resulting in a significant increase in company profitability.
• Managed all regional activities for money transfer services across 80+ countries, overseeing operations process, design, planning, and strategy.
• Interacted with managers in various functional areas, ensuring alignment and coordination to achieve operational excellence.
• Analyzed operations to drive efficiency, cost reduction, and improved customer satisfaction, making recommendations accordingly.
• Developed and implemented operational policies and procedures to ensure compliance with regulations and standards.
• Led technology implementation efforts to support operational processes, collaborating with IT teams and vendors.
• Monitored operational performance, identifying improvement opportunities and adjusting strategies as needed.
• Managed a team, providing coaching, training, and performance management to drive success.
• Directed all regional Fintech activities across 80+ countries, overseeing operations process, design, planning, and strategy.
• Supported the CEO and Board of Directors in strategic decision-making and implementation.
• Collaborated with managers across various functional areas to ensure alignment and coordination for achieving operational excellence.
• Formulated and executed a customer service strategy resulting in a 90% increase in customer satisfaction scores and a 10% decrease in customer complaints.
• Managed key accounts for over 500 agents and 2, 000 users, focusing on the companys flagship products.
• Monitored operational and customer service performance, identifying improvement opportunities, and adjusting strategies as needed.
• Increased operational efficiency by 15% through the development and implementation of new policies and procedures.
• Led a global team, providing coaching, training, and performance management to drive success.
- Reflect the company’s image in a good manner among Shifts’ customers.
- Coordination and Supervision - Coordinate, manage and monitor the daily operations.
- Planning and controlling for new and existing agents - Training, support and feedback for the new agents
- Researching new technologies and alternative methods of efficiency and effectiveness.
- Fully cooperation - Pass information and feedback that are related to other departments.
- Call center - Ensure that all duties are completed within the exact duration
- Solving agent’s claims within SHIFT’s standards
- Suspend AML transfers and diverted to the compliance department
- Responsible for monitoring previous week suspended transfers.
- Implementation of new extra procedures that enrich SHIFT’s operations
- Monitor the daily ceiling limit; Coordinate and monitor the agent’s daily and monthly balance with the financial Department.
- Surveying among operations.
- Implement the data submitted by other departments among SHIFT’s procedure
- Submit the required documents and reports on time.
Basic Tasks:
- Assist Operations Manager in supervising daily operations of organization.
- Develop productive, profitable and achievement oriented working environment for employees.
- Address operational issues and concerns in a timely fashion.
- Supervise operations team to ensure operational excellence and excellent customer services.
- Educate operations team on best practices, company policies and service excellence standards.
- Develop and maintain operational guidelines for staffs.
- Oversee operational cost, risk and audit activities.
- Assist in interviewing, recruiting, training, performance evaluation, and promotion and termination activities.
- Determine staffing requirements, work assignment and schedules for new projects.
- Maintain the facility clean, safe and organized.
- Coordinate with General Manager in different operational issues and promotional activities.
- Evaluate current operational strategies and recommend improvements.
- Generate operational reports for management as needed.
• Manage daily operations to ensure smooth and efficient functioning.
• Provide guidance to staff in resolving operational issues.
• Collaborate with Operations Manager to improve effectiveness and efficiency.
• Follow department procedures and maintain high standards in customer service.
• Cooperate with other departments and pass on relevant information.
• Monitor data and inform Manager of any required changes.
• Participate in implementing new technologies and procedures.
• Report glitches or errors promptly.
• Keep CRM and ORM systems updated.
• Survey agents and customers to promote new services.
• Oversee daily operations, ensuring seamless transactions and timely payments.
• Adhered to departmental protocols, maintaining exceptional standards of customer service and satisfaction.
• Conduct Know Your Customer (KYC) procedures to prevent fraud and safeguard customer accounts.
• Monitor Anti-Money Laundering (AML) compliance for cross-border remittances and file Suspicious Activity Reports (SARs) to enhance fraud prevention measures.
• Analyzed transaction volumes, user activity, and financial metrics to drive informed decision-making.
• Contribute with expanding the companys product reach by participate in marketing initiatives, promoting cross-selling opportunities for both B2B and B2C customers.
• Demonstrate proficiency in currency exchange by managing FX deals, adjusting pricing rates to maximize profit from FX margins.
Basic Tasks:
- Explains cash procedures to the clients
- Handles complex cashier work independently
- Reports any irregularities immediately
- Executes financial analysis and statistics
- Ensures respect of financial procedures and guidelines
- Preparing invoices to be paid against cheques & Transfers.
- Examine invoices to confirm adherence with administration and financial manual
- Maintain well-organized filing plans of vouchers and other finance documents
- Make sure that the list of signatures is filled up properly
• Manage the hospitals financial operations, including budgeting, forecasting, and financial analysis.
• Prepare and review financial statements, budgets, and forecasts to provide insights into the hospitals financial performance.
• Assist with internal and external audits, providing documentation and support as needed.
• Ensure compliance with accounting standards, regulatory requirements, and internal policies and procedures.
• Assist in the development of financial plans, budgets, and forecasts to support strategic decision-making.
• Provide financial guidance and support to departmental managers and staff, assisting with budget planning, expense tracking, and financial decision-making.
• Review and approve vendor invoices, purchase orders, and expense reports, ensuring compliance with hospital policies and procedures.
Basic Tasks:
- Answer efficiently the incoming calls
- Courteously greet the customer and give them the best customer service needed.
- Give customer’s assistance by answering their inquiries and other concerns.
- Receive and forward calls to appropriate department .
- Encode and forward customer’s concerns to authorized personnel that will further assist the concern of the customer.
- work in a different shifts
