Senior Financial
Compass Financial Solutions
Total des années d'expérience :18 years, 7 Mois
* Despite having no prior direct experience in business development, established good portfolio of
clientele in a short time span.
Responsible for providing holistic financial planning solutions to Individuals as well as corporate, my key
responsibilities include:
* Advising individuals on developing a customized financial plan aimed at protecting and growing their
investments and achieve their short and long term financial goals.
* Advising corporates on various tools available to protect the business continuity, operational and
financial risks. Key products include key man insurance, corporate investment and health insurance
plans.
* Developed an independent portfolio of clientele through effective Networking and Business
development, and providing efficient customer service.
Payments and Cash Management
Responsible for overall Business performance analysis, acting as a link between Global & Middle East
Finance Heads and Middle East Product Business Head, my key responsibilities included:
* Analysing the financial performance on a periodic basis, providing insightful commentaries to Senior
Management on product level performance, margin/volume analysis including identification of
strategic opportunities and threats.
* Co-ordination, preparation and analysis of Annual budgets and quarterly re-forecasts.
* Supporting Strategy and Business Management teams with appropriate information to enable
decision making
* Coordinate across business segments and key support functions like Marketing, Operations,
Compliance and Credit to enhance the quality of management information.
* Assisting in Asset/Liability management (ALCO) via creating and regular update of Liquidity Models.
HSBC - Manager Business Finance Analysis - Commercial Banking
Reporting to Commercial Business Finance Head, my key responsibilities included:
* Identify, define and analyze Key Performance Indicators, preparation of performance scorecards for
business development team, translation of data into Management Information that provides
operational insights to improve business performance.
* Identify business risks and opportunities escalating issues as appropriate.
* Ensuring investments proposals are aligned with Global strategies and priorities, perform direct cost
& indirect costs analysis and identify opportunities for cost reduction initiatives.
* Partner with the Global/Regional heads of segments and products to improve returns and profits,
identify and analyze KPIs and metrics to measure success of key strategic products.
HSBC - Management Information Planning & Analysis Manager
Responsible for Commercial Banking Management Information and Planning including;
* Preparation of Management Information packs on a periodic basis and analyzing information by
products, customer segmentation and geography.
* Supporting Senior Management to evaluate business performance.
* Ensuring accurate Hyperion reporting for Middle east.
RESTRICTED
HSBC - Financial Reporting Manager
As a key member of Middle East Regional Financial Reporting team handling Lebanon, Bahrain and
Kuwait, my responsibilities included:
* Preparation of Financial Statements on a monthly, quarterly and yearly basis, in line with International
Financial Reporting Standards (IFRS).
* Analysis of the financials and related schedules on a periodic basis including:
o Risk Weighted Assets, Business line financials, ALCO schedules, computation and analysis
of KPIs like Return on Risk Weighted Assets, Capital Adequacy Ratio, yield and cost
analysis.
o Credit grading of customer advances, market/ sector analysis of customer advances
o Maturity analysis of assets and liabilities.
* Worked effectively with the Management Information systems to improve reporting processes.
* Supported BASEL team in preparation of reconciliations and identifying differences.
Ernst & Young
Team member of Human Capital Global Mobility team, with extensive experience in the field of Expat
taxation. Independently handled International Business Machine (IBM) account, one of the key clients of
Ernst and Young, Human Capital practice.
CA Internship - RCE & Co
Team leader for Statutory and Internal Audits of Corporate, directly reporting to the partner with
experience of independently finalizing the statutory audits.
courses: Chartered Accountant (CA)