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Bilal Qadri, Lead Financial Services

Bilal Qadri

Lead Financial Services·Halliburton

Kuwait

Bachelor's degree, Accounting

Work experience

Total years of experience: 8 years, 5 months

Lead Financial Services

January 2024 - Present

Halliburton

Al Ahmadi, Kuwait

January 2024 - Present

- Manage $130M+ AR portfolio across 14 Product Service Lines; oversee aging AR in Kuwait
- Delivered $85M in collections — the highest collection performance in Kuwait history
- Maintained DSO in the mid-70-day range across the full Kuwait portfolio
- Review customer contracts, evaluate credit cases (Kuwait, Qatar, Iraq) and drive billing-to-collections
improvement initiatives
Company industry:
Oil & Gas

Wealth Advisor

January 2023 - May 2026

National Bank Financial

Montreal, Canada

January 2023 - May 2026

- Managed investment portfolios for high-net-worth clients (>$1M in investable assets)
- Delivered tailored financial and tax-efficient planning solutions in collaboration with specialist teams
- Achieved highest-ranked client satisfaction score on internal survey
Company industry:
Financial Services
Job role:
Sales

Senior Analyst, Financial Planning & Taxation

September 2021 - May 2026

National Bank Financial

Montreal, Canada

September 2021 - May 2026

- Supported complex planning cases for clients with >$5M in investable assets
- Developed tax-efficient wealth strategies for HNW individuals; streamlined team processes within
first three weeks
Company industry:
Financial Services

Senior Tax Analyst, Fund Accounting

April 2020 - May 2026

National Bank Financial

Montreal, Canada

April 2020 - May 2026

- Prepared and reviewed T3 tax returns for 30+ investment funds; performed daily and monthly NAV
distributions
- Led a team of 3 analysts ensuring timely compliance and reporting
Company industry:
Financial Services

Co-Lead

January 2022 - January 2024

MAX Montreal Chapter

Montreal, Canada

January 2022 - January 2024

• Professional networking, events, and industry workshops
Company industry:
Accounting

Tax Analyst

October 2019 - October 2020

National Bank of Canada

Montreal, Canada

October 2019 - October 2020

Prepared financial statements and T3 tax returns for trust funds; supported fund accounting and tax
reporting
Company industry:
Banking
Job role:
Accounting and Auditing

Founder

January 2018 - January 2020

John Molson Podcast Society

Montreal, Canada

January 2018 - January 2020

• Founded university business podcast; conducted 15 senior executive
interviews
Company industry:
Accounting

Education

Concordia University

January 2019

January 2019

Bachelor's degree, Accounting

Canada

Skills

ACCOUNTING
Intermediate
ACCOUNTING
Intermediate
ACCOUNTS RECEIVABLE
Intermediate
ACCOUNTS RECEIVABLE
Intermediate
AUGMENTED REALITY
Intermediate
AUGMENTED REALITY
Intermediate
BUSINESS OPERATIONS
Intermediate
BUSINESS OPERATIONS
Intermediate
CORPORATE TAX
Intermediate
CORPORATE TAX
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
FINANCIAL ANALYSIS
Intermediate
FINANCIAL ANALYSIS
Intermediate
FUND ACCOUNTING
Intermediate
FUND ACCOUNTING
Intermediate
OIL AND GAS
Intermediate
OIL AND GAS
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate

Languages

English
Expert

Training and Certifications

Certifications
Mutual Funds Certification • Securities and
CPA Canada — CPA Program