Associate Manager - Consulting
Kpmg
مجموع سنوات الخبرة :10 years, 3 أشهر
• Contribute on engagements with the public sector by developing investment reports that provide an overview on economic and demographic insights.
• Contribute on engagements related to investment attraction as well as developing reports highlighting business opportunities in various sectors.
• Apply advanced strategic analysis and financial modeling to provide innovative solutions to clients.
• Handle overall project management and ensure the timely delivery of high-quality service.
• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.
• Prepare detailed plans and reports for presenting to key clients and stakeholders.
• Contribute to the development and refinement of company vision and strategy.
• Collaborate with cross-functional teams to ensure consistent, high-quality advisory service.
• Build and develop relationships with clients to ensure client retention and satisfaction.
• Ensure smooth and efficient running of the organization by providing budget development, planning & reporting, managing the accounts and financial reporting of project funded activities.
• Coordinate with the Management Team to provide financial and operational monitoring and controls on all activities, including producing reports and overseeing analysis of data and budget administration.
• Play a significant role in long-term planning, including an initiative geared toward operational excellence.
• Provide financial management of all project funded activities and program.
• Offer support for practice financials and account management in liaison with the BU’s Partners, Directors and Business Unit Coordinator.
• Create recurring automated and ad-hoc report.
• Review and perform scenario and stress tests for financial models.
• Develop and continually improve budgeting, financial projections, and operating forecast.
• Analyze and interpret data to identify patterns and market trends.
• Develop, analyze and update financial models to support strategic initiatives, planning, and forecasting.
• Analyze and assess the profitability of the projects and product lines.
• Support management team and the Heads of Department with data-driven analysis for decision support.
By way of merger HSBC transferred its business in Lebanon to BLOM Bank, hence, I became a BLOM bank employee effective 16- Jun-2017and maintained the same position and responsibilities (detailed below) held at HSBC.
• Manage 50+ corporate clients with multiple industry focus to provide effective service and renewal planning.
• Design and implement an effective credit risk management by proactively following up on payment schedules, updating credit risk files, submitting credit applications with quality of risk assessment.
• Visit clients and gather necessary information to do a complete credit review including financial statements analysis, credit analysis, facilities structuring, and debt structuring/restructuring and documentation examination.
• Carry out a swift and substantiated escalation of all client service and relationship issues.
• Ensure that appropriate risk analysis and risk/returns assessment is carried out to recommend timely remedial actions, where appropriate.
• Ensure compliance with the bank’s policies and procedures to protect the organization's and customer’s interests.
• Conduct proper KYC and fulfill the compliance requirement with the regulated bodies.
• Market the bank’s products and promote bank services.
• Conduct internal audits in conformance with auditing procedures and departmental policies.
• Report audit findings and make recommendations for the correction of unsatisfactory conditions and improvements in operations.
• Provide recommendations in improving the organization's controls and operations.
• Review and report on the accuracy, timeliness and relevance of financial and other information that is required by management.
• Control and verify forex, futures, options, financial securities and commodities operations.
• Thoroughly examine and interpret the statistical reports in order to act swiftly upon any change in customers’ profile or market conditions.
• Monitor risk: Over limit and Margin Call accounts.
• Daily follow up and monitoring of clients by reviewing and approving daily transactions in view of recommending actions for better account management.
• Work closely with other governance functions (Compliance, Internal Audit, Management etc.).