Financial Consultant
The Knowledge Factory (Pvt) Ltd
مجموع سنوات الخبرة :6 years, 3 أشهر
A start-up social enterprise working in culture and education. Project portfolio includes International and National partnered projects with British Council, Lahore University of Management Sciences (LUMS), US Department of State, French and German Consulates and various other organisations.
Key Responsibilities:
- Determining financial objectives.
- Designing & implementing of systems, policies & procedures to facilitate internal financial control.
- Preparing of Annual Budget and forecasting trends.
- Developing reports for top management summarizing the key business and financial areas.
- Coordinating of strategic plans, budgets and financial forecast with the board.
- Developing and updating accounting, finance and management policies and procedures.
- Effective Cash Flow Management & Filing Annual income tax returns.
- Implementing training courses for new recruits.
NBP Fullerton Asset Management Limited (NAFA) is one of Pakistan’s leading financial services Asset Management Company.
Key Responsibilities:
- Assessing, monitoring, research and analysis of the trends and procedures of the KSE.
- Risk profiling, drafting, formulating and constructing detailed Investor Policy Statement (IPS) on the basis of clients’ risk / return objectives (with mutual consent), tuned to various portfolio constraints; such as liquidity needs, time horizon, taxation, etc.
- Giving out comprehensive fund-wise and aggregate portfolio performance presentations to existing clients for comparing against respective benchmark and /or associated peer groups’ performance for the specified time period.
- Forecasting likely impact of macro & micro economic policies on AMC’s various funds, such as equity, fixed income, balanced, asset allocation and money market funds.
Next Capital Lahore, Pakistan
A financial advisory firm providing Equity Sales, Capital market research and corporate finance services to Institutional and
Private Investors.
-Working under the corporate finance division, the major task undertaken was the financial research and business valuation of Espresso Coffee houses.
-Assessment, monitoring and study of the trends and procedures of the Karachi Stock exchange.
A KSE listed company producing cotton yarn, and retailing its “Terry” towels in the EU and US.
Key Responsibilities:
- Preparing reports of Bank Reconciliation, and Landed Costs of imported raw materials, imported machinery, stores & spares, dyes & chemicals etc.
- Preparing, maintaining & negotiating of all documents related to L/C opening; including contracting, L/C amendments, forward exchange covers, retirement documents, etc.
- Dealing with matters of Lease Finance, Pledges and Guarantees as well as liaisoning with Indenters, sellers, banks & treasuries, shipping lines, customs, transporters, weighting control association and other technical and relevant personnel.
- Coordination with different departments for the preparation of Financial Statements and Financial Reports.
- Facilitating External Audit with Deloitte, Pakistan. Also Involved in Internal Audit along with KPMG, to improve the organization’s processes and procedures; including an assessment of the internal controls.
Limited concern est. 1995 (chaired by Crown Prince of Kuwait) involved in general trading, investments, holdings, etc with offices in the Middle East, UK, Sri Lanka, Malaysia and Indonesia.
- Researching, Analysing and Preparing of financial models & feasibility studies on various industries for projects; including Energy, Telecommunication, Services, Trade, Transport, Waste Management, Construction, Textile, Dairy, Agriculture and Automobile Sector.
- Carrying out site visits for project planning purposes.
- Generating & Preparing reports and recommendations on the basis of the research conducted.
- Portfolio also includes IT Management as well as budgeting and forecasting.
- Highlight able proposals delivered LENSTAR Malaysia and Ittefaq group.
- Administrative duties; cash management, data management and communications, liaisoning with clients,
-Passed the CFA Level 2 Exam in June 2013.
Oxford Brookes University Bachelor of Science in Applied Accounting (Hons) - Upper Second Class