Finance Specialist
GREYBEARD CORPORATE SOLUTIONS
Total years of experience :4 years, 11 Months
Headquartered In The UK Jan 2023 - Present
Finance Specialist
• Collaborated with cross-functional teams to streamline financial processes, resulting in a 15% reduction in reporting time.
• Implemented cost-saving initiatives, resulting in a 10% decrease in overhead expenses within the first year.
• Achieved a 10% reduction in accounts receivable turnover through proactive collection strategies.
• Conducted variance analysis to identify cost-saving opportunities, resulting in £30, 000 in annual savings.
• Supported the implementation of new accounting software, ensuring seamless transition and minimal disruption to operations.
• Prepared and presented detailed financial reports to senior management, highlighting key performance metrics 100% and actionable insights.
• Utilized advanced Excel skills to develop complex financial models for scenario analysis and decision-making purposes
• Acted as a liaison between finance and operations teams to resolve financial discrepancies by 90% and improve data accuracy
Took responsibility for the planning and execution of financial duties and projects of
company.
Prepared financial statements, reports, and forecasts for the business to ensure financial
stability.
Drafted budgets, income statements, balance sheets, tax returns, and reports required
by regulatory authorities.
Managed the risks involved in the financial activities of the business.
Estimated short and long-term financial objectives by setting performance targets.
Compiled financial reports and supervised month-end processes.
Drafted procurement processes and signed off on purchase orders.
Managed and monitored metrics, KPI tracking, and reports for the financial department.
Evaluated the financial performance of the organization and measured returns on
investments.
Provided training to staff members regarding financial processes.
NTB sales management: Solicit business to prospective clients and to bring in new
accounts to the bank.This involve cold calls, tapping existing account holders for
referrals and lead generation
Portfolio Management: Deepen existing relationship via customer visits or cross sell and
focus on attrition management
Marketing/ Cross sell: Auto loan, Bancassurance, mutual funds, credit cards, home
finance etc
To resolve complaints and to convert customer grievance into customer loyalty
Managing a portfolio of PKR 100 Million with a customer base of 250 accounts
MENTAS ALERTS/ FCCM: Managing and reviewing existing clients business and
ensuring efficient and prompt management of client transactions
Managed the execution of sales strategy and customer acquisition process, exceeded
portfolio growth and cross sell targets.
Achieved sales and activity targets
Strengthen and build on the relationships with existing customers
Provided efficient sales and service to branch customers and ensure high level of
customer satisfaction
as liaison with the bank
•Attended insurance related meetings with Bank staff.
•Productivity and met the set targets on the daily, weekly, and monthly basis.
•Worked closely with the Bank branches to provide sales support to SPs.
•Managed promotions and campaigns.
•Attended monthly reconciliation meetings with the Bank Staff team.
•Achieved monthly premium collection target.
•Managed 3rd party relationships.
•Monthly reconciliation to ensure our figures is accurate.
•Prompt response to all mails/requests (Quote, Underwriting, Documents, and confirmation of authenticity) within agreed timelines in the JLIC.
•Follow up on outstanding premiums and yet to be renewed policies.
•Review and act on all proposal form from the Bank to JLIC.
•Reporting all pending cases for underwriting on the daily basis
•Liaising with the Bank’s Branch feedback on the leads given and how many leads were closed on the daily basis.
•Report to the Bancassurance Relationship Manager.
•Maintaining strong relationship with the Bank Staff.
•compliance with the company policies and Bank procedures
Division Ist A+ Grade
