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Faisal Bhatti, Sr. Financial Consultant

Faisal Bhatti

Sr. Financial Consultant·Confidential

United Arab Emirates

Master's degree, Finance

Work experience

Total years of experience: 17 years, 0 months

Sr. Financial Consultant

September 2016 - Present

Confidential

Arizona, United States

September 2016 - Present

Managing company's financing arm and directly reporting to Director Financial Services. This role is based remotely and involve frequent traveling to Head Office in U.S.

Company industry:
Financial Services
Job role:
Finance and Investment

Senior Manager Operations - Business Analysis

February 2012 - September 2016

MTBC (NASDAQ:MTBC)

New Jersey, United States

February 2012 - September 2016

I joined the MTBC as Financial Analyst, later promoted to Assistant Manager and currently work as Senior Manager in their Financial Planning & Business Analysis department. My day to day activities were primarily consisted of managing several financial planning and business analysis projects, implementation and monitoring of KPI frameworks. I was also a part of the mergers & acquisition team and worked at several locations within the USA. Main goal at those sites is to ensure smooth integration of acquired companies into main business stream. Some of my major accomplishments and responsibilities were:

● Managed $8millions* annual revenue generated by approximately 250 clients of three subdivisions based in Macon, GA, Portland, ME and Torrance, CA.
● 100% Operational & 90% software transition* completed within first 9 month resulted in significant cost reduction related to maintenance of their legacy software.
● Overall cost reduced by 65%, revenue loss less than 10% and client retention at 95% during transition*.
● Played an active role in company's successful IPO. Primarily responsible for developing and maintaining several financials & operational KPIs most notably Clients Days in Accounts Receivable (DAR), Clients' Retention rate w.r.t specialties, location, revenue, products, etc., and performances dashboards for acquisitions.
● Managed a multi-dimensional team and laid the foundation of successful ICD-10 implementation plan by identifying the areas which required improvements or need to be developed to handle the challenges posed by biggest change in American Healthcare industry. One of my initiatives at that time is to develop a standalone ICD9 to ICD10 app became a huge success later and rated as one of the top app by users.
● Played a key role in identifying the problematic areas of data migration during acquisitions and introduced new guidelines to respective teams which helped in reducing overall error rate to 2% from 15%-20%.

Company industry:
Business Process Outsourcing (BPO)
Job role:
Management

Securities Lending Analyst

March 2011 - November 2011

Morgan Stanley

United Kingdom

March 2011 - November 2011

This role was through Change Recruitment Group. I worked in Stock Lending, in the settlements team. This was a high-pressure role and I was constantly working to daily deadlines, often processing trades with a $value in excess of 100mm USD. During dividend season, I was responsible for markets, which saw external business of ~1.5 BN USD being processed daily. In performing this role, I liaise with several internal client groups including IPB (International Prime Brokerage), cash equities and the Stock Loan BU (Business Units) . I also used to deal with external agent banks throughout the day.
My responsibilities included but not limited to the below.
• The timely settlement of Security Loan trades in the European, Emerging and South Africa markets.
• Handling matters related to investment, financial reporting and fund management.
• Understanding market nuances and their respective record date rules.
• Escalating to management any issues pertaining to the timely settlement of risky trades
• Risk management in terms of aged fails and internal clean ups

Company industry:
Financial Services
Job role:
Accounting and Auditing

Business Associate

September 2009 - January 2011

The Royal Bank of Scotland

United Kingdom

September 2009 - January 2011

This role was through Manpower UK, a recruitment agency. I worked with Business support team within the Group Manufacturing & Operations Division. My duties included: • Analysis of customer's claims for financial hardship including verification of Income and Expenditure figures and interpretation of customer's financial position.
• Liaising with a range of parties (customers, external and internal departments) to gather information and resolve issues.
• Involve in various projects regarding changes in procedure, policy and guidelines for financial hardship criteria.
• Working closely with team members to ensure that all output and quality measures are achieved.

Company industry:
Banking
Job role:
Accounting and Auditing

Summer Internee

July 2009 - August 2009

Scottish Executives

United Kingdom

July 2009 - August 2009

Scottish Government - Further & Adult Education Department (Jul 09 - Aug 09)

Company industry:
Public Administration
Job role:
Accounting and Auditing

Finance Internee

January 2008 - April 2008

Mobilink GSM Telecom

Islamabad, Pakistan

January 2008 - April 2008

Mobilink GSM Telecom - Finance Department, Islamabad, Pakistan. (Jan 08 - Apr 08)

Company industry:
Telecommunications
Job role:
Accounting and Auditing

Education

University of Strathclyde

November 2009

November 2009

Master's degree, Finance

United Kingdom

Master of Sciences (MSc) 2008-2009 Finance Postgraduate Merit University of Strathclyde, Glasgow, UK.

Foundation University

October 2007

October 2007

Bachelor's degree, Finance & Accounting

Pakistan

GPA (point): 3.53 out of 4

GPA (point): 3.53 out of 4

BA - Honours 2003-2007 Business Administration (Majors in Finance & Accounting) 81% Foundation University, Islamabad, Pakistan.

Skills

Analysis
Expert
Analysis
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert
Financial Planning
Expert
Financial Planning
Expert
SQL
Expert
SQL
Expert
Communication Skills
Expert
Communication Skills
Expert
MS Excel
Expert
MS Excel
Expert
MS Word
Intermediate
MS Word
Intermediate
MS Powerpoint
Intermediate
MS Powerpoint
Intermediate
SQL
Intermediate
SQL
Intermediate
Financial Planning
Intermediate
Financial Planning
Intermediate
Financial Reporting
Intermediate
Financial Reporting
Intermediate
Stock Trading
Intermediate
Stock Trading
Intermediate
Analytic
Expert
Analytic
Expert
Forecasting
Expert
Forecasting
Expert
Analysis
Expert
Analysis
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert
Communication Skills
Expert
Communication Skills
Expert

Languages

English
Expert
Urdu
Expert

Training and Certifications

Training
ISO 9001:2008 Quality Management Systems
MTBC Compliance Cell
Jul 2013

Hobbies

  • Travelling
    Traveled to USA, Europe and Middle East which was a great experience in terms of valuable exposure I gained.
  • Cricket
    Arranged several tournaments at street, school and university level. Helped me to improve my team management skills as well as to be an effective team member.
  • Reading
    Help me to keep track of what's going around the world as well as enjoying the quality literature.