Financial Analyst
Freelancer
Total years of experience :34 years, 2 Months
As a freelancer
1. I perform financial analysis of financial statements of companies, obtaining financial ratios, pointing out the drops and making recommendations on areas of weakness.
2. I prepare special audit and forensic accounting reports based on clients' requirements. Those reports require performing special tests and analysis depending on the assignment.
3. I perform evaluation of businesses, as required by clients. Method of evaluation depends on data provided.
4. I perform technical analysis of currency pairs in the Forex market. These pairs include EUR / USD, GBP / USD, USD / JPY, USD / CHF, AUD / USD, USD / CAD.
The technical analysis as described above is carried out daily on the 4H charts using Fibonacci retracement, MACD, RSI and pivot points. I also put recommendations for buying/selling currency pair, where appropriate.
As the Chief Financial Officer, I performed the following :
Strategy
• Partner with the CEO on all operational and strategic issues as they arise; provide strategic recommendations to the CEO based on financial analysis and projections, cost identification and allocation, and revenue/expense analysis.
• Participate in the ongoing strategic planning process as an integral member of the senior management team.
• Oversee long-term budgetary planning and cost management in alignment with CIRA's strategic plan.
• Align financial management with short- and long-term financial planning and projections.
• Highlight issues, trends, and changes in the operating model and operational delivery.
Financial and Operational Management
• Oversee budgeting, and the implementation of budgets, so as to monitor progress and present operational metrics both internally and externally.
• Ensure that finance staff maintains financial record systems in accordance with Generally Accepted Accounting Principles, and monitor the use of all funds.
• Oversee the preparation and approval of all financial reporting materials and metrics; prepare quarterly and annual financial statements.
• Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting.
• Coordinate all audit activities.
• Review all formal finance and IT-related procedures, processes, and administration, recommending improvements to the systems in place and managing the systems going forward.
Team Management
• Develop and manage direct staff, to include managers in finance and IT; guide larger multi-disciplinary teams outside of direct span of control.
• Provide guidance, training and development to all members of the financial and accounting staff.
• Provide knowledge and awareness of the goals of the Financial and Accounting Departments, so as to help the team members acknowledge the value and importance of the work they do.
• Create the spirit of cooperation between staff members so as to raise the importance of working as team to accomplish the global goals of the department.
As an Arbitrator / Accounting and Financial Expert, I performed the following :
Arbitration
• Interview the parties involved in the conflict and listen to their point of view to create awareness of the case in hand.
• Receive from them documents that support their point of view in the case.
• Make contact with related third parties to get the necessary documents and statements.
• Hand to each conflicting party the other party's documents along with the third party's documents to study them and examine their authenticity.
• Discuss those documents with the conflicting parties and thoroughly examine them, making a cross check with documents and statements from third parties.
• Carry out the necessary auditing, accounting, financial and legal analysis of the case as a whole, and in depth to the documents received.
• Prepare the arbitration award.
Accounting and Financial Expert
• Interview client involved in financial and/or accounting disputes.
• Receive documents supporting the client's point of view and position in the case.
• Study those documents and ask for further documents that the client might have and/or from other parties such as banks or governmental bodies.
• Prepare a draft of the Expert Report, and discuss it with the lawyer in the presence of the client.
• Make the necessary adjustments to the report and finalize the report.
• In my capacity as Arbitrator, as appointed by DUBAI COURTS, I carried out arbitration, including cases in Banking, Finance, Contracting, Commercial, Labour and other fields.
• As a Private Arbitrator, as appointed on behalf of companies and/or individuals having financial and/or accounting disputes, I prepared Financial and/or Accounting Expert Report.
• Work done according to the procedures previously mentioned.
• Responsible for the supervision of the company’s accounts and financial affairs.
• Reviewed and revised the accounts with the company’s accountant, and discussed year-end financial statements and taxes with the auditors.
• Looked into the company’s financials, preparing company budget and cash-flow statement, coordinating with the Sales department in setting up the Sales Plan.
• I was also responsible for testing software developed by the company, making sure it is operating as planned, and providing training and customer support to company clients.
• Responsible for the supervision of the audit team, monitoring and approving their work, including the interim audit, management letters and final presentation of the financial statements.
• Checking audit files and reports to ensure compliance with International Auditing Standards, as well as contributing in audit where necessary.
• Also responsible for maintaining good relations with existing and expected clients, following up their queries and advising them on financial and accounting matters.
• Responsible for checking and monitoring the work of the chief accountants.
• Setting out and implementing financial policies and plans.
• Preparing cash flow statements, liaising with banks.
• Contributing along with Department Heads in setting out Group's Sales and Purchases plans.
• Preparing companies and Group budgets and discussing them with the CEO.
• prepare quarterly and annual financial statements.
• Study and analyze new investment opportunities, and reporting them to the CEO.
• Establishing and maintaining contacts with local and overseas markets and suppliers.
• Carrying out market researches, and reporting them to the General Manager.
• Setting out Sales and collections policies.
• Assisting the Managing Director in day-to-day operations of the company.
• Responsible for the overview of the company's financial affairs.
• Monitoring its various aspects and ensuring all financial policies and procedures are strictly adhered to.
• Checking the work of the Accounts Department.
• Contributing in setting out of Sales plans.
• Preparation of monthly cash flow statements.
• Setting out collections plan.
• Prepare quarterly and annual financial statements.
• Follow up with Auditors during the yearend audit.
• Responsible for Interim and final audit of the accounts of various clients, as assigned by the Audit Manager.
• Performing internal audit tests in order to ensure the protection of the assets and correctness of recording of financial transactions.
• Preparation of Management Reports to the clients showing our observations during the interim audit and making the necessary recommendations to avoid points of weakness found, and to ensure strong internal control system are being implemented and applied.
• Extensive auditing of the end-of-year financial statements, and preparing the final Auditors' report.
• Carry out Practice Development to help in the business growth of the bureau.
Major in Accounting, as well as full courses covered in Business Administration, Economics & Finance.
GCE Ordinary Level