Senior Analyst
Private Family Office
Total des années d'expérience :7 years, 7 Mois
• Consultation provided to the investment team based on client’s requirement on various
financial proposals including equities & real estate
• Partnered with IT team to create dashboard using Tableu software based on business
requirements to view individual and high level investment results
• Analyze, manage and monitor dashboard and provide outcomes to senior stakeholders on
key investment decisions that have been completed
• Developed internal review and selection process for $1M USD Emergency Relief Fund in response to COVID-19. Collaborated closely with legal and finance teams to streamline contractual framework and business processes
• Redesigned existing Grant Management System collaborating with IT team to support grant managers to easily visualize and make use of quantitative data available. With this new implemented program acting as single source, it reduced 60% of manual inputs for grant managers by eliminating working with several excel sheets and different platforms
• Organized and conducted training for Grant Management team to utilize the redesigned Grant Management System. Created a process document for future reference and communicated the business case and project timeline to internal stakeholders
• Led operational team to launch the first mobile application used by over 200+ attendees at Expo Live annual event
• Conducted industry research on investment proposals and prepared recommendations for maximum rate of return
• Created dashboards for investors to compare and contrast investment proposals
• Divisional controller of Sunglass Hut (leading eyewear brand), oversaw financial reporting and analysis, budgeting, and managed top line P&L optimization for Middle East & North Africa business including vendor management
• Analyzed and commented on main variances between plan, budget, and prior year using financial dashboards and shared the results with management team at the weekly and monthly business review
• Budgeted and planned the bottom up forecast (3 year plan, yearly budget, quarterly plans) for the MENA retail P&L and provided support and guidance to the team
• Acted as main point of contact for customers on all commercial discrepancies (price, volumes, shipments, and delays) and resolved escalations
• Conducted data extraction from analytic systems (SAP/Hyperion) for the reconciliation process
• Redesigned forecast model to reduce budget preparation time by 40%
• Conducted and led weekly forecast calls with regional sales teams and presented slide deck to executive management
• Selected by executive finance team to lead Middle East and Russia services business for financial planning and analysis
• Performed variance analysis and shared findings to relevant stakeholders
• Assisted in month-end closing process to central finance team