Financial Analyst
World Vest Base (WVB)
Total years of experience :1 years, 0 Months
Spreading and updating financial statements of banks and financial institutions from various
countries according to accepted specified guidelines.
• Maintaining a high-quality of updates by limiting the error rate.
• Achieving the daily and weekly update targets of at least 6 consolidated financial statements
or equivalent without jeopardizing quality of updates.
• Evaluating and highlighting updates performed by peers.
• Preparing reports that cover non-financial aspects based on the client’s needs.
• Collecting information from other divisions of the company and abiding by new rules and
procedures with regards to the preparation of financial reports.
Preparing credit proposals that present the proposed facility package and the associated terms
and conditions.
• Conducting and preparing a detailed financial and market study in a timely manner.
• Attending client calls and preparing call memos that summarize key issues raised during the
call.
• Monitoring accounts on a daily basis to ensure that approved limits abide to terms and
conditions.
• Organizing credit files and regularly updating them.
• Performing periodical credit analysis to assess and ensure creditworthiness.
• Preparing internal memos needed pertaining to the credit accounts handled by the SRM/RM.
• Formulating all letters addressed to corporate clients, financial and legal institutions.
Assisting consumers with troubleshooting any technical issues and provide customer service
support while providing excellent customer service.
• Conducting field calls and service requests to airlines, hotels and any other service providers
partnering with Expedia Canada.
• Documenting customer requests and resolution paths properly and clearly for future reference.
Coursework included: Marketing Strategy, Consultancy, Marketing Research,
Coursework included: Financial Economics, Advanced Mathematical Economics, Islamic Finance and Economic Development