financial analyst
Serco
Total years of experience :10 years, 7 Months
+Develop dynamic and accurate excel-based cost models, financial statements (P&L accounts, balance
sheets etc.) and detailed scenario/sensitivity analysis for bids / projects
+ Detailed costs and margin analysis to identify areas for cost reduction and margin improvement for the
project
+ Review, analyze and suggest changes to Commercial Terms & Conditions, Contracts, etc.
+ Develop detailed budgets and forecasts for the project, including Opex and Capex. Detailed variance
analysis of budget vs actual as and when needed
+ Develop presentations that highlight key financial metrics of the project which are then presented to the
top management
+ Develop BI Reports and Dashboards in Power BI, which include dynamic graphs and charts that help in
analysis. Familiar with developing drill down reports, time intelligence reports, basics of DAX
functions, etc.
+ Conduct market research in order to challenge inputs received
+ Collaborate and work in teams, demonstrating good communication skills. Liaison and timely follow
up with all stake holders to get the required inputs.
+ Perform financial statement analysis, ratio analysis and investor return calculations such as IRR, NPV,
etc.
+ Support governance process through delivering robust financial outputs and price risk analyses to
facilitate effective decision making with a focus on margin protection and cash optimisation
+ Support other Business Development activities and develop ad-hoc reports as required
+ Assist in developing and implementing financial modelling best practice
+ Manage and provide training to a team of 2 analysts. Ensure that targets are met on deadlines
+ Direct client dealing in order to understand the project/business
+ Direct communication with financiers / banks in order to explain the project/ business and also provide them all the required information for their due diligence.
+ Conduct detailed financial modeling and present the model to top management
+ Prepare deal packs / information memos with the partners which are then presented to investors
+ Perform due diligence on potential projects, report the issues to the top management and try to resolve the issues with the clients
+ Check amortization, depreciation, prepaid expenses, etc. entries posted by accountants at clients to ensure correct accounting
+ Present research to the top management. Check and verify research done by the analysts
+ Conduct training in house and at clients for Microsoft Excel
+ Financial Modeling using advanced excel. Independent financial modeller, building models from start to finish in order to analyze business/investments.
+ Analysis of investment and business opportunities including valuation, return and scenario analysis
+ Familiar with taxes like VAT, Sales Tax, Corporate Tax, Capital Gain Tax, Etc. in countries like UK and Pakistan
+ Writing research reports through Market and industry research using tools like Porters Five Forces Model
+ Develop Adhoc reports as per the requirement of the client
+ Provide support in developing client side presentations and deal packs/pitch pack
+ Direct client dealing in order to explain models/reports and to obtain data
+ Due diligence for M&A
+ Financial projections (P&L, Balance Sheet, Cash flow, Valuation, etc.)
+ Preparing Budgets.
+ Apply critical thinking and problem solving skills while developing models and analyzing data.
+ Develop feasibility studies for new business and investments
+ Provide support in new business strategy development
+ Forensic Accounting and Auditing
+ Pursuing CFA, will appear in CFA Level III Exam
+ Expert / Advanced user of Microsoft Excel, Word and Powerpoint
+ Business Process improvement by using tools like process mapping
+ Data review at Clients
+ Month end reconciliation to ensure accuracy of data
+ Financial Modeling: P&L, Cross over forward forex rates, Credit aging report
+ Successfully Developed a forecasted P&L model
+ Also worked on Product costing spread sheets and models
+ Develop projected P&L at each quarter end for the remaining fiscal year
+ Perform Financial and Ratio Analysis of competitors.
+ Effectively calculate & Pay Royalty to TMC. Use SAP to record & generate Royalty Report.
+ Provide support in the Costing of New Corolla
+ Month end closing entries, adjustments and reconciliation of GLs and Ledgers.
+ Exhibit team work and good interpersonal skills
+ Successfully conducted trainings for Microsoft Excel for a batch of 10 people
+ Successfully Automated the LC Register via Excel Macros for Treasury Section
+ Developed a Model to calculate Cross over Forward Forex rates in any two currency for Treasury section.
+ Help Accounts Receivable section in developing credit aging report
+ Learning the Toyota way of Management
+ Learned the concept of Genchi Genbutsu, Yokoten, Kaizen, A3 Paper, etc.
+ Time management through Gantt charts
+ Participate in weekly 5S activity
+ Also attended weekly Obeya meetings
CFA Level III Pass