Sr. Financial Analyst
Guardian Capital Investment Advisors
Total des années d'expérience :11 years, 0 Mois
Financial Reporting, Financial Analysis, Equity Research, Portfolio Analysis, Budgeting & Forecasting, Internal Audit, Variance Analysis, financial Presentations to the Board of Directors.
Financial Modeling Activities:
• To build Financial Models for existing and new projects, acquisitions, mergers, joint ventures, and partnerships, and update versions regularly. The Financial Model should generate pro-forma financial statements, feasibility indicators, sensitivity analysis, capital structure, sources and uses calculations, valuation, Risk and SWOT Analysis, etc.
• To gather Assumptions from the relevant technical persons internally and check the validity of the assumptions and benchmark them against relevant industry standards or market prevailing conditions.
• To document the Assumption in the Assumptions Book.
• To understand the business case thoroughly and proposes alternative strategies to improve the overall return.
• To summarize and present the financial model including the resultant recommendation.
• To maintain periodic reporting of the Financial reports.
• To compare actual against forecasts and identify the reasons for any variances.
Business Planning Activities:
• To draft, compile, and write the Business Plan document for new projects in light of the approved feasibility covering all the sections that are usually covered in a well-written Business Plan.
• To draft, compile, and produce Equity/ Debt raising presentations, proposals and memorandums
Due Diligence Activities:
• To carry out buy-side financial due diligence and coordinate the rest of the Due Diligence activities.
Market Research Activities:
• To conduct Market Research on different real estate sub-sectors in KSA Real Estate market in order to identify market trends and gaps between supply and demand.
• To conduct a macro-level Market Research about real estate sector in KSA in general to help identify factors affecting demand on properties, and spot potential markets, new ideas, and concepts.
• To gather and consolidate information on local and regional competitors, analyze their prices, sales, and marketing methods and potential offerings
• To conduct research on target customers and analyze data on demographics, preference and needs and buying habits, using the appropriate methodologies such as interviews, questionnaires, focus groups and customers’ reviews, in both primary and secondary research.
• To analyze data from surveys, publications and literature reviews.
• To manage conducting Market Research through consultants and review findings.
Briefly employed with Al-Rajhi International Investment (Riyadh, KSA) a part of Al-Rajhi Group which is one of the leading banks in Saudi Arabia as Financial Analyst. Main areas of my current job is to analyze financial statements of different companies to invest in along with assisting CFO for the preparation of Budget, financial yearly and monthly performance forecast for group companies and comparison of the actual vs. budget performance analysis in different time periods, and to make weekly and monthly group actual financial performance presentations and spreadsheet Reports for the Board of Directors.
Other tasks include supervising the procedures involved in the monthly test counts in order to verify the accuracy of inventory balances, accurate forecasting budgets and cash flows in conjunction with the preparation of proposals and cost reporting. Written financial reports and power point presentations on monthly basis. Establishing cost flows, cost structures, and business rules to ensure consistent accounting records. Provide assistance for the preparation of Annual Financial Budget, supervising Internal Control for expense recording and to supervise cost control environment.
Part time worked with Bambury & Co. (Oxford, UK) a local accounting firm in Oxford, which specializes in financial analysis, Tax returns and independent examination of investment proposals as an accounts assistant.
Completed six months internship at Middle East Metal Industries (Mawad International), (Riyadh, KSA) one of the leading metal and wooden doors manufacturers in the Middle East, as a Financial Analyst in Riyadh, KSA.
Main purpose of my job was Financial Analysis, Reconciliation, Budgeting, Forecasting.
Part time worked for Follie Folli, (London, UK) a luxury goods company in London as an assistant accountant, which is one of the reputed businesses having their presence across the globe with annual sales of GBP 100 Million.
Job included Analysis of weekly sales, monthly sales and calculation of KPI's per individual, Payroll, Individual Sales analysis of different stores in the Scotland and Wales region.
My core modules in this course are -Corporate Finance -Financial Markets and Institutions -Finance in Context -International Finance -Corporate Social Responsibilities -Financial Modeling -with a self originated Financial Research Project
The core modules for the course were -Business Accounting -Business and Managerial Economics -Statistics and Quantitative Methods -Marketing Management -Human Resource Management -International Business and E-Commerce -Business Law and Ethics -Financial Management -Strategic Management -Change and Business.
Higher Secondary School Certificate from International Indian School, Riyadh in 2010 with -Mathematics -Chemistry -Physics -English Literature -Physical Education.