Senior financial analyst
Automak automotive company
Total years of experience :14 years, 6 Months
1. Preparation of various dashboards which includes Leasing & rental, Aftersales, Dealership, Used cars sales and HR and analysis of it.
2. Reporting, analyzing and interpreting monthly and yearly financial statements, perform variance analysis.
3. Financial statements forecasting for the remaining months.
4. Analyzing receivables ageing report.
5. Prepare financial budget & forecasting and analysis.
6. Working on a 5-year business plan.
1) Prepare financial budget, forecasting, planning and analysis.
2) Monitor sales performance & business profitability against plan.
3) Calculating and analyzing breakeven sales and ROI models.
4) Perform feasibility study for new investment.
5) Cash flow projection for Kuwait and foreign countries.
6) Perform profit & loss variance analysis for Kuwait, KSA, Qatar & UAE
1. Preparing, analyzing and interpreting monthly, quarterly and yearly financial statements, perform variance analysis, trends and make recommendation for improvements.
2. Preparing financial dashboard, graphs, charts to help illustrate financial trends.
3. Prepare and produce financial budget & forecasting.
4. I saved 25% of total cost in home delivery service.
5. Verifying, posting and reconcile accounts receivable & payable, payroll, fixed assets, and depreciation.
6. Support month-end and year-end close process.
7. Preparation of financial statements - balance sheet, profit & loss statement & cash flow statement & reporting to finance director timely.
8. Conducting monthly meetings on P&L with division head and annual board meeting.
9. Analyzing break even sales and ROI models.
10. Perform feasibility study for new investment which includes capital budgeting such as creating NPV, IRR, payback period and benefit cost ratio for evaluating financial implications of new investments and provide recommendations to top management.
11. Analyzing and interpreting various financial ratios of financial statement.
12. Producing cost saving and ad-hoc reports.
13. Managing short- & long-term investment of the company.
14. Monitor performance & business profitability against plan.
1 Meeting clients to understand their needs and demands.
2 Cold calling; making multiple outbound calls to potential clients; closing sales and working with client through closing process.
3 Collaborating with sales and leadership to secure, retain and grow accounts.
4 Contacting clients to inform them about new developments in the company’s products.
5 Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
6 Preparing financial plans with a mix of short- and long-term investments.
7 Maintain proper documentation following preset guidelines established by compliance and management.
1. Providing trading & investment advisory services to retail as well as HNI clients.
2. Understanding Research Report & recommending clients to make long term as well as short term Investment.
3. Participating in Primary Markets such as IPO’s, new fund offer, Debentures, Bonds, etc.
4. Analysing the technical trend & using various technical tools for technical analysis which helps the clients to get good equity calls for trading purpose.
5. Guiding Clients on trading strategies, managing the client’s portfolio and keeping track on their investment.
6. Monitoring their margin, risk and maintain relationship & encourage client to trade regularly.
7. Dealing efficient, timely execution of all transactions and Generating Brokerages / revenue for the company.
8. Providing software training to clients to do trading of securities online and also doing offline trading on behalf of them.
I have done 2 years full time MBA degree in finance from university of Mumbai, India. Major subjects includes corporate finance, economics, international finance, financial market, capital market, derivatives market, mutual funds, international business, Banking & insurance, etc.
I have done 3 years full time B.COM (Bachelor's of commerce) degree in accountancy & economics from university of Mumbai.
