shadi abu serryeh, Associate Director

shadi abu serryeh

Associate Director

KPMG

Location
Saudi Arabia - Riyadh
Education
High school or equivalent, Banking & Finance
Experience
24 years, 9 Months

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Work Experience

Total years of experience :24 years, 9 Months

Associate Director at KPMG
  • Saudi Arabia - Riyadh
  • My current job since August 2013

* Managed the initiatives for IFRS conversion services offering and identified the mismatches between
SOCPA and IFRS
* Assisted in the public awareness seminars for the IFRS change/conversion and the required set up in
terms of business, systems and people
* Managed high scale of accounting engagements for multinationals and joint ventures
* Assisted public and private entities in building the Capacity of Internal Audit
* Performed risk assessment for public and private entities with focus on the financial services sector
* Assisted the banks/investment banks in their Internal Capital Adequacy Assessment Procedures
(ICAAP) in terms of calculation, assessment and the development of the ICAAP policy according to
Pillar I & II requirements and the Capital market Authority prudential rules
* Evaluated the Internal Capital Framework according to the COSO framework, SAMA guidelines and/or
the Basel Committee on Banking Supervision (BCBS) principles

Senior Vice President at Alkhabeer Capital
  • Saudi Arabia
  • April 2011 to March 2013

Efficiently & effectively achieved attractive return on portfolio (8 - 10%)
* Dexterously identified the potential strategic investment trends and opportunities along with the
sources of financing particularly debt financing relationships
* Instrumental in managing and collaborating the input of investment stakeholders in the assessment
and execution
* Mentored a team of professionals to originate, analyze, manage, negotiate and close investments
* Steered efforts in managing all the aspects of investments i.e. underwriting and due diligence, ongoing
assessment of performance, exit strategy / recommendations and closing transactions
* Accountable for reviewing and monitoring portfolio risk characteristics and compliance with investment
policy as well as the investment performance
* Extensively worked with the CIO to ensure timely and effective decision-making, consistent with policy
* Actively monitored:
o Asset allocation, implemented re-balancing in accordance with the investment policy
o Portfolios and made recommendations on weightings and exposures: asset classes, geographies,
currency, and investment style (i.e. short, medium or long)
* Oversaw and controlled the utilization of funds within the risk parameters and risk adjusted return
* Distinctively met with the Risk & Investment Committee to discuss investment issues and set the
investment committee meeting agenda
* Formulated the investment strategy, including the annual investment plan and budget
SKILL SET
Investment Banking
Financial Planning
Risk Assessment
Team Management
Communication &
Presentation
EDUCATION
M.Sc. (Banking &
Finance) / B.A.

Chief Financial Officer at First Investment Group
  • Jordan
  • June 2006 to February 2010

Highlights
* Significantly involved in creating, coordinating and evaluating the financial programs and supporting
information systems to include budgeting and safeguarding of assets
* Foresaw the:
o Approval and processing of revenue, expenditure and position control documents, department
budgets, general ledger, consolidations, and account maintenance
o Aspects of accounting functions, including treasury activities, cash flow planning, asset liability
management, reporting, funding allocations, budgeting & forecasting, and regulatory reporting
* Ascertained timely and accurate preparation and consolidation of financial statements in accordance
with the reporting framework, financial reports, special analysis and information reports
* Ascertained timely and accurate preparation of reports in accordance with the regulatory requirements
* Essayed a stellar role in ensuring timely and accurate preparation of consolidated financial statements
in accordance with the reporting framework, financial reports, special analysis and information reports
* Successfully established and monitored the investment strategies and policies in accordance
with the objectives
* Functioned as a member on decision making committees
* Efficaciously presented financial reports and analysis to the Board of Directors and respective Committees
* Accountable for analyzing cash flow, cost control and expenses, financial statements to pinpoint
potential weak areas and provide recommendations and possible solutions
* Dexterously developed and implemented finance, accounting and risk management procedures and
establish and maintain appropriate internal control safeguards
* Interfaced and facilitated the annual external audit
* Facilitated and interfaced the ad-hoc regulatory inspections and audits
* Carried out the Finance Department activities to maximize quality and efficiency
* Conferred with the Best Manager Award

Finance Director at ABC Investments
  • Jordan
  • April 2004 to June 2006
Senior Auditor at Deloitte & Touche (M.E.)
  • United Arab Emirates
  • August 2003 to April 2004
Senior Auditor at Ernst & Young,
  • Jordan
  • August 2000 to July 2003
Auditor at International Professional Bureau
  • Jordan
  • February 1998 to June 2000

Education

High school or equivalent, Banking & Finance
  • at Yarmouk University
  • September 2012
Bachelor's degree, Accounting
  • at Yarmouk University
  • January 1998

Specialties & Skills

Policies and Procedures
Financial Statement Analysis
Financial and Management Reporting
consolidated Financial Statements
Internal Audit
ACCOUNTANCY
ACTIVITY BASED COSTING
BANKING
BUDGETING
CAPITAL ADEQUACY
DECISION MAKING
FINANCE
FINANCIAL
GESTIÓN
INVESTMENTS

Languages

Arabic
Expert
English
Expert

Training and Certifications

Certified Internal Auditor (Certificate)
Date Attended:
October 2008
Valid Until:
January 9999

Hobbies

  • Reading and sports