shadi abu serryeh

* 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

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.

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