shadi abu serryeh, Associate Director

shadi abu serryeh

Associate Director

KPMG

البلد
المملكة العربية السعودية - الرياض
التعليم
الثانوية العامة أو ما يعادلها, Banking & Finance
الخبرات
24 years, 9 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :24 years, 9 أشهر

Associate Director في KPMG
  • المملكة العربية السعودية - الرياض
  • أشغل هذه الوظيفة منذ أغسطس 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 في Alkhabeer Capital
  • المملكة العربية السعودية
  • أبريل 2011 إلى مارس 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 في First Investment Group
  • الأردن
  • يونيو 2006 إلى فبراير 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 في ABC Investments
  • الأردن
  • أبريل 2004 إلى يونيو 2006
Senior Auditor في Deloitte & Touche (M.E.)
  • الإمارات العربية المتحدة
  • أغسطس 2003 إلى أبريل 2004
Senior Auditor في Ernst & Young,
  • الأردن
  • أغسطس 2000 إلى يوليو 2003
Auditor في International Professional Bureau
  • الأردن
  • فبراير 1998 إلى يونيو 2000

الخلفية التعليمية

الثانوية العامة أو ما يعادلها, Banking & Finance
  • في Yarmouk University
  • سبتمبر 2012
بكالوريوس, Accounting
  • في Yarmouk University
  • يناير 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

اللغات

العربية
متمرّس
الانجليزية
متمرّس

التدريب و الشهادات

Certified Internal Auditor (الشهادة)
تاريخ الدورة:
October 2008
صالحة لغاية:
January 9999

الهوايات

  • Reading and sports