CEO / MD
WWW.JACOB-SERVICES.COM
Total years of experience :22 years, 10 Months
Handling USA / MIDDLE EAST / INDIA / UK regions. Handling Team of consultants.
Planning, organizing, staffing, directing & controlling, Signing MoU with the firms, Business
development, Management advisory, M&A, Investment advisory, Fund Advisory, Budgeting,
Financial forecasts, Risk Analysis, VaR model, Simulation models, Business plans, Private
placements.
Business plans,
Private placements / executive summary / subscription agreements,
Feasability Studies,
VAT services,
Audit Services,
Forecast models/financial models,
Project valuation / RFP,
Company valuation,
Mergers & Acquisition Advisory,
Creates bench marking to the key business factors to measure the KPI,
KPI and forecasting, quantitative, statistical models,
Market research,
Advisory,
Due diligence,
Root cause analysis,
Business process re-engineering,
Policies & Procedures of the departments,
IT Consulting & Outsourcing.
Business plan, Financial Planning & Analysis, Strategic Planning with JLL Co. Handling 3 Bill
SAR SUKUK Bond. Handling valuation of 33 Mecca based tower projects worth 22 Billion SAR
Business Plan, Financial Projections, Financial Planning, Financial Modeling, IRR, VAR Model, Monticarlo Simulations, Company Valuation, M&A, Transaction mechanism, Assist in designed Policies & Procedures (Finance, Sales, HR, Procurement, And Internal Audit, Budget, Company Authority Matrix). Analysis on Actual Sales VS Budgeted Sales (Group) - (LONDON, PARIS, CASABLANCA, DUBAI, BEIRUT, CAIRO, KSA, DOHA, MALAYSIA, KUWAIT, JORDAN, MUSCAT), Ad hoc.
Team handling, projections, financial analysis, filling the gap between the banks and the company to get the loans, designing business plan, strategies, handling international trade from china, usa.
• Working closely with BOARD MEMBERS
• Understand, manage, and supervise all aspects of cash flow.
• Forecast daily cash requirements and execute daily financing decisions.
• Manage all aspects of In-house investment portfolios.
• Manage long-term and short-term investment strategies, investment decision analysis.
• Determine the Company’s goals and risk tolerance, loan swapping with international banks.
• Assess risk/return trade offs in guidelines.
• Review and recommend changes to the investment policies based on the market conditions.
• Prepare or monitor company’s various cash flow forecasts and perform financial modelling.
• Evaluate, develop and implement cash management systems to optimize efficiencies.
• Understand and manage appropriate accounting procedures and processes.
• Manage relationships with financial service providers.
• Monitor bank service fees and address quality issues.
• Manage, direct, and develop Cash Management staff.
• Recommend, implement and maintain process improvements.
Setup the Finance Team (Accounts / Operations )- Branch wise.
Setup of the Financial Process & Procedures.
Handling Audit process
Budgeting
Projections
Financial reporting to the Sr. Management (i.e. CEO / BOARD MEMBERS).
Handling Daily Transactions. (Investments / expenses / revenues etc).
Handling Operations (PROJECT WISE / BRANCH WISE / INVESTMENT WISE).
Analysis - Investment Risk
Analysis - Econometrics.
Analysis - Risk Management.
• Working closely with CEO, G.M.
• Setup the Finance & Operations Department for the company.
• Setup the ISO Standards in the Finance, Operations Processes.
• Designing the MIS system of the company, Help files and SLA of the company.
• Handling team of finance & Operations.
• Giving training on process to Finance Team.
• Generate Finance Reports, Investment Reports, Analysis Reports of the company.
• Develops and recommends revisions to accounting systems and accounting procedures in conformance with accepted accounting principles.
• Refines account structures and reports. Collaborates with information systems personnel to develop or modify systems applications.
• Designing the Business Process Re-engineering.
• Analysing the credit risk factors in the investment strategy.
• Giving presentations to the CEO, G.M on the operational process.
• Quality Handling, Data Efficiency, Designing the SDLC.
• Setup the Audit process, contacting to the Audit firms.
• Designed the First Fund of the Ras Alsalam Holding company named Ras Alsalam Fund I.
• Designed the fund on the basis of sharia law. (Islamic Market)
• Implement credit controls processes & investment strategies.
• Contacting the audit firms for the company audits.
• Playing Vital role in the Mergers & Acquisitions of Investment Banks.
• VAR Modelling Research, Business process re-engineering.
Working Platforms: - BLOOMBER, SQL NAVIGATOR, MS-ACCESS, RVR (Relative Value Research), DB ANALYTICS, REUTERS - Power Plus Pro, Kobra, VBA, EXCEL Under Citrix Environment.
Team: Deutsche Bank Global Market Research (Corporate Investment Bank)
•Working closely with the on shore Deutsche Bank Directors, Vice Presidents (Corporate Investment Banking), Traders, Analysts (New York, London, Singapore).
•Handling the Team of Associates, Sr. Associates, giving training on processes.
•Handling the Treasury, Corporate, Agencies Issuances & auctions into database and make necessary changes in the collections, coupons & security id’s. Handling the necessary bench marks for the above, tracking the ratings.
•Delivers the Reports on the daily basis, weekly basis with out breaching SLA.
•Responsible for the whole MIS of DB Fixed Income Research System.
•Designing & Automate the data processes, documenting the processes.
•Manage relationship with client and monitor client satisfaction to ensure that client engagement teams deliver the agreed services in line with client requirements and expectations
•Deliver weekly MBS report to the Vice President (CIB), traders, Analysts of on shore. From the data source (http://www.federalreserve.gov/releases/h8/Current/)
•Assisted Emerging Market Team, to design the process which captures the Islamic Bond Prices (SUKUK), design the process to update the generic data and uploading it to database on daily basis, Handling Strips (US, Italy, Belgium).
•Responsible to handle & deliver the Market Research Analysis reports & Models to DB (New York, Singapore, London), Keeping it updated into DB Intranet, Following are the summary of reports:-
1. Cross Rates Market Summary:
2. US Treasuries:
3. Butterfly Reports:
4. US Treasury Futures Report
5. Agency reports:
6. Volatility Reports:
•Importing, Exporting the Database utilities. Developing applications as per the requirements of the Database
• Dealing with the Clients Understanding the needs of the Clients, Staffing, Directing & Controlling the Projects
• Business Process Re-Engineering.
• Design the policies and procedures of the data process of the bank.
• Design the MIS system of the corporate banking.
• Handling the Risk Model of the bank.
• Deliver reports with out breaching the SLA.
• Transferring Files from MS-Access, Excel, Word, and Oracle to SQL Server 2000, Vice Versa. (DTS)
• Converting the Back end files into XML Format and posting it on the web using advance features of SQL Server 2000.
MASTER IN COMPUER APPLICATION - 1ST DIVISION
MASTER IN BUSINESS ADMINISTRATION - 1ST DIVISION
E-COMMERCE - 1ST DIVISION
B.COM - 1ST DIVISION
