Manager - Product & Financial Analysis
National Bank of Abu Dhabi
Total years of experience :18 years, 3 Months
- Increase the department’s revenue by over USD 500k by optimizing the interest income calculation process
- Decrease the department’s expenses by USD 300k by flagging improperly allocated expenses
- Set up the department’s 3-year and 5-year strategy plans
- Perform financial planning & analysis, including monthly MIS reports at the department level
- Perform financial control & reporting
- Build data extraction tools from various sources and create databases to improve reporting capabilities at the department level
- Conduct quantitative analysis, projects' feasibility studies and related business cases
- Provide senior management with the project’s pipeline with ROI in order to prioritize the implementation/launch inclusive of dependency analysis
- Prepare and deliver the department’s annual budget presentation to the top management (CFO, Heads of departments...)
- Perform various types of financial analysis: pricing models, cost/benefit analysis, RWA, RoRWA, RAROC, IRR, NPV and payback
- Set up the department’s 3-year and 5-year strategy plans.
- Perform financial planning & analysis, including monthly MIS reports at the department level
- Perform financial control & reporting
- Increased the department’s market coverage from 2 markets to over 50 markets
- Optimized our service provider costs by streamlining operations’ inefficiencies
- Conducted competitor analysis and benchmarking initiatives
- Established a collateral monitoring service for the department and prepared share valuation cards
- Put in place reporting tools to gather customer’s “needs and wants” to improve our servicing capabilities
- Established new relationships with service providers in the GCC region and managed existing relationships with our service providers in Kuwait, Saudi as well as with Euroclear Bank
- Performed end to end business impact analysis of the department and put in place an adequate business continuity plan
- Met and exceeded my revenue targets (revenues generated over USD 4 million.)
- Generated monthly MIS reports to be sent to client regarding their portfolio and settlement activity
- Generated internal monthly MIS reports to senior management on the department’s activity
- Prospected, acquired and maintained strong relationships with C-level executives on both the buy side and sell side.
- Performed negotiations on fees, custody agreements and service level agreements with corporate clients and vendors.
- Responded to customers’ queries and RFPs
- Performed due diligence on our sub custody network on a yearly basis and related benchmarking activities.
- Developed a database to track settlement activity and improve customer response times
- Generated monthly reports on the department’s assets under custody and settlement activity
- Acted as the main point of contact with clients for their day to day operations.
- Displayed strong industry knowledge and acted as subject matter expect for our customers
- Redefined the operational workflow of the settlements department to improve customer service and achieve operational excellence.
Explored various banking departments, and staid at each department for a week. Departments visited during the internship were brokerage, asset management, corporate finance, corporate banking group and the FX trading desk.
Developed an excel document with macros for ratio analyses and financial valuations. The internship was a way for me to learn about financial models, notably the EVA, DCF and comparable valuation methods.
Took part in various audit missions; accounting manuals, end of year inventory control. Also, developed feasibility studies for several companies.
Creation of a dynamic intra net website for the quick and easy access to information.
Attended a Seminar in Tokyo, Japan on management issues
Participated in a 3 month internship with Parker & Hannifin Co. for the migration of their database and the development of a website to manage employee time sheets.
International Baccalaureate (IB): Math, Physics, Computer Science