FP&A ,Investment Research Manager
FITAIHI HOLDING GROUP
Total years of experience :19 years, 9 Months
FITAIHI HOLDING GROUP, Saudi Arabia 2004 - Present
Fitaihi Holding Group is a highly reputable and well-known company in the Saudi joint stock market, the main business focus being retail jewelry, health care and investment management in the Middle East.
Received Outstanding Performance Award for Business Process Efficiency
FP&A, Investment Research Manager (2011-Present)
Manage capital allocation among investment strategies & business operations cash flow.
Evaluation & monitoring financial risk, financial forecast preparation, financing scenarios and other fund documents relative to capital budgeting & corporate liquidity management.
Leading financial & investment team to satisfy timely, accurate, relevant and value add decision support, responsible to promote stuff knowledge, awareness.
Directly negotiating with banks, suppliers for securing appropriate credit facilities and financing at optimum rate, payment schedules & financial leverage.
Compilation of financial and investment equity analysis, bonds, and other investments instruments using technical analysis tools and bond reports, economic forecasts, financial periodicals, securities manuals, company financial statements, etc.
Investment opportunity recommendation report sector allocation, diversification & risk mitigation.
Portfolio management performance measurement (applying GIPS Standard), dividend CF and analysis.
Sales incentive schema design for employee motivation & achieving management objectives.
Strategic analysis performance; SWOT analysis identification, Strategic planning & IPO readiness.
Oracle R12 implementation team leader for supply chain, inventory, point of service, financial module, landed cost, discrete manufacturing, etc.; IT audit administration.
Investment Analyst, IT Consultant (2008-2011)
Investment instrument historical performance measurement and expectation.
Corporate Investment policy statement preparation identify risk appetite, tolerance & liquidity needs
Forecasting of operations changes impacts on corporate financial performance for each business unit.
Corporate acquisition due diligence package preparation; financial model development.
Finance and trading extraction and analysis; preparation of business analysis project plan.
Stockholder communication, conflicts management and business process implementation.
Financial Controller (2006-2008)
Company operations budget preparation; achieved target monitoring, variance reports and improved performance recommendation & cost reduction analysis.
Monitoring accounting functions, Audit planning and operation risk assessments; internal controls.
Financial statement preparation according to IFRS; insured compliance with accounting standards.
Policies and procedures preparation and maintenance; identification of controlling enhancement.
Management report preparation based on inventory & credit customer ageing, profitability.
Implementing Activity Base Costing production for discrete manufacture products
Financial Analyst (2004 - 2006)
Financial modeling, forecasting and anticipated scenarios.
Development and preparation of monthly, quarterly and annual reporting packages for internal (Senior Executives and Board of Directors) and external purposes.
Financial statement and audit schedule footnote and disclosure preparation.
Physical inventory and cycle count coordination; investigation of cycle counting variances and issue resolution; bill of materials development and cost updates.
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