Project Financial

HERKY FEROZ, MBA

Contact v 440-***-**** v **********@*****.*** v Phoenixville, PA

PROFILE

Finance and management professional with strong experience in performing financial analysis, risk, investment management, and other financial services, within the banking and investment sector.

Proficiency in planning, executing, and completing complex projects from scratch by evaluating project needs, defining project objectives and maintaining optimal project plans to deliver high quality deliverables.

Possess strong knowledge of financial concepts such as forecasting, reporting, budgeting, planning, financial analytics, and risk assessment.

Proficient in Microsoft Excel (v-look ups, Macros, pivot tables), Word, PowerPoint, Access, Project, Visio, and Outlook.

Knowledgeable in risk profiling, client queries, ad hoc reporting, and cross-functional program management. Excellent analytical, communication, teamwork, and organization skills.

PROFESSIONAL EXPERIENCE

Financial Coach Volunteer: Clarifi Jun 2016 - Present

Provide coaching and mentoring to Clarifi clients to support them as they create and pursue realistic financial goals and practice new financial skills.

Enroll clients in a program consisting of a series of financial workshops where they create realistic action plans with assistance. Engage and motivate clients to stay on track towards their goals.

Comprehensive training in financial coaching to provide the tools and skills needed to guide a client in developing and implementing an action plan to reach their financial goals and achieve financial stability.

Tax preparer: VITA (Volunteer Income Tax Assistance), Phoenixville, PA

IRS-certified, prepare free income tax return preparation with electronic filing to qualified individuals.

Finance Manager and Business Partner

Reba & Kabir Group LLC, Solon, OH Oct 2009 – May 2016

Responsible for performing financial reporting and analysis centered on optimal KPIs to drive better results and operational effectiveness. Monitored financial inventory and expense control, budgeting, AP, AR, invoicing, and forecasting. Performed ad hoc analysis and developed queries and calculations for financial reports to support the business.

Analyzed key performance metrics and managed multiple projects within budget, and deadlines.

Ensured effective expense control, tracking, reporting and forecasting. Adhered to company standards and service levels to increase sales & minimize costs, including supply, utility and labor costs.

Provided strategic financial and ratio analysis and reporting on key measures of financial success. Maintained data accuracy and resolved customer complaints.

Developed, monitored, and updated the annual budget and adhered to various control standards to ensure compliance with all policies and procedures.

Analyzed and made recommendations relating to major financial, business decisions, and questions facing the company.

Wealth Management: Product Administration and Control Manager

Arab Bank, Bahrain Jul 2007 – Aug 2009

Took on a new project undertaking in Behavioral Finance Solutions (BhFS) at Private Banking for development of practical and innovative solutions by understanding investors’ risk perception through Diagnostics, Learning, Profiling and then developing metrics.

Established clear direction, applied strong project management skills, and prioritized work. Collected and evaluated project requirements and stakeholder inputs.

Created detailed project plans to eliminate ambiguity for project teams, defined project goals, and assisted project teams in developing project outputs.

Overcame challenges and took action to keep projects on track.

Communicated updates and feedback throughout project timelines to keep teams on task.

Provided research, documentation, and governance of the various investment products or opportunities utilized by the Private Banking and Wealth Management arm of the Arab Bank Group.

Created a comprehensive manual for relationship managers to use the new client profiling system based on risk tolerance.

Trained relationship managers (RMs) of the bank throughout all branches across Europe and Middle East, and served as the main point of contact between BhFS and RMs.

Gained extensive cross cultural experience in operations and management in the Global Banking and Financial industry.

Head of Finance and Operations

Capital Growth Management, Bahrain Jun 2006 – Jul 2007

Reported directly to CEO, handled multiple projects simultaneously, and worked under tight deadlines.

Performed quantitative analysis for hedge funds, private equity, bonds and equity.

Prepared monthly reports for clients including Performance Analysis, Asset Trend Analysis, Peer Group, and other Financial Analysis.

Supervised operations, investment, trades, accounting, client queries, and fund managers.

Coordinated with top asset management firms in NY, London & Geneva for equity & hedge fund reporting.

Prepared local Central Bank (CBB) reporting for quarterly financial reports and compliance requirements.

Checked P&L Reports, Expense Reports, Staff Expenses, and Cash Report prepared by the accountant.

Mortgage Appraisal Coordinator

New York Community Bancorp, Inc. (NYCB) Aug 2002 – Sep 2004

Worked directly under Chief Appraisal Officer.

Prepared appraisal reporting, created invoices, updated in-house database, and assisted in research.

Participated in special projects and performed other duties as assigned.

Financial Advisor

American Express Financial Advisors, Hawaii Apr 2000 - Jul 2002

Provided comprehensive and individualized financial planning for clients, including investment, budgeting, retirement, funding for college, risk management, estate, and income tax planning.

Established and maintained good working relationships and communication with clients, and ensured the highest level of client satisfaction at all times.

EDUCATION & CREDENTIALS

CFA designation – pursuing Level 1, Dec 2018

Problem Analyses, Data management, Advanced Excel, Microsoft Project - Udemy

MBA (Masters in Business Administration) in Finance, Hawaii Pacific University, Honolulu, HI.

BCom (Bachelors in Commerce) in Banking & Finance, Ness Wadia College of Commerce, India.

Series 7, Series 66, Life Insurance & Health Insurance.

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