Sameer Shah, MBA, AMCT

Strategy Engagement Results

Profile

An experienced and accomplished leader in business finance, strategic planning, and banking, with a proven track record of driving significant growth for corporaƟons. Has the ability to influence at all levels of an organizaƟon and possesses strong analyƟcal skills to strategize financial and business metrics. A hands- on leader who moƟvates teams through effecƟve management and mentorship, conƟnuously improving teamwork and operaƟonal excellence. UƟlizes collaboraƟon to engage employees and stakeholders and achieve objecƟves that result in maximum impact. Focused on improving efficiency and increasing profitability for the organizaƟon.

Core Competencies

Entrepreneurial mindset

Financial planning and analysis

BudgeƟng and cost management

Strategic planning

EffecƟve communicaƟon and relaƟonship management

AccounƟng and cost analysis

Cross-cultural teamwork

Experience

NaƟonal Office Manager – Mercy Ships Canada Nov 2021 – Present & Feb 2020 – Sep 2020 Help lead non-profit Mercy Ships Canada’s internal service delivery in the areas of accounƟng, planning and budgeƟng, business performance reporƟng, and human resource administraƟon.

Create financial budgets, predicƟons of cash flow, and reports on business performance for internal and external audiences, including the board

Review and track the progress towards financial objecƟves and key performance indicators (KPIs), assess the Ɵming of planned expenses, examine various factors, and recommend correcƟve acƟons if necessary.

Responsible for overseeing and carrying out all aspects of accounƟng, such as reconciling bank accounts, sub-ledgers, and accounts, monthly closings, filing GST returns, and leading the yearly audit process with external auditors. Also responsible for preparing the T3010 for the CRA.

Responsible for managing and improving the organizaƟon's informaƟon systems and implemenƟng measures to ensure cybersecurity

Maintain producƟve and efficient relaƟonships with major donors, volunteers, Mercy Ships HQ located in Houston, as well as support centers in Switzerland and other locaƟons

Document/update policies and procedures

Sameer Shah, MBA, AMCT

Strategy Engagement Results

Senior Accountant – Victoria DisƟllers, Inc Sep 2020 – Oct 2021

In charge of managing all aspects of accounƟng and cost analysis for the company's and subsidiaries’ product mix. Responsible for accounts payable, accounts receivable, and reconciling mulƟple bank accounts in both the US and Canada.

Prepared cash flow predicƟons and assisted in budgeƟng while also helping to generate management reports

Reconciled point-of-sale (POS) sales and prepared necessary forms and documents for state- wise excise duƟes in the US, as well as filing PST and GST returns

Collaborated with the company's operaƟons and manufacturing plants to ensure inventory and fixed assets were accurately counted and controlled. CFO - Petroleum, Chemicals & Mining Company (PCMC) Mar 2013 – Nov 2019 Led the way in providing strategic and pracƟcal direcƟon in finance, treasury, risk management, strategic planning and budgeƟng, external reporƟng, and preparaƟon acƟviƟes for Group IPO to one of the largest construcƟon companies in Saudi Arabia

Created and executed a comprehensive strategic planning and budgeƟng process for the businesses, which included defining targeted business lines, customers, and territories, resulƟng in a 17% growth in revenue.

Evaluated, analyzed, and restructured various joint ventures to determine their relevance to the company's strategy, future opportuniƟes, value addiƟon, profitability, and ROI. This led to a sustainable financial turnaround and a total of 15% increase in contribuƟon from the joint ventures to PCMC's net profit

Supervised the implementaƟon of JD Edwards EnterpriseOne ERP across the organizaƟon, integrated with EPM Hyperion.

Produced monthly financial statements, analyzed key performance indicators, and generated ad hoc reports for the shareholders and the holding company. Also, organized the annual financial audits. MANAGING DIRECTOR, Deutsche Bank - GES, GTB Asia Pacific and GCC Nov 1999 – Dec 2012 ResponsibiliƟes included, transacƟon structuring, business development, sales and client relaƟonship management. Co-located between Singapore and Mumbai. Managed more than 100 relaƟonships with various types of organizaƟons such as corporaƟons, financial insƟtuƟons, supra-naƟonals, and sovereigns. This involved originaƟng, structuring, valuing, execuƟng, and servicing cross-border equity lisƟngs, M&A deals, and other corporate banking transacƟons across the Asia Pacific region. Previously with Ontario Hydro – FP&A; Tata Consultancy Services – Management Consultant AddiƟonal Volunteer/Non-Profit Experience

• Chair of Finance CommiƩee and Board Director, Victoria Literacy ConnecƟon, Canada

• Director of Community RelaƟons, Sidney Classical Orchestra, Canada

• Fundraising for United Way (Toronto), Volunteer at several of Central Chinmaya Mission Trust’s charity and educaƟonal events (Mumbai), Fundraising for Cancer Society, Taught Adivasi (heterogeneous set of ethnic and tribal groups) children as a volunteer for Jeevan Vikas Ganga Trust (Dahanu), Volunteered as an English language tutor to underprivileged youth at a slum as part of Deutsche Bank’s CSR iniƟaƟve with Sujaya FoundaƟon (Mumbai)

Sameer Shah, MBA, AMCT

Strategy Engagement Results

Academic CredenƟals & CerƟficaƟons

CerƟfied Independent Director – Indian InsƟtute of Corporate Affairs SecuriƟes Law Diploma from Government Law College, Mumbai AMCT Associate Corporate Treasurer, UK

MBA Finance & InformaƟon Systems Simon School, University of Rochester, New York BSc Mumbai University

AffiliaƟons

Member, Toastmasters

Member, Rotary Club, Bombay Pier

Member, American Alumni AssociaƟon

Member, AMBA

Member, AssociaƟon of Corporate Treasurers

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