Kassem Shouman

*** ******** **, *******, ** +1-617-***-**** ad3veb@r.postjobfree.com linkedin.com/in/kassem-shouman

Education

Master of Finance (MFIN) August 2023

Hult International Business School Cambridge, MA

•Concentration: Science of Quantitative Management

•Relevant Coursework: Investment, Corporate- Finance, FP&A, Fintech

•Awards: Awarded 1st place in Public Speaking Competition

•Member: Hult Mentorship Club

Bachelor of Accounting July 2022

American University of Culture & Education Beirut, Lebanon

•Concentration: Auditing, and Public Accounting.

•Relevant Coursework: Taxation, IFRS, Feasibility

•Awards: Dean’s list Fall2022, Spring2021

•Member: AUCE Table Tennis Club.

Professional Experience

A to Z Equities West Roxbury, Boston October 2023

Financial Services Planner

Strategic Business Planning: Developed comprehensive business plans aligning client visions with strategic objectives.

Excel-Based Budgeting Mastery: Applied advanced budgeting techniques in Excel, empowering clients with clear financial roadmaps for informed decision-making.

Holistic Financial Consultation: Provided end-to-end financial services, including 401k planning, investment index linking, funding assistance, and government mediation, ensuring client financial stability, especially during the COVID-19 pandemic.

SUWA BEACH RESORT Khaldi, Lebanon May 2021 - July 2022

Supervisor

•Implemented a guest-centric approach, resulting in a 50% increase in customer satisfaction scores and positive feedback from guests.

•Streamlined cash handling procedures, reducing errors and discrepancies by 35% and ensuring accurate financial transactions with the accounting department.

•Led a team of 9 staff members, providing effective guidance and support that resulted in improved team performance and increased guest satisfaction.

AKIL AUDITING OFFICE Beirut, Lebanon January 2020 - May 2021

Junior Accountant

Digitized paper formats, improving data accessibility and retrieval, while also analyzing annual revenue data to guide clients in process improvements for audit readiness.

Maintained a strong track record of adherence to accounting principles, tax regulations, and audit requirements, ensuring accurate and compliant financial reporting.

Actively collaborated with a team of professionals, fostering effective communication and teamwork to achieve common objectives and provide high-quality client service.

Relevant Projects

Prepared a comprehensive equity research report for investment in MetLife, employing CFA methodologies to analyze and evaluate the company's financial performance and market potential.

Collaborated within a high-performing team to construct an investment portfolio characterized by a favorable risk-return profile and an AA ESG rating, ensuring alignment with clients' investment objectives and sustainability criteria.

Conducted in-depth, independent research on Cross-Culture communication, exploring its impact on global business practices and providing valuable insights to enhance intercultural understanding and collaboration.

Developed a sophisticated Excel spreadsheet to facilitate seamless data exchange between the manufacturing, warehouse, and accounting departments, optimizing operational efficiency and enabling real-time inventory error detection and effective data management.

Skills and Certifications

Competencies: Communication & Collaboration, Leadership skills, Organizational and Analytical abilities, Goal-driven, Problem resolution

Technical: Financial planning and analysis skills, Microsoft Office Suite (Word, PowerPoint, and Excel) R scrip & joining data in SQL certification, PowToon animation editor

Languages: Arabic (native), English (fluent)

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