Financial Analyst Customer Service

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Mostafa Mohamed A. Azeem (cpm)

CAREER OBJECTIVE:

Seeking new challenges in Banking & Financial Services where my education, experience and analytical skills would be developed.

PROFESSIONAL EXPERIENCE

Senior Financial Analyst

(August 2019 – Present) Intercom Enterprise.

Develop, implement and maintain an effective planning and analysis capability that will provide senior management with appropriate analytical indicators, to establish goals and measure performance of the Company’s business Lines.

Develop Sales analysis and implement relevant sales variable according to the approved annual compensation.

Routinely communicate the reports by business unit and company consolidated financial and operational performance trends, historical and forecasted, using appropriate metrics. Suggest trends, resulting implications, key actions, and strategic implications. Coordinate the capital spending review process for the company.

Participate as a key thought leader of the overall finance team, influencing decision making, identifying finance priorities, managing directly and indirectly - financial aspects in multiple projects. Influence the accuracy and effectiveness of the accounting consolidation and closing process and treasury operations through analytical review and trend analysis.

Enhance cost centers reports that impact management decisions, and work with other managers to resolve problems and discrepancies through Regular meetings with Directors.

Prepare presentations for monthly/quarterly senior management meetings and various strategic committees of the company.

Supervise and coach Financial and Planning Team Analyzes revenue and expenditure variances relative to the adopted budget.

Implement, monitor, and evaluate budget policies and procedures, and make recommendations to senior management

Contact Information»

Address: 30 Abd El Moneim Ismail St., Heliopolis

Home: +2.02.4190358

Mob: +2.0100.9552171

E-mail: *******.*******@*****.***

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Previous Job:

Senior Financial Analyst

(August 2018 – July 2019) El Ahly Financial Investment Management.

Analyze financial statements to produce forecasts of business, industry, and economic Conditions for use in making investment decisions.

Evaluate and compare the relative quality of various securities in a given industry.

Interpret data affecting investment programs such as: price, yield, stability, future trends in investments, risks, and economic influences.

Develop Financial models by using various valuation models to evaluate companies to calculate fair value for shares that trade in the Egyptian stock exchange and Give Recommendations depends on the value obtained.

Propose the strategic plan to the Fund Executive Management and CEO.

Making weekly fund performance for investment funds In Egypt.

Attending workshop meetings in the Egyptian stock exchange and attend meetings in a Company’s in order to search for new Investment opportunities.

Have the ability to discuss the companies Problem’s and give recommendation about the ways to solve it.

Senior Equity Dealer & Analyst

(March 2010 – August 2018) El Ahly Financial Investment Management.

Dealing with Brokerage Companies in the Egyptian Market to execute Funds Orders.

Analyze the market in a throughout manner, keeping in mind the social, economic and political factors that may influence the worth of fund.

Evaluate the involving financial risks in transactions and making decision accordingly.

Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.

Monitor Funds performance, and review and revise investment plans based on changes in the market

Prepare charts and diagrams showing prior, current and projected fund revenues and investments to provide a basis for comparison and evaluation between funds

Propose the strategic plan to the Fund Executive Management and CEO.

Responsible for Equity Trading Plans.

Prepare daily reports on the Equity Market.

Creating new trading strategy and improving the existing ones to cope with the changing market scenario.

January 2010 – May 2010: Mobinil

Job title: Customer Service Representative

EDUCATION:

School: Attended Preparatory and Secondary school in Manara Language School University: Graduate from the Faculty of Commerce – Ain Shams University – July 2009 with Specialization in Business Administration.

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CERTIFCATES

Certified Portfolio Management-CPM (A+) (93/100), Ranked First.

Stock Market Analysis Diploma (B+) (520/600).

SAP - Specialized Accounting Program (B+).

COURCES:

Course Name Location Grade

Principles of Banking Operation Egyptian Bank Institute - EBI Very Good ICDL UNISCO Passed all modules

Soft skills Mobinil (HR Department) Passed all modules TOEFL Test score: 574

SUMMER INTERNSHIPS

Bloom Bank Egypt (July, September 2007)

Training in Letter of Credit, Letter of Guarantee and Customer Service Departments. The United Bank (September 2008)

Training in Customer Service and operation Department. Arab African Bank (July 2008)

Training in Customer Service Department.

ADDITIONAL INFORMATION

Summary of Qualifications

Works efficiently in groups.

Works effectively under pressure.

Excellent interpersonal skills.

Good planning and organizational skills.

Prioritize workload and meet strict deadlines.

Computer Skills

Excellent knowledge of Microsoft Office (Word, Excel and PowerPoint)

Good knowledge of using web-based financial and market sources Languages

Arabic: Mother Tongue

English: Excellent

Personal Information

Marital status: Married

Nationality: Egyptian

Date of Birth: 28th of November 1988

Place of Birth: Heliopolis, Cairo

Military Status: Exempt

References

Available upon request

Contact this candidate