Investment Analyst Accounting Manager

SHOAIB AHMED QURESHI

**** ********* ******* **, ********, TX

Cell: 281-***-****

Email: ********@*******.**.**

Profile

Senior finance professional with more than 13 years of experience in finance and investment, currently looking forward to playing a vital role in financial decision-making and adding significant value to a business, with strong track record of delivering performance, possess large spectrum of experience in corporate finance, investment banking and real estate finance. Can undertake difficult mandates and meet tight deadlines.

Technical Skills and Competencies

Financial Statements and

Ratio Analysis

Researching financial

Managing Financial Reports

Portfolio Management

Creation of Templates and

Proficient in MS Office

Familiar with Sage AccPac

accounting system

information

Economic, Financial and

Procedures

Technical Indicators

Professional Experience

UBL FUNDS MANAGER LTD (WEALTH ADVISOR)

Feb 20 – Nov 21

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

Offering strategic advice on products and services, such as investments, mutual funds, saving plans and debt management tools

Performing market research to stay current with financial trends

Preparing financial documents, such as income projections and investment reports

Maintaining compliance with all rules and regulations in the financial industry

Identifying and pursuing potential clients to maintain a strong client base BOOKIE CONSULTANTS – KUWAIT (ACCOUNTING MANAGER) Jun 17 – Oct 21

Preparing monthly financial reports as requested by clients

Recording weekly transactions in books through journal and payment vouchers

Preparing management accounts for clients

Updating cash position and obtaining bank statement to reconcile the book balances

Recording payables and receivables with related cost and profit due

Contacting clients weekly providing them with all requirements. IPM ACCOUNTANTS – LONDON (ASSOCIATE – AUDIT AND ACCOUNTS) Oct 13 – Mar 15

Playing a key role in the preparation and finalization of Financial and Management Accounts for corporate clients

Tasked with processing payrolls and employers PAYE Annual Returns

Developing working relationships with clients, Banks and Financial Institutions and through regular liaison

Preparing monthly financial reports as requested by clients

Recording weekly transactions in books through journal and payment vouchers

Preparing management accounts for clients

HITS TELECOM HOLDING CO. – KUWAIT (SENIOR INVESTMENT ANALYST) Nov 09 – Sep 11

Assisting in the preparation of business plans

Preparing information memorandums

Assisting group CFO in tasks, cash management and credit control

Conducting Due Diligence on major Prospective Investments for the Company

Assistance in preparing group financial statements on quarterly basis

Review and analysis for subsidiaries financial statements on quarterly basis

Managing all procedures required for listing companies in Kuwait Stock Exchange AL-MADINA REAL ESTATE INVESTMENT CO. KUWAIT (SENIOR INVESTMENT ANALYST) Mar 09 – Oct 09

Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.

Generate financial ratios to evaluate customers' financial status.

Analyze financial data such as income growth, quality of management, and market share to determine expected profitability of loans.

AL-MADINA FOR FINANCE & INVESTMENT CO. – KUWAIT (INVESTMENT ANALYST) Apr 06 – Feb 09

Developed management tools to quantify, measure, and monitor work processes

Analyzed financial information (financial statements, financial ratios, interest payments, etc.)

Developed management reports (Acc. Receivable, Acc. Payable, headcount, liquidity, etc.)

Worked on implementation of ACCPAC accounting system, including a complete chart of accounts rework and financial statement redesigns.

Provided Timely Financial and Operational Information to Senior Management Education

AICPA, CANDIDATE

Certified Public Accountants, Registered for 2022 exams ANGLIA RUSKIN UNIVERSITY, LONDON

Master of Business Administration (MBA) – Business Administration UNIVERSITY OF BEDFORDSHIRE BUSINESS SCHOOL, ENGLAND Bachelor of Science with (Hons) International Finance & Banking UNIVERSITY OF KARACHI, PAKISTAN

Bachelor of Commerce - Business and Management

Certificates and Trainings

Completed Becker CPA review from Infocenter Institute, Kuwait

Completed United States Federal Taxation course from Devry University, required by CPA Delaware State Board, USA

Completed internship program as a Finance Advisor from University of Bedfordshire Business School, England

Attended training in Internal Audit & Risk Management in Dubai (UAE) Sponsored by Gulf Innovations

Attended course in Corporate Banking conducted by Institute of Banking Studies, Kuwait

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