Financial Analyst Planning senior manager

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Islam Fouad Ksa-Riyadh

*****.*****@****.*** +966-***-***-***

Group Financial Planning & Analysis Senior Manager 20+ years’ success in financial reporting and analysis Detail oriented and highly motivated Financial Analyst with hands-on experience in quantitative and statistical analysis, budgeting, accounting, and forecasting. A dynamic professional with comprehensive expertise in financial planning, projection, assessment of operational performance, and prioritisation of investments; achieving company set targets. In- depth background in evaluating highly detailed transactional documents, providing recommendations as a Subject Matter Expert. Bachelor of Accounting Certificate, coupled with bilingual proficiency in English and Arabic. Highlights of Expertise

• Strategic & Tactical Planning

• ERP Implementation & Optimization

• Client Relationship Management

• Financial Modelling

• Account Reconciliation

• Costing pricing and profit management

• Chart of Accounts Analysis

• IPO (initial public offering)

• Cross-Functional Engagement

• Corporate Finance & Accounting

• Risk Management & Governance

• Accurate Budgeting, Forecasting & Reporting

• Regulatory Compliance

• Credit & Bank /facilities Control

• Financial Statement Preparation & Analysis

• Private Placement, Merge & Acquisition

Career Experience

Saudi Manpower Solutions Co (SMASCO)

Perform quantitative analysis to define the financial situation of the company, identify outcomes and potential returns. Evaluate and document recommendations for improvement and increases in profits.

• GROUP FINANCIAL PLANNING & ANALYSIS SENIOR MANAGER (2023 to Present)

• Group Financial Planning & Analysis Manager (2020 to 2023)

• Finincial Analyst (2014 to 2020)

Conduct appraisals on the current financial climate of the business and add value on assets and analyse refinancing options, recommending debt structures to maximise profits.

• Assess available financial options, enabling the company to realise set targets and design a database that will serve as a repository for information and data.

• Oversee the collecting, formatting and analysing of information, preparing the company’s financial reports ensuring consummate accuracy and data integrity.

• Contribute to the development, compilation, and interpretation of the budget by coordinating with team members and collaborating on financial adjustments.

• Analyse financial, statistical and organisational data to ensure alignment with the company’s budgeting and strategic, operational vision and profitability goals.

• Facilitate and interpret complex reports based on statistical and financial analysis, budgets and forecasts, presenting robust reports to senior leadership for sign off and approval.

• Develop, analyse and execute budgets, estimate future financial needs and train new staff on the business’ budget procedures.

• Prepare financial reports by collecting, formatting, analysing and explaining information, as well as developing and reviewing policies, procedures, and processes for Pricing.

• Set the volume objectives, based on the Pricing Strategy, and monitor the forecasted report.

• Analyse the profitability data, including revision of total costs and the effectiveness of pricing for certain products and services.

Advanced Energy Company (MASCO)

Monitored cash flows ensuring alignment to budget forecasts and company objectives. CHIEF ACCOUNTANT (2012 to 2014)

Interpreted the firm’s, sister companies and associates’ financial reports and positions, and liaised with Auditors to ensure annual monitoring was in adherence with regulatory compliance.

• Managed the enterprise’s collections, debtors ageing, and quarterly and annual reports, monitoring and interpreting payments and receivables.

Islam Fouad Page 2

• Reviewed and approved invoices, annual budgets and all company’ financial statements ensuring accuracy in all documents, maintained record systems, ensuring they complied with international accounting standards and best industry practices.

• Enhanced external relationships with Auditors, and Bankers as well as supervised and provided support to the financial team.

• Reviewed the revenue processing, expenditure and position control documents, department budgets, ledgers and data entry, Recommend and maintain a system of policies and procedures that impose an adequate level of control over the Finance Department activities

Senior Accountant (2008 to 2012) Omar Kassem Alesayi Group Accountant (2006 to 2008) Al-Alamiah Technical Corporation Account Clerk (2005 to 2006) BNP Paribas Bank

Branch Accountant (2001 to 2004) Bank Misr, Egypt Education & Credentials

Ain Shams University, Egypt

BACHELOR OF ACCOUNTING CERTIFICATE

Institute of Management Accountants

Certified Management Accountant

International Academy of Business and Financial Management Certified Budget Analyst

• IPO (Aug 2022 - Jun 2024)

• Privet Placement (Jan 2021 - Jul 2022)

Project manager to guid the company through the Initial Public Offering (IPO) process and Privet Placement, conducting market analysis, preparing financial statements, creating investor presentations, coordinating with underwriters, lawyers, and accountants, also assist in determining the offering price, crafting the prospectus, ensuring compliance with securities regulations in addition of continue to support the company in investor relations and managing the newly public stock.

• Prepare financial modeling and valuation including financial statements, projections, and sensitivity analysis for the offering.

• Manage due diligence and deal structuring assessed the risks and opportunities, negotiated the terms and conditions.

• Manage and fully engage with the external consultant of Financial due diligence (FDD), Legal due diligence (LDD), Market research, Tax due diligence (TDD), including (not limited to) Review, finalizing required information, steering committee meetings, financial statement analysis, financial ratio analysis, Variances Analysis, Prospectus crafting, Risk Assessment analysis, and Organization, Board of directors, Commites, company legal structure Assessment, navigate the process and comply with regulatory requirements ensuring compliance with securities regulations and coordinated the legal and regulatory requirements.

• Manage and fully engage with Capital Market Authority (CMA) including (not limited to) Review and finalizing required information regarding Prospectus, Recrafting Prospectus section (Business description, MD&A, Risk, etc) in coordination with underwriter and due diligence consultants, Provide feedback and answers of CMA Q&A.

• Manage and fully engage with underwriter including (not limited to) prepared the pitch book, roadshow, Intention to float on the main market Announcement (ITF), interacted with the clients, investors, achieve company strategic and financial goals, such as increasing market share, diversifying funding sources, enhance reputation. solved problems and challenges that arise during the process (market volatility, regulatory changes, or investor concerns). leveraged personal network and relationships to secure the best possible outcome, (Supporting to attracting high-quality investors, securing favourable pricing, and facilitating a smooth closing).

• Certified IFSAH TADWEL to comply with regulatory requirements of TADWEL ensuring compliance with securities regulations after IPO.

Professional Development: Basic Business Skills Acquisition (BBSA); Developed Language and Computer Skills; Enhanced Presentation and Project Development Skills; Acquired Basic Business Skills Including Marketing, Sales, Banking, Accounting Business Correspondence and Report Writing Technical Proficiencies: Microsoft Office (Office course in AUC with A+ grade); Internet; MS Project and Outlook; Great Plain Accounting program (ERP); Axapta accounting program (ERP); Peach Tree Accounting program, Time Management & Stress

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