Summary
Overview
Work History
Education
Skills
Theoretical Background
Courses
Timeline
Generic
ADNAN ALDUAIS

ADNAN ALDUAIS

Finance
Dammam

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, analytical skills and problem-solving skills.

Overview

14
14
years of professional experience
5
5
years of post-secondary education
2
2
Languages

Work History

Financial analyst & Assistant of CEO & CFO

Alsulimanya Investment Group
Dammam
03.2022 - Current
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations and justify requested funding.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Valuation of public and private firms using different methods (DCF, Multiples "CCA, CTA, GPCM, GTM and PTM" , Residual income and VC & LBO firms methods).
  • Valuation of Real Estates using different methods (Cost approach, Sales comparison approach and Income approach)
  • Maintain and monitor a diversified portfolio invest in (public stocks , private equity "direct and through VC funds", bonds, Murabaha fund and real estates "Direct & REITs")
  • Risk management
  • Development of the firm investment policy

Assistant of CEO & CFO

Alsulimanya Investment Group
Dammam
12.2018 - 02.2022
  • Worked closely with management to provide effective assistance for specific aspects of business operations.
  • Developed and implemented strategies to streamline office operations.
  • Recommend solutions to assist management and overall business direction to face complex problems.
  • Performed wide-ranging supervising for all departments and following up the weekly reports submitted to the CEO.
  • Preparing for the meetings of the General Assembly and participating in the Audit Committee.
  • Establishing of many subsidiaries and assistant in amendment of their AOS.
  • Development of many policies such (Organization of internal work policy , Dividend and reinvestments policy , Record retention policy , Internal lending policy, Charity works policy)

Project Manger

Oqiyat Est
Dammam
04.2015 - 11.2018
  • Developed and initiated projects, managed costs, and monitored performance.
  • Monitored project performance to identify areas of improvement and make adjustments.
  • Developed and implemented strategic project plans to meet business objectives.
  • Negotiated and managed third-party contracts related to project deliverables.
  • Verified quality of deliverables and conformance to specifications before submitting to clients.

Accounting Works (Summer Works)

Alhadramy Company
Dammam
01.2010 - 03.2014

Education

Bachelor degree - Engineering

Cairo University
04.2009 - 05.2014

Passed CFA Level 1 Exam of Feb 2022 -

CFA Institute
04.2001 -

Passed CFA Level 2 Exam of May 2023 -

CFA Institute
04.2001 -

Skills

Communication skills

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Theoretical Background

  • Valuation of fixed income securities (Option free bond , Bond with embedded options, Capped & floored floaters and convertible bonds)
  • Valuation of derivatives ( Forward, Futures, Interest rate swap, Currency swap , Equity swap , call & put options and interest rate options)
  • Background in alternative investments (REITs , MBS, Commodities , VC and LBO)
  • Background in portfolio management
  • Background in credit risk analysis and CDS
  • Background in financial institutions analysis using CAMELS
  • Background in environmental, social and governance "ESG" considerations
  • Background in economics

Courses

  • PMP (Project management professional).
  • IC3 (Internet & Computing Core Certification).
  • Persuasion skills.
  • Analysis of human relationships.
  • Dealing with others according to personality style.
  • Dealing with persons with disability.
  • Infection control.
  • Community health volunteering.

Timeline

Financial analyst & Assistant of CEO & CFO

Alsulimanya Investment Group
03.2022 - Current

Assistant of CEO & CFO

Alsulimanya Investment Group
12.2018 - 02.2022

Project Manger

Oqiyat Est
04.2015 - 11.2018

Accounting Works (Summer Works)

Alhadramy Company
01.2010 - 03.2014

Bachelor degree - Engineering

Cairo University
04.2009 - 05.2014

Passed CFA Level 1 Exam of Feb 2022 -

CFA Institute
04.2001 -

Passed CFA Level 2 Exam of May 2023 -

CFA Institute
04.2001 -

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