DIMAH ALFADHEL
Riyadh
Summary
Experienced Financial Analyst with background in investment management and financial strategy. Proficient in assessing risk, developing financial Valuation and strategies, and creating clear, impactful reports. staying informed on industry trends to offer valuable insights and support.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
Erteqa Financial Advisory (EFC)
Riyadh
03.2023 - Current
- Supported IPO , including pre-IPO readiness assessments and execution strategies.
- Facilitated private placement transactions by conducting market research, financial analysis, and investor matching.
- Provided buy-side and sell-side equity advisory services, including strategic guidance and transaction support.
- Performed detailed valuations of businesses and assets to inform investment decisions and strategic planning.
- Assisted in financial restructuring, optimizing capital structures, and providing equity advisory to business performance and valuation.
- Ensured adherence to corporate governance standards and regulatory compliance in financial operations.
- Developed strategic business plans to drive growth, efficiency, and financial health.
Wealth Management Officer
Osool and Bakheet Investment Company (OBIC)
Riyadh
02.2022 - 02.2023
- Monthly founds performance Reports ''STEF, IPO, Parallel''.
- Opening Funds, Companies and Individual investment and brokerage account including agreements ''KYC, ODD''.
- Study and review the Initial Public Offering ''IPO'' for companies.
- Build investment strategy based on market conditions and clients' capital needs.
COOP Intern - Financial Analyst
Consulting Actuaries And Insurance specialists (CAIS)
Riyadh
05.2021 - 09.2021
- Financial strategies and investment portfolio.
- SAMA investment policies for insurance and actuaries companies.
- using Financial software such as Excel, Alteryx, ERP and Qlik.
- Financial and Actuaries Modeling ''EOS''.
Education
Bachelor - Finance And Investment
Imam Mohammed Bin Saud Islamic University
Riyadh, Saudi Arabia 08.2021
Skills
- Investment Analysis
- Financial Management skills
- Valuation and forecasting Modeling
- Fundamental and Technical Analysis
Certification
- CME-5 Corporate Finance Technical Foundations | CISI | 2023
- CME-4 International Certificate in Wealth & Investment Management | CISI | 2022
- FMVA Financial modeling & Valuation Analyst | CFI | 2022
- CME-1 Capital Market Qualification Examinations | CME | 2021
- IFCE Insurance Foundation Certificate Examination | SAMA | 2021
COURSES
- Startup / e–Commerce Financial Model & Valuation.
- corporate &Business strategy.
- Scenario & sensitivity analysis in excel.
- Dashboard &Data visualization.
- Business valuation modelling.
Timeline
Financial Analyst
Erteqa Financial Advisory (EFC)
03.2023 - Current
Wealth Management Officer
Osool and Bakheet Investment Company (OBIC)
02.2022 - 02.2023
COOP Intern - Financial Analyst
Consulting Actuaries And Insurance specialists (CAIS)
05.2021 - 09.2021
Bachelor - Finance And Investment
Imam Mohammed Bin Saud Islamic University
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