· Profile Summary: Results-driven finance professional with a proven track record in financial management and analysis. Possessing strong analytical skills and expertise in financial reporting, investment strategies, and account management. Seeking to leverage these skills to contribute towards the success of a dynamic financial organization.
· Strategic Decision Support & Financial Reporting: Prepared comprehensive financial reports for fund, driving informed strategic decision-making. Demonstrated proficiency in various investment types and coordinated effectively with external auditors.
· Securities & Transaction Management: Managed daily securities transactions, including settlement, dividend collection, and stock transfers, as well as local and international transfers.
· Regulatory Reporting & Compliance: Oversaw regulatory compliance including reporting to the Capital Market Authority, Zakat declarations, and bank reconciliations.
· Fund & Portfolio Management: Handled all aspects of funds and portfolios, including pricing, opening, liquidation, profit distribution, and creation/closure of SPVs.
· System Utilization & Brokerage Services: Utilized Tadawul disclosure system for various applications, provided brokerage services, prepared investment fund lists and reported to major private fund shareholders.
o Proficient in International Financial Reporting Standards (IFRS) and Value Added Taxation (VAT)
o Expert in preparing and analyzing financial statements, financial planning, and investment strategies
o Strong understanding of investment products and due diligence practices
o Proficient in Microsoft Office applications, with advanced skills in Excel
Capital Market Examination-1 (CME-1), Date: 2021
IFsah Professional Exam - Saudi Stock Exchange (Tadawul), Date: 2021