Hi, I’m
Rajab Friz
Chief Of Accounts
Riyadh
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Overview
13
years of professional experience
4
years of post-secondary education
1
Certification
Work History
OceanxRiyadh
Financial Advisor Assistant
12.2021 - Current
Job overview
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
- Performed due diligence and valuation processes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Delivered strategic investment advice for individual and corporate clients.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Prepared and hosted data room while coordinating legal and advisory teams and facilitating due diligence processes.
OceanxRiyadh
Financial Auditor
12.2020 - 12.2021
Job overview
- Performed quality inspections and document findings to promote accountability and identify potential efficiency opportunities.
- Assessed risks and internal controls by identifying areas of non-compliance and evaluating manual and automated financial processes.
- Provided financial control information by collecting, analyzing and summarizing data and trends.
- Reviewed financial materials and procedures to spot errors, inefficiencies or instances of misuse.
- Inspected account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions.
- Reviewed information provided by business partners to confirm client compliance and accuracy with established policies and procedures.
- Verified assets and liabilities by comparing and analyzing items and collateral to documentation.
- Mastered auditing procedures for researching, writing and finalizing audits.
- Developed audit guides promoting economy, efficiency and accountability in operations management.
- Communicated audit progress and findings by providing information in status meetings and highlighting unresolved issues.
- Highly adept in account analysis, reconciliation methods, flowcharting and documentation.
- Traveled both domestically and internationally to conduct and support audit assignments.
- Generated audit plans and performed initial and follow-up audits.
- Effectively identified, communicated and resolved issues found at audit with appropriate stakeholders through written reports and in-person meetings.
- Completed audit paperwork and memoranda by documenting audit tests and findings.
- Conducted confidential and specialized investigations into potential fraud situations.
Osool Al Mashreq Trading and Investment CompanyRiyadh
Senior Financial Auditor
04.2018 - 11.2020
Job overview
- Performed quality inspections and document findings to promote accountability and identify potential efficiency opportunities.
- Assessed risks and internal controls by identifying areas of non-compliance and evaluating manual and automated financial processes.
- Provided financial control information by collecting, analyzing and summarizing data and trends.
- Reviewed financial materials and procedures to spot errors, inefficiencies or instances of misuse.
- Inspected account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions.
- Effectively communicated with stakeholders using excellent written, verbal and presentation skills.
- Reviewed information provided by business partners to confirm client compliance and accuracy with established policies and procedures.
- Verified assets and liabilities by comparing and analyzing items and collateral to documentation.
- Mastered auditing procedures for researching, writing and finalizing audits.
- Developed audit guides promoting economy, efficiency and accountability in operations management.
- Designed flowcharts detailing business processes by evaluating risks to company and analyzing existing internal controls to mitigate risks.
- Generated audit plans and performed initial and follow-up audits.
- Completed audit paperwork and memoranda by documenting audit tests and findings.
- Engaged directly with audit partners on audit, review and compilation engagements.
- Traveled both domestically and internationally to conduct and support audit assignments.
- Highly adept in account analysis, reconciliation methods, flowcharting and documentation.
- Confirmed company's profitable holdings, account balances and debt obligations by reviewing databases and other financial sources of information.
- Effectively identified, communicated and resolved issues found at audit with appropriate stakeholders through written reports and in-person meetings.
Elity StileRiyadh
Senior Financial Auditor
05.2018 - 08.2020
Job overview
- Performed quality inspections and document findings to promote accountability and identify potential efficiency opportunities.
- Assessed risks and internal controls by identifying areas of non-compliance and evaluating manual and automated financial processes.
- Provided financial control information by collecting, analyzing and summarizing data and trends.
- Reviewed financial materials and procedures to spot errors, inefficiencies or instances of misuse.
- Inspected account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions.
- Reviewed information provided by business partners to confirm client compliance and accuracy with established policies and procedures.
- Verified assets and liabilities by comparing and analyzing items and collateral to documentation.
- Mastered auditing procedures for researching, writing and finalizing audits.
Behr International CompanyDammam
Finance Accountant
01.2016 - 04.2018
Job overview
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Produced timely and accurate financial and progress reports and submitted for consideration during key decision-making process.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Led daily general ledger entries, using double-entry accounting method and check backs.
- Used double-entry accounting methods and check backs to manage daily entries to general ledgers.
- Analyzed and prepared annual budgets to contain costs, minimize losses and assure compliance with internal controls.
- Input financial data and produced reports using [SMACC6,Wongs].
- Minimized losses and checked compliance with internal protocols by analyzing and preparing effective annual budgets.
Abdul Majeed Office of the largest accountants and legal auditorsDammam
Financial Auditor
03.2016 - 03.2018
Job overview
- Performed quality inspections and document findings to promote accountability and identify potential efficiency opportunities.
- Assessed risks and internal controls by identifying areas of non-compliance and evaluating manual and automated financial processes.
- Provided financial control information by collecting, analyzing and summarizing data and trends.
- Reviewed financial materials and procedures to spot errors, inefficiencies or instances of misuse.
- Inspected account books and accounting systems for efficiency, effectiveness and use of accepted accounting procedures to record transactions.
- Effectively communicated with stakeholders using excellent written, verbal and presentation skills.
- Reviewed information provided by business partners to confirm client compliance and accuracy with established policies and procedures.
- Verified assets and liabilities by comparing and analyzing items and collateral to documentation.
- Recorded, reviewed and interpreted [Type] data to determine effectiveness of operations.
- Mastered auditing procedures for researching, writing and finalizing audits.
- Generated audit plans and performed initial and follow-up audits.
Marina Plast CompanyCairo
Accountant
03.2014 - 12.2015
Job overview
- Gathered financial information, prepared documents and closed books.
- Handled day-to-day accounting processes to drive financial accuracy.
- Created budgets and forecasts for management group to meet regular accounting deadlines.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports and presentations.
- Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
Education
Helwan UniversityCairo
Bachelor of Science from Accounting And Business Management
09.2009 - 06.2013
Skills
Stock market understanding
Trend analysis expertise
Tax law expertise
Mutual funds and liabilities
Mutual funds
Insurance decisions
Investment planning
Savings accounts
Sales expertise
Investment advice
Wealth Management
Financial planning
Financial services
Financial Advising
Loans
Business Development
Certification
ChFC - Chartered Financial Consultant
Timeline
Financial Advisor Assistant
Oceanx
12.2021 - Current
Financial Auditor
Oceanx
12.2020 - 12.2021
Senior Financial Auditor
Elity Stile
05.2018 - 08.2020
Senior Financial Auditor
Osool Al Mashreq Trading and Investment Company
04.2018 - 11.2020
Financial Auditor
Abdul Majeed Office of the largest accountants and legal auditors
03.2016 - 03.2018
Finance Accountant
Behr International Company
01.2016 - 04.2018
Accountant
Marina Plast Company
03.2014 - 12.2015
Helwan University
Bachelor of Science from Accounting And Business Management
09.2009 - 06.2013