Summary
Overview
Work History
Education
Skills
Accomplishments
Custom
Languages
Timeline
Generic
Yousuf Sultan Yousuf Al-Aghbari

Yousuf Sultan Yousuf Al-Aghbari

Al-Seeb

Summary

Finance and investment professional with a bachelor's degree in accounting and ongoing ACCA studies. Expertise in utilizing finance and accounting tools to improve organizational performance. Demonstrated ability to drive team success and achieve results. Strong interest in developing strategic leadership skills through an MBA program.

Overview

2
2
Languages
9
9
years of professional experience

Work History

Associate-Performance Analysis and Reporting

Oman Investment Authority
Muscat
01.2025 - Current
  • Lead the Investment Performance Reporting function, overseeing the delivery of performance reports for senior management, Investment Committee, and Board.
  • Manage the end-to-end investment performance reporting process across private market portfolios, ensuring accuracy, quality, and timely delivery.
  • Lead the development and enhancement of performance measurement frameworks, portfolio analytics, and reporting capabilities.
  • Drove reporting automation and process improvement initiatives, enhancing operational efficiency and data quality.
  • Led system implementation and UAT activities for investment reporting solutions, including enhancements to Eagle BI.
  • Collaborated with investment, finance, operations, risk, and technology teams to deliver integrated reporting and analytics solutions, ensuring alignment and effectiveness.
  • Support strategic decision-making through portfolio performance analysis, benchmarking, and investment insights.

Senior Analyst - Performance Analysis & Reporting

Oman Investment Authority
01.2021 - 12.2024
  • Preparing Weekly Report (Financial management Report) of investments.
  • Updating sheet of IRR of all own portfolios managing by organization.
  • Analyzing financial by comparing benchmark with own data of each portfolio that managing by organization.
  • Preparing public market report monthly, preparing IC and Board presentations quarterly.
  • Preparing listed Equity report in monthly basis

Finance officer

Oman Investment Fund
03.2018 - 12.2020
  • Managed accounts of two operational entities (Al-Wusta Fisheries and Alil Salalah Hotel) by making the payments, maintaining account and preparation of financial statement and report of the company for 2 years.
  • Preparing accounts of SPVS of the fund (annual financial statement for external reporting and tax filling.
  • Assisting team in auditing functions; coordinating with external auditors to finalize quarter end, half-year end and year-end audit reports. Also, liaising with statutory auditors for subsidiary of SPVs for annual audits and tax compliance.
  • Preparing local SPV accounts for 10 years within short period of time, and involved with auditor to finalize it.
  • Maintained monthly bank reconciliations for 84 foreign and local bank accounts and ensured that a company's cash records are correct.
  • Treasury tasks by looking for suitable interest rate from several local banks for fixed deposited involved in and helping in several bank activities (FX & Funds transferring).
  • Implementing daily payments regarding admin expenses, investment transactions and following with banks to settle the payments.
  • Preparing of Inter-company Journals and Vendor Analysis for monthly and year-end closings.
  • Updating weekly currencies exchange rate and finding bid price and corporate actions of shares based on Bloomberg.

Intern

Amwal for Finance and Management Services and Advisory
12.2017 - 02.2018
  • Understanding how to use ERP system an how it is worked and booking the invoices.
  • Booking entries and invoices in ERP system.
  • Maintaining account and preparing financial statement of Swift Beam Company.

Education

ACCA
07-2026

Bachelor of Science - Accounting

Higher College of Technology
Oman
12-2017

Skills

  • Microsoft Office Suite
  • Financial systems expertise
  • Investment reporting
  • Performance analysis
  • Problem solving
  • Team collaboration
  • Time management
  • Composure under pressure
  • Analytical thinking
  • Self-motivation
  • Attention to detail
  • Professional demeanour

Accomplishments

  • Dean's List 2015 - 2017 (Honors)
  • Won the first prize winner in ACCA's college competition (2017)
  • Won the prize winner in spelling contest at HCT (2012)

Custom

  • Ali Al Buali, Chief Financial Officer, Fisheries Development Oman SAOC, ali@fdo.om, +96824643041, +96899277296
  • DR.Bassam Tabash, Head of Business Department, Higher College of Technology, bassam.tabash@hct.edu.om

Languages

Arabic
Advanced
C1
English
Upper Intermediate
B2

Timeline

Associate-Performance Analysis and Reporting

Oman Investment Authority
01.2025 - Current

Senior Analyst - Performance Analysis & Reporting

Oman Investment Authority
01.2021 - 12.2024

Finance officer

Oman Investment Fund
03.2018 - 12.2020

Intern

Amwal for Finance and Management Services and Advisory
12.2017 - 02.2018

ACCA

Bachelor of Science - Accounting

Higher College of Technology
Yousuf Sultan Yousuf Al-Aghbari