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Skills

  • Financial Analysis
  • Accounting
  • Banking Industry
  • Feasibility Studies
  • Financial Audits
  • Financial Planning
  • Financial Securities
  • International Accounting
  • Investment Management
  • Powerpoint Slides
  • PowerPoint to PDF
  • Presentation Design
  • Presentation Formatting
  • Profit and Loss Analysis
  • Research

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Services

  • Finance, Accounting, Research, Writing

    $15/hr Starting at $30 Ongoing

    Dedicated Resource

    Hi, Hope you are well and staying safe. I am currently working as a manager (strategic investments and international governance) at one of the big 4 banks in my country. I am managing a team of 5 professionals...

    AccountingBanking IndustryFeasibility StudiesFinancial AnalysisFinancial Audits

About

Banker by day, writer by night

Strategic and analytical finance professional with over 5 years of experience in analytics, financial reporting and project management. Accomplished and results-oriented professional who consistently meets deadlines while adding value to the organization.

I have been working with United Bank Limited (Pakistan's second largest bank) since 5 years. My experience has given me exposure within key areas, such as:

1) Capital Management.
2) Treasury Finance.
3) Investor Relations.
4) Strategy, and;
5) Budgeting.
6) Risk Management.
7) Strategic Investments.

Key takeaways relating to each area have been summarized below:-

Capital Management:

• Preparation of CAR numbers and projections for the Board on a quarterly basis.
• Preparations of various analyses for the management to show CAR impact of new business decisions and market developments.

Treasury Finance:

• Reviewing treasury’s monthly results to ensure the reasonableness of reported performance
• Preparation of various analysis to aid upper management in decision making such as portfolio and yield analysis, feasibility of new investments etc
• Reviewing share price performance of the bank’s equity portfolio to examine the significant or prolonged criteria.
• Preparation and circulation of pool rates
• Maintain close coordination with the Treasury business and Front and Back Offices to resolve any accounting issues that might arise in the normal course of business.
• Provide advice on accounting matters including defining the accounting for new products and validating results before the changes go live.
• Tracking of Treasury’s monthly results against budget targets.
• Provide assistance in the preparation of various Treasury related disclosures in the quarterly financial statements.

Investor Relations:

• Preparation of directors’ report and CEO review.
• Liaise with brokerage houses to discuss new market and banking sector developments.
• Peer benchmarking – detailed analysis of KPIs of the bank’s peers

Work Terms

any form of communication is acceptable, as long as payment and other conditions are prompt (this includes my delivery to you, the client, as well)

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