Omar Ali Mohammad Senior Financial Consultant CFA Level 1 Candidate Masters’ in Banking & Finance Sciences 4 years & 2 months - Relevant Experience
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24 September, 2009
Cover Letter Dear Sir, I am writing to you looking forward to having a chance for occupying a position in your company, as I’m getting ready to improve my career in our dynamic and changing environment. My name is Omar Ali Mohammad, and I have graduated from Yarmouk University, with a Masters’ Degree in Banking & Finance Sciences. My interest in a position in your company has motivated me to forward my resume for your consideration, as I am eager in assisting your company to maximize productivity, profitability, and growth. Describing in the resume, my skills involve both advance computer and interpersonal skills. Besides, I am preparing for the CFA certificate (currently a candidate for the CFA Level 1 exam (Dated June 2010). The enclosed resume is a brief summary of my qualifications. I would be delighted to meet you in a personal interview. This would be a chance for me to convince you that my skills and energy may be an asset to your company. Thank you in advance for your generous consideration. I am looking forward to hearing from you soon. I can be reached at my mobile number, or by e-mail indicated in the C.V. Yours sincerely, Omar Ali Mohammad
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Profile Current Address: Al Saad- Doha - Qatar Nationality: American Second Nationality: Jordanian Place of Birth: Texas – United States of America Date of Birth: 3rd June, 1982 Current Visa (Qatar): Business Visa (5 Years) Phone (Mobile): +9746298998 Phone (Home): +9744862818 E-mail:
[email protected] Driving License(s): Qatar, USA-Texas, Kuwait, Jordan
Objective A challenging Financial Management position that will capitalize on acquired expertise and experience in corporate finance, risk and asset-equity management.
Professional Experience Competencies Research Expertise 1)Overseeing & participating in the research required to fulfill the projects requirements, 2)Providing insightful commercial, market related & industry specific analytical inputs for the projects, 3)Highly capable of interpreting data, with highly detail orientated & extremely accurate, 4)Capable of refining high volumes data into manageable information, 5)Able to investigate and research designated subject matter, 6)Innovative and original in approach to research.
Financial Modeling Expertise 1)Undertake financial analysis, including preparation of financial models, 2)Ability to review financial models in detail, 3)Analyze project and company level financial statements, 4)High level of proficiency with financial modeling tools & MS Excel, 5)Finalizing complex spreadsheet models.
Report Writing & Language Expertise 1)Fluent in both English & Arabic , written & verbal, 2)Producing articulate & concise reports on the findings of the research, and deliver final reports, 3)Leading client meetings & presentations, ensuring that requirements are fulfilled, 4)Fair degree of competency with preparing proposals,
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Work History & Relevant Experience PKF L.L.C., A Member firm of PKF International Ltd.
July, 2008 – Present
Location:
State of Qatar (Doha City)
Position:
Senior Consultant – Transaction Advisory Services – Corporate Finance Department in addition to Management Consultancy.
Core Duties: Provide management/financial consulting services to government agencies, business companies, and
individuals, and providing consultation to various companies to develop and/or implement business plans and feasibility studies.
Company Overview: PKF L.L.C. is a member firm of PKF International Ltd (A worldwide association of 230 legally independent firms in 400 locations in 120 countries.) The company was founded in 2008 providing local expertise in accounting and business advisory services. (Website: www.pkf.com.qa)
Summary of Conducted Services A. Corporate Finance Practice 1) Preparation of Budgets, 2) Performance of Business Valuation, and Mergers & Acquisitions, 3) Performance of Feasibility Studies & Business Plans, 4) Drafting Information Memorandum, 5) Performance of Financial & Operational Due Diligence, 6) Performance of Valuation of Stocks & Equities, B. Risk Management 1) Performance of Business Process & process re-engineering, 2) Performance of Organizational Structures & Job Descriptions, 3) Preparation of policies & procedures manuals, 4) Performance of Company Restructuring. C. Industries / Services Related: I'm involved in the following industries: - Insurance & Takaful, Real Estate & Construction (Qatar, Lebanon, Algers), Healthcare, Education Management, and Glass & Aluminum.
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Albazie & Co., A member firm of RSM International Ltd.
April, 2007 - July, 2008
(Formerly, Arthur Andersen LLP) Location:
State of Kuwait (Kuwait City)
Position:
Associate Consultant – Transaction Advisory Services - Corporate Finance Department -
Core Duties: Provided Valuation Advisory Services, and other related corporate finance work to both business companies, and individuals.
Company Overview: Albazie & Co., originally the Kuwait Auditing Office - Bader Al-Bazie & Co., was formed in 1963 by Mr. Bader Al-Bazie who was given the auditor Registration Number 1A. Since its formation, the office has grown to be one of the largest professional services firm in Kuwait by providing outstanding service to clients. Formerly, the company was associated with Arthur Anderson LLP. At present, Albazie & Co. is associated with RSM International, the seventh largest network of independent accounting & consulting firms in the world. (Website: www.albazie.com)
Summary of Conducted Services A. Financial & Operational Due Diligence Review 1)
Detailed review of financial information including records & documentation for the agreed period,
2)
Data verification on sample basis to covering all major transactions,
3)
Examination of all important agreements,
4)
Circularization of balances of all major third party balances including legal confirmation,
5)
Cash balances confirmation, aging analysis of receivables, fixed assets registry analysis, accounts payables aging analysis…etc.
B. Business Valuation 1) Analyzing industries & developing analyses regarding an industry's influence on particular companies, 2)
Conducting comparable company analyses and industry research,
3) Various other research-based and analytical tasks, 4) Performing financial analysis of historical company information, 5) Conduct normalization adjustments of financial statements, 6) Performing discounted cash flow analysis. C. Sale/Leaseback Agreement 1) Buildup of the sophisticated model, 2) Help in determining the portion of free up capital, 3) Preparation of Group Financial Statements (AS-IS/TO-BE) in compliance with International Financial Reporting Standards (IFRS), 4) Follow up with client needs and updates. D. Industries / Services Related During the work period at (RSM International) I was involved in details of the following industries: -Wood & Aluminum, contracting, Healthcare, Investment, leasing, financing (Retail) industries, Software Development, Media & Information Technology, Vehicles & Automobiles, and finally food Industry.
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Aman for Securities Plc., Jordan Location:
Jordan (Irbed City)
Position:
Certified Stock Broker – Brokerage Department
September, 2005 - April, 2007
Core Duties: Stock Dealing and Trading, Financial Analysis, Technical Analysis, Market/Industry Research. Company Overview: Established in 2004, AMAN Securities is a public shareholding with an authorized capital of JOD 65 million (Approx. USD 92 million) and a paid up capital of JOD 41.5 million (Approx. USD 58 million). The company is licensed to provide brokerage and advisory services to clients in Amman Stock Exchange The Company is the second biggest brokerage firm in terms of trading volume in Jordan. (Website: www.amansecurities.jo)
Summary of Conducted Services A. Providing brokerage services to a wide range of customer base, B. In stock-Trading at Amman Stock Exchange (ASE), C. Financial Consulting, portfolio management, D. Fundamental and Technical Analysis of major company’s stocks.
Yarmouk University (Irbed, Jordan) Location:
Jordan (Irbed City)
Position:
Teacher and Research Assistant
February, 2005 - June, 2005
Organization Overview: Yarmouk University is a university located in Jordan. It was established in 1976. It has a student body of roughly of over 25,000. The university has several international partnerships with overseas universities. Within the joint TEMPUS program, international students of Brandenburg Technical University conduct researches in Yarmouk University as exchange students. YU is a government funded institution, but enjoys a considerable degree of autonomy. Website: www.yu.edu.jo)
Summary of Conducted Services: As a part-time faculty member (in the Banking and Finance Department), I was involved in: A. Lecturing of some financial courses (Financial Management, Risk Management, etc.), B. Assisting in preparing academic materials; and financial case studies on excel, C. Assisting department professors in collecting Data for research purposes, D. Supervision and conducting exams and assessing students performance, E. Lab lessons and quizzes preparation.
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Education CFA Institute
June, 2010
Certified Financial Analyst – Level 1 Candidate Exam Date: Saturday, 5th June, 2010. Test Center: Dubai – United Arab Emirates - DXB
Yarmouk University - Banking & Finance Sciences, Jordan
June, 2007
Postgraduate Degree – Masters degree Track Thesis: The Long-Run Performance of Initial Public Offerings: The Case of Amman Stock Exchange during 1990-2006. G.P.A. 85.2 %, Very Good Rating Significant Coursework: Risk Management, Investment, Feasibility Studies, International Finance, & Portfolio Management.
Yarmouk University - Banking & Finance Sciences, Jordan
June, 2004
Undergraduate – Bachelors degree Research Project: The Efficiency of Managing Cash Flows in the Jordanian Industrial Corporations. G.P.A. 84.5%, Excellent Rating, Dean's List, 4 of 8 Semesters (Awards).
Courses Attended Attended the CVA (Certified Valuation Analyst) course, 35 hours
2008
Held at: Kuwait Economic Society Institute: International Association of Consultants, Valuers & Analysts (IACVA), Toronto – Australia During the period January 13th, 2008 – January 19th, 2008 Status: Exam pending
Finished the Brokers' Certification & Training Program, 120 Credit Hours
2006
Amman Stock Exchange, Amman – Jordan During the period: March 12 – April 16, 2006 Status: Certified Stock Broker (2006-2008)
Finished the Windows & MS-DOS Operating systems course, 30 Credit Hours
1997
Yarmouk University, Irbed – Jordan During the period: July 2 – July 27, 1997
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Language Skills English (First language), Arabic (Fluent).
Technical Proficiency A. Highly proficient in PC/Mac and Microsoft Office and good knowledge of Outlook, B. Excellent verbal and written communication skills, C. Expert in Excel spreadsheets that entails extensive use of (formulas, pivot tables, macros, VLOOKUP, and much more), D. Type both in English and Arabic and fast translate between the two languages. E. Computer Skills in J.D. Edwards, Tally, and general accounting software, F. Statistical Analysis programs, (SPSS).
References Zeid Al Alami my current manager (PKF L.L.C, Qatar) Contact Number: 00974-527-6134 E-mail:
[email protected]
Girish Dinakaran my previous senior manager (RSM International, Kuwait) Contact Number: 00965-692-2642 E-mail:
[email protected]
Seshadri Nathan Krishnan my previous manager (RSM International, Kuwait) Contact Number: 00965- 516 - 3281 E-mail:
[email protected]
Mathew Parakkatt my previous team leader (RSM International, Kuwait) Contact Number: 00965- 774 - 9806 E-mail:
[email protected]
Mohammad Jaradat my previous manager (Al Aman for Securities LTD, Jordan) Contact Number: 00962- 799 - 906333 E-mail:
[email protected]
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