omar mohammad - cv -24 sep 2009

8/14/2019 Omar Mohammad - CV -24 SEP 2009

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Omar Ali Mohammad

Senior Financial Consultant

CFA Level 1 Candidate

Masters in Banking & Finance Sciences

4 years & 2 months - Relevant Experience

24st

September, 2009


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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,
mailto:[email protected]:[email protected]


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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 toManagement Consultancy.

Core Duties: Provide management/financial consulting services to government agencies, business companies, andindividuals, and providing consultation to various companies to develop and/or implement businessplans and feasibility studies.

Company Overview:

PKF L.L.C. is a member firm of PKF International Ltd (A worldwide association of 230 legallyindependent firms in 400 locations in 120 countries.) The company was founded in 2008 providing localexpertise in accounting and business advisory services. (Website: www.pkf.com.qa)

Summary of Conducted Services

A.

Corporate Finance Practice1) 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, andGlass & Aluminum.
http://www.pkf.com.qa/http://www.pkf.com.qa/


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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 businesscompanies, 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 hasgrown to be one of the largest professional services firm in Kuwait by providing outstanding service toclients. Formerly, the company was associated with Arthur Anderson LLP. At present, Albazie & Co. isassociated with RSM International, the seventh largest network of independent accounting & consultingfirms in the world. (Website: www.albazie.com)


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 analysisetc.

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 FinancialReporting 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, SoftwareDevelopment, Media & Information Technology, Vehicles & Automobiles, and finally food Industry.
http://www.albazie.com/bazieweb/triweb.nsf/b/MMAS5NZA9Zhttp://www.albazie.com/http://www.albazie.com/http://www.albazie.com/bazieweb/triweb.nsf/b/MMAS5NZA9Z


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Aman for Securities Plc., Jordan September, 2005 - April, 2007

Location: Jordan (Irbed City)

Position: Certified Stock Broker Brokerage Department

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 65million (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 StockExchangeThe Company is the second biggest brokerage firm in terms of trading volume in Jordan.(Website: www.amansecurities.jo)


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 companys stocks.

Yarmouk University (Irbed, Jordan) February, 2005 - June, 2005

Location: Jordan (Irbed City)

Position: Teacher and Research Assistant

Organization Overview:

Yarmouk University is a university located in Jordan. It was established in 1976. It has a student body ofroughly of over 25,000. The university has several international partnerships with overseas universities.Within the joint TEMPUS program, international students of Brandenburg Technical University conductresearches in Yarmouk University as exchange students. YU is a government funded institution, butenjoys 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.
http://www.amansecurities.jo/http://www.yu.edu.jo/http://www.yu.edu.jo/http://www.amansecurities.jo/


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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 muchmore),

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


Girish Dinakaran my previous senior manager (RSM International, Kuwait)

Contact Number: 00965-692-2642


Seshadri Nathan Krishnan my previous manager (RSM International, Kuwait)

Contact Number: 00965-516 - 3281


Mathew Parakkatt my previous team leader (RSM International, Kuwait)

Contact Number: 00965-774 - 9806


Mohammad Jaradat my previous manager (Al Aman for Securities LTD, Jordan)Contact Number: 00962-799 - 906333


omar mohammad - cv -24 sep 2009

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