Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Software
Work Availability
Timeline
ResearchAssistant
MOBEEN MAQBOOL

MOBEEN MAQBOOL

Financial Analyst

Summary

Dedicated Senior Financial Analyst with a strong background in financial planning, analysis, and reporting. Successful Financial Planner with over 15 years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed profit objectives and grow businesses.

Overview

20
20
years of professional experience
8
8
years of post-secondary education
2
2
Languages

Work History

FP&A Analyst

DealMaker Canada
01.2023 - 07.2023
  • Retrieved and organized data into required reporting formats to provide basis for comparison and evaluation.
  • Evaluated and analyzed variety of financial results and indicators such as capital expenditures, depreciation, proposal and investment opportunities to improve financial results.
  • Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
  • Prepared special studies, analysis and recommendations in areas such as budgets, forecasts, financial plans and statistical reports.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Coordinated with financial advisors to develop long-term investment strategies.
  • Developed financial projections and forecasts to guide investment decisions.
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Developed financial models to assess potential investments and identify potential risks.

Manager

GreyBeard Corporate Solutions UK
07.2022 - 06.2023
  • Cross-trained existing employees to maximize team agility and performance.
  • Accomplished multiple tasks within established timeframes.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Managed and motivated employees to be productive and engaged in work.

Deputy Finance Manager

MATRIX Group of Companies
12.2018 - 06.2022
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Pursued every opportunity to learn about manufacturing business at all levels and improve team member support.
  • Supported general manager in loss prevention efforts.
  • Maintained, documented and presented progress reports to leaders.
  • Eliminated functional bottlenecks by streamlining communication channels between management and employees.
  • Assumed senior management workloads in absence of general manager to maintain operations continuity.
  • Prepared annual budgets with controls to prevent overages.
  • Performed statistical analyses to gather data for operational and forecast team needs.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.

Assistant Manager FP&A

CareCloud
10.2013 - 12.2018
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Developed strategy to increase sales and drive profits.
  • Developed detailed plans based on broad guidance and direction.
  • Defined clear targets and objectives and communicated to other team members.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.

Assistant Manager - Finance

LaGuardia Group
08.2012 - 08.2013
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Created organizational structures to improve accounting and finance functions.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.

Finance Officer

Petroleum Exploration (Pvt) Ltd
08.2007 - 08.2012
  • Established and enforced controls on revenue and expenses to protect company assets.
  • Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
  • Spearheaded expansion strategies to increase business market share.


Accounts Assistant

Oil & Gas Development Company Ltd
01.2007 - 08.2007
  • Organized data into multiple spreadsheets to streamline data.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.

Cost Controller

Envoy Continental Hotel
01.2004 - 07.2004
  • Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
  • Managed payroll data entry and processing for 100+ employees to comply with predetermined company guidelines.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.

Education

MBA - Finance

COMSATS Institute of Information Technology
Pakistan
07.2004 - 06.2006

Certified Management Accountant

Institute of Cost And Management Accountants
Pakistan
10.2017 - Current

Skills

Financial Analysisundefined

Additional Information

  • - Spearheaded the enhancement of FP&A systems, optimizing planning, forecasting, opex planning, and workforce planning processes. - Acted as a liaison between the FP&A function and IT, ensuring seamless communication and effective execution of technology initiatives. - Collaborated on the development of the FP&A systems roadmap, aligning data structures, delivering system enhancements, and advancing reporting and analytics capabilities. - Supported data, technology, and product solutions for sustainable treasury capabilities and operations. - Led efforts in systems harmonization and leveraged existing platforms for simplification and efficiency. - Initiated and managed continuous improvement projects in alignment with company goals and objectives. - Established and maintained productive relationships with partners and colleagues. - Documented treasury technology requirements for engineering readiness. - Utilized data-driven approaches to analyze complex information and present clear summaries to diverse audiences. - Thrived in a fast-paced environment, managing multiple projects and prioritizing key tasks. Key Responsibilities: - Supported Finance business and technology in activities such as prioritization, planning, budgeting coordination, and execution. - Developed business requirements and priorities for FP&A systems, including planning, forecasting, opex planning, and workforce planning. - Implemented a model to support FP&A technology enablement, with potential applicability to other finance areas. - Collaborated with the IT organization to deliver requirements related to data management, service delivery, and technology. - Facilitated enhancements to the FP&A systems roadmap and reporting landscape. - Served as a liaison with internal stakeholders to support enterprise and treasury technology initiatives. - Conducted periodic analysis of treasury technology capabilities and maintained a multi-year roadmap. - Drove systems harmonization and simplification efforts. - Initiated and managed continuous improvement and ad-hoc projects. - Presented executive-level updates and escalated issues when necessary. - Conducted internal control assessments and identified process improvement opportunities. - Demonstrated a strong understanding of product development lifecycle. - Collaborated in a global and cross-functional environment to drive change.

Accomplishments

  • Achieved successful completion at Matrix Group as a Project Manager by introducing SAP Business One.
  • Used Microsoft Excel to develop sales accruals by project tracking spreadsheets.
  • Resolved financial losses issues at Halifax Fans - UK by doing forensic audit of years.

Software

SAP Business One

NetSuite

QuickBooks

Zoho

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

FP&A Analyst

DealMaker Canada
01.2023 - 07.2023

Manager

GreyBeard Corporate Solutions UK
07.2022 - 06.2023

Deputy Finance Manager

MATRIX Group of Companies
12.2018 - 06.2022

Certified Management Accountant

Institute of Cost And Management Accountants
10.2017 - Current

Assistant Manager FP&A

CareCloud
10.2013 - 12.2018

Assistant Manager - Finance

LaGuardia Group
08.2012 - 08.2013

Finance Officer

Petroleum Exploration (Pvt) Ltd
08.2007 - 08.2012

Accounts Assistant

Oil & Gas Development Company Ltd
01.2007 - 08.2007

MBA - Finance

COMSATS Institute of Information Technology
07.2004 - 06.2006

Cost Controller

Envoy Continental Hotel
01.2004 - 07.2004
MOBEEN MAQBOOLFinancial Analyst