Muhammad Maroof Zaheer
Bahawalnagar
Summary
Finance professional with 8+ years of experience in financial reporting, budgeting, and strategic analysis. Expertise in delivering actionable insights and optimizing cash flow to enhance financial performance across global teams. Skilled in preparing accurate financial statements and leading month-end closings using QuickBooks, Xero, Odoo, and Excel. Recognized for strong analytical skills and ability to present complex data in clear, executive-level recommendations.
Overview
8
8
years of professional experience
Work History
Senior Finance Officer
Social Investment Managers and Advisors, LLC
New York
08.2022 - Current
- Assist with the preparation of the Annual Budget and Financial Planning.
- Formulated and delivered financial and budget reports for investors, partners and stakeholders.
- Update the budget quarterly to align with company progress, and prepare comparisons of actual results to budgeted figures.
- Identified areas of cost savings in order to maximize efficiency and reduce expenses.
- Provided technical support to junior staff members in preparing financial statements.
- Review monthly, quarterly, and annual financial statements.
- Develop and implement financial policies and processes.
- Analyze monthly expenses, such as payroll, marketing, and legal costs, using Odoo Finance, and present findings to senior management.
- Analyzed financial data and generated detailed reports for senior management team.
- Manage cash flow to ensure smooth financial operations, including monitoring both inflows and outflows.
- Liaise with fund administrators in various countries.
- Communicate with investors regarding payments, and address any queries they may have.
Client Accountant
Obox Accounting Solution
Lahore
12.2021 - 07.2022
- Review and analyze monthly, quarterly, and annual financial statements and forecasts.
- Perform monthly bookkeeping for the clients in QuickBooks.
- Reviewed and reconciled client accounts to ensure accuracy of financial records.
- Maintained accurate client account ledgers, ensuring that all transactions were recorded in a timely manner.
- Manage client onboarding, and oversee QuickBooks implementation projects.
- Process payroll, and prepare bank reconciliation on a monthly basis.
- Monitored balance sheets and income statements to evaluate financial performance.
- Work collaboratively to build and maintain strong relationships with clients and team members.
Assistant Manager Internal Audit
Habib Bank Limited
Lahore
03.2019 - 11.2021
- Appraise the financial and operational activities of the bank's business units.
- Review the adequacy of internal controls, and provide recommendations to address any deficiencies.
- Monitor compliance with various internal audit, and regulatory requirements.
- Perform audits using a risk-based approach within designated time limits.
- Conduct pre-audit and post-audit activities.
- Update and prepare duty lists according to the instructions of the Audit Manager.
- Strategize, coordinate, and conduct on-site internal audits.
- Ensure compliance with regulations, controls, and procedures during branch audits as a team member.
- Perform special assignments as assigned by the manager, or regional audit head.
- Prepare internal audit reports.
Accountant
Pak Feroza Fruit Packaging Pvt. Ltd
Islamabad
01.2017 - 03.2019
- Prepare financial statements in accordance with International Accounting Standards.
- Accurately document all transactions related to cash, credit, fixed assets, accrued expenses, and lines of credit.
- Reconcile accounts by integrating income and expense data with net worth and asset figures.
- Post daily vouchers in Zoho for various transactions, such as sales and purchases, while maintaining effective bank liaisons, and strategically investing funds.
- Prepare comprehensive charts of accounts.
- Generate financial reports for senior management review.
- Conduct monthly bank reconciliations, and compile other regular financial reports.
- Finalize annual accounts, and collaborate with statutory auditors.
- Administer payroll preparation and processing via bulk banking systems.
- Manage forecasting, budgeting, and monthly cash flow.
- Oversee accounts payable and receivable.
- Verify financial documents, records, and systems to identify discrepancies against the budget.
- Conduct monthly reviews and analyses of budget-to-actual revenue and expenditure data.
- Review all purchase and allowance requests to ensure alignment with budgetary constraints.
- Prepare monthly budgets, and perform cost-benefit analyses.
Education
ACCA - Accounting And Finance
Association of Chartered Certified Accountants
United Kingdom10.2020
Bachelor of Science (Hons) - Applied Accounting
Oxford Brookes University
United Kingdom10.2020
Skills
- Financial modeling and reporting
- Accounting Software (Odoo, QuickBooks, QuickBooks Online, Xero, and Sage)
- Budget Forecasting and Analysis
- MS Office (Excel, Word, etc)
- Financial Statements Expertise
- Advanced Bookkeeping Skills
- Cash flow management
- Internal Audits
- Analytical thinking
- Presentation skills
- Problem Solving
- Team Management
- Communication
- Flexible and critical thinking
- Stakeholder communication
- Problem solving
- Time management
Awards
Recipient of the "Problem Solver" Award at Social Investment Managers and Advisors, LLC, recognizing outstanding analytical and solution-oriented performance.
Languages
Urdu
First Language
English
Advanced (C1)
C1
Timeline
Senior Finance Officer
Social Investment Managers and Advisors, LLC
08.2022 - Current
Client Accountant
Obox Accounting Solution
12.2021 - 07.2022
Assistant Manager Internal Audit
Habib Bank Limited
03.2019 - 11.2021
Accountant
Pak Feroza Fruit Packaging Pvt. Ltd
01.2017 - 03.2019
ACCA - Accounting And Finance
Association of Chartered Certified Accountants
Bachelor of Science (Hons) - Applied Accounting
Oxford Brookes University
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