09/06/2022 updated

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Financial Modeling & Valuation Expert | Data Entry Expert | Excel Expert

Lahore, Pakistan
Pakistan
ACCA
Lahore, Pakistan
Pakistan
ACCA

Profile attachments

CV - Hassaan Zaheer
Prepared financial dashboard for one of the corporate clients
Scrapped data for an Upwork Client
Prepared this Income & Expense sheet for a remote client
Income & Expense sheet (Graphs & Charts - Part 2)
5 years Financial projections for a corporate client - Balance Sheet
5 years Financial projections for a corporate client - Income Statement
5 years Financial projections for a corporate client - Cash Flow Statement
5 years Financial projections for a corporate client - Equity Statement
5 years Financial projections for a corporate client - Ratio Analysis
Thesis research Project for a university student - MS Word
Website Data collection for an Upwork client
Prepared a forex dashboard for an investment broker
Prepared a business plan for a MBO (Management Buy-Out)
Collection of financial data for an international client
Advanced Formatting on MS Excel to help a remote client in managing the huge data set
Prepared Graphs & Charts on MS Excel for a client on Upwork
Prepared an excel invoice for a remote client to send invoice for business work
Charts & Graphs (Part 2)
Charts & Graphs (Part 3)
Prepared Sales Report for a corporate client

Microsoft ExcelAccounts ReceivableAccountingMergers and AcquisitionsData AnalysisBusiness DevelopmentFinancial ForecastCustomer Relationship ManagementBusiness PlanningBusiness ValuationConsultingData ValidationData EntryDirect MarketingEnterprise Resource PlanningFinancesFinancial ManagementFinancial AccountingFinancial AnalysisFinancial ModelingForecastingGraphic DesignLead GenerationPivot TableMicrosoft Power BISearch (Computer Science)Corporate ClientsAssociation of Chartered Certified AccountantsCampaignsDashboardsDiscounted Cash FlowVba Programming LanguageProject Delivery
A Certified Finance & Accounting Professional (ACCA) with more than five years of working experience in a Financial Management & Consultancy Firm. I've got enriched experience in providing financial accounting and business advisory solutions, financial modeling, and business valuations techniques to a wide range of corporate clients in various industry sectors.

Core Expertise:
Startup Advisory - Business Plans & Pitch Decks - Business Development Strategies - Financial Modeling - Financial Analysis - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts

MS Excel Skills:
★ Data Analysis
★ Excel Templates and Dashboards
★ Formula & Functions
★ Power Query
★ Pivot tables / charts
★ Variance / Forecast / Data Validation
★ KPI Dashboards
★ Operational Dashboards
★ Invoice Templates
★ V lookup and Pivot Tables
★ Financial Statements
★ Financial Projections
★ Dynamic Charts & Graphics
★ VBA & Much More

Other Skills & Expertise:
☆ Power BI Expert ☆ Lead Generation Specialist ☆ Email Marketing ☆ Internet Research ☆ CRMs ☆ ERPs ☆ Social Media Campaigns ☆ Email Handling

I am eager to work with you while providing reliable, consistent, and tailored solutions to meet your project delivery needs.

Please get in touch; to discuss your project and my offerings in detail. I look forward to working with you!

Thanks & Regards

Languages

EnglishFluent

Project history

Business Development Manager - Financial Services

ACS Synergy Pakistan
Consulting & Business Advisory:
* Participate in & take lead in the development of new products & service concepts.
* Transforming in-depth knowledge of business products & value proposition, and leverage that
knowledge to increase company revenues by expanding the client base and ensuring repeat business.
* Develop growth strategies & business plans.
* Manage & retain relationships with existing clients.
* Increase client base both in terms of sales volumes & number of clients.
* Drafting business proposals & preparing quotations by understanding the client's needs.
* Negotiate with various stakeholders including clients, prospective clients, network partners,
collaborators, & accounting bodies.
* Identify & map business strengths with customer needs.
* Research business opportunities & viable income streams.
* Follow industry trends locally and internationally.
* Draft and review contracts.
* Report on success & areas needing improvements.

Corporate Training & Development:
* Identifying market needs for the continuous professional development of human resources in different
industry sectors (B2B).
* Organizing Industry-leading, instructor-led training to individuals seeking career growth as well as
corporates aiming for staff skill development.
* Overseeing and directing seminars, workshops & individual training sessions (Internal & B2B).
* Corresponding with the chambers of commerce, educational institutions & professional bodies in
conducting & arranging tailor-made training sessions & seminars on the given subject area.
* Supervising training budgets in collaboration with management.
* Planning & implementing training curriculum on a monthly, quarterly, bi-annually & annually basis.
* Correspondence with instructors regarding the subject area of corporate training workshops.
* Preparing manuals, brochures, summaries, videos, web content, PPT presentations & all documentation
relevant to corporate training.

Chargeback & Fraud Analyst

i2c Inc
* Research & understand the latest chargeback rules & regulations on Electronic Fund Transfer - EFTs
(Regulation E).
* Performing in-depth dispute analysis by taking effective & timely decisions on suspicious activities &
report fraudulent cases.
* Stays abreast with consumer laws & regulations, fraud trends and industry best practices related
to fraud control by ensuring 100% compliance to internal & external SOPs, standards & regulatory
requirements.
* Filing disputes with networks (MasterCard, VISA, etc).
* Reporting fraudulent activities to networks (MasterCard, VISA, etc).
* Processing chargebacks, provisional credits & final settlements.
* Monitoring, analyzing, and investigating payment card transactions & account activity for potential
fraud.
* Worked with clients and project managers to review & analyze strategy to detect fraud.
* Trend analysis of fraudulent transactions & taking necessary actions.
* Investigate suspicious activities to verify fraudulent transactions and take measures to control,
mitigate, and prevent further risks.

Sales Executive

TRG Ibex Global
* Builds business by identifying and selling prospects; maintaining relationships with clients.
* Sell products by establishing contacts & developing relationships with prospects; recommending
solutions.
* Maintaining business relationships with clients by providing support, information & guidance;
researching & recommending new opportunities; recommending service improvements.
* Prepare reports by collecting, analyzing & summarizing information.
* Maintains professional & technical knowledge by attending educational workshops; reviewing
professional publications; establishing personal networks; benchmarking state-of-the-art practices;
participating in professional societies.

Accounts & Finance Executive

Associated Consulting Engineers-ACE (Pvt) Ltd
* Monthly posting and processing of payments of all vendor invoices with proper identification of tax
treatments.
* Monthly preparation of project invoices with correct treatment of Advance Tax & Sales Tax, along with
reimbursable & management costs.
* Monthly reporting on revenue project-wise & performing AR/AP ledger reconciliations.
* Maintained relevant levels of cash by updating cash receipts & cash payments regularly.
* Preparing monthly reports on cash flow trends & projections, performing bank reconciliations & drafting
monthly aging reports debtor-wise.
* Summarizes current financial status by collecting information, preparing financial statements & other
reports by adhering compliance with IFRS.
* Assisting manager in the periodic preparation of budgets and forecasts.
* Preparing monthly Depreciation & Lease Schedules.
* Correspondence with banks and assisted External audits.

Accounts Executive

Raaziq International PVT LTD
* Maintaining books of the company in an orderly manner by processing Entries in customized Accounting
Software (R-Suite).
* Preparing monthly details of With Holding Tax General & With Holding General Sales Tax.
* Processing payroll & preparation of reports necessary for periodic closing.
* Cross-functional coordination to ensure a timely flow of information.
* Taking account of all petty cash expenditures.
* Recording cash payments and receipts in the Accounting Software.
* Bank Reconciliation.
* Monthly general ledger reconciliations.
* Vendor Management.

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