Developed strategies to assess, manage and minimize financial and operational risks for a family owned conglomerate.
Managed business planning and application for one of the first three licenses in November 2005 for a SAR 100 MM Saudi Arabian stock brokerage company.
Developed business plans and conducted strategic level market research for numerous projects, including a regional brokerage, private equity and a global financial services joint venture.
Managed business planning and implementation (P&L management) of a $27MM budget for numerous support areas of a Global Investment Bank including Project Management, Research Services, Internet Development, Graphic Design, Computer Graphics and Digital Media.
Managed the restructuring, expansion and enhancement of services to Investment Banking, Equity Research and Capital Markets business units, resulting in reduced support costs.
Converted a business unit from a firm wide cost center to a self funded operation by developing a transfer pricing model that accurately allocated costs to end users.
Introduced service level agreements and business management processes to improve delivery of services.
Created rigorous benchmarking processes to ensure price competitiveness, leading to a 20% reduction in costs.
Developed key management efficiency metrics.
Ensured legal and regulatory compliance with the registrar and other governing bodies.
Served as a key member of the transition team for ABQ Zawya, with primary accountability for integration of operations and financial controls.
Finance
Launched a system of internal accounting controls designed to promote transparency and accountability.
Managed internal and external financial reporting to management and shareholders.
Implemented procedures to measure, control and monitor operating performance against quarterly budgets.
Conducted treasury activities including cash flow management.
Built and managed collection channels.
Developed a process to evaluate hedge funds and automate the calulation of alpha.
Human Resources
Developed Human Resources policies and processes for a startup Investment Bank.
Wrote a Human Resources manual for a Private Equity firm.
Developed recruitment procedures for multiple financial services firms.
Developed performance appraisal procedures.
Developed and implemented training and organizational development to guide professional development for managers and staff.
Recruited college and MBA students and served as mentor/advisor to junior managers.
Managed total compensation and performance management for 14 direct reports and 237 staff globally (New York, London, Tokyo and Hong Kong).
