 Developed complex financial models to evaluate project performance across seasonal cycles, driving a 2%pts. increase in margin growth.
 Responsible for monthly and quarterly performance decks along with an assessment of relevant industry peers enabling leadership to gain more visibility into company and industry performance.
 Building FP&A function, including business planning & reporting, Budgeting & 5Y plan preparation. Additionally, tasked with identification of potential risks and opportunities by way of key movements in Free Cash Flow, P&L drivers and recommendation of action plans.
 Analysis of historical and forecasted financial results of operating units, operational performance appraisal, calculation of ratios and KPIs.
 Oversee end-to-end payroll processing, ensuring accurate and timely payment of employee salaries as well as compliance with federal, state, and local payroll regulations and tax laws, wages, bonuses, PF, EOBI and other compensation components.

 Orchestrated the development and monitoring of the $5 million annual budget, incorporating forecasting and crafting presentations for Executive Committee, ensuring financial alignment and strategic clarity.
 Prepared Business and personal tax filing forms (Form 1040 & related schedules). Form K1 and Partnership tax return of US resident and non-resident partners.
 Produced competitor analysis, customer level profitability & handled pricing statements in terms of profitability.
 Partnered with Project development teams, ensured quality recording for identified and unidentified projects; helping on project value calculations and spending vs approved budget reports.
 Performed in-depth analysis of all project wise profitability and prepared monthly reconciliation of actuals against plan and monthly estimates.
 Conducted cost-benefit analysis to assess the ROI of operational initiatives and process enhancements of new ventures in US and UAE. 

 Conducted financial viability analyses of managed, and investment projects, including NPV, IRR, and earnings impact assessments for projects over $200m.
 Prepared and presented financial reports, including balance sheets, income statements, and cash flow statements, to senior management and board of directors in compliance with GAAP and IFRS regulatory requirements.
 Applied and monitored internal controls to mitigate financial risks and ensure compliance with company policies and procedures.
 Introduced comprehensive Financial Planning module with Business Strategy translation into financial statements and full scale of management reporting.
 Primarily responsibility for the Cash Flow analysis and Cash reporting, establishing procedures and controls on Cash management.

Mainly responsible to perform performance analysis, prepare reports and evaluate current performance trends.
 Responsible to advise the management team on potential performance risks and strategic decisions in alignment with business objectives and legislation.
 Devise and implement policies and strategies for the development of departmental performance matters.
 Coordinate and facilitate the communication to all staff of performance issues including the preparation of reports for managers and committees and giving presentations.
 Design, implement and manage organization-wide performance training/capacity building for all levels of employees and management to drive for positive and measurable impact on the culture and performance of the Company.
 Coordinate with the Human Resources Business Partners for the implementation by the Human Resources Management department and managers of consequences related to performance evaluation results.

Mainly responsible for conducting audits, formulating KPI’s, growth & equity adjustments and design and implementation of policies in coordination with Senior management.
 Designed and implemented performance processes leading to increased sales by 75%.
 Re-engineered reporting process by developing, updating and automating performance system resulting in healthy completion among employees.
 Formulated effective KPI for various department leading to effective time management.
 Helped business develop tests for measuring applicant attitude and comprehension.
 Performed Bonus audit on monthly basis after allocation of budget for every department resulting in the proper allocation of funds.
 Made changes in benefit offered to employees reducing employee turnover by 25%.
 Conducted equity adjustment for employees into one corporate flexible benefit plan with 20% in annual savings.
 Maximized the performance of existing employees by providing regular performance feedback through regular team meetings.
 Participated in training and management meetings to ensure corporate standards are met by all employees.
 Constantly acquired monthly recognition and awards for teamwork, innovation, task orientation, timeliness, accuracy and willingness to take on additional responsibilities.

Prepared SOP’s for compliance with investment objectives of constitutive documents, NBFC rules or SECP directives and reported breach if any.
 Reported breach of compliances from SECP regulation leading to a decrease in loss to mutual funds by 30%.
 Reviewed budget and forecast variances of various fund assets on monthly basis and report to SECP in case of significant non-compliance.
 Worked for bank reconciliation and account maintenance of assigned funds tracing fraudulent transactions made, reducing fraudulent transactions by 35%.
 Corresponded effectively with Asset management companies, investment advisors, brokers and banks for daily operational activities.
Contributed to the strategic direction and decision making of the organization through attendance at regular planning and review meetings.
 Developed, maintained and revised departmental procedures to prevent a breach of compliances.
 Researched important development in the fund's industry, markets and the broader economy.
 Performed investment, industry and company-specific research analysis to determine the viability of new equity purchases within client’s account.
 Managed trade settlement function that involves receiving, affirming and settling instruction through CDS.
 Verified payments against expenses such as Trustee Fee, Management Fee,
Custodian charges, Auditor’s Fee and Sales Load etc.