Ahmed Makled
Novi,MI
Summary
Finance leader with expertise in driving strategic growth and financial performance. Strong track record of self-directed roles, experienced in leading teams, optimizing processes, and delivering insights that inform decision-making. Skilled in financial analysis, risk management, and building strong business relationships to achieve organizational goals.
Overview
11
11
years of professional experience
Work History
Financial Analyst IV
City of Detroit Finance Department
Detroit, MI
02.2023 - Current
- Administrator for the City's P-Card program, including oversight of training, auditing, control development, and reconciliation of accounts within budget constraints.
- Spearheaded the successful transition of the City’s P-card program, developing robust controls, and creating comprehensive job aids to streamline operations.
- Collaborated with the Budget to forecast spending, identify revenue shortfalls, and budget overruns, delivering solutions that optimized resources.
- Eliminated a $790K corporate card transaction backlog, driving full reconciliation and appropriate budgeting by reallocating funds to achieve financial alignment.
- Designed and implemented primary controls and SOPs to enhance compliance within the City's financial operations, reducing risk, and improving accountability.
- Created a process for conducting financial analyses of vendors and suppliers to mitigate contractual risks, and safeguard the City’s financial interests.
- Prepared and presented (reoccurring and ad hoc) high-level citywide financial reports, modeling, and analysis, enhancing transparency, and enabling strategic decision-making.
Directing Broker
The Mortgage Connection
Dearborn, MI
03.2022 - 01.2025
- Onboarded, trained, and mentored talent, using team-building and product expertise to boost performance and drive growth.
- Onboarded 10 business partners through targeted marketing to create relationships and drive revenue growth.
- Conducted in-depth financial reviews to evaluate client profiles, recommending tailored strategies for optimal outcomes.
Director of Mortgage Banking
Rocket Mortgage
Detroit, MI
08.2018 - 02.2022
- Led and motivated a high-performing sales team of 15 to 20, consistently ranking in the top 10% company-wide for two consecutive years by optimizing team KPIs and workload management.
- Developed and executed revenue-driving strategies aligned with market conditions, improving conversion rates, and enhancing customer satisfaction.
- Delivered dynamic leadership by coaching and mentoring team members, tailoring development plans to individual strengths, and encouraging growth through feedback and data modeling, increasing team conversion by 4%.
- Earned recognition with the prestigious awards for achieving over 95% client satisfaction, and for the highest percentage of closings in 2 out of 4 quarters annually (2019–2021).
- Conducted interviews for new hires and onboarding processes, contributing to training programs, and fostering a culture of collaboration and high performance.
Sr. Mortgage Banker
Rocket Mortgage
Detroit, MI
04.2017 - 08.2018
- Analyzed financial information such as income, debt, assets and credit reports to determine loan eligibility.
- Right hand of the team leader. Responsible for facilitating team-level training and KPI data analysis to improve overall team conversion by 2%.
- Achieved the highest customer satisfaction and closing awards (93%) in the first year.
Jr. Financial Advisor
Northwestern Mutual
Troy, MI
09.2014 - 03.2017
- Advised high-net-worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, forecasting, and philanthropy.
- Managed client portfolios, conducted thorough risk assessments, and performed strategic rebalancing of accounts to optimize investment performance.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Education
BBA - Finance
University of Michigan
Dearborn, MI07-2013
Skills
- Financial analysis
- Team leadership
- Budgeting
- Data modeling
- Risk assessment
- Training development
- Project management
- Effective communication
- Auditing
- MS office
Languages
English
Native/ Bilingual
Arabic
Limited
Timeline
Financial Analyst IV
City of Detroit Finance Department
02.2023 - Current
Directing Broker
The Mortgage Connection
03.2022 - 01.2025
Director of Mortgage Banking
Rocket Mortgage
08.2018 - 02.2022
Sr. Mortgage Banker
Rocket Mortgage
04.2017 - 08.2018
Jr. Financial Advisor
Northwestern Mutual
09.2014 - 03.2017
BBA - Finance
University of Michigan
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