Ali Khaled
St Louis,MO
Summary
Well-qualified financial leader offering demonstrated skill and success in Accounting processes. Detailed in data analyses and reporting for audits, trend determination and financial planning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Planning Analyst
BAYER
09.2021 - Current
- Support the FP&A Manager in the financial planning process, including annual operating plan, strategic and operational planning, forecasting, strategic projects, monthly/quarterly/annual results.
- Control and reconciliation $4 millions of inventory on balance sheet using Oracle NetSuite and SAP.
- Conducted month end closing process for Inventory and COGS, ensuring accuracy of financials.
- Prepare monthly trend analysis across supply chain metrics.
Financial Analyst
Bank Of America
01.2020 - 09.2021
- Produced detailed reports outlining key issues and proposed solutions.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Developed and analyzed various budgets and performed financial statement analysis.
- Participate in short term projects across organization to better leverage capabilities and expertise.
Relationship Banker
Bank Of America
07.2017 - 12.2019
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Promoted products or services to each customer to consistently achieve sales targets.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Education
Master of Science - Business Administration
Maryville University of Saint Louis
St Louis, MO05.2024
Bachelor of Science - Accounting
Maryville University of Saint Louis
St Louis, MO05.2020
Certification
Google Data Analytics
International Certificate in Banking Risk and Regulation
Bloomberg market concepts
QuickBooks
Timeline
Financial Planning Analyst
BAYER
09.2021 - Current
Financial Analyst
Bank Of America
01.2020 - 09.2021
Relationship Banker
Bank Of America
07.2017 - 12.2019
Master of Science - Business Administration
Maryville University of Saint Louis
Bachelor of Science - Accounting
Maryville University of Saint Louis