Ammar Saadalla, CPA
Rochester
Summary
Dynamic Research Finance Analyst at Mayo Clinic specializing in financial reporting and budget management. Demonstrated success in optimizing operational efficiency and compliance through strategic financial modeling and impactful communication. Acknowledged for providing valuable insights that enhance decision-making and promote cross-functional collaboration. Dedicated to achieving excellence in financial planning and engaging stakeholders.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Research Finance Analyst with the Cores Team
Mayo Clinic
01.2023 - Current
- Produced and distributed journal entries alongside reconciliations for comprehensive accounting oversight.
- Crafted financial reports for government and industry awards, ensuring compliance with mandates.
- Updated sales tax reports, improving submission processes for annual returns.
- Evaluated indirect costs according to negotiated rates, guiding budgetary decisions.
- Identified supplemental income requirements for projects and awards to ensure funding adequacy.
- Computed interest income on long-term endowments, enhancing overall financial strategy.
- Adjusted budgets to include interest income, refining fiscal projections.
- Generated monthly upper-level reports for internal sales, facilitating analysis of cost recovery trends.
- Analyzed financial data to support clinical operations and strategic initiatives.
- Collaborated with cross-functional teams to assess resource allocation needs.
- Provided support on monthly, quarterly and annual closing activities.
- Performed ad hoc analysis to support sales and marketing operations.
- Collaborated with professionals to prepare month-end and year-end financial statements.
Executive Development & International Financial Specialist (EDIFS) – Hybrid Position
Mayo Clinic
07.2021 - 01.2023
- Assisted EDI patients in understanding financial obligations before, during, and after medical care.
- Maintained adherence to quality assurance guidelines and productivity standards for optimal performance.
- Received continuous praise from leadership for exceptional patient support.
- Audited complex accounts and conducted thorough reviews of international insurance cases.
- Proactively identified self-pay patients, preparing financial estimates and ensuring clear communication.
- Led initiatives to improve patient care and enhance operational efficiency.
- Collaborated with medical teams to implement new healthcare protocols and policies.
- Facilitated staff training on compliance and best practices in healthcare.
Part Time Mobile Expert
T-Mobile Stores
Rochester
11.2018 - 01.2022
- Maintained highest standards of customer service in a retail environment.
- Facilitated optimal alignment between clients and T-Mobile products and services.
- Guided customers in selecting suitable products and mobile service plans.
- Managed inventory levels and organized product displays in the store.
- Collaborated with team members to enhance customer service experiences.
- Ensured compliance with company policies related to customer service standards when dealing with inquiries or complaints.
- Attended training sessions conducted by manufacturers to gain knowledge about newly released products and services.
- Processed sales transactions accurately and efficiently using point-of-sale systems.
Staff Accountant and Tax Preparer & Auditor
Med City Tax Services – Swon Tax Preparation
Rochester
02.2019 - 07.2021
- Oversaw payroll functions for a diverse range of small to medium businesses and non-profits.
- Generated financial reports for management review including income statement, balance sheet, cash flow statement.
- Handled federal and state payroll tax deposits alongside payroll tax return submissions.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Prepared and reviewed tax returns for individual and business clients.
- Submitted timely sales tax returns to meet regulatory deadlines.
- Utilized QuickBooks for comprehensive bookkeeping tasks.
- Compiled end-of-year reports, including W-2s and 1099s for various clients.
- Prepared individual and corporate tax returns with varying degrees of complexity.
- Engaged in fieldwork for audit clients, emphasizing payroll and revenue cycles analysis.
- Assisted in drafting audit reports, garnering recognition for professionalism and rapid adaptability.
Retail Service Expert & Quality Auditor
Vodafone Egypt
Alexandria
04.2013 - 10.2018
- Resolved daily technical issues faced by customers, enhancing overall satisfaction.
- Reviewed compliance with industry regulations and internal standards.
- Documented audit findings and communicated results to management teams.
- Trained staff on quality assurance best practices and compliance requirements.
- Assisted in developing strategies for improving overall customer satisfaction.
- Directed staff in addressing technical and billing problems effectively.
- Maintained and improved customer experience for Vodafone Egypt, utilizing Net Promoter Scores.
- Acted as Assistant Store Manager, delegating responsibilities based on top performance.
- Collaborated with teams to identify improvements in processes and quality standards.
- Trained staff in quality assurance practices and compliance requirements.
- Conducted internal audits to ensure adherence to quality standards.
Retail Customer Care and Sales Representative
Vodafone Egypt
Alexandria
03.2011 - 04.2013
- Facilitated direct interactions with Vodafone customers, synchronizing customer requirements with product offerings, fulfilling monthly sales objectives while handling cash transactions, inventory management, and archiving responsibilities in partnership with collaborative teams and various departments.
- Conducted product demonstrations to showcase features and benefits.
- Managed customer inquiries and provided timely resolutions and support.
- Utilized CRM systems to track sales activities and customer interactions.
- Developed key customer relationships to increase sales.
- Analyzed customer feedback to improve products and services.
- Performed regular follow-ups with prospects to close deals in a timely manner.
Education
MBA - Business Administration
Graduate School of Business of The AAST-MT
Alexandria - Egypt01.2016
Bachelor’s degree - Accounting
Faculty of Commerce – Alexandria University
Alex, OK01.2009
British High School Education -
IGCSE
Skills
- Financial reporting and analysis
- Budget management and resource planning
- Financial modeling and forecasting
- Tax compliance and auditing
- Cost allocation strategies
- Cross-functional collaboration
- Effective communication skills
- Stakeholder engagement and management
- Problem solving and critical thinking
- Attention to detail and accuracy
- Time management and prioritization
Certification
Active CPA, 11/29/25, 34295, Minnesota Board of Accountancy
Completed the Uniform CPA Exam, 08/25/25
Business Environment and Concepts (BEC) Exam, 11/08/23
Regulations (REG) Exam, 10/15/24
Financial Accounting and Reporting (FAR) Exam, 03/05/25
Auditing and Attestation (AUD) Exam, 08/25/25
Completed the Uniform CPA Exam, 08/25/25
Business Environment and Concepts (BEC) Exam, 11/08/23
Regulations (REG) Exam, 10/15/24
Financial Accounting and Reporting (FAR) Exam, 03/05/25
Auditing and Attestation (AUD) Exam, 08/25/25
Cell
(507) 990-0233
- Ammar.m.saadalla@icloud.com
- Saadalla.ammar@mayo.edu
Languages
- English
- Arabic
Personal Information
- Date of Birth: 01/26/88
- Nationality: American
References
References are available on request.
Place Of Birth
Fort Collins, CO, USA
Work Qualities
- Quick learner with high self-motivation
- Ability to work under pressure
- Excellent at setting priorities
- Efficient damage control skills
- Excellent communication and business email writing skills
- Adapts quickly to changing work environments
- Supportive and positive attitude
- Creative and always looking for new ways to serve
Languages
English
Full Professional
Arabic
Full Professional
Timeline
Research Finance Analyst with the Cores Team
Mayo Clinic
01.2023 - Current
Executive Development & International Financial Specialist (EDIFS) – Hybrid Position
Mayo Clinic
07.2021 - 01.2023
Staff Accountant and Tax Preparer & Auditor
Med City Tax Services – Swon Tax Preparation
02.2019 - 07.2021
Part Time Mobile Expert
T-Mobile Stores
11.2018 - 01.2022
Retail Service Expert & Quality Auditor
Vodafone Egypt
04.2013 - 10.2018
Retail Customer Care and Sales Representative
Vodafone Egypt
03.2011 - 04.2013
MBA - Business Administration
Graduate School of Business of The AAST-MT
Bachelor’s degree - Accounting
Faculty of Commerce – Alexandria University
British High School Education -
IGCSE