Asad Bhatti
Internal Auditor
Houston,TX
Summary
Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
10
10
years of professional experience
Work History
Internal Auditor
Break Time
Houston, TX
06.2024 - Current
- Coordinating with the back-end team to conduct an audit of the retail stores all over the U.S.
- Coordinated project materials and schedules, facilitated communication and prepared reports.
- Worked with external audit professionals and prepared documentation of process evaluations.
- Conducted interviews with management personnel to assess the effectiveness of internal controls.
- Reduced audit fees by bringing audit processes in-house.
- Ensured that all necessary documents were properly filed according to company policy.
- Adhered to GAAS standards when carrying out audit program operations and producing working papers.
- Provided recommendations on how to improve internal control environment.
- Performed audits of operational and financial areas to check compliance.
- Assisted clients in determining business strategy and achieving profitability goals.
- Helped department leaders devise and implement remediation plans to address identified concerns.
- Coached new employees to inform and educate on processes, procedures and deadlines.
- Drafted audit reports to display findings.
- Analyzed data from audits, compiled it into reports and disseminated to proper personnel.
- Developed audit programs and internal control systems to identify areas of risk.
Financial Analyst
Mabeaat
Dubai, UAE
10.2021 - 05.2024
- Structured financial packages based on capital needs of clients and current market conditions.
- Performed risk analysis on potential investments and provided recommendations based on financial standing and market conditions.
- Utilized financial analysis to prepare plans of action for investment.
- Managed investment portfolio by tracking performance and adjusting strategies based on market trends.
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Analyzed financial data to identify trends, patterns and strategies.
- Presented plans to client with smooth and professional presentations to enhance buy-in chance and promote collaboration.
- Analyzed budgets and implemented action plans to rectify issues.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
- Handling up to 15 persons team to execute the results.
Investment Banker
Emirates Islamic Bank
Dubai , Dubai
10.2017 - 08.2021
- Generate, qualify and close leads through cold calling and follow-up on lead generation activities performed by the marketing team
- Manage prospects through the lead process cycle
- Meet and exceed all daily, monthly and yearly revenue and client acquisition goals
- Maintain a thorough knowledge of all products, Specially in Credit Cards
- Maintain accurate records of sales activities, contact, opportunities and account information in databases
- Established and maintained quality strategic client relationships to deliver responsive client service and enhance new business opportunities.
- Issued debt and trade equity to increase capital.
- Participated in meetings with clients to discuss their financial needs and develop customized solutions.
- Attended conferences, seminars and networking events regularly in order to build relationships with industry professionals and potential clients.
- Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
- Provided recommendations for investment strategies based on individual client's goals and risk tolerance levels.
- Maintained relationships with key stakeholders such as regulators, rating agencies, legal counsels.
- Prepared legal and financial records to complete investments, acquisitions and purchases.
- Assisted in preparing documents related to initial public offerings.
- Analyzed historical and projected financial statements to evaluate past investment performance, forecast outcomes of current investments and advise on future projects.
- Negotiated terms of transactions with clients and ensured compliance with applicable regulations.
- Contributed to investment presentations delivered to institutional and wealth management clients.
- Prepared and presented research and recommendations on stock market trends and economic forecasts to assist with making informed portfolio decisions.
Personal Banker
01.2017 - 09.2017
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Entered new account information into computers and filed related forms and other documents.
- Develop new markets and customers with in the assigned territory to enhance sales volumes
- Manage prospects through the lead process cycle
- Meet and exceed all daily, monthly and yearly revenue and client acquisition goals
- Maintain accurate records of sales activities, contact, opportunities and account information in databases
- Customer service to provide quality customer service to ensure customer satisfaction and retention
- Participated in training sessions regarding new banking products or services.
Relationship Manager
Mashreq Bank
Abu Dhabi, Abu Dhabi
11.2014 - 12.2016
- Collaborated with internal teams to create customized financial solutions for clients.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Developed and implemented financial strategies to maximize profits and reduce costs.
- Developed and executed strategies for customer retention and acquisition.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Addressed customer questions and concerns regarding products and services.
- Led training sessions for junior relationship managers on client service best practices.
- Coordinated preparation of external audit materials and external financial reporting.
Education
Bachelors of Commerce - Commerce & Business
University of Punjab
Pakistan01.2013
Skills
- Policy compliance
- Auditing assignments
- Daily reporting
- Report generation
- Fraud investigations
- Accounting concepts
- Control recommendations
- Comparative analysis
- Due diligence
- Budget support
- Analytical research
- Business intelligence tools
References
Will be furnished upon request.
Languages
- English
- Urdu
- Hindi
Personal Information
Current Course : Master in Business Information
Status: Legal Immigrant
Timeline
Internal Auditor
Break Time
06.2024 - Current
Financial Analyst
Mabeaat
10.2021 - 05.2024
Investment Banker
Emirates Islamic Bank
10.2017 - 08.2021
Personal Banker
01.2017 - 09.2017
Relationship Manager
Mashreq Bank
11.2014 - 12.2016
Bachelors of Commerce - Commerce & Business
University of Punjab
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