Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Engy Garas

McKinney,TX

Summary

Resourceful Financial Analyst with progressive financial industry experience across auditing, financial controls, budgeting, accounting and tax specialties. Strong leader with excellent motivation and communication skills to build and manage high-performing teams.

Overview

18
18
years of professional experience

Work History

Senior Financial Analyst

National HME
Irving, TX
09.2022 - Current
  • Led the preparation of consolidated, and forecasted budgets.
  • Regularly updated budgets with actual figures, ensuring accuracy in areas including sales pipeline, debts, capital expenditures, and payroll.
  • Conducted comprehensive variance analysis, documenting reasons for discrepancies and preparing trend analyses for management review.
  • Prepared and presented management meeting packages and shareholders' materials directly to the CFO and CEO.

Senior Financial Analyst

Ahuja & Clark
Plano, TX
04.2021 - 09.2022
  • Provided financial advisory services to diverse clientele, offering expertise in business valuation, financial due diligence, and quality of earnings assessment.
  • Reported to the Advisory Manager and President, serving clients across various industries including healthcare, pharmaceuticals, hospitality, retail, software and technology, and automotive.

Accountant and Financial Analyst

Robert Half Accountemps
Dallas, TX
05.2019 - 04.2020
  • Offered consultancy services to clients spanning accounting, financial analysis, and audit assignments.
  • Managed budget preparations for mergers, acquisitions, and subsidiary companies, ensuring alignment with organizational objectives and stakeholder expectations.
  • Analyzed financial data to identify discrepancies or trends.

Accountant and Tax Return Preparation

ALTERNATIVE TAX
Dallas, TX
10.2017 - 04.2019
  • Utilized in-house accounting systems to maintain accurate financial records for clients across various industries.
  • Prepared tax obligations reports, reviewed balance sheets, and income statements, ensuring compliance with regulatory standards.

Transaction Advisory Services Manager

Moore Stephens
Doha, Qatar
03.2016 - 08.2017
  • Led a team in providing financial advisory services including due diligence, valuation, business plans, and feasibility studies.
  • Managed client engagements from initial proposal to final report delivery, ensuring client satisfaction and adherence to project timelines.
  • Created monthly reports for senior management summarizing operational performance metrics.

Supervisor, Financial Advisory Services Department

Deloitte
Cairo, Egypt
11.2005 - 06.2015
  • Progressed through various roles over a decade, spanning from 2005 to 2015.
  • Led a team in providing financial advisory services including due diligence, valuation, business plans, and feasibility studies.
  • Managed client engagements from initial proposal to final report delivery, ensuring client satisfaction and adherence to project timelines.
  • Conducted audit activities for prominent clients including Vodafone Telecommunications, ensuring accuracy and compliance with financial regulations.
  • Reviewed financial control protocols and self-assessments, providing insights and recommendations for process improvement.

Education

Advanced Financial Modeling Course -

American University
Cairo, Egypt

Master of Business Administration (MBA) - Banking & Finance

Academy Graduate School of Business (AAGSB)
Cairo, Egypt
01.2014

BBA - Accounting And Finance

Ain Shams University
Cairo, Egypt
02-2005

Investment and capital market Diploma -

RITI

IFRS training courses -

Deloitte

Skills

  • Proficient in MS Word, Excel (including macros, v-lookups, and pivot tables), PowerPoint
  • AUDIT SYSTEM 2 (Deloitte Software)
  • Financial Modeling
  • Account Reconciliation
  • Fluent in English; fair proficiency in French
  • Excellent communication, leadership, and team collaboration skills

Affiliations

Students Union, Member, Head of Social Committee, 2002, 2005

Timeline

Senior Financial Analyst

National HME
09.2022 - Current

Senior Financial Analyst

Ahuja & Clark
04.2021 - 09.2022

Accountant and Financial Analyst

Robert Half Accountemps
05.2019 - 04.2020

Accountant and Tax Return Preparation

ALTERNATIVE TAX
10.2017 - 04.2019

Transaction Advisory Services Manager

Moore Stephens
03.2016 - 08.2017

Supervisor, Financial Advisory Services Department

Deloitte
11.2005 - 06.2015

Advanced Financial Modeling Course -

American University

Master of Business Administration (MBA) - Banking & Finance

Academy Graduate School of Business (AAGSB)

BBA - Accounting And Finance

Ain Shams University

Investment and capital market Diploma -

RITI

IFRS training courses -

Deloitte
Engy Garas