Fayez Magdy
Dubai,United Arab Emirates
Summary
Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, contract administration, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.
Overview
9
9
years of professional experience
Work History
Relationship Manager – Commercial Deposits (Corporate Division)
CBI Main Office
Cairo, Egypt
04.2023 - 01.2024
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Generated reports regarding customer interactions, performance metrics, revenue goals.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.
- Developed strategies to attract new customers while retaining existing ones.
- Analyzed market trends and identified potential new customers through research activities.
- Coordinated preparation of external audit materials and external financial reporting.
Customer Relations Advisor
CBI Main Office
Cairo, Egypt
04.2021 - 04.2023
- Provided product education to customers based on their needs.
- Reviewed feedback from customers regarding services and products.
- Monitored customer accounts for potential problems or areas of improvement.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Supervised team of 12 customer service and front-line personnel, meeting needs of more than 100 customers per day.
- Prepared documentation, reports, and logs to identify and manage sales metrics and support process driven activities.
- Generated ideas for enhancing existing programs that support the organization's mission.
Teller Coordinator & Authorizer
CBI Main Office
Cairo, Egypt
01.2019 - 03.2021
- Attended ongoing education opportunities on company products, services and other lines of business.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Performed complex teller transactions such as term deposits, retirement savings plan contributions and mail deposits.
- Reviewed suspicious activity reports from tellers and took appropriate action when needed.
- Maintained optimal financial controls by securing funds and making accurate transactions.
Call Center (Outbound Team – Credit Cards)
Emirates NBD - Main Office
Cairo, Egypt
10.2018 - 03.2019
- Observed individual calls and provided relevant suggestions and feedback to promote success.
- Managed customer concerns with calm demeanor and knowledgeable service.
- Answered calls with friendly and polite approach to engage callers and deliver exceptional customer service.
- Analyzed daily, weekly, monthly reports to identify trends in customer inquiries or complaints.
- Produced reports outlining information such as call duration and customer satisfaction levels.
- Participated in various projects related to call center operations improvement initiatives.
- Worked with cross-functional teams to achieve goals.
ACCOUNTANT & Business Developer
MARCO Trade Company
Cairo, Egypt
01.2015 - 01.2018
- Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit and loss statements.
- Analyzed monthly department budgeting and accounting reports to maintain expenditure controls.
- Conducted statistical analyses to determine trends and significant changes and wrote narrative reports explaining findings.
- Reduced audit fees by bringing audit processes in-house.
- Calculated and prepared checks for utilities, taxes and other payments.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
Education
Corporate Finance Credit Professional Certificate -
EBI – New York Institute of Finance
Egypt07.2023
Brokerage Company in stock market Training course -
Grand Investment
Egypt01.2016
Audit Course - Auditing
PWC
Spain. Barchelona01.2015
MIU Audit simulation -
Ernst & Young
Egypt01.2015
Corporate Governance Course -
American University in Cairo
Egypt01.2015
Accounting Training
Misr International University
EgyptCustomer Service for Elder people -
Egyptian Banking Institute
Stock market training course in brokerage -
Egyptian Stock Market
EgyptCommunication Skills Training -
PEPSICO
EgyptSkills
- Microsoft office (Word, Excel, access and power point)
- Expert in Photoshop and Designs
- Oracle
- Customer Relationships
- Issue Resolution
- New Business Development
- Relationship Management
- Banking
- Account Management
- Client Relationships
- Customer Relationship Management
- Financial Advising
Education
- Misr International University- Business Administration - Accounting
Personal Information
- Nationality: Egyptian
- Marital Status: Single
Languages
English
Native/ Bilingual
Arabic
Native/ Bilingual
References
References available upon request.
Timeline
Relationship Manager – Commercial Deposits (Corporate Division)
CBI Main Office
04.2023 - 01.2024
Customer Relations Advisor
CBI Main Office
04.2021 - 04.2023
Teller Coordinator & Authorizer
CBI Main Office
01.2019 - 03.2021
Call Center (Outbound Team – Credit Cards)
Emirates NBD - Main Office
10.2018 - 03.2019
ACCOUNTANT & Business Developer
MARCO Trade Company
01.2015 - 01.2018
Corporate Finance Credit Professional Certificate -
EBI – New York Institute of Finance
Brokerage Company in stock market Training course -
Grand Investment
Audit Course - Auditing
PWC
MIU Audit simulation -
Ernst & Young
Corporate Governance Course -
American University in Cairo
Accounting Training
Misr International University
Customer Service for Elder people -
Egyptian Banking Institute
Stock market training course in brokerage -
Egyptian Stock Market
Communication Skills Training -
PEPSICO
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