Summary
Overview
Work History
Education
Skills
Timeline
background-images

Malik Jafferali

San Antonio,TX

Summary

Finance professional with a solid background in financial operations and principles, combined with diverse experience in the retail, medical, and real estate industries. Adept at adapting to new environments, managing multiple responsibilities, and working collaboratively across teams. Detail-oriented and reliable, with a strong focus on accuracy and efficiency.

Overview

23
23
years of professional experience

Work History

COO

Prompt Urgent Care
03.2014 - Current
  • Negotiated key partnerships with insurance companies, vendors and suppliers for improved collaboration and resource allocation.
  • Maintained P&L and shouldered corporate fiscal responsibility.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Developed high-performing teams through effective hiring, training, and performance management strategies.

Consultant

Complete Family Wellness
09.2018 - 03.2025
  • Collected, organized and provided data to maintain program status and customer commitments.
  • Enhanced team productivity, setting clear expectations, and providing ongoing feedback and support.
  • Monitored and tracked project execution of tasks.
  • Reduced operational costs with thorough analysis of financial data and implementation of cost-saving measures.

General Partner

Bold Minds Ventures LLC
10.2024 - Current
  • Managed portfolios of Single Family Homes, ensuring proper diversification and alignment with group objectives.
  • Negotiated favorable terms with external service providers ie. banks & other lenders to reduce costs while maintaining profit margins for partners.
  • Developed rebalancing strategies to minimize risk exposures.

Co Owner Real Estate Portfolio

SAS Ventures LLC
01.2020 - Current
  • Responsible to create a Rental portfolio of Single Family Homes in Texas
  • Collaborated with co-owner on strategic planning initiatives for long-term business success.
  • Oversaw financial management tasks, including budgeting, forecasting, and cash flow optimization.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.

Chief Financial Officer

Estacado Coggins LLC
01.2022 - Current
  • Communicate with partners to understand property needs and preferences before making any investment decisions
  • Research commercial and residential real estate deals.
  • Conducted thorough market research to guide partners through the decision-making process in purchasing properties.


Internal Auditor

Prime Communications LLC
02.2002 - 09.2010
  • Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthrough for compliance with documented processes.
  • Investigated discrepancies discovered during auditing process.
  • Assisted in the development of company policies and procedures, promoting a strong internal control environment.
  • Conducted thorough internal investigations, addressing employee concerns with fairness and transparency.

Education

ACCA - Accounting And Finance

Association of Chartered Certified Accountants
London , UK

Skills

  • Customer relations
  • Portfolio management
  • Deal sourcing
  • Investment analysis

Timeline

General Partner

Bold Minds Ventures LLC
10.2024 - Current

Chief Financial Officer

Estacado Coggins LLC
01.2022 - Current

Co Owner Real Estate Portfolio

SAS Ventures LLC
01.2020 - Current

Consultant

Complete Family Wellness
09.2018 - 03.2025

COO

Prompt Urgent Care
03.2014 - Current

Internal Auditor

Prime Communications LLC
02.2002 - 09.2010

ACCA - Accounting And Finance

Association of Chartered Certified Accountants
Malik Jafferali