Mohamed Yonis
Columbus,OH
Summary
Professional with several years leading financial planning and oversight in harmony with executives. Seasoned expert with well-rounded background effectively guiding various financial projects and processes. Demonstrated strengths in forecasting, reporting, and special project activities to support executive decision-making. Highly adaptable to accomplish goals in fast-paced environments.
Overview
19
19
years of professional experience
Work History
CFO
D&N transportation
Columbus, Ohio
01.2017 - Current
- Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
- Coordinated mergers and acquisitions activities including due diligence reviews.
- Directed treasury operations including cash management functions; monitored foreign exchange exposure risks.
- Reviewed financial statements on a regular basis to ensure accuracy of reported information.
- Managed the preparation of external audit reports in accordance with Generally Accepted Accounting Principles.
- Negotiated contracts with vendors, suppliers, customers, ensuring best value for company resources.
- Ensured timely filing of all required federal and state taxes; provided support during audits by regulatory agencies.
- Provided guidance on capital structure, investments, acquisitions, divestitures, and other strategic initiatives.
- Evaluated internal controls over financial reporting processes and ensured compliance with applicable laws and regulations.
- Monitored cash flows and identified areas of risk or opportunity.
- Developed and implemented financial strategies to increase efficiency and reduce costs.
Global Stock Plan
Morgan Stanley
Columbus, Ohio
05.2010 - 12.2016
- Assisted with customer requests and answered questions to improve satisfaction.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Utilized various software and tools to streamline processes and optimize performance.
- Updated and maintained databases with current information.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Private Client Banker
JPMorgan Chase
Worthington, Ohio
03.2006 - 04.2010
- Attended networking events to promote the bank's services and build relationships with potential customers.
- Researched, analyzed and recommended investments to meet client objectives.
- Managed daily operations of assigned branch including staff scheduling, budgeting and performance evaluations.
- Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
- Ensured compliance with all applicable laws and regulations related to private banking activities.
- Assisted customers with various transactions including deposits, withdrawals, loan payments and cashier's checks.
- Maintained up-to-date knowledge of the banking sector, economic trends, regulations and products available in the market.
- Facilitated account openings, transfers and closings for private banking customers.
- Responded promptly to client inquiries regarding their accounts or services offered by the bank.
- Coordinated with other departments to ensure that customer needs were met in a timely manner.
Education
Associate of Science - Accounting/Business
Georgia State University
Atlanta, GA06-2004
Skills
- Financial reporting
- Budgeting
- Mergers and acquisitions
- Cash management
- Financial analysis
- Contract negotiation
- Strategic planning
- Team leadership
Languages
Italian
Professional
Arabic
Native/ Bilingual
Timeline
CFO
D&N transportation
01.2017 - Current
Global Stock Plan
Morgan Stanley
05.2010 - 12.2016
Private Client Banker
JPMorgan Chase
03.2006 - 04.2010
Associate of Science - Accounting/Business
Georgia State University