Summary
Overview
Work History
Education
Skills
Career Experience
Timeline
Generic

Osama Mohamed

Financial Accountant
Fishers,IN

Summary

Detail-oriented Accountant with 12 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.

Overview

16
16
years of professional experience
4
4
years of post-secondary education
2
2
Languages

Work History

Accountant

Well Power Investment
Fishers, IN
06.2024 - Current
  • Assisted in the preparation and maintenance of financial records and reports for accounts totaling over $5M annually.
  • Processed accounts payable and receivable transactions with 98% accuracy and ensured timely completion within 24–48 hours.
  • Recorded and updated 100+ daily transactions in the general ledger, maintaining precision and compliance.
  • Reconciled monthly bank statements for accounts totaling $3M, resolving discrepancies within two business days.
  • Contributed to the preparation of monthly, quarterly, and annual financial statements with a 95% on-time submission rate.
  • Supported budget preparation and variance analysis for budgets exceeding $500K, identifying opportunities to reduce costs by 10%.
  • Prepared and maintained 10+ financial reports for management review each month.
  • Conducted regular reconciliations of balance sheet accounts with a 99% accuracy rate, ensuring compliance with internal policies.
  • Reconciled credit card statements and petty cash accounts, processing $50K+ in transactions monthly.
  • Supported payroll processing for 50+ employees, ensuring 100% accuracy in calculations and deductions.
  • Assisted in the preparation of tax filings, including sales, property, and income tax returns, reducing filing errors by 15%.
  • Stayed updated on changes in tax laws and regulations, contributing to full compliance and minimizing penalties.
  • Provided documentation for 5+ internal and external audits annually, responding to auditor inquiries promptly.
  • Helped implement audit recommendations, improving internal controls and reducing errors by 20%.
  • Maintained and updated financial data in accounting software, ensuring 100% completeness and accuracy.
  • Prepared and managed fixed asset records for assets valued at $1M+.
  • Created 5+ financial presentations and reports monthly for senior management decision-making.
  • Provided general administrative support to the accounting team, improving team efficiency by 15%.

Corporate Credit Investigation Team Leader

Saib Bank
Cairo, Cairo, Egypt
01.2016 - 11.2023
  • Analyzed financial statements for 50+ companies monthly, including income statements, balance sheets, and cash flow statements, ensuring accurate assessments of financial health.
  • Assessed credit history, payment trends, and financial ratios for loans exceeding $20M annually, reducing risk exposure by 15%.
  • Reviewed credit bureau reports, industry risks, and macroeconomic factors for 100+ clients, contributing to data-driven lending decisions.
  • Evaluated corporate clients' capacity to meet debt obligations, achieving a 98% loan approval success rate with minimal default risks.
  • Assessed sector-specific risks and company performance benchmarks for portfolios worth $30M, ensuring compliance with industry standards.
  • Assigned risk ratings to 50+ corporate accounts quarterly, improving the accuracy of credit decisions by 20%.
  • Compiled 10+ detailed credit investigation reports per week, providing actionable recommendations to management and credit committees.
  • Presented findings to senior management and credit committees, influencing decisions on loans totaling $25M.
  • Ensured 100% adherence to internal credit policies and regulatory standards, avoiding any compliance violations.
  • Monitored 50+ approved clients monthly, identifying early signs of financial distress and recommending risk mitigation strategies.
  • Collaborated with relationship managers, credit analysts, and underwriters to finalize credit terms for high-value clients with a 10% increase in client satisfaction.
  • Communicated with clients to clarify financial positions or address discrepancies, resolving 95% of issues within 3 business days.

Teller, Customer Service

National Bank of Egypt
Cairo, Cairo, Egypt
07.2009 - 12.2015
  • Greeted and assisted 200+ customers daily, addressing their banking needs and fostering a welcoming environment.
  • Resolved 95% of customer inquiries within the first interaction, enhancing customer satisfaction and retention.
  • Provided information on 5+ bank products and services, making 30+ referrals monthly to specialized staff, driving cross-selling efforts.
  • Processed a variety of financial transactions, including 100+ deposits, withdrawals, transfers, and loan payments daily, ensuring accuracy and efficiency.
  • Issued cashier's checks, money orders, and travelers' checks for clients, with transactions totaling over $500K monthly.
  • Balanced cash drawer with 100% accuracy at the end of each shift, ensuring no discrepancies in daily cash totals.
  • Assisted 50+ customers monthly in opening new accounts, including checking, savings, and certificates of deposit, contributing to an 8% increase in new accounts.
  • Updated customer account information and processed maintenance requests with 99% accuracy, ensuring client data was always current.
  • Promoted bank products and services to customers, resulting in a 15% increase in product adoption within the first quarter.
  • Identified 10+ sales opportunities weekly, referring clients to the appropriate banking personnel, increasing sales conversions by 12%.

Education

Bachelor of Arts - accounting

Cairo University
Cairo, Egypt
09.2002 - 01.2007

Skills

Data inputting

Career Experience

I bring a diverse background in accounting, corporate credit investigation, customer service, and sales. At Well Power Investment Company, I managed financial records, conducted credit analyses to assess risk, and ensured regulatory compliance. My experience as a teller and customer service professional honed my skills in resolving client inquiries, promoting financial products, and achieving sales targets. With strong analytical abilities, attention to detail, and a customer-focused approach, I am well-equipped to deliver results and drive organizational success.

Timeline

Accountant

Well Power Investment
06.2024 - Current

Corporate Credit Investigation Team Leader

Saib Bank
01.2016 - 11.2023

Teller, Customer Service

National Bank of Egypt
07.2009 - 12.2015

Bachelor of Arts - accounting

Cairo University
09.2002 - 01.2007
Osama MohamedFinancial Accountant