Samir Haidar
Management Consultant
Antioch,TN
Summary
Results-driven Management Consultant adept at helping companies improve operational efficiency, team productivity and employee motivation. Hands-on leader with exceptional organizational, critical thinking and prioritization skills. Possessing 6 years of related experience and passion for contributing to business success.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Language
Work History
Management Consultant
UBS Wealth Management
Nashville, TN
01.2022 - Current
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues.
- Helped develop proactive and successful business policies to meet changing demands.
- Evaluated current processes to develop improvement plans.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Vetting and Collaborating with third party vendors to identify any anomalies between UBS and third parties.
- Leading data management of any CIP data sent for screening.
- Identify project anomalies and collaborate to resolve (example: Identifying domestic client vs. International, CRR screening and its triggers).
- Identify onboarding process and screening flows.
Business Analyst
UBS Wealth Management
Nashville, TN
01.2019 - 01.2022
- Assist in integrated automation solutions to generate MIS metrics.
- Facilitate across teams to communicate data and commentary.
- Identify any anomalies and determine best practice to resolve.
- Deliver monthly reports to ensure consistency of data outputs are consistent across divisions within UBS.
- Work with cross functional teams to effectively enhance Monthly MIS Report process for efficiency.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Data Management Analyst
UBS Investment Bank
Nashville, TN
08.2017 - 01.2019
- Verified compliance with data retention requirements by managing document catalogues for long-term archival of data associated with contract closeouts.
- Used standard document management tools to register documents and maintain databases used to produce logs, transmittal receipts and other reports.
- Expedited review process, signature approval and release of supplier and internally produced documents.
- Work with cross-functional teams to ensure worldwide stakeholder portfolios are created, amended or deactivated for appropriate investment and trade.
- Run and analyze reports and drive the strategy and execution of data operations
improvements. - Lead and assist offshore team members with escalations.
- Performed system analysis, documentation, testing implementation and user support for platform transitions.
- Corrected any data entry error to prevent later issues such as duplication or data degradation.
Education
Bachelor of Science - Accounting And Business Management
Middle Tennessee State University
07.2010 - 01.2015
Skills
Business Development
Timeline
Management Consultant
UBS Wealth Management
01.2022 - Current
Business Analyst
UBS Wealth Management
01.2019 - 01.2022
Data Management Analyst
UBS Investment Bank
08.2017 - 01.2019
Bachelor of Science - Accounting And Business Management
Middle Tennessee State University
07.2010 - 01.2015
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