Abir Hussein Email & Phone Number

Miami, Florida, United States

- Responsible for maintaining ongoing reports of revenue generated by sales and presenting daily reports to primary partners- Analyzed financial documents to determine client income, assets, liabilities, cash flow, insurance coverage, tax status, financial objectives, and risk tolerance in order to develop financial plans and investment proposals- Assisted financial advisors and clients with planning for and funding retirement using various investment strategies - Organized and verified financial records & new account paperwork for annual/quarterly audits, ensuring full compliance with regulatory standards- Utilized various platforms such as eMoney, MorningStar, Asset Map, Broadridge, etc. to generate financial reports and plans- Have pursued ongoing education and development of knowledge of capital markets, global economies, and wealth strategies- Identified improvements regarding key processes for internal and external controls and business procedures

Miami, Florida, United States

- Monitored and evaluated monthly/yearly budgets and forecasts, anticipated/adjusted for potential issues, and provided input on budgetary opportunities to address anticipated/projected shortfalls through inputting and analyzing items in budget trackers- Supported the department with the supporting and planning of projects and processes such as endowment reports, acknowledgment letters, oversight reports. etc- Executed and led all processes within the Fiscal Year Endowment Report Cycle including ensuring endowment funds were spent in compliance with the gift agreements and donor's intent, preparing the reports by reviewing for content accuracy as well as maintaining compliance and report requirements, and providing training for approvers, editors, along with all others who plaved a role in the different processes within the ER cycle• Facilitated payment processes for expense reports, invoices, reimbursements, travel authorizations, etc. through the process of receiving, processing, verifying, and reconciling

Miami

- Managed day-to-day operations – opening and closing, completing services, new client intakes, recording product inventory, and maintaining and recording cash flows accurately- Understand the impact of business’ operations on the overall financial goals and objectives- Managed the complete redesign of the company's website and the business' online appointment system as well as create a presence on various social media platforms resulting in an increase of about 1,000 profile views per week and a 40% increase in monthly sales- Engaged in customer communication via inbound and outbound calls, texts, emails, social media messages, etc. to assist with appointments, services available, products, and feedback including resolving complaints- Create employee schedules and responsibilities and oversee their daily performance- Introduced metrics-based performance management systems to evaluate employee performance and provide training

Master Of Business Administration - Mba, Business Administration And Management, General, Graduate Student

Bachelor Of Business Administration - Bba, Finance, General, Undergraduate 3.5 Gpa

Activities and Societies: Phoenician Investment Fund (PIF)Phoenician Investment Fund (PIF) - Analyst - Participate in “Market Talks”.