Fazal Jifri Email & Phone Number

Al Asimah Governate, Kuwait

Kuwait

Part of a team that is responsible for the complete administration of the Banks investment prop-book valued at over USD 3 billion which includes direct real-estate, bond portfolios, listed-equity portfolios, private-equity portfolios, multi-asset funds, and other alternative investments in aircraft & equipment leasing, infrastructure funds & venture capital funds.Preparing and assessing valuation models periodically and reviewing Manager valuations.Performing periodic analyses to measure risk/return statistics. The analyses also includes performance attribution (style vs selection) to gauge manager alpha and stress tests to assess potential losses.Developing financial models to track Investments, fee accruals/amortization and NAVs, which in turn helps the Finance department in preparing financials.Preparing reporting packs for the management and regulatory agencies. Ensuring internal/regulatory compliance of investments and transactions whilst meeting strategic objectives.Well versed in the use of Bloomberg Terminal for the maintenance of Investment Portfolio and settlements of transactions. Actively involved in business development initiatives of the organization including peer training.

Kuwait

Developing forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends of subsidiaries and affiliates of the Company in various sectors including oil & gas, real estate, telecommunications, contracting & project management, education, marine services and car rental.Building financial models to assess business value, investment cost, financial structure, cash flow projections, DCF, NPV, IRR and sensitivity analysis in line with marketing strategies.Budgeting active and proposed projects by accurately determining pricing, margins and risk factors.Reporting and managing all fixed income investments and stock portfolios valued at KD 3+ million.Maintaining stock data on select listed Sharia compliant companies and periodically updating data to provide stock recommendation.Presenting oral and written reports on economic trends, individual corporations and entire industries.

Kuwait

Developing business valuations for companies across GCC in the following sectors:Oil & gas, real estate, construction, investment, manufacturing, consumer services, education, health & fitness, medical services, health care, project management and holding companies with multi-businesses and diversified investments.Formulating custom business plans and strategy documents according to financial institutional requirements.Preparing investment teasers to raise funds from private, strategic and institutional investors. Conducting fairness opinions on valuations reports prepared by others.Other responsibilities: Assigning tasks to associates, staffing projects, tracking progress and updating management, partners and clients.Analyzing projects for capital deployment and helped structure multi-million dollar deals.Preparing reports on financial statement analysis and historical performance of companies. Creating desktop market research and industry analysis reports on various sectors using business intelligence service sources.

Kuwait

London, United Kingdom

Managing staff and motivating them at all times.Delegating tasks to trainees and new employees.Liaising with the accounts department in providing vital information in the calculation of staff wages.Informing employees regarding changes of in-store promotional sales.Responsible for ensuring that the entire store passed the monthly evaluation checks.In charge of Banking and handling all cash transactions.Calculated and took into account daily Inventory while making adjustments.Complying with Subway standards, rules and regulations.Filing weekly operations reports that were to be dispatched to the Head Office.Preparing weekly staff schedules.In charge of online purchasing of products, and undertaking catering and `big platter' orders.Interacting with customers with the aim of providing them the best services.

Kuwait

Generating financial statements and facilitating in closing of monthly and annual accounts.Performing general accounting functions including preparation of journal entries, account analysis and balance sheet reconciliation.Performing periodic budgeting/modelling to project monthly cash requirements.Maintaining the fixed asset module; calculating and recording monthly depreciation expense.Facilitating internal and external audit processes through sound and thorough documentation.Monitoring payments due from direct credit customers and promptly contacting clients with due payments.Coordinating and follow-up with other departments in meeting financial reporting deadlines.Proposed and published metrics and KPI’s to be incorporated into monthly reports and scorecards.Created presentation formats for monthly/quarterly reviews of financial statements.Organizing and supervising store and warehouse inventory counts; making inventory adjustments and analysis to correct discrepancies.

Kuwait

Compiling general ledger entries and maintaining accurate and up-to-date financial databases. Collecting and reporting monthly expense variances and explanations. Preparing accounts payable and arranging for supplier payments and reconciliation.Facilitating payroll administration of vessel crew.Supporting monthly closing and preparation of monthly financial statements and reports.Assisting in implementation of process automation to encourage continuous improvement.Handling all correspondence with agents and crew on board vessels.

Master, Business Administration; Finance

Bachelor Of Commerce, Management Accounting & Cost Accounting

Higher Secondary, Commerce